Axiom Advisory

Axiom Advisory as of March 31, 2023

Portfolio Holdings for Axiom Advisory

Axiom Advisory holds 30 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 24.0 $25M 101k 249.21
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 19.4 $20M 274k 73.96
Vanguard Index Fds Mcap Gr Idxvip (VOT) 7.2 $7.6M 39k 194.54
Ishares Tr Eafe Grwth Etf (EFG) 6.6 $6.9M 74k 93.91
Vanguard Index Fds Value Etf (VTV) 6.3 $6.6M 47k 139.23
Vanguard Index Fds Sml Cp Grw Etf (VBK) 4.8 $5.0M 23k 216.34
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 4.2 $4.4M 40k 109.87
Vanguard Index Fds Sm Cp Val Etf (VBR) 3.0 $3.1M 19k 158.86
Vanguard Index Fds Real Estate Etf (VNQ) 2.6 $2.7M 33k 82.38
Vanguard Index Fds Total Stk Mkt (VTI) 2.6 $2.7M 13k 204.63
Vanguard Index Fds Mcap Vl Idxvip (VOE) 2.4 $2.5M 19k 133.91
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 2.3 $2.4M 49k 49.13
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.2 $2.3M 56k 40.57
Alphabet Cap Stk Cl C (GOOG) 2.1 $2.2M 21k 104.91
Vanguard Bd Index Fds Short Trm Bond (BSV) 2.0 $2.1M 27k 76.50
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) 1.6 $1.7M 61k 27.61
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.5 $1.6M 21k 76.34
Apple (AAPL) 1.2 $1.2M 7.5k 166.17
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.7 $700k 15k 45.54
Uber Technologies (UBER) 0.5 $558k 18k 31.46
Chevron Corporation (CVX) 0.5 $534k 3.1k 169.98
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $493k 1.3k 377.69
Qualcomm (QCOM) 0.4 $434k 3.5k 124.73
Intuit (INTU) 0.4 $402k 912.00 440.85
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $232k 746.00 310.31
Tesla Motors (TSLA) 0.2 $220k 1.1k 194.77
Airbnb Com Cl A (ABNB) 0.2 $218k 1.8k 121.46
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $211k 3.3k 64.33
Microsoft Corporation (MSFT) 0.2 $210k 731.00 287.27
Pavmed 0.0 $4.6k 11k 0.42