Axiom Financial Strategies

Axiom Financial Strategies as of June 30, 2023

Portfolio Holdings for Axiom Financial Strategies

Axiom Financial Strategies holds 34 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Mid Cap Etf (VO) 13.9 $24M 110k 220.16
Ishares Tr Tips Bd Etf (TIP) 10.8 $19M 174k 107.62
Vanguard World Fds Inf Tech Etf (VGT) 8.8 $15M 35k 442.17
Vanguard Bd Index Fds Short Trm Bond (BSV) 5.3 $9.3M 123k 75.57
Graniteshares Etf Tr Bbg Commd K 1 (COMB) 5.2 $9.1M 439k 20.65
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 4.7 $8.2M 146k 56.08
Vanguard Bd Index Fds Long Term Bond (BLV) 4.7 $8.2M 109k 74.92
Vanguard World Fds Health Car Etf (VHT) 4.5 $7.9M 32k 244.82
First Tr Exchange-traded Cap Strength Etf (FTCS) 4.4 $7.7M 103k 75.08
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 4.1 $7.2M 153k 47.05
Ishares Tr Core S&p500 Etf (IVV) 3.5 $6.1M 14k 445.71
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 3.3 $5.7M 92k 62.27
Vanguard World Fds Financials Etf (VFH) 3.1 $5.4M 67k 81.24
Vanguard Index Fds Small Cp Etf (VB) 2.8 $4.8M 24k 198.89
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 2.6 $4.6M 195k 23.60
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.6 $4.5M 111k 40.68
Vanguard World Fds Industrial Etf (VIS) 2.3 $4.1M 20k 205.53
Vanguard World Fds Comm Srvc Etf (VOX) 2.3 $3.9M 37k 106.31
Vanguard World Fds Consum Dis Etf (VCR) 2.2 $3.8M 14k 283.19
Vanguard World Fds Energy Etf (VDE) 1.9 $3.4M 30k 112.89
Vanguard World Fds Consum Stp Etf (VDC) 1.8 $3.1M 16k 194.45
Ishares Tr Msci Eafe Etf (EFA) 0.8 $1.4M 19k 72.50
Vanguard World Fds Utilities Etf (VPU) 0.7 $1.2M 8.4k 142.17
Vanguard World Fds Materials Etf (VAW) 0.7 $1.2M 6.5k 181.98
Vaneck Etf Trust High Yld Munietf (HYD) 0.6 $1.0M 20k 51.34
Microsoft Corporation (MSFT) 0.6 $985k 2.9k 340.59
Spdr Ser Tr Bloomberg High Y (JNK) 0.5 $866k 9.4k 92.03
Apple (AAPL) 0.5 $863k 4.5k 193.97
Vanguard Index Fds Large Cap Etf (VV) 0.2 $323k 1.6k 202.72
Lowe's Companies (LOW) 0.2 $307k 1.4k 225.70
JPMorgan Chase & Co. (JPM) 0.2 $295k 2.0k 145.45
Pepsi (PEP) 0.2 $282k 1.5k 185.25
Wec Energy Group (WEC) 0.2 $263k 3.0k 88.24
Analog Devices (ADI) 0.1 $250k 1.3k 194.81