$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GOOG | Sell | ALPHABET INCcap stk cl c | $2,562,145 | +15.2% | 21,180 | -0.1% | 2.27% | +6.5% |
| VOE | Sell | VANGUARD INDEX FDSmcap vl idxvip | $2,441,076 | -2.1% | 17,640 | -5.3% | 2.16% | -9.5% |
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $1,580,744 | -1.7% | 20,893 | -0.8% | 1.40% | -9.1% |
| TSLA | Sell | TESLA INC | $280,356 | +27.6% | 1,071 | -5.1% | 0.25% | +18.1% |
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $228,864 | +8.6% | 3,247 | -0.9% | 0.20% | 0.0% |
| ABNB | Sell | AIRBNB INC | $218,385 | +0.2% | 1,704 | -5.0% | 0.19% | -7.7% |
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.