Axiom Advisory

Axiom Advisory as of Sept. 30, 2022

Portfolio Holdings for Axiom Advisory

Axiom Advisory holds 26 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 24.4 $21M 288k 71.32
Vanguard Index Fds Growth Etf (VUG) 17.8 $15M 70k 213.97
Vanguard Index Fds Value Etf (VTV) 7.0 $5.9M 48k 123.59
Vanguard Index Fds Mcap Gr Idxvip (VOT) 6.7 $5.7M 33k 170.66
Ishares Tr Eafe Grwth Etf (EFG) 6.2 $5.2M 72k 72.62
Vanguard Index Fds Sml Cp Grw Etf (VBK) 4.3 $3.6M 19k 195.01
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 4.2 $3.6M 38k 92.75
Vanguard Index Fds Sm Cp Val Etf (VBR) 3.1 $2.6M 18k 143.32
Vanguard Index Fds Total Stk Mkt (VTI) 2.8 $2.4M 13k 179.44
Vanguard Index Fds Mcap Vl Idxvip (VOE) 2.7 $2.3M 19k 121.89
Vanguard Bd Index Fds Short Trm Bond (BSV) 2.7 $2.2M 30k 74.86
Vanguard Index Fds Real Estate Etf (VNQ) 2.6 $2.2M 27k 80.11
Alphabet Cap Stk Cl C (GOOG) 2.4 $2.0M 21k 96.18
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 2.2 $1.9M 39k 48.99
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.2 $1.9M 51k 36.41
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) 2.2 $1.8M 51k 35.82
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.8 $1.6M 21k 74.32
Apple (AAPL) 1.2 $1.0M 7.5k 138.47
Uber Technologies (UBER) 0.6 $471k 18k 26.54
Intuit (INTU) 0.5 $462k 1.2k 387.26
Chevron Corporation (CVX) 0.5 $455k 3.2k 143.81
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $424k 1.3k 328.43
Qualcomm (QCOM) 0.5 $388k 3.4k 112.86
Tesla Motors (TSLA) 0.4 $339k 1.3k 265.26
Microsoft Corporation (MSFT) 0.3 $227k 977.00 232.34
Pavmed 0.0 $9.0k 11k 0.82