HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 VANGUARD INDEX FDS (VUG) |
102,405 | -232 | $35,248 |
| VUG | 102,405 | -232 | $35,248 |
| VANGUARD BD INDEX FDS (BND) |
328,780 | +33,229 | $23,879 |
| BND | 328,780 | +33,229 | $23,879 |
| VANGUARD INDEX FDS (VOT) |
43,085 | +1,246 | $10,159 |
| VOT | 43,085 | +1,246 | $10,159 |
| VANGUARD INDEX FDS (VTV) |
52,743 | +2,932 | $8,590 |
| VTV | 52,743 | +2,932 | $8,590 |
| ISHARES TR (EFG) |
77,447 | +2,068 | $8,038 |
| EFG | 77,447 | +2,068 | $8,038 |
| VANGUARD INDEX FDS (VBK) |
24,547 | +592 | $6,400 |
| VBK | 24,547 | +592 | $6,400 |
| VANGUARD INTL EQUITY INDEX F (VSS) |
42,860 | +730 | $5,008 |
| VSS | 42,860 | +730 | $5,008 |
| VANGUARD INDEX FDS (VTI) |
16,785 | -195 | $4,362 |
| VTI | 16,785 | -195 | $4,362 |
| VANGUARD INDEX FDS (VBR) |
21,202 | +777 | $4,068 |
| VBR | 21,202 | +777 | $4,068 |
| VANGUARD INDEX FDS (VNQ) |
39,944 | +1,768 | $3,454 |
| VNQ | 39,944 | +1,768 | $3,454 |
| ALPHABET INC |
21,210 | +20 | $3,229 |
| GOOG | 21,210 | +20 | $3,229 |
| VANGUARD INDEX FDS (VOE) |
19,188 | +1,331 | $2,992 |
| VOE | 19,188 | +1,331 | $2,992 |
| VANGUARD INTL EQUITY INDEX F (VWO) |
65,064 | +5,061 | $2,718 |
| VWO | 65,064 | +5,061 | $2,718 |
| VANGUARD BD INDEX FDS (VUSB) |
51,949 | +1,750 | $2,574 |
| VUSB | 51,949 | +1,750 | $2,574 |
| VANGUARD BD INDEX FDS (BSV) |
27,163 | -44 | $2,083 |
| BSV | 27,163 | -44 | $2,083 |
| ISHARES U S ETF TR (COMT) |
75,301 | +5,029 | $2,033 |
| COMT | 75,301 | +5,029 | $2,033 |
| VANGUARD SCOTTSDALE FDS (VCSH) |
20,016 | +94 | $1,547 |
| VCSH | 20,016 | +94 | $1,547 |
| UBER TECHNOLOGIES INC |
18,239 | +489 | $1,404 |
| UBER | 18,239 | +489 | $1,404 |
| APPLE INC |
7,793 | +386 | $1,336 |
| AAPL | 7,793 | +386 | $1,336 |
| VANGUARD TAX MANAGED FDS (VEA) |
16,382 | +801 | $822 |
| VEA | 16,382 | +801 | $822 |
| MICROSOFT CORP |
1,675 | +1 | $705 |
| MSFT | 1,675 | +1 | $705 |
| VANGUARD INDEX FDS (VOO) |
1,291 | -199 | $620 |
| VOO | 1,291 | -199 | $620 |
| QUALCOMM INC |
3,468 | -307 | $587 |
| QCOM | 3,468 | -307 | $587 |
| INTUIT |
897 | UNCH | $583 |
| INTU | 897 | UNCH | $583 |
| CHEVRON CORP NEW |
3,270 | +42 | $516 |
| CVX | 3,270 | +42 | $516 |
 BERKSHIRE HATHAWAY INC DEL |
$335 | ||
| BRK.B | 796 | UNCH | $335 |
| AMAZON COM INC |
1,689 | -696 | $305 |
| AMZN | 1,689 | -696 | $305 |
| NORTHERN LTS FD TR IV |
6,050 | UNCH | $305 |
| SECT | 6,050 | UNCH | $305 |
| AIRBNB INC |
1,772 | UNCH | $292 |
| ABNB | 1,772 | UNCH | $292 |
| META PLATFORMS INC |
594 | UNCH | $288 |
| META | 594 | UNCH | $288 |
| ISHARES TR (IVW) |
3,251 | +3 | $275 |
| IVW | 3,251 | +3 | $275 |
| ISHARES TR (IYW) |
2,014 | +1 | $272 |
| IYW | 2,014 | +1 | $272 |
| INVESCO QQQ TR |
603 | +54 | $268 |
| QQQ | 603 | +54 | $268 |
| ISHARES TR (IWM) |
1,066 | +3 | $224 |
| IWM | 1,066 | +3 | $224 |
| NORDSTROM INC |
10,031 | UNCH | $203 |
| JWN | 10,031 | UNCH | $203 |
See Full List: All Stocks Held By Axiom Advisory LLC
Including:
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Axiom Advisory LLC
|
Size ($ in 1000's)
At 03/31/2024: $135,892 At 12/31/2023: $124,250 Axiom Advisory LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Axiom Advisory LLC 13F filings. Link to 13F filings: SEC filings |
