Axiom Advisory, LLC at 2023-06-30

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 name

Product description

Changed holding value / amount

Details
Total Holding Value, based on SEC fillings over time
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

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