AA

Axiom Advisory, LLC

13F
Axiom Advisory, LLC
Last update 2024-08-13 285 Stocks (249 new)
Value $9.18 Bil Turnover 99 %
Countries:
Top Holdings: VUG(25.33%)BND(18.05%)VOT(6.97%)VTV(5.92%)EFG(5.53%)
Portfolio Report
Summary Stock Picks Current Portfolio
Axiom Advisory, LLC Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VUG 		Vanguard Growth ETF
6,637,038
2324679.760
+6,381.17%
25.330
+24.94%
-
+1.91%
+22.52%
134880.371
 
BND 		Vanguard Total Bond Market ETF
23,111,211
1655964.570
+6,929.38%
18.050
+17.79%
-
+3.86%
+2.38%
111881.136
 
VOT 		Vanguard Mid-Cap Growth ETF
2,788,728
639585.810
+6,372.62%
6.970
+6.86%
-
+4.46%
+9.72%
13787.879
 
VTV 		Vanguard Value ETF
3,398,654
543277.390
+6,343.80%
5.920
+5.83%
-
+7.00%
+16.18%
123629.988
 
EFG 		iShares MSCI EAFE Growth ETF
4,967,382
507864.920
+6,313.91%
5.530
+5.44%
-
+2.28%
+8.69%
15117.364
 
VBK 		Vanguard Small Cap Growth ETF
1,569,282
391520.250
+6,292.97%
4.270
+4.20%
-
+7.63%
+10.16%
18160.245
 
VSS 		Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF
2,701,006
317031.550
+6,201.93%
3.450
+3.40%
-
+3.73%
+6.99%
8787.828
 
VTI 		Vanguard Total Stock Market ETF
1,065,474
275783.690
+6,247.77%
3.010
+2.96%
-
+4.74%
+18.65%
425500.577
 
VBR 		Vanguard Small Cap Value ETF
1,349,701
249312.050
+6,265.91%
2.720
+2.68%
-
+9.35%
+11.06%
30676.865
 
GOOG 		Alphabet Inc
1,335,451
227152.620
+6,196.33%
2.480
+2.44%
0.010
-7.23%
+17.11%
2019320.900
Interactive Media

Axiom Advisory, LLC's Historical Top Holdings Breakdowns

Axiom Advisory, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VUG 		Vanguard Growth ETF2024-06-30Add
+24.94%
●
322.46 ($349.89) 377.11
$380.89
8.86%
Add 6381.17%
6,637,038
6,534,633
BND 		Vanguard Total Bond Market ETF2024-06-30Add
+17.79%
●
70.55 ($71.62) 72.66
$75.30
5.14%
Add 6929.38%
23,111,211
22,782,431
VOT 		Vanguard Mid-Cap Growth ETF2024-06-30Add
+6.86%
●
218.75 ($229.33) 234.97
$240.91
5.05%
Add 6372.62%
2,788,728
2,745,643
VTV 		Vanguard Value ETF2024-06-30Add
+5.83%
●
154.57 ($159.83) 163.65
$173.69
8.67%
Add 6343.8%
3,398,654
3,345,911
EFG 		iShares MSCI EAFE Growth ETF2024-06-30Add
+5.44%
●
97.17 ($102.22) 106.25
$105.27
2.98%
Add 6313.91%
4,967,382
4,889,935
VBK 		Vanguard Small Cap Growth ETF2024-06-30Add
+4.20%
●
237.63 ($249.48) 258.31
$266.34
6.76%
Add 6292.97%
1,569,282
1,544,735
VSS 		Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF2024-06-30Add
+3.40%
●
112.27 ($117.36) 120.96
$123.07
4.87%
Add 6201.93%
2,701,006
2,658,146
VTI 		Vanguard Total Stock Market ETF2024-06-30Add
+2.96%
●
245.23 ($258.82) 269.4
$281.46
8.75%
Add 6247.77%
1,065,474
1,048,689
VBR 		Vanguard Small Cap Value ETF2024-06-30Add
+2.68%
●
177.65 ($184.73) 191.11
$199.87
8.20%
Add 6265.91%
1,349,701
1,328,499
GOOG 		Alphabet Inc2024-06-30Add
+2.44%
●
151.94 ($170.1) 186.86
$164.64
-3.21%
Add 6196.33%
1,335,451
1,314,241

Axiom Advisory, LLC Total Holding History ($B)

To

Axiom Advisory, LLC's Asset Allocation

To

Axiom Advisory, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Axiom Advisory, LLC's Hypothetical Growth since 2024-06-30

Axiom Advisory, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Axiom Advisory, LLC's Holdings Heat Map

Size field:

Axiom Advisory, LLC's Holdings Bubble Chart

Axiom Advisory, LLC News

  • 1

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