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 WORLD FD | ENERGY ETF | 51 | $2,580,721 | 19,595 | 0.00 | 0.00 | -241 | -1.21 | 03-31-2024 |
| VANGUARD WORLD FD | MATERIALS ETF | 52 | $2,491,482 | 12,187 | 0.00 | 0.00 | 33 | 0.27 | 03-31-2024 |
| VANGUARD WHITEHALL FDS | EM MK GOV BD ETF | 53 | $2,388,031 | 37,401 | 0.00 | 0.00 | -819 | -2.14 | 03-31-2024 |
| ISHARES TR | MSCI EAFE ETF | 54 | $1,970,306 | 24,672 | 0.00 | 0.00 | 276 | 1.13 | 03-31-2024 |
