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Axiom Financial Strategies, LLC

Q2 2021 Holdings

Filed 2021-08-13 | 77 holdings | $451.6K | 13F-HR/A | View on SEC ↗ · Holdings Table ↗

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

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IssuerClassCUSIPValue ↑Shares% Portfolio
Berkshire Hathaway Inc Series B New(BRK/B)STOCK084670702$1.3K4,5330.3%
Microsoft Corp(MSFT)STOCK594918104$1.3K4,8000.3%
Spdr SER TR Nuveen Blmbrg SR(SHM)ETF78468R739$1.5K30,7660.3%
Vanguard Materials ETF(VAW)ETF92204A801$1.7K9,1390.4%
Apple Inc(AAPL)STOCK037833100$1.7K12,3230.4%
Amazon COM Inc(AMZN)STOCK023135106$1.9K5520.4%
JPMorgan Chase & Co(JPM)STOCK46625H100$2.2K14,2670.5%
Vanguard Long Term ETF Bond(BLV)ETF921937793$3.1K30,2280.7%
Invesco TR II ETF Natl AMT Free MUN BD(PZA)ETF46138E537$3.3K120,5500.7%
Invesco DB Commodity ETF Index Tracking FD Unit(DBC)ETF46138B103$3.5K183,8050.8%
Spdr SER TR ETF Bloomberg Barclays High Yield BD(JNK)ETF78468R622$3.9K35,8400.9%
Vanguard Industrials ETF(VIS)ETF92204A603$4.1K20,7300.9%
Vaneck Vectors High Yield Muni ETF(HYD)ETF92189H409$4.1K65,2140.9%
Vanguard Financials ETF(VFH)ETF92204A405$5.1K56,4331.1%
Vanguard Health Care ETF(VHT)ETF92204A504$5.1K20,7641.1%
Vanguard ETF Communication Services(VOX)ETF92204A884$5.5K38,0191.2%
Vanguard Whitehall FDS Emerging MKT Govt BD ETF(VWOB)ETF921946885$5.8K73,1741.3%
Vanguard Consumer ETF Discretonary(VCR)ETF92204A108$5.9K18,8751.3%
Ishares Core S&P 500 ETF FD(IVV)ETF464287200$7.2K16,7821.6%
Vanguard Information ETF Technology(VGT)ETF92204A702$12.2K30,5842.7%
Vanguard Intermediat ETF Bond ETF(BIV)ETF921937819$12.4K138,1592.8%
Ishares National ETF Muni Bond(MUB)ETF464288414$14.1K119,9593.1%
Vanguard Intl Equity Index F(VWO)ETF922042858$17.6K324,4423.9%
Vanguard Mid Cap ETF(VO)ETF922908629$23.3K98,2485.2%
Wesbanco Inc(WSBC)STOCK950810101$23.4K656,4405.2%
Vanguard Small Cap ETF(VB)ETF922908751$23.8K105,8475.3%
Alibaba GRP Hldg LTD ADR Sponsored ADS(BABA)STOCK01609W102$235.0K1,03652.0%
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