Top 32 Axiom Financial Strategies, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| RSP | INVESCO EXCHANGE TRADED FD T | 21.68% | 320.9K | $61.6M | +58.87%(+118.90K) | $187.44(+8.26%) | 2026-03-31 | |
| IVV | ISHARES TR | 20.71% | 90.1K | $58.8M | +41.05%(+26.21K) | $521.86(+42.90%) | 2026-03-31 | |
| FLMI | FRANKLIN TEMPLETON ETF TR | 11.66% | 1.34M | $33.1M | new | $24.83(+0.24%) | 2026-03-31 | |
| SPHB | INVESCO EXCH TRADED FD TR II | 8.67% | 212.5K | $24.6M | +63.34%(+82.38K) | $108.63(+29.02%) | 2026-03-31 | |
| VOT | VANGUARD INDEX FDS | 8.1% | 89.5K | $23.0M | +77.85%(+39.16K) | $175.60(+63.62%) | 2026-03-31 | |
| AVDE | AMERICAN CENTY ETF TR | 7.23% | 242.0K | $20.5M | +70.70%(+100.22K) | $79.41(+15.06%) | 2026-03-31 | |
| PIZ | INVESCO EXCH TRADED FD TR II | 6.97% | 399.8K | $19.8M | +71.85%(+167.17K) | $47.83(+22.63%) | 2026-03-31 | |
| PXH | INVESCO EXCH TRADED FD TR II | 4.86% | 512.9K | $13.8M | +87.41%(+239.22K) | $25.61(+14.48%) | 2026-03-31 | |
| USCI | UNITED STS COMMODITY INDEX F | 2.13% | 63.3K | $6.0M | -26.94%(-23.35K) | $75.62(+35.01%) | 2026-03-31 | |
| HIMU | BLACKROCK ETF TRUST II | 1.92% | 113.7K | $5.5M | new | $48.33(+0.56%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.68% | +39.30% |
| Top 20 Holdings Unweighted | +10.70% | +35.65% |
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