Axiom Financial Strategies

Axiom Financial Strategies as of Dec. 31, 2022

Portfolio Holdings for Axiom Financial Strategies

Axiom Financial Strategies holds 37 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Mid Cap Etf Mid-Cap Blend (VO) 16.0 $26M 125k 203.81
Ishares Tip Bond Etf Inflation-Protected Bond (TIP) 12.6 $20M 189k 106.44
Vanguard Information Etf Technology Technology (VGT) 7.7 $12M 38k 319.41
Vanguard Health Care Etf Health (VHT) 5.1 $8.2M 33k 248.05
Spdr Nuveen Etf Bloomberg Short Term Municipal Bond Etf Muni National Short (SHM) 4.6 $7.3M 156k 46.98
Vanguard Short Term Etf Etf Short-Term Bond (BSV) 4.5 $7.2M 96k 75.28
Vanguard Small Cap Etf Small Blend (VB) 4.4 $7.0M 38k 183.54
Graniteshares Etf Tr Etf Bloomberg Commodity Broad Strategy No K-1 Commodities Broad Basket (COMB) 4.2 $6.7M 298k 22.49
Vanguard Lrg Cap Etf Large Blend (VV) 4.2 $6.6M 38k 174.20
Ishares Core S&p 500 Etf S&p 500 Index Large Blend (IVV) 3.7 $5.9M 15k 384.21
Vanguard Emerging Etf Markets Government Bond Etf Emerging Markets Bond (VWOB) 3.4 $5.4M 88k 60.98
Vanguard Financials Etf Financial (VFH) 3.1 $4.9M 60k 82.73
Invesco Tr Ii Etf Natl Amt-free Mun Bd Muni National Long (PZA) 2.8 $4.5M 197k 22.94
Vanguard Total Intl Etf Stock Index Fund Foreign Large Blend (VXUS) 2.5 $4.0M 78k 51.72
Vanguard Intl Equity Etf Index Fds Ftse Emerging Mkts Etf Diversified Emerging Mkts (VWO) 2.4 $3.8M 98k 38.98
Vanguard Long Term Etf Bond Long-Term Bond (BLV) 2.4 $3.7M 52k 72.44
Vanguard Industrials Etf Industrials (VIS) 2.3 $3.7M 20k 182.64
Vanguard Energy Etf Equity Energy (VDE) 2.3 $3.7M 30k 121.28
Vanguard Etf Communication Services Communications (VOX) 2.0 $3.2M 39k 82.25
Vanguard Consumer Etf Discretonary Consumer Cyclical (VCR) 2.0 $3.1M 14k 219.03
Vanguard Consumer St Etf Etf Consumer Defensive (VDC) 1.9 $3.0M 16k 191.57
Vanguard Utilities Etf Utilities (VPU) 0.8 $1.3M 8.4k 153.35
Vanguard Materials Etf Natural Resources (VAW) 0.7 $1.1M 6.6k 170.20
Wesbanco Small Value (WSBC) 0.6 $1000k 27k 36.98
Vaneck Vectors Etf High Yield Muni Etf High Yield Muni (HYD) 0.6 $988k 20k 50.55
Spdr Bloomberg Etf High Yield Bd Etf High Yield Bond (JNK) 0.5 $848k 9.4k 90.00
Microsoft Corp Large Blend (MSFT) 0.5 $719k 3.0k 239.85
Ishares Msci Eafe In Etf Foreign Large Blend (EFA) 0.4 $702k 11k 65.64
Apple Large Blend (AAPL) 0.4 $638k 4.9k 129.93
Jpmorgan Chase & Co Large Value (JPM) 0.2 $290k 2.2k 134.11
Pepsico Incorporated Large Core (PEP) 0.2 $278k 1.5k 180.69
Lowes Companies Large Core (LOW) 0.2 $274k 1.4k 199.24
Wec Energy Group Mid Core (WEC) 0.2 $262k 2.8k 93.76
Analog Devices Large Core (ADI) 0.1 $214k 1.3k 164.03
Unitedhealth Group Health (UNH) 0.1 $211k 397.00 530.18
Johnson & Johnson Large Blend (JNJ) 0.1 $208k 1.2k 176.68
Berkshire Hathaway Inc Series B Large Core (BRK.B) 0.1 $201k 651.00 308.90