IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Axiom Financial Strategies, LLC

Q2 2020 Holdings

Filed 2020-11-23 | 68 holdings | $745.9K | 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
Autonation Inc(AN)COM05329W102$372.0K9,90049.9%
Brooks Automation Inc New(AZTA)COM114340102$221.0K5,00029.6%
Vanguard Mid Cap ETF(VO)COM922908629$21.4K130,4182.9%
Wesbanco Inc(WSBC)COM950810101$13.2K648,1831.8%
Ishares National ETF Muni Bond(MUB)COM464288414$12.4K107,6671.7%
Vanguard Intermediat ETF Bond ETF(BIV)COM921937819$10.2K109,4961.4%
Vanguard Information ETF Technology(VGT)COM92204A702$10.1K36,1231.3%
Vanguard Intl Equity ETF Index FDS Ftse Emerging Mkts ETF(VWO)COM922042858$6.2K156,1760.8%
Ishares Core S&P 500 ETF S&P 500 Index FD(IVV)COM464287200$5.4K17,3700.7%
Vanguard Whitehall ETF FDS Emerging MKT Govt BD Index FD(VWOB)COM921946885$5.2K66,9540.7%
Vanguard Health Care ETF(VHT)COM92204A504$4.7K24,3430.6%
Vanguard Small Cap ETF(VB)COM922908751$4.5K31,0950.6%
Vanguard Financials ETF(VFH)COM92204A405$4.1K72,0730.6%
Vanguard Consumer ETF Discretonary(VCR)COM92204A108$4.1K20,4520.5%
Vanguard ETF Communication Services(VOX)COM92204A884$4.1K43,8070.5%
Invesco DB Commodity ETF Index Tracking FD Unit(DBC)COM46138B103$3.9K316,0980.5%
Spdr Nuveen ETF Bloomberg Barclays Short Term Municipal Bond ETF(SHM)COM78468R739$3.6K73,1640.5%
Vanguard Total Intl ETF Stock Index Fund(VXUS)COM921909768$3.6K73,0510.5%
Invesco TR II ETF Natl Amt-Free MUN BD(PZA)COM46138E537$3.0K113,4980.4%
Vaneck Vectors ETF High Yield Muni ETF(HYD)COM92189H409$2.8K47,9090.4%
Vanguard Short Term ETF ETF(BSV)COM921937827$2.7K32,7570.4%
Vanguard Long Term ETF Bond(BLV)COM921937793$2.7K23,9850.4%
Spdr SER TR ETF Bloomberg Barclays High Yield BD ETF New(JNK)COM78468R622$2.6K25,5380.3%
Vanguard Consumer ST ETF ETF(VDC)COM92204A207$2.0K13,1840.3%
Vanguard Industrials ETF(VIS)COM92204A603$1.7K12,7860.2%
First Capital Inc(FCAP)COM31942S104$1.1K16,4500.2%
Amazon COM Inc(AMZN)COM023135106$1.1K4040.1%
Apple Inc(AAPL)COM037833100$1.1K2,9240.1%
Microsoft Corp(MSFT)COM594918104$1.0K5,1360.1%
3M Co(MMM)COM88579Y101$9566,1270.1%
Berkshire Hathaway Inc Series B New(BRK/B)COM084670702$8024,4900.1%
JPMorgan Chase & Co(JPM)COM46625H100$7668,1420.1%
Ishares Msci Eafe in ETF(EFA)COM464287465$75712,4440.1%
Vanguard Utilities ETF(VPU)COM92204A876$7085,7210.1%
United Parcel Service(UPS)COM911312106$6966,2620.1%
Vanguard Index FDS ETF S&P 500 ETF SHS New(VOO)COM922908363$6102,1520.1%
Chevron Corporation(CVX)COM166764100$5736,4210.1%
AT & T Inc(T)COM00206R102$52717,4240.1%
Johnson & Johnson(JNJ)COM478160104$4763,3840.1%
Umpqua Hldgs Corp(UMPQUSD)COM904214103$47144,3020.1%
Walmart Inc(WMT)COM931142103$3643,0380.0%
Exxon Mobil Corp(XOM)COM30231G102$3477,7520.0%
Pepsico Incorporated(PEP)COM713448108$3452,6100.0%
Stock Yards Bancorp Inc(SYBT)COM861025104$3177,8900.0%
Vanguard Index FDS ETF Real Estate Index FD(VNQ)COM922908553$3113,9650.0%
Facebook Inc Class A(META)COM30303M102$3001,3220.0%
Colgate-Palmolive Co(CL)COM194162103$2863,9020.0%
WEC Energy Group Inc(WEC)COM92939U106$2803,1910.0%
Verizon Communications COM(VZ)COM92343V104$2734,9600.0%
Raytheon Technologies Corp(RTX)COM75513E101$2654,2970.0%
Page 1 of 2Next