The Analysis of Axiom Financial Strategies, LLC's Holdings
Currently, Axiom Financial Strategies, LLC holds 49 types of securities in its portfolio with a total value $232.4M. In the most recent quarter, they have increased their positions in RSP (+172.7K shares, valued at $32.8M), SPHB (+135.6K shares, valued at $14.9M), VOT (+49.1K shares, valued at $14.4M); decreased their positions in VO (-63.1K shares, valued at $18.5M), VGT (-11.9K shares, valued at $8.9M), VXUS (-113.5K shares, valued at $8.3M); initiated new positions in SPHB (+135.6K shares, valued at $14.9M), VOT (+49.1K shares, valued at $14.4M), PIZ (+235.6K shares, valued at $11.2M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR64.6K shares28.55%2025-09-302025-11-14
RSP INVESCO EXCHANGE TRADED FD T194.8K shares781.41%2025-09-302025-11-14 SPHB INVESCO EXCH TRADED FD TR II135.6K sharesnew addition2025-09-302025-11-14 VOT VANGUARD INDEX FDS49.1K sharesnew addition2025-09-302025-11-14 VO VANGUARD INDEX FDS39.4K shares-61.59%2025-09-302025-11-14 PIZ INVESCO EXCH TRADED FD TR II235.6K sharesnew addition2025-09-302025-11-14 AVDE AMERICAN CENTY ETF TR141.3K sharesnew addition2025-09-302025-11-14 VXUS VANGUARD STAR FDS142.4K shares-44.34%2025-09-302025-11-14 VGT VANGUARD WORLD FD14.0K shares-45.91%2025-09-302025-11-14 USCI UNITED STS COMMODITY INDEX F85.5K sharesnew addition2025-09-302025-11-14 PTIN PACER FDS TR208.8K shares1.05%2025-09-302025-11-14 VWO VANGUARD INTL EQUITY INDEX F110.2K shares-38.11%2025-09-302025-11-14 SPTS SPDR SERIES TRUST142.7K sharesnew addition2025-09-302025-11-14 VGLT VANGUARD SCOTTSDALE FDS69.4K sharesnew addition2025-09-302025-11-14 PXH INVESCO EXCH TRADED FD TR II148.7K sharesnew addition2025-09-302025-11-14 VFH VANGUARD WORLD FD28.1K shares-0.19%2025-09-302025-11-14 VB VANGUARD INDEX FDS14.5K shares-60.53%2025-09-302025-11-14 VOX VANGUARD WORLD FD19.3K shares-50.41%2025-09-302025-11-14 VIS VANGUARD WORLD FD11.1K shares-49.11%2025-09-302025-11-14 VHT VANGUARD WORLD FD12.4K shares-43.18%2025-09-302025-11-14 OUSM ALPS ETF TR52.4K shares-53.82%2025-09-302025-11-14 VCR VANGUARD WORLD FD5.4K shares-56.34%2025-09-302025-11-14 VDE VANGUARD WORLD FD14.5K shares-53.82%2025-09-302025-11-14 SPYM SPDR SERIES TRUST16.4K sharesnew addition2025-09-302025-11-14 VAW VANGUARD WORLD FD5.9K shares-36.21%2025-09-302025-11-14 DFNL DAVIS FUNDAMENTAL ETF TR26.4K shares-78.86%2025-09-302025-11-14 VDC VANGUARD WORLD FD4.3K shares-41.00%2025-09-302025-11-14 SMLF ISHARES TR10.1K sharesnew addition2025-09-302025-11-14 RFV INVESCO EXCHANGE TRADED FD T5.7K sharesnew addition2025-09-302025-11-14 ZECP ZACKS TRUST20.9K shares-7.12%2025-09-302025-11-14 BRK.B BERKSHIRE HATHAWAY INC DEL1.3K shares5.77%2025-09-302025-11-14 MSFT MICROSOFT CORP1.1K shares-25.43%2025-09-302025-11-14 VPU VANGUARD WORLD FD2.6K sharesnew addition2025-09-302025-11-14 JPM JPMORGAN CHASE & CO.1.4K shares-11.96%2025-09-302025-11-14 AMAT APPLIED MATLS INC1.9K shares11.82%2025-09-302025-11-14 COF CAPITAL ONE FINL CORP1.8K shares5.04%2025-09-302025-11-14 GOOGL ALPHABET INC1.5K shares-1.80%2025-09-302025-11-14 META META PLATFORMS INC494 shares-26.27%2025-09-302025-11-14 AAPL APPLE INC1.2K shares-26.35%2025-09-302025-11-14 QUIZ ZACKS TRUST12.0K sharesnew addition2025-09-302025-11-14 USB US BANCORP DEL6.0K shares12.62%2025-09-302025-11-14 SMIZ ZACKS TRUST7.6K shares-6.91%2025-09-302025-11-14 CVS CVS HEALTH CORP3.6K shares9.68%2025-09-302025-11-14 AMZN AMAZON COM INC1.2K shares9.08%2025-09-302025-11-14 MGM MGM RESORTS INTERNATIONAL7.5K shares24.91%2025-09-302025-11-14 WFC WELLS FARGO CO NEW2.8K shares3.53%2025-09-302025-11-14 VT VANGUARD INTL EQUITY INDEX F1.7K sharesnew addition2025-09-302025-11-14 TXN TEXAS INSTRS INC1.1K sharesnew addition2025-09-302025-11-14 VTRS VIATRIS INC19.6K shares-5.77%2025-09-302025-11-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available