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CIK: 0001831985
Total reported value
$319.1M
$319.1M
36 檔
24.3%
At the close of Q1 2024, Axiom Financial Strategies, LLC disclosed equity holdings valued at approximately $319.1M, spread across 36 reported holdings.
During Q1 2024, Axiom Financial Strategies, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VO | Vanguard Mid-cap ETF | ETF-Other | 15.55% | — | -1.58% | |
| 2 | VXUS | Vanguard Total Intl Stock | ETF-Other | 10.18% | — | +1.38% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 9.81% | +0.63% | -2.99% | |
| 4 | VGT | Vanguard Info Tech ETF | ETF-Tech | 8.32% | — | -5.96% | |
| 5 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 5.60% | — | -17.45% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 4.96% | — | +3.16% | |
| 7 | VB | Vanguard Small-cap ETF | ETF-Other | 4.84% | — | -0.94% | |
| 8 | VHT | Vanguard Health Care ETF | ETF-Other | 4.51% | — | -4.60% | |
| 9 | PTIN | Pacer Trendpilot Intl ETF | ETF-Other | 3.81% | — | +1.42% | |
| 10 | COMB | Graniteshares Bcom Broad Str | ETF-Other | 3.73% | — | +12.05% | |
| 11 | VIS | Vanguard Industrials ETF | ETF-Other | 3.53% | — | +16.08% | |
| 12 | VFH | Vanguard Financials ETF | ETF-Other | 3.51% | — | -12.41% | |
| 13 | OUSM | Alps Oshares US Small-cap Qu | ETF-Other | 2.68% | — | -1.43% | |
| 14 | VOX | Vanguard Communication Servi | ETF-Other | 2.54% | — | -7.55% | |
| 15 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 2.30% | — | -45.24% | |
| 16 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 2.20% | — | -1.01% | |
| 17 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 1.77% | — | -2.88% | |
| 18 | VDE | Vanguard Energy ETF | ETF-Other | 1.64% | — | -1.22% | |
| 19 | VAW | Vanguard Materials ETF | ETF-Other | 1.59% | — | +0.27% | |
| 20 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 1.52% | — | -2.14% | |
| 21 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.25% | — | +1.13% | |
| 22 | VPU | Vanguard Utilities ETF | ETF-Other | 0.65% | — | -1.69% | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 0.59% | -0.01% | -3.45% | |
| 24 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.58% | — | -1.75% | |
| 25 | AAPL | Apple Inc | Stock-Tech | 0.50% | — | +3.86% | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.26% | — | -3.62% | |
| 27 | VV | Vanguard Large-cap ETF | ETF-Other | 0.24% | — | — | |
| 28 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.17% | — | -4.05% | |
| 29 | CVX | Chevron CORP | Stock-Energy | 0.16% | — | -0.06% | |
| 30 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.16% | — | +0.79% | |
| 31 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.15% | +0.07% | NEW | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.15% | -0.02% | — | |
| 33 | ACN | Accenture plc | Stock-Tech | 0.15% | — | -1.16% | |
| 34 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.14% | — | — | |
| 35 | ADI | Analog Devices Inc | Stock-Tech | 0.13% | — | +0.19% | |
| 36 | PSX | Phillips 66 | Stock-Energy | 0.13% | — | — |
According to official SEC Form 13F filings, Axiom Financial Strategies, LLC reported a total U.S. public equity portfolio value of $319.1M across 36 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VO, VXUS, IVV) accounted for 24.3% of total reported equity market value during Q1 2024.
During Q1 2024, Axiom Financial Strategies, LLC's top holdings by market value included VO (15.6%)、VXUS (10.2%)、IVV (9.8%). The largest single position, VO, represented 15.6% of total portfolio value.
In Q1 2024, Axiom Financial Strategies, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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