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CIK: 0001831985
Total reported value
$319.1M
$319.1M
26 檔
24.7%
The Q2 2024 SEC filing reveals that Axiom Financial Strategies, LLC held a total portfolio value of $319.1M, covering 26 public equity positions.
During Q2 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 | 15.46% | — | +0.56% | |
| 2 | VXUS | Vanguard Total Intl Stock | ETF-Other | 10.41% | — | +0.10% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 10.30% | +0.63% | -1.17% | |
| 4 | VGT | Vanguard Info Tech ETF | ETF-Tech | 9.25% | — | -0.88% | |
| 5 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 5.82% | — | +1.83% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 5.30% | — | +0.04% | |
| 7 | VB | Vanguard Small-cap ETF | ETF-Other | 4.68% | — | -0.60% | |
| 8 | VHT | Vanguard Health Care ETF | ETF-Other | 4.54% | — | +0.42% | |
| 9 | COMB | Graniteshares Bcom Broad Str | ETF-Other | 3.94% | — | +1.02% | |
| 10 | PTIN | Pacer Trendpilot Intl ETF | ETF-Other | 3.83% | — | -1.09% | |
| 11 | VFH | Vanguard Financials ETF | ETF-Other | 3.49% | — | -0.21% | |
| 12 | VIS | Vanguard Industrials ETF | ETF-Other | 3.47% | — | -0.13% | |
| 13 | VOX | Vanguard Communication Servi | ETF-Other | 2.72% | — | -0.34% | |
| 14 | OUSM | Alps Oshares US Small-cap Qu | ETF-Other | 2.64% | — | -0.54% | |
| 15 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 2.30% | — | +0.77% | |
| 16 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 2.23% | — | +1.13% | |
| 17 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 1.80% | — | +0.28% | |
| 18 | VDE | Vanguard Energy ETF | ETF-Other | 1.63% | — | +0.52% | |
| 19 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 1.54% | — | +0.69% | |
| 20 | VAW | Vanguard Materials ETF | ETF-Other | 1.53% | — | +0.34% | |
| 21 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.26% | — | — | |
| 22 | VPU | Vanguard Utilities ETF | ETF-Other | 0.70% | — | +0.53% | |
| 23 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.59% | — | +1.08% | |
| 24 | VV | Vanguard Large-cap ETF | ETF-Other | 0.26% | — | — | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 0.18% | -0.01% | -72.69% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.15% | -0.02% | — |
According to official SEC Form 13F filings, Axiom Financial Strategies, LLC reported a total U.S. public equity portfolio value of $319.1M across 26 disclosed positions in Q2 2024.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VO, VXUS, IVV) accounted for 24.7% of total reported equity market value during Q2 2024.
During Q2 2024, Axiom Financial Strategies, LLC's top holdings by market value included VO (15.5%)、VXUS (10.4%)、IVV (10.3%). The largest single position, VO, represented 15.5% of total portfolio value.
In Q2 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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