News + Filings Holdings
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Axiom Financial Strategies, 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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FIRST TRUST EXCHANGE TRADED FUND
| FTCS | Common | 102,812 | -211,802 | 7,719,108,000 | -15,228,871,000 | 4.43 | |
Hist
| 06/30/2023 |
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VANGUARD INDEX FUNDS
| VB | ETF | 24,184 | -15,300 | 4,809,965,000 | -2,674,536,000 | 2.76 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| TIP | Common | 174,334 | -4,828 | 18,761,806,000 | -990,755,000 | 10.76 | |
Hist
| 06/30/2023 |
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VANGUARD WORLD FUND
| VDE | Common | 29,912 | -690 | 3,376,732,000 | -118,930,000 | 1.94 | |
Hist
| 06/30/2023 |
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VANGUARD WORLD FUND
| VPU | Common | 8,404 | -307 | 1,194,827,000 | -90,256,000 | 0.69 | |
Hist
| 06/30/2023 |
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VANGUARD WORLD FUND
| VAW | MATERIALS ETF | 6,461 | -278 | 1,175,786,000 | -22,563,000 | 0.67 | |
Hist
| 06/30/2023 |
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VANGUARD WORLD FUND
| VDC | Common | 15,879 | -119 | 3,087,735,000 | -8,272,000 | 1.77 | |
Hist
| 06/30/2023 |
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JPMORGAN CHASE & CO
| JPM | Common | 2,028 | -118 | 294,982,000 | 15,310,000 | 0.17 | |
Hist
| 06/30/2023 |
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Apple Inc.
| AAPL | Common | 4,450 | -400 | 863,167,000 | 63,402,000 | 0.50 | |
Hist
| 06/30/2023 |
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VANGUARD WORLD FUND
| VCR | Common | 13,485 | -1,213 | 3,818,847,000 | 106,900,000 | 2.19 | |
Hist
| 06/30/2023 |
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MICROSOFT CORP
| MSFT | Common | 2,893 | -76 | 985,315,000 | 129,240,000 | 0.57 | 0.00 |
Hist
| 06/30/2023 |
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VANGUARD WORLD FUND
| VIS | Common | 19,838 | -524 | 4,077,294,000 | 198,102,000 | 2.34 | |
Hist
| 06/30/2023 |
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VANGUARD INDEX FUNDS
| VGT | Common | 34,587 | -3,757 | 15,293,171,000 | 512,891,000 | 8.77 | |
Hist
| 06/30/2023 |
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