Axiom Financial Strategies

Axiom Financial Strategies as of March 31, 2024

Portfolio Holdings for Axiom Financial Strategies

Axiom Financial Strategies holds 36 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Mid Cap Etf (VO) 15.5 $24M 98k 249.86
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 10.2 $16M 265k 60.30
Ishares Tr Core S&p500 Etf (IVV) 9.8 $15M 29k 525.73
Vanguard World Inf Tech Etf (VGT) 8.3 $13M 25k 524.33
Vanguard Bd Index Fds Short Trm Bond (BSV) 5.6 $8.8M 115k 76.67
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 5.0 $7.8M 186k 41.77
Vanguard Index Fds Small Cp Etf (VB) 4.8 $7.6M 33k 228.59
Vanguard World Health Car Etf (VHT) 4.5 $7.1M 26k 270.52
Pacer Fds Tr Trendpilot Intl (PTIN) 3.8 $6.0M 206k 29.07
Graniteshares Etf Tr Bbg Commd K 1 (COMB) 3.7 $5.9M 295k 19.87
Vanguard World Industrial Etf (VIS) 3.5 $5.5M 23k 244.15
Vanguard World Financials Etf (VFH) 3.5 $5.5M 54k 102.39
Alps Etf Tr Oshares Us Smlcp (OUSM) 2.7 $4.2M 99k 42.57
Vanguard World Comm Srvc Etf (VOX) 2.5 $4.0M 30k 131.22
Vanguard Bd Index Fds Long Term Bond (BLV) 2.3 $3.6M 50k 72.33
Vanguard World Consum Dis Etf (VCR) 2.2 $3.5M 11k 317.72
Vanguard World Consum Stp Etf (VDC) 1.8 $2.8M 14k 204.14
Vanguard World Energy Etf (VDE) 1.6 $2.6M 20k 131.70
Vanguard World Materials Etf (VAW) 1.6 $2.5M 12k 204.44
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 1.5 $2.4M 37k 63.85
Ishares Tr Msci Eafe Etf (EFA) 1.3 $2.0M 25k 79.86
Vanguard World Utilities Etf (VPU) 0.7 $1.0M 7.2k 142.57
Microsoft Corporation (MSFT) 0.6 $931k 2.2k 420.72
Spdr Ser Tr Bloomberg High Y (JNK) 0.6 $905k 9.5k 95.20
Apple (AAPL) 0.5 $784k 4.6k 171.48
JPMorgan Chase & Co. (JPM) 0.3 $405k 2.0k 200.30
Vanguard Index Fds Large Cap Etf (VV) 0.2 $382k 1.6k 239.76
Lowe's Companies (LOW) 0.2 $272k 1.1k 254.73
Chevron Corporation (CVX) 0.2 $253k 1.6k 157.75
Pepsi (PEP) 0.2 $246k 1.4k 175.01
UnitedHealth (UNH) 0.2 $242k 490.00 494.70
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $237k 563.00 420.52
Accenture Plc Ireland Shs Class A (ACN) 0.1 $235k 679.00 346.61
Alphabet Cap Stk Cl C (GOOG) 0.1 $213k 1.4k 152.26
Analog Devices (ADI) 0.1 $211k 1.1k 197.79
Phillips 66 (PSX) 0.1 $207k 1.3k 163.34