$111 Million is the total value of Axiom Advisory, LLC's 34 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
QQQ | Exit | INVESCO QQQ TRunit ser 1 | $0 | – | -548 | -100.0% | -0.18% | – |
IWM | Exit | ISHARES TRrussell 2000 etf | $0 | – | -1,101 | -100.0% | -0.18% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-14
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.