Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2018 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD MID CAP ETF | 18 | Q2 2024 | 16.0% |
VANGUARD WORLD FDS | 18 | Q2 2024 | 9.2% |
VANGUARD SMALL CAP ETF | 18 | Q2 2024 | 11.0% |
VANGUARD INTL EQUITY INDEX F | 18 | Q2 2024 | 8.1% |
VANGUARD TOTAL INTL ETF STOCK INDEX FUND | 18 | Q2 2024 | 10.4% |
VANGUARD WORLD FDS | 18 | Q2 2024 | 5.1% |
VANGUARD SHORT TERM ETF ETF | 18 | Q2 2024 | 7.1% |
VANGUARD WORLD FDS | 18 | Q2 2024 | 3.7% |
VANGUARD WHITEHALL FDS EMERGING MKT GOVT BD ETF | 18 | Q2 2024 | 3.4% |
VANGUARD WORLD FDS | 18 | Q2 2024 | 3.1% |
View Axiom Financial Strategies, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-28 |
13F-HR | 2024-08-13 |
13F-HR | 2024-04-29 |
13F-HR | 2024-02-13 |
13F-HR | 2023-10-16 |
13F-HR | 2023-08-10 |
13F-HR | 2023-05-18 |
13F-HR | 2023-05-18 |
13F-HR | 2022-10-17 |
13F-HR | 2022-08-10 |
View Axiom Financial Strategies, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.