Axiom Financial Strategies

Axiom Financial Strategies as of Dec. 31, 2024

Portfolio Holdings for Axiom Financial Strategies

Axiom Financial Strategies holds 42 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 17.2 $31M 53k 588.68
Vanguard Index Fds Mid Cap Etf (VO) 13.7 $25M 93k 264.13
Vanguard World Inf Tech Etf (VGT) 9.2 $16M 26k 621.81
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 8.7 $16M 266k 58.93
Vanguard Index Fds Small Cp Etf (VB) 4.9 $8.7M 36k 240.28
Vanguard World Financials Etf (VFH) 4.8 $8.6M 73k 118.07
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 4.1 $7.3M 167k 44.04
Graniteshares Etf Tr Bbg Commd K 1 (COMB) 3.6 $6.4M 323k 19.95
Vanguard World Comm Srvc Etf (VOX) 3.6 $6.4M 42k 154.96
Vanguard World Industrial Etf (VIS) 3.3 $5.8M 23k 254.39
Vanguard World Health Car Etf (VHT) 3.2 $5.7M 22k 253.69
Pacer Fds Tr Trendpilot Intl (PTIN) 3.2 $5.7M 205k 27.75
Alps Etf Tr Oshares Us Smlcp (OUSM) 2.7 $4.9M 113k 43.72
Spdr Ser Tr Bloomberg High Y (JNK) 2.3 $4.2M 44k 95.47
Vanguard World Energy Etf (VDE) 2.3 $4.0M 33k 121.31
Vanguard World Consum Dis Etf (VCR) 2.2 $4.0M 11k 375.37
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.5 $2.6M 34k 77.27
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 1.4 $2.5M 39k 63.15
Vanguard World Materials Etf (VAW) 1.4 $2.4M 13k 187.83
Ishares Tr Msci Eafe Etf (EFA) 1.0 $1.9M 25k 75.61
Vanguard World Consum Stp Etf (VDC) 0.9 $1.6M 7.6k 211.37
Vanguard Bd Index Fds Long Term Bond (BLV) 0.8 $1.5M 21k 68.43
Microsoft Corporation (MSFT) 0.6 $1.1M 2.6k 421.50
Apple (AAPL) 0.5 $816k 3.3k 250.42
Zacks Trust Earngs Constant (ZECP) 0.4 $694k 23k 30.45
JPMorgan Chase & Co. (JPM) 0.3 $528k 2.2k 239.71
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $420k 926.00 453.28
Lowe's Companies (LOW) 0.2 $340k 1.4k 246.80
Accenture Plc Ireland Shs Class A (ACN) 0.2 $305k 868.00 351.79
UnitedHealth (UNH) 0.2 $291k 575.00 505.86
Zacks Trust Small/mid Cap (SMIZ) 0.2 $279k 8.4k 33.18
Chevron Corporation (CVX) 0.1 $253k 1.7k 144.85
Costco Wholesale Corporation (COST) 0.1 $246k 268.00 916.27
Meta Platforms Cl A (META) 0.1 $244k 417.00 585.51
Chubb (CB) 0.1 $241k 873.00 276.30
Analog Devices (ADI) 0.1 $241k 1.1k 212.46
Automatic Data Processing (ADP) 0.1 $236k 806.00 292.73
AFLAC Incorporated (AFL) 0.1 $224k 2.2k 103.44
Pepsi (PEP) 0.1 $220k 1.4k 152.06
Cisco Systems (CSCO) 0.1 $207k 3.5k 59.20
Paychex (PAYX) 0.1 $206k 1.5k 140.22
Amgen (AMGN) 0.1 $202k 775.00 260.64