Axiom Financial Strategies, LLC
CIK 1831985 · Holdings on Jun 30, 2024 · First reported Aug 13, 2024
Top ten holdings
Q2 2024- VO15.46%
- VXUS10.41%
- IVV10.30%
- VGT9.25%
- BSV5.82%
- VWO5.30%
- VB4.68%
- VHT4.54%
- COMB3.94%
- PTIN3.83%
Share classes counted separately73.53%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- VGTWeight increased · +0.93 pp8.32% → 9.25%Shares -220 (-0.88%)
- IVVWeight increased · +0.49 pp9.81% → 10.30%Shares -343 (-1.17%)
- MSFTWeight decreased · -0.41 pp0.59% → 0.18%Shares -1.61K (-72.69%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 26
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VOVNGRD MRNGSTR MD-CAP ETF-USDMID CAP ETF View history and evidence | $23.79M | 15.46% | 98.28K shares | 15.55% → 15.46%-0.09 pp +548 (+0.56%) | Added | ↗▾ |
| 02 | VXUSVANGUARD TOTAL INTL STOCKVG TL INTL STK F View history and evidence | $16.01M | 10.41% | 265.57K shares | 10.18% → 10.41%+0.23 pp +263 (+0.10%) | Added | ↗▾ |
| 03 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $15.85M | 10.30% | 28.97K shares | 9.81% → 10.30%+0.49 pp -343 (-1.17%) | Reduced | ↗▾ |
| 04 | VGTVANGUARD INFO TECH ETFINF TECH ETF View history and evidence | $14.24M | 9.25% | 24.69K shares | 8.32% → 9.25%+0.93 pp -220 (-0.88%) | Reduced | ↗▾ |
| 05 | BSVVANGUARD SHORT-TERM BOND ETFSHORT TRM BOND View history and evidence | $8.96M | 5.82% | 116.81K shares | 5.60% → 5.82%+0.22 pp +2.10K (+1.83%) | Added | ↗▾ |
| 06 | VWOVANGUARD FTSE EMERGING MARKEFTSE EMR MKT ETF View history and evidence | $8.16M | 5.30% | 186.41K shares | 4.96% → 5.30%+0.34 pp +70 (+0.04%) | Added | ↗▾ |
| 07 | VBVANGUARD MOST SM-CAP ETF-USDSMALL CP ETF View history and evidence | $7.21M | 4.68% | 33.07K shares | 4.84% → 4.68%-0.16 pp -201 (-0.60%) | Reduced | ↗▾ |
| 08 | VHTVANGUARD HEALTH CARE ETFHEALTH CAR ETF View history and evidence | $6.99M | 4.54% | 26.28K shares | 4.51% → 4.54%+0.03 pp +111 (+0.42%) | Added | ↗▾ |
| 09 | COMBGRANITESHARES BCOM BROAD STRBBG COMMD K 1 View history and evidence | $6.06M | 3.94% | 297.63K shares | 3.73% → 3.94%+0.21 pp +3.01K (+1.02%) | Added | ↗▾ |
| 10 | PTINPACER TRENDPILOT INTL ETFTRENDPILOT INTL View history and evidence | $5.89M | 3.83% | 203.70K shares | 3.81% → 3.83%+0.02 pp -2.25K (-1.09%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 10
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| AAPL APPLE INC | Non-derivative | -4,570 | -$783.66K | SEC filing ↗ | SEC filing ↗ |
| JPM JPMORGAN CHASE & CO | Non-derivative | -2,024 | -$405.41K | SEC filing ↗ | SEC filing ↗ |
| LOW LOWE'S COS INC | Non-derivative | -1,066 | -$271.54K | SEC filing ↗ | SEC filing ↗ |
3 / 10 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1831985 · Period 2024-06-30
Data loaded 2026-09-23 · First reported 2024-08-13
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 153898694
}Take these holdings further.
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