$104 Million is the total value of Axiom Advisory, LLC's 30 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GOOG | ALPHABET INCcap stk cl c | $2,224,092 | +18.2% | 21,200 | 0.0% | 2.13% | +6.9% | |
| UBER | UBER TECHNOLOGIES INC | $558,415 | +27.2% | 17,750 | 0.0% | 0.54% | +15.1% | |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $231,491 | +0.5% | 746 | 0.0% | 0.22% | -9.0% | |
| PAVM | PAVMED INC | $4,629 | -12.5% | 11,021 | 0.0% | 0.00% | -33.3% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-24
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 8 | Q3 2023 | 25.7% |
| VANGUARD BD INDEX FDS | 8 | Q3 2023 | 27.4% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 7.5% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 8.4% |
| ISHARES TR | 8 | Q3 2023 | 6.9% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 4.8% |
| VANGUARD INTL EQUITY INDEX F | 8 | Q3 2023 | 4.3% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 3.1% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 3.0% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 3.2% |
View Axiom Advisory, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-12 |
| 13F-HR | 2024-01-30 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-04-24 |
| 13F-HR | 2023-02-08 |
| 13F-HR | 2022-10-14 |
| 13F-HR | 2022-08-10 |
| 13F-HR | 2022-04-26 |
| 13F-HR | 2022-02-11 |
View Axiom Advisory, 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.