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Axiom Financial Strategies, LLC

Q4 2021 Holdings

Filed 2022-02-04 | 80 holdings | $458.8K | 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 Index FDS ETF Real Estate Index FD(VNQ)REAL ESTATE ETF922908553$1.3K11,6320.3%
Berkshire Hathaway Inc Series B New(BRK/B)CL B NEW084670702$1.3K4,5110.3%
Vanguard Energy ETF(VDE)ENERGY ETF92204A306$1.4K17,7550.3%
Vanguard Long Term ETF Bond(BLV)LONG TERM BOND921937793$1.4K13,9070.3%
Amazon COM Inc(AMZN)COM023135106$1.5K4530.3%
Microsoft Corp(MSFT)COM594918104$1.6K4,7650.3%
Invesco Optimum YLD ETF Diversified Commodity Strategy NO K(PDBC)OPTIMUM YIELD46090F100$1.6K116,4290.4%
Invesco TR II ETF Natl Amt-Free MUN BD(PZA)NATL AMT MUNI46138E537$1.9K69,4440.4%
JPMorgan Chase & Co(JPM)COM46625H100$2.2K14,0690.5%
Apple Inc(AAPL)COM037833100$2.3K13,1180.5%
Vanguard Short Term ETF ETF(BSV)SHORT TRM BOND921937827$3.4K41,5300.7%
Vanguard Total Intl ETF Stock Index Fund(VXUS)VG TL INTL STK F921909768$4.0K62,9890.9%
Spdr Nuveen ETF Bloomberg Short Term Municipal Bond ETF(SHM)NUVEEN BLMBRG SH78468R739$4.1K83,6340.9%
Vaneck Vectors ETF High Yield Muni ETF(HYD)HIGH YLD MUNIETF92189H409$4.4K70,7411.0%
Spdr Bloomberg ETF High Yield BD ETF(JNK)BLOOMBERG HIGH Y78468R622$4.8K44,0871.0%
Vanguard Industrials ETF(VIS)INDUSTRIAL ETF92204A603$5.4K26,8451.2%
Vanguard Consumer ETF Discretonary(VCR)CONSUM DIS ETF92204A108$6.2K18,0531.3%
Vanguard Whitehall ETF FDS Emerging MKT Govt BD Index FD(VWOB)EMERG MKT BD ETF921946885$6.3K80,5901.4%
Vanguard ETF Communication Services(VOX)COMM SRVC ETF92204A884$6.8K50,2811.5%
Vanguard Health Care ETF(VHT)HEALTH CAR ETF92204A504$6.8K25,6161.5%
Vanguard Financials ETF(VFH)FINANCIALS ETF92204A405$7.1K73,2711.5%
Ishares Core S&P 500 ETF S&P 500 Index FD(IVV)CORE S&P500 ETF464287200$8.2K17,1021.8%
Vanguard Intermediat ETF Bond ETF(BIV)INTERMED TERM921937819$10.3K117,0622.2%
Ishares National ETF Muni Bond(MUB)NATIONAL MUN ETF464288414$11.1K95,4312.4%
Vanguard Small Cap ETF(VB)SMALL CP ETF922908751$11.8K52,4232.6%
Vanguard Intl Equity ETF Index FDS Ftse Emerging Mkts ETF(VWO)FTSE EMR MKT ETF922042858$14.2K287,4443.1%
Vanguard Information ETF Technology(VGT)INF TECH ETF92204A702$15.8K34,4443.4%
Wesbanco Inc(WSBC)COM950810101$22.9K653,7505.0%
Vanguard Mid Cap ETF(VO)MID CAP ETF922908629$28.3K111,0476.2%
Cisco Systems Inc(CSCO)COM17275R102$239.0K3,77152.1%
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