Filling information for Axiom Advisory, LLC as Treemap, investor disclosed 35 total holdings based on 2023-06-30 SEC fillings. A list of the exposed holdings
Product description
CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
---|---|---|---|---|---|---|
92203C303 | 92203C303 | VANGUARD BD INDEX FDS | VANGUARD ULTRA | 2500296 | 50860 | |
922908553 | 922908553 | VANGUARD INDEX FDS | REAL ESTATE ETF | 2844382 | 34040 | |
464288885 | 464288885 | ISHARES TR | EAFE GRWTH ETF | 7132778 | 74759 | |
594918104 | 594918104 | MICROSOFT CORP | COM | 249428 | 732 | |
747525103 | 747525103 | QUALCOMM INC | COM | 417222 | 3505 | |
922908512 | 922908512 | VANGUARD INDEX FDS | MCAP VL IDXVIP | 2441076 | 17640 | |
922908611 | 922908611 | VANGUARD INDEX FDS | SM CP VAL ETF | 3302643 | 19968 | |
166764100 | 166764100 | CHEVRON CORP NEW | COM | 498884 | 3171 | |
922908769 | 922908769 | VANGUARD INDEX FDS | TOTAL STK MKT | 3047652 | 13835 | |
922908595 | 922908595 | VANGUARD INDEX FDS | SML CP GRW ETF | 5404076 | 23523 | |
009066101 | 009066101 | AIRBNB INC | COM CL A | 218385 | 1704 | |
70387R106 | 70387R106 | PAVMED INC | COM | 4494 | 11021 | |
921937827 | 921937827 | VANGUARD BD INDEX FDS | SHORT TRM BOND | 2064124 | 27314 | |
46090E103 | 46090E103 | INVESCO QQQ TR | UNIT SER 1 | 202373 | 548 | |
464287655 | 464287655 | ISHARES TR | RUSSELL 2000 ETF | 206148 | 1101 | |
46431W853 | 46431W853 | ISHARES U S ETF TR | GSCI CMDTY STGY | 1618798 | 62309 | |
88160R101 | 88160R101 | TESLA INC | COM | 280356 | 1071 | |
461202103 | 461202103 | INTUIT | COM | 418780 | 914 | |
084670702 | 084670702 | BERKSHIRE HATHAWAY INC DEL | CL B NEW | 254386 | 746 | |
921943858 | 921943858 | VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 715019 | 15483 | |
037833100 | 037833100 | APPLE INC | COM | 1463162 | 7543 | |
922908744 | 922908744 | VANGUARD INDEX FDS | VALUE ETF | 6893957 | 48515 | |
922042858 | 922042858 | VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 2313453 | 56870 | |
922908363 | 922908363 | VANGUARD INDEX FDS | S&P 500 ETF SHS | 606217 | 1488 | |
655664100 | 655664100 | NORDSTROM INC | COM | 205343 | 10031 | |
922042718 | 922042718 | VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | 4487921 | 40622 | |
921937835 | 921937835 | VANGUARD BD INDEX FDS | TOTAL BND MRKT | 20317013 | 279502 | |
922908736 | 922908736 | VANGUARD INDEX FDS | GROWTH ETF | 29006014 | 102509 | |
90353T100 | 90353T100 | UBER TECHNOLOGIES INC | COM | 766268 | 17750 | |
922908538 | 922908538 | VANGUARD INDEX FDS | MCAP GR IDXVIP | 8217829 | 39937 | |
023135106 | 023135106 | AMAZON COM INC | COM | 337763 | 2591 | |
02079K107 | 02079K107 | ALPHABET INC | CAP STK CL C | 2562145 | 21180 | |
92206C409 | 92206C409 | VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 1580744 | 20893 | |
464287721 | 464287721 | ISHARES TR | U.S. TECH ETF | 218883 | 2010 | |
464287309 | 464287309 | ISHARES TR | S&P 500 GRWT ETF | 228864 | 3247 |