Axiom Financial Strategies, LLC
CIK Number: 0001831985
Main Sectors:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | IVV | iShares Core S&... | 598.51 | -0.87% | 52.53K | +1.63% | 30.92M | 499.79 | 17.25% |
| 2 | VO | Vanguard Mid Ca... | 271.50 | -0.82% | 93.12K | -5.19% | 24.6M | 170.91 | 13.72% |
| 3 | VGT | Vanguard Inform... | 629.24 | -0.73% | 26.44K | -3.19% | 16.44M | 295.4 | 9.17% |
| 4 | VXUS | Vanguard Total ... | 67.54 | -1.24% | 265.77K | -0.96% | 15.66M | 54.94 | 8.74% |
| 5 | VB | Vanguard Small ... | 230.11 | -0.97% | 36.31K | -21.34% | 8.72M | 192.95 | 4.87% |
| 6 | VFH | Vanguard Financ... | 121.50 | -0.75% | 72.96K | +1.68% | 8.61M | 79.89 | 4.81% |
| 7 | VWO | Vanguard Emergi... | 48.28 | -1.13% | 166.68K | -10.98% | 7.34M | 41.77 | 4.09% |
| 8 | COMB | GraniteShares B... | 21.92 | +1.12% | 322.75K | -0.32% | 6.44M | 25.91 | 3.59% |
| 9 | VOX | Vanguard Commun... | 164.02 | -0.88% | 41.51K | +4.22% | 6.43M | 112.08 | 3.59% |
| 10 | VIS | Vanguard Indust... | 270.23 | -0.76% | 22.94K | -3.67% | 5.84M | 173.19 | 3.26% |
| 11 | VHT | Vanguard Health... | 245.73 | -1.56% | 22.41K | -6.96% | 5.68M | 199.11 | 3.17% |
| 12 | PTIN | Pacer Trendpilo... | 28.29 | -1.18% | 204.78K | -0.64% | 5.68M | 26.17 | 3.17% |
| 13 | OUSM | ALPS O'Shares U... | 42.23 | -1.11% | 112.73K | -23.84% | 4.93M | 38.45 | 2.75% |
| 14 | JNK | SPDR Bloomberg ... | 95.81 | -0.11% | 44.02K | +0.12% | 4.2M | 98.82 | 2.34% |
| 15 | VDE | Vanguard Energy... | 124.66 | +0.97% | 33.31K | +24.78% | 4.04M | 101.73 | 2.25% |
| 16 | VCR | Vanguard Consum... | 350.86 | -1.68% | 10.65K | -5.66% | 4M | 183.05 | 2.23% |
| 17 | BSV | Vanguard Short-... | 78.16 | +0.11% | 33.83K | -0.97% | 2.61M | 77.41 | 1.46% |
| 18 | VWOB | Vanguard Emergi... | 64.41 | +0.12% | 39.16K | -0.03% | 2.47M | 70.82 | 1.38% |
| 19 | VAW | Vanguard Materi... | 192.49 | -0.88% | 12.9K | -1.37% | 2.42M | 168.29 | 1.35% |
| 20 | EFA | iShares MSCI EA... | 86.94 | -1.25% | 24.78K | 0.00% | 1.87M | 68.4 | 1.05% |
| 21 | VDC | Vanguard Consum... | 217.62 | -0.78% | 7.62K | -24.16% | 1.61M | 175.01 | 0.90% |
| 22 | BLV | Vanguard Long-T... | 68.23 | +0.83% | 21.27K | -0.35% | 1.46M | 78.69 | 0.81% |
| 23 | MSFT | Microsoft Corpo... | 477.90 | -0.26% | 2.58K | +2.10% | 1.09M | 368.12 | 0.61% |
| 24 | AAPL | Apple Inc. | 195.57 | -1.44% | 3.26K | -10.89% | 815.87K | 233 | 0.46% |
| 25 | ZECP | Zacks Earnings ... | 30.88 | -0.8% | 22.78K | +0.30% | 693.85K | 30.84 | 0.39% |
| 26 | JPM | JPMorgan Chase ... | 269.39 | -0.36% | 2.2K | -6.1% | 527.84K | 210.86 | 0.29% |
| 27 | BRK-B | Berkshire Hatha... | 483.43 | -1.39% | 926 | 0.00% | 419.74K | 397.27 | 0.23% |
| 28 | LOW | Lowe's Companie... | 211.90 | -1.94% | 1.38K | +3.30% | 339.84K | 270.08 | 0.19% |
| 29 | ACN | Accenture plc | 312.02 | -0.73% | 868 | +4.45% | 305.35K | 353.41 | 0.17% |
| 30 | UNH | UnitedHealth Gr... | 308.94 | +0.42% | 575 | +3.60% | 290.87K | 581.94 | 0.16% |
| 31 | SMIZ | Zacks Trust | 32.63 | -0.66% | 8.42K | +0.30% | 279.4K | 33.1 | 0.16% |
| 32 | CVX | Chevron Corpora... | 148.85 | +1.93% | 1.74K | -0.23% | 252.62K | 147.27 | 0.14% |
| 33 | COST | Costco Wholesal... | 977.59 | -0.69% | 268 | +2.29% | 245.56K | 887.18 | 0.14% |
| 34 | META | Meta Platforms,... | 697.17 | -0.7% | 417 | -1.65% | 244.16K | 572.44 | 0.14% |
| 35 | CB | Chubb Limited | 283.75 | -0.94% | 873 | -3.85% | 241.21K | 288.39 | 0.13% |
| 36 | ADI | Analog Devices,... | 227.48 | -1.86% | 1.13K | -0.87% | 240.93K | 230.17 | 0.13% |
| 37 | ADP | Automatic Data ... | 307.57 | -0.11% | 806 | +3.33% | 235.94K | 277.24 | 0.13% |
| 38 | AFL | Aflac Incorpora... | 101.98 | -0.72% | 2.16K | +2.95% | 223.74K | 111.56 | 0.12% |
| 39 | PEP | PepsiCo, Inc. | 129.25 | -1.64% | 1.44K | -1.16% | 219.57K | 170.05 | 0.12% |
| 40 | CSCO | Cisco Systems, ... | 65.33 | -0.27% | 3.5K | +100.00% | 207.14K | 59.2 | 0.12% |
| 41 | PAYX | Paychex, Inc. | 152.43 | -0.81% | 1.47K | -1.81% | 205.7K | 134.19 | 0.11% |
| 42 | AMGN | Amgen Inc. | 290.07 | -1.86% | 775 | +1.17% | 202K | 321.49 | 0.11% |