Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AXIOM FINANCIAL STRATEGIES LLC | 04-29-2024 | 03-31-2024 | 36 | 157,077,823 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | MID CAP ETF | 1 | $24,419,480 | 97,733 | 0.02 | 0.01 | -1,564 | -1.58 | 03-31-2024 |
| VANGUARD STAR FDS | VG TL INTL STK F | 2 | $15,997,868 | 265,305 | 0.01 | 0.01 | 3,605 | 1.38 | 03-31-2024 |
| ISHARES TR | CORE S&P500 ETF | 3 | $15,410,717 | 29,313 | 0.01 | 0.01 | -903 | -2.99 | 03-31-2024 |
| VANGUARD WORLD FD | INF TECH ETF | 4 | $13,061,139 | 24,910 | 0.01 | 0.01 | -1,580 | -5.96 | 03-31-2024 |
