Axiom Advisory

Latest statistics and disclosures from Axiom Advisory's latest quarterly 13F-HR filing:

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Positions held by Axiom Advisory consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Axiom Advisory

Axiom Advisory holds 37 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 25.7 $32M 103k 310.88
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 17.5 $22M 296k 73.55
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 7.4 $9.2M +2% 42k 219.57
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Vanguard Index Fds Value Etf (VTV) 6.0 $7.4M 50k 149.50
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Ishares Tr Eafe Grwth Etf (EFG) 5.9 $7.3M 75k 96.85
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 4.7 $5.8M 24k 241.77
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Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 3.9 $4.8M 42k 115.03
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Vanguard Index Fds Total Stk Mkt (VTI) 3.2 $4.0M 17k 237.22
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Vanguard Index Fds Sm Cp Val Etf (VBR) 3.0 $3.7M +2% 20k 179.97
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Vanguard Index Fds Real Estate Etf (VNQ) 2.7 $3.4M +6% 38k 88.36
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Alphabet Cap Stk Cl C (GOOG) 2.4 $3.0M 21k 140.93
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 2.1 $2.6M 18k 145.01
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Vanguard Bd Index Fds Vanguard Ultra (VUSB) 2.0 $2.5M 50k 49.44
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.0 $2.5M +3% 60k 41.10
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Vanguard Bd Index Fds Short Trm Bond (BSV) 1.7 $2.1M 27k 77.02
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Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) 1.4 $1.8M +7% 70k 25.07
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.2 $1.5M -3% 20k 77.37
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Apple (AAPL) 1.1 $1.4M -4% 7.4k 192.54
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Uber Technologies (UBER) 0.9 $1.1M 18k 61.57
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.6 $746k 16k 47.90
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $651k 1.5k 436.71
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Microsoft Corporation (MSFT) 0.5 $629k +13% 1.7k 375.99
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Intuit (INTU) 0.5 $561k 897.00 625.34
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Qualcomm (QCOM) 0.4 $546k 3.8k 144.61
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Chevron Corporation (CVX) 0.4 $482k 3.2k 149.16
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Amazon (AMZN) 0.3 $362k -8% 2.4k 151.94
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $284k 796.00 356.66
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Northern Lts Fd Tr Iv Main Sectr Rotn (SECT) 0.2 $282k NEW 6.1k 46.55
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Ishares Tr U.s. Tech Etf (IYW) 0.2 $247k 2.0k 122.77
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $244k 3.2k 75.11
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Airbnb Com Cl A (ABNB) 0.2 $241k 1.8k 136.14
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Tesla Motors (TSLA) 0.2 $240k 967.00 248.48
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $225k NEW 549.00 409.71
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Ishares Tr Russell 2000 Etf (IWM) 0.2 $213k NEW 1.1k 200.73
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Meta Platforms Cl A (META) 0.2 $210k NEW 594.00 353.96
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Nordstrom (JWN) 0.1 $185k 10k 18.45
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Northern Lts Fd Tr Iv Main Buywrite (BUYW) 0.1 $168k NEW 12k 13.48
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Past Filings by Axiom Advisory

SEC 13F filings are viewable for Axiom Advisory going back to 2021