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Axiom Advisory, Llc

Portfolio Manager
Axiom Advisory, Llc
Performance
0% (N/A)
AUM (13F)
$10.70B
# of Holdings
291
Performance Rank
N/A
Allocation (Top 20)
N/A

Axiom Advisory, Llc Holdings Map

Top 50 Axiom Advisory, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VUG
VANGUARD INDEX FDS
25.2%7.25M$2.70B
+9.26%(+614.65K)
2023-Q3: 102.9K shares2023-Q4: 102.6K shares2024-Q1: 102.4K shares2024-Q2: 6.64M shares2024-Q3: 7.25M shares2024-09-30
BND
VANGUARD BD INDEX FDS
19.3%27.91M$2.07B
+20.75%(+4.79M)
2023-Q3: 291.1K shares2023-Q4: 295.6K shares2024-Q1: 328.8K shares2024-Q2: 23.11M shares2024-Q3: 27.91M shares2024-09-30
VOT
VANGUARD INDEX FDS
6.75%3.10M$722.2M
+11.20%(+312.32K)
2023-Q3: 40.8K shares2023-Q4: 41.8K shares2024-Q1: 43.1K shares2024-Q2: 2.79M shares2024-Q3: 3.10M shares2024-09-30
VTV
VANGUARD INDEX FDS
5.95%3.80M$636.2M
+11.77%(+399.95K)
2023-Q3: 49.7K shares2023-Q4: 49.8K shares2024-Q1: 52.7K shares2024-Q2: 3.40M shares2024-Q3: 3.80M shares2024-09-30
EFG
ISHARES TR
5.26%5.42M$562.6M
+9.17%(+455.59K)
2023-Q3: 75.1K shares2023-Q4: 75.4K shares2024-Q1: 77.4K shares2024-Q2: 4.97M shares2024-Q3: 5.42M shares2024-09-30
VBK
VANGUARD INDEX FDS
4.04%1.69M$432.4M
+7.53%(+118.21K)
2023-Q3: 23.8K shares2023-Q4: 24.0K shares2024-Q1: 24.5K shares2024-Q2: 1.57M shares2024-Q3: 1.69M shares2024-09-30
VSS
VANGUARD INTL EQUITY INDEX F
3.21%2.85M$343.4M
+5.48%(+147.95K)
2023-Q3: 41.3K shares2023-Q4: 42.1K shares2024-Q1: 42.9K shares2024-Q2: 2.70M shares2024-Q3: 2.85M shares2024-09-30
VTI
VANGUARD INDEX FDS
2.78%1.09M$297.6M
+2.39%(+25.47K)
2023-Q3: 16.8K shares2023-Q4: 17.0K shares2024-Q1: 16.8K shares2024-Q2: 1.07M shares2024-Q3: 1.09M shares2024-09-30
VBR
VANGUARD INDEX FDS
2.61%1.45M$279.1M
+7.59%(+102.42K)
2023-Q3: 20.0K shares2023-Q4: 20.4K shares2024-Q1: 21.2K shares2024-Q2: 1.35M shares2024-Q3: 1.45M shares2024-09-30
VNQ
VANGUARD INDEX FDS
2.54%2.95M$271.4M
+13.17%(+343.03K)
2023-Q3: 35.8K shares2023-Q4: 38.2K shares2024-Q1: 39.9K shares2024-Q2: 2.60M shares2024-Q3: 2.95M shares2024-09-30

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