Axiom Financial Strategies

Axiom Financial Strategies as of June 30, 2024

Portfolio Holdings for Axiom Financial Strategies

Axiom Financial Strategies holds 26 positions in its portfolio as reported in the June 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 242.10
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 10.4 $16M 266k 60.30
Ishares Tr Core S&p500 Etf (IVV) 10.3 $16M 29k 547.24
Vanguard World Inf Tech Etf (VGT) 9.3 $14M 25k 576.60
Vanguard Bd Index Fds Short Trm Bond (BSV) 5.8 $9.0M 117k 76.70
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 5.3 $8.2M 186k 43.76
Vanguard Index Fds Small Cp Etf (VB) 4.7 $7.2M 33k 218.04
Vanguard World Health Car Etf (VHT) 4.5 $7.0M 26k 266.00
Graniteshares Etf Tr Bbg Commd K 1 (COMB) 3.9 $6.1M 298k 20.36
Pacer Fds Tr Trendpilot Intl (PTIN) 3.8 $5.9M 204k 28.92
Vanguard World Financials Etf (VFH) 3.5 $5.4M 54k 99.88
Vanguard World Industrial Etf (VIS) 3.5 $5.3M 23k 235.22
Vanguard World Comm Srvc Etf (VOX) 2.7 $4.2M 30k 138.20
Alps Etf Tr Oshares Us Smlcp (OUSM) 2.6 $4.1M 98k 41.23
Vanguard Bd Index Fds Long Term Bond (BLV) 2.3 $3.5M 50k 70.29
Vanguard World Consum Dis Etf (VCR) 2.2 $3.4M 11k 312.33
Vanguard World Consum Stp Etf (VDC) 1.8 $2.8M 14k 203.03
Vanguard World Energy Etf (VDE) 1.6 $2.5M 20k 127.57
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 1.5 $2.4M 38k 62.91
Vanguard World Materials Etf (VAW) 1.5 $2.4M 12k 192.63
Ishares Tr Msci Eafe Etf (EFA) 1.3 $1.9M 25k 78.33
Vanguard World Utilities Etf (VPU) 0.7 $1.1M 7.3k 147.92
Spdr Ser Tr Bloomberg High Y (JNK) 0.6 $906k 9.6k 94.27
Vanguard Index Fds Large Cap Etf (VV) 0.3 $397k 1.6k 249.62
Microsoft Corporation (MSFT) 0.2 $270k 604.00 446.95
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $229k 563.00 406.80