$113 Million is the total value of Axiom Advisory, LLC's 35 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AMZN | New | AMAZON COM INC | $337,763 | – | 2,591 | +100.0% | 0.30% | – |
| IYW | New | ISHARES TRu.s. tech etf | $218,883 | – | 2,010 | +100.0% | 0.19% | – |
| IWM | New | ISHARES TRrussell 2000 etf | $206,148 | – | 1,101 | +100.0% | 0.18% | – |
| JWN | New | NORDSTROM INC | $205,343 | – | 10,031 | +100.0% | 0.18% | – |
| QQQ | New | INVESCO QQQ TRunit ser 1 | $202,373 | – | 548 | +100.0% | 0.18% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-08-08
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.