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Axiom Financial Strategies, LLC

Q1 2022 Holdings

Filed 2022-05-02 | 75 holdings | $198.4K | 13F-HR/A | View on SEC ↗ · Holdings Table ↗

Amended (2022-06-15) | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Vanguard Mid Cap ETF(VO)ETF922908629$24.9K113,96412.5%
Wesbanco Inc(WSBC)Stock950810101$21.0K650,50810.6%
Ishares TIP Bond ETF(TIP)ETF464287176$13.8K115,2576.9%
Vanguard Information ETF Technology(VGT)ETF92204A702$13.4K36,6046.8%
Ishares National ETF Muni Bond(MUB)ETF464288414$10.3K97,1475.2%
Vanguard Intl Equity ETF Index FDS Ftse Emerging Mkts ETF(VWO)ETF922042858$10.0K231,5175.0%
Vanguard Small Cap ETF(VB)ETF922908751$8.9K45,5314.5%
Ishares Core S&P 500 ETF S&P 500 Index FD(IVV)ETF464287200$6.8K16,3843.4%
Vanguard Financials ETF(VFH)ETF92204A405$6.2K74,3133.1%
Vanguard Health Care ETF(VHT)ETF92204A504$6.0K25,0313.0%
Vanguard Whitehall ETF FDS Emerging MKT Govt BD Index FD(VWOB)ETF921946885$5.4K84,1042.7%
Vanguard ETF Communication Services(VOX)ETF92204A884$5.3K51,9852.7%
Vanguard Consumer ETF Discretonary(VCR)ETF92204A108$5.0K18,8012.5%
Vanguard Industrials ETF(VIS)ETF92204A603$4.9K27,2242.4%
Vanguard Short Term ETF ETF(BSV)ETF921937827$4.6K60,0332.3%
Graniteshares ETF TR ETF Bloomberg Commodity Broad Strategy NO K 1(COMB)ETF38747R108$4.3K129,6412.1%
Spdr Nuveen ETF Bloomberg Short Term Municipal Bond ETF(SHM)ETF78468R739$3.9K84,1852.0%
Vaneck Vectors ETF High Yield Muni ETF(HYD)ETF92189H409$3.9K71,7562.0%
Spdr Bloomberg ETF High Yield BD ETF(JNK)ETF78468R622$3.7K37,9481.9%
Vanguard Total Intl ETF Stock Index Fund(VXUS)ETF921909768$3.6K65,2041.8%
Apple Inc(AAPL)Stock037833100$2.0K12,9131.0%
Vanguard Energy ETF(VDE)ETF92204A306$1.7K16,2760.9%
Invesco TR II ETF Natl AMT Free MUN BD(PZA)ETF46138E537$1.7K70,4870.8%
JPMorgan Chase & Co(JPM)Stock46625H100$1.7K13,9760.8%
Berkshire Hathaway Inc Series B New(BRK/B)Stock084670702$1.4K4,4940.7%
Microsoft Corp(MSFT)Stock594918104$1.3K4,7980.7%
Vanguard Index FDS ETF Real Estate Index FD(VNQ)ETF922908553$1.2K11,5100.6%
Vanguard Long Term ETF Bond(BLV)ETF921937793$1.2K14,5840.6%
Vanguard Materials ETF(VAW)ETF92204A801$1.2K6,2450.6%
Chevron Corporation(CVX)Stock166764100$1.2K7,3350.6%
Amazon COM Inc(AMZN)Stock023135106$1.1K4680.6%
United Parcel Service B(UPS)Stock911312106$9435,2510.5%
3M Co(MMM)Stock88579Y101$9426,5130.5%
Ishares Msci Eafe in ETF(EFA)ETF464287465$80811,8410.4%
Tesla Inc(TSLA)Stock88160R101$7779060.4%
First Capital Inc(FCAP)Stock31942S104$74820,2100.4%
Walmart Inc(WMT)Stock931142103$7484,8880.4%
Umpqua Hldgs Corp(UMPQUSD)Stock904214103$72143,4640.4%
Exxon Mobil Corp(XOM)Stock30231G102$6807,9090.3%
Johnson & Johnson(JNJ)Stock478160104$6683,7130.3%
ELI Lilly & Co(LLY)Stock532457108$6592,2910.3%
Wells Fargo & Co New(WFC)Stock949746101$46510,7460.2%
Anthem Inc(ELV)Stock036752103$4478880.2%
PNC Financial Services Group(PNC)Stock693475105$4092,4720.2%
Pepsico Incorporated(PEP)Stock713448108$4032,3580.2%
Alphabet Inc NON Voting Cap STK CL C(GOOG)Stock02079K107$3811670.2%
AT & T Inc(T)Stock00206R102$34217,8880.2%
US Bancorp New(USB)Stock902973304$3096,3760.2%
Ishares S&p500 Value ETF(IVE)ETF464287408$2861,9410.1%
Capital One Financial Corp(COF)Stock14040H105$2862,3020.1%
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