Axiom Advisory

Axiom Advisory as of June 30, 2023

Portfolio Holdings for Axiom Advisory

Axiom Advisory holds 35 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 Growth Etf (VUG) 25.7 $29M 103k 282.96
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 18.0 $20M 280k 72.69
Vanguard Index Fds Mcap Gr Idxvip (VOT) 7.3 $8.2M 40k 205.77
Ishares Tr Eafe Grwth Etf (EFG) 6.3 $7.1M 75k 95.41
Vanguard Index Fds Value Etf (VTV) 6.1 $6.9M 49k 142.10
Vanguard Index Fds Sml Cp Grw Etf (VBK) 4.8 $5.4M 24k 229.74
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 4.0 $4.5M 41k 110.48
Vanguard Index Fds Sm Cp Val Etf (VBR) 2.9 $3.3M 20k 165.40
Vanguard Index Fds Total Stk Mkt (VTI) 2.7 $3.0M 14k 220.29
Vanguard Index Fds Real Estate Etf (VNQ) 2.5 $2.8M 34k 83.56
Alphabet Cap Stk Cl C (GOOG) 2.3 $2.6M 21k 120.97
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 2.2 $2.5M 51k 49.16
Vanguard Index Fds Mcap Vl Idxvip (VOE) 2.2 $2.4M 18k 138.38
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.0 $2.3M 57k 40.68
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.8 $2.1M 27k 75.57
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) 1.4 $1.6M 62k 25.98
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.4 $1.6M 21k 75.66
Apple (AAPL) 1.3 $1.5M 7.5k 193.98
Uber Technologies (UBER) 0.7 $766k 18k 43.17
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.6 $715k 16k 46.18
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $606k 1.5k 407.40
Chevron Corporation (CVX) 0.4 $499k 3.2k 157.33
Intuit (INTU) 0.4 $419k 914.00 458.18
Qualcomm (QCOM) 0.4 $417k 3.5k 119.04
Amazon (AMZN) 0.3 $338k 2.6k 130.36
Tesla Motors (TSLA) 0.2 $280k 1.1k 261.77
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $254k 746.00 341.00
Microsoft Corporation (MSFT) 0.2 $249k 732.00 340.75
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $229k 3.2k 70.48
Ishares Tr U.s. Tech Etf (IYW) 0.2 $219k 2.0k 108.90
Airbnb Com Cl A (ABNB) 0.2 $218k 1.7k 128.16
Ishares Tr Russell 2000 Etf (IWM) 0.2 $206k 1.1k 187.24
Nordstrom (JWN) 0.2 $205k 10k 20.47
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $202k 548.00 369.29
Pavmed 0.0 $4.5k 11k 0.41