IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Axiom Financial Strategies, LLC

Q1 2021 Holdings

Filed 2021-05-13 | 77 holdings | $640.2K | 13F-HR/A | View on SEC ↗ · Holdings Table ↗

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

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↓Shares% Portfolio
Alibaba GRP Hldg LTD ADR Sponsored ADS(BABA)Stock01609W102$235.0K1,03636.7%
Cisco Systems Inc(CSCO)Stock17275R102$202.0K3,90731.6%
Wesbanco Inc(WSBC)Stock950810101$23.6K654,4723.7%
Vanguard Mid Cap ETF(VO)ETF922908629$21.9K98,8943.4%
Vanguard Small Cap ETF(VB)ETF922908751$21.5K100,4133.4%
Vanguard Intl Equity ETF Index FDS Ftse Emerging Mkts ETF(VWO)ETF922042858$16.3K312,3312.5%
Ishares National ETF Muni Bond(MUB)ETF464288414$13.6K117,0532.1%
Vanguard Information ETF Technology(VGT)ETF92204A702$12.1K33,8101.9%
Vanguard Intermediat ETF Bond ETF(BIV)ETF921937819$12.0K135,7581.9%
Ishares Core S&P 500 ETF S&P 500 Index FD(IVV)ETF464287200$6.6K16,6181.0%
Vanguard Health Care ETF(VHT)ETF92204A504$5.6K24,4120.9%
Vanguard Whitehall ETF FDS Emerging MKT Govt BD Index FD(VWOB)ETF921946885$5.5K71,5400.9%
Vanguard Consumer ETF Discretonary(VCR)ETF92204A108$5.3K17,7810.8%
Vanguard ETF Communication Services(VOX)ETF92204A884$4.5K34,6260.7%
Vaneck Vectors ETF High Yield Muni ETF(HYD)ETF92189H409$4.0K64,8620.6%
Spdr SER TR ETF Bloomberg Barclays High Yield BD ETF New(JNK)ETF78468R622$3.8K35,2530.6%
Vanguard Financials ETF(VFH)ETF92204A405$3.8K44,7950.6%
Invesco DB Commodity ETF Index Tracking FD Unit(DBC)ETF46138B103$3.3K200,1520.5%
Invesco TR II ETF Natl Amt-Free MUN BD(PZA)ETF46138E537$3.3K122,4420.5%
Vanguard Long Term ETF Bond(BLV)ETF921937793$2.9K29,8820.5%
Vanguard Consumer ST ETF ETF(VDC)ETF92204A207$2.4K13,2200.4%
Vanguard Industrials ETF(VIS)ETF92204A603$2.3K12,1260.4%
Amazon COM Inc(AMZN)Stock023135106$1.7K5340.3%
Spdr Nuveen ETF Bloomberg Barclays Short Term Municipal Bond ETF(SHM)ETF78468R739$1.5K30,5900.2%
Apple Inc(AAPL)Stock037833100$1.5K12,0980.2%
JPMorgan Chase & Co(JPM)Stock46625H100$1.3K8,3900.2%
Vanguard Total Intl ETF Stock Index Fund(VXUS)ETF921909768$1.3K20,1230.2%
3M Co(MMM)Stock88579Y101$1.2K6,1990.2%
Berkshire Hathaway Inc Series B New(BRK/B)Stock084670702$1.2K4,5330.2%
Microsoft Corp(MSFT)Stock594918104$1.1K4,7540.2%
Vanguard Utilities ETF(VPU)ETF92204A876$9947,0760.2%
Vanguard Materials ETF(VAW)ETF92204A801$8534,9310.1%
Vanguard Short Term ETF ETF(BSV)ETF921937827$85110,3480.1%
United Parcel Service(UPS)Stock911312106$8384,9300.1%
Umpqua Hldgs Corp(UMPQUSD)Stock904214103$80745,9700.1%
First Capital Inc(FCAP)Stock31942S104$80216,4630.1%
Ishares Msci Eafe in ETF(EFA)ETF464287465$6498,5590.1%
Chevron Corporation(CVX)Stock166764100$6386,0880.1%
Johnson & Johnson(JNJ)Stock478160104$6213,7760.1%
Walmart Inc(WMT)Stock931142103$6014,4280.1%
Applied Materials Inc(AMAT)Stock038222105$5534,1380.1%
Tesla Inc(TSLA)Stock88160R101$5518250.1%
AT & T Inc(T)Stock00206R102$51216,9140.1%
Wells Fargo & Co New(WFC)Stock949746101$50012,7950.1%
ELI Lilly & Co(LLY)Stock532457108$4282,2910.1%
PNC Financial Services Group(PNC)Stock693475105$4272,4330.1%
Exxon Mobil Corp(XOM)Stock30231G102$4217,5450.1%
Capital One Financial Corp(COF)Stock14040H105$4163,2670.1%
Alphabet Inc NON Voting Cap STK CL C(GOOG)Stock02079K107$3641760.1%
Facebook Inc Class A(META)Stock30303M102$3571,2120.1%
Page 1 of 2Next