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Disclosery

13F-HR filed by Axiom Financial Strategies, LLC

Axiom Financial Strategies, LLC filed this 13F-HR for the quarter ended 2024-09-30, filed 2024-11-12, with 45 holding rows worth $189,364,047.

Accession
0001951757-24-001197
Filer
CIK 1831985
Filed
2024-11-12
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q3 2024

A holdings report, 45 entries on the cover page, a total value of $189,364,047 stated on the cover page (in dollars after the unit check, H1), rows summing to $189,364,047 with VALUE read as dollars as filed, 13F file number 028-20384. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
ISHARES TR CORE S&P 500 ETF464287200SHS51,691$29,816,341dollars as filed
Vanguard Mid-Cap ETF922908629SHS98,214$25,911,836dollars as filed
VANGUARD STAR FDS921909768COM268,345$17,372,682dollars as filed
VGT92204A702SHS27,313$16,019,419dollars as filed
Vanguard Small-Cap ETF922908751SHS46,157$10,948,845dollars as filed
VWO922042858SHS187,241$8,959,475dollars as filed
VANGUARD WORLD FD92204A405FINANCIALS ETF71,756$7,886,750dollars as filed
VANGUARD HEALTH CARE ETF92204A504ETF24,086$6,797,067dollars as filed
ALPS O'SHARES US SMALL-CAP QUALITY DIVIDEND ETF00162Q395ETF148,010$6,670,824dollars as filed
GRANITESHARES ETF TR38747R108BBG COMMD K 1323,799$6,635,154dollars as filed
PACER TRENDPILOT INTERNATIONAL ETF69374H683ETF206,107$6,372,828dollars as filed
VANGUARD WORLD FD92204A603INDUSTRIAL ETF23,816$6,193,955dollars as filed
Vanguard Communication Services ETF92204A884SHS39,829$5,790,688dollars as filed
SPDR SER TR78468R622BLOOMBERG HIGH Y43,964$4,299,288dollars as filed
Vanguard Consumer Discretionary ETF92204A108SHS11,288$3,843,406dollars as filed
Vanguard Energy ETF92204A306SHS26,697$3,269,566dollars as filed
Vanguard Materials ETF92204A801SHS13,075$2,764,885dollars as filed
Vanguard Short-Term Bond ETF921937827SHS34,162$2,688,204dollars as filed
VANGUARD WHITEHALL FDS921946885COM39,175$2,600,033dollars as filed
Vanguard Consumer Staples ETF92204A207SHS10,047$2,195,037dollars as filed
ISHARES TR464287465MSCI EAFE ETF24,779$2,072,268dollars as filed
VANGUARD BD INDEX FDS921937793LONG TERM BOND21,348$1,604,731dollars as filed
Microsoft Corp594918104COM2,523$1,085,647dollars as filed
Apple Inc037833100COM3,656$851,848dollars as filed
ZACKS EARNINGS CONSISTENT PORTFOLIO ETF98888G105UIT EXCHANGE TRADED22,715$700,494dollars as filed
Vanguard Utilities ETF92204A876SHS3,338$580,983dollars as filed
JPMorgan Chase & Co46625H100COM2,345$494,467dollars as filed
Berkshire Hathaway Inc084670702COM926$426,201dollars as filed
VANGUARD INDEX FDS922908637LARGE CAP ETF1,592$419,158dollars as filed
Lowes Companies,Inc.548661107COM1,333$361,043dollars as filed
UnitedHealth Group Inc91324P102COM555$324,497dollars as filed
Accenture Plc Class AG1151C101COM831$293,742dollars as filed
ZACKS TRUST98888G204SMALL/MID CAP8,396$277,889dollars as filed
Analog Devices,Inc.032654105COM1,144$263,314dollars as filed
Chubb LimitedH1467J104COM908$261,858dollars as filed
Chevron Corporation166764100COM1,748$257,367dollars as filed
PepsiCo,Inc.713448108COM1,461$248,443dollars as filed
Amgen Inc.031162100COM766$246,813dollars as filed
META PLATFORMS INC CL A30303M102COM424$242,715dollars as filed
AFLAC INC COM001055102Stock2,101$234,892dollars as filed
Costco Wholesale Corporation22160K105COM262$232,268dollars as filed
Linde plcG54950103COM478$227,939dollars as filed
Automatic Data Processing,Inc.053015103COM780$215,849dollars as filed
Applied Materials,Inc.038222105COM1,004$202,858dollars as filed
PAYCHEX INC704326107COM1,494$200,480dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001951757-24-001197this filing2024-11-12acceptance time not in the bulk data set