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Axiom Financial Strategies, LLC

Q4 2020 Holdings

Filed 2021-02-05 | 73 holdings | $166.4K | 13F-HR/A | View on SEC ↗ · Holdings Table ↗

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

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IssuerClassCUSIPValue ↑Shares% Portfolio
United Parcel Service(UPS)ACOM911312106$8254,9490.5%
Vanguard Utilities ETF(VPU)ACOM92204A876$8696,7350.5%
First Capital Inc(FCAP)ACOM31942S104$92216,4540.6%
Berkshire Hathaway Inc Series B New(BRK/B)ACOM084670702$9564,4900.6%
Microsoft Corp(MSFT)ACOM594918104$9714,6170.6%
3M Co(MMM)ACOM88579Y101$9916,1880.6%
Vanguard Short Term ETF ETF(BSV)ACOM921937827$1.1K12,7220.6%
Amazon COM Inc(AMZN)ACOM023135106$1.3K4190.8%
Apple Inc(AAPL)ACOM037833100$1.3K11,3960.8%
Spdr Nuveen ETF Bloomberg Barclays Short Term Municipal Bond ETF(SHM)ACOM78468R739$1.8K36,4421.1%
Vanguard Industrials ETF(VIS)ACOM92204A603$1.9K13,0431.1%
Vanguard Consumer ST ETF ETF(VDC)ACOM92204A207$2.2K13,3331.3%
Vanguard Long Term ETF Bond(BLV)ACOM921937793$2.6K22,8651.5%
Vanguard Financials ETF(VFH)ACOM92204A405$3.1K53,1091.9%
Invesco TR II ETF Natl Amt-Free MUN BD(PZA)ACOM46138E537$3.1K117,4291.9%
Vanguard Total Intl ETF Stock Index Fund(VXUS)ACOM921909768$3.7K71,1622.2%
Invesco DB Commodity ETF Index Tracking FD Unit(DBC)ACOM46138B103$4.0K308,9092.4%
Vanguard ETF Communication Services(VOX)ACOM92204A884$4.2K41,3622.5%
Vanguard Consumer ETF Discretonary(VCR)ACOM92204A108$4.3K18,4742.6%
Vanguard Health Care ETF(VHT)ACOM92204A504$5.1K25,1833.1%
Vaneck Vectors ETF High Yield Muni ETF(HYD)ACOM92189H409$5.3K88,8823.2%
Spdr SER TR ETF Bloomberg Barclays High Yield BD ETF New(JNK)ACOM78468R622$5.5K52,4923.3%
Vanguard Whitehall ETF FDS Emerging MKT Govt BD Index FD(VWOB)ACOM921946885$5.5K69,4383.3%
Ishares Core S&P 500 ETF S&P 500 Index FD(IVV)ACOM464287200$5.8K17,3433.5%
Vanguard Intl Equity ETF Index FDS Ftse Emerging Mkts ETF(VWO)ACOM922042858$6.4K148,1013.8%
Vanguard Small Cap ETF(VB)ACOM922908751$9.2K60,0665.6%
Vanguard Intermediat ETF Bond ETF(BIV)ACOM921937819$10.1K108,3946.1%
Vanguard Information ETF Technology(VGT)ACOM92204A702$11.3K36,4106.8%
Ishares National ETF Muni Bond(MUB)ACOM464288414$12.0K103,5427.2%
Wesbanco Inc(WSBC)ACOM950810101$13.9K649,9918.3%
Vanguard Mid Cap ETF(VO)ACOM922908629$22.6K128,24013.6%
Carrier Global Corp(CARR)COM14448C104$213.0K5,65114.9%
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