Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AXIOM FINANCIAL STRATEGIES LLC | 02-13-2024 | 12-31-2023 | 35 | 154,090,530 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | MID CAP ETF | 1 | $23,100,385 | 99,297 | 0.01 | 0.01 | -254 | -0.26 | 12-31-2023 |
| VANGUARD STAR FDS | VG TL INTL STK F | 2 | $15,168,149 | 261,700 | 0.01 | 0.01 | -360 | -0.14 | 12-31-2023 |
| ISHARES TR | CORE S&P500 ETF | 3 | $14,432,240 | 30,216 | 0.01 | 0.01 | -150 | -0.49 | 12-31-2023 |
| VANGUARD WORLD FDS | INF TECH ETF | 4 | $12,821,319 | 26,490 | 0.01 | 0.01 | -308 | -1.15 | 12-31-2023 |
