News + Filings Holdings
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Axiom Advisory, LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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Vanguard Growth ETF
| VUG | ETF | 102,509 | 32,355 | 29,006,014,000 | 28,991,003,000 | 25.66 | |
Hist
| 06/30/2023 |
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VANGUARD INDEX FUNDS
| VOT | Common | 39,937 | 6,743 | 8,217,829,000 | 8,212,164,000 | 7.27 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| EFG | MSCI GRW IDX | 74,759 | 3,054 | 7,132,778,000 | 7,127,571,000 | 6.31 | |
Hist
| 06/30/2023 |
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VANGUARD INDEX FUNDS
| VTV | Common | 48,515 | 799 | 6,893,957,000 | 6,888,060,000 | 6.10 | |
Hist
| 06/30/2023 |
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Vanguard Small-Cap Growth ETF
| VBK | common | 23,523 | 4,827 | 5,404,076,000 | 5,400,430,000 | 4.78 | |
Hist
| 06/30/2023 |
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VANGUARD INTERNATIONAL EQUITY INDEX FUNDS
| VSS | Common | 40,622 | 2,197 | 4,487,921,000 | 4,484,357,000 | 3.97 | |
Hist
| 06/30/2023 |
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Vanguard Small-Cap Value ETF
| VBR | common | 19,968 | 1,987 | 3,302,643,000 | 3,300,066,000 | 2.92 | |
Hist
| 06/30/2023 |
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VANGUARD INDEX FUNDS
| VTI | Common | 13,835 | 583 | 3,047,652,000 | 3,045,274,000 | 2.70 | |
Hist
| 06/30/2023 |
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VANGUARD INDEX FUNDS
| VNQ | ETF | 34,040 | 7,001 | 2,844,382,000 | 2,842,216,000 | 2.52 | |
Hist
| 06/30/2023 |
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VANGUARD INTERNATIONAL EQUITY INDEX FUNDS
| VWO | Common | 56,870 | 5,561 | 2,313,453,000 | 2,311,585,000 | 2.05 | |
Hist
| 06/30/2023 |
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ISHARES U S ETF TR
| COMT | Common | 62,309 | 11,051 | 1,618,798,000 | 1,616,962,000 | 1.43 | |
Hist
| 06/30/2023 |
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Apple Inc.
| AAPL | Common | 7,543 | 18 | 1,463,162,000 | 1,462,120,000 | 1.29 | |
Hist
| 06/30/2023 |
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VANGUARD INDEX FDS SANDP 500 ETF
| VOO | STOCK | 1,488 | 197 | 606,217,000 | 605,793,000 | 0.54 | |
Hist
| 06/30/2023 |
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CHEVRON CORP
| CVX | Common | 3,171 | 7 | 498,884,000 | 498,429,000 | 0.44 | 0.00 |
Hist
| 06/30/2023 |
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QUALCOMM INC/DE
| QCOM | Common | 3,505 | 67 | 417,222,000 | 416,834,000 | 0.37 | |
Hist
| 06/30/2023 |
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