Axiom Advisory, LLC 13F Holdings
CIK 0001910475 · SAN DIEGO, CA
As of Sep 30, 2024, Axiom Advisory, LLC reported 291 positions worth
CIK 0001910475 · SAN DIEGO, CA
As of Sep 30, 2024, Axiom Advisory, LLC reported 291 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VANGUARD GROWTH INDEX FUND | VUG | — | 7,251,690 | $2.7B | 25.28% |
| VANGUARD TOTAL BOND MARKET INDEX FUND | BND | — | 27,905,696 | $2.1B | 19.37% |
| VANGUARD MID-CAP GROWTH ETF | VOT | — | 3,101,049 | $722.2M | 6.77% |
| VANGUARD VALUE INDEX FUND | VTV | — | 3,798,605 | $636.2M | 5.96% |
| ISHARES MSCI EAFE GROWTH ETF | EFG | — | 5,422,968 | $562.6M | 5.27% |
| VANGUARD SMALL-CAP GROWTH INDEX FUND | VBK | — | 1,687,493 | $432.4M | 4.05% |
| VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND | VSS | — | 2,848,958 | $343.4M | 3.22% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 1,090,943 | $297.6M | 2.79% |
| VANGUARD SMALL-CAP VALUE INDEX FUND | VBR | — | 1,452,124 | $279.1M | 2.62% |
| VANGUARD REAL ESTATE INDEX FUND | VNQ | — | 2,947,591 | $271.4M | 2.54% |
| ALPHABET INC | GOOG | Equity | 1,353,600 | $229.1M | 2.15% |
| VANGUARD MID-CAP VALUE INDEX FUND | VOE | — | 1,416,880 | $225.3M | 2.11% |
| NVIDIA CORP | NVDA | Technology | 1,781,144 | $207.0M | 1.94% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 4,625,853 | $206.0M | 1.93% |
| ISHARES U S ETF TR | COMT | — | 5,530,030 | 45.0M | 1.36% |
| APPLE INC | AAPL | Technology | 541,915 | 21.0M | 1.13% |
| VANGUARD ULTRA-SHORT BOND ETF | VUSB | — | 1,744,484 | $86.7M | 0.81% |
| UBER TECHNOLOGIES INC | UBER | Technology | 1,139,340 | $80.2M | 0.75% |
| QUALCOMM INC | QCOM | Technology | 445,536 | $78.7M | 0.74% |
| VANGUARD SHORT-TERM BOND INDEX FUND | BSV | — | 848,646 | $66.1M | 0.62% |
| VANGUARD 500 INDEX FUND | VOO | — | 98,618 | $50.1M | 0.47% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 984,888 | $49.9M | 0.47% |
| MICROSOFT CORP | MSFT | Technology | 113,167 | $48.4M | 0.45% |
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | VCSH | — | 478,467 | $37.5M | 0.35% |
| ADVANCED MICRO DEVICES INC | AMD | Equity | 242,784 | $35.9M | 0.34% |