Axiom Advisory, LLC 13F Holdings · last filed Q3 2024
Axiom Advisory, LLC reported 291 securities worth $10.70B in its SEC 13F filing for Q3 2024 (period ended 2024-09-30). Top holdings: VUG (25.20%), BND (19.30%), VOT (6.75%). Among its top 25 positions this quarter: 21 added, 4 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | $2.70B | 25.20% | 7.3M | Added |
| 2 | BND | VANGUARD BD INDEX FDS | $2.07B | 19.30% | 27.9M | Added |
| 3 | VOT | VANGUARD INDEX FDS | $722.2M | 6.75% | 3.1M | Added |
| 4 | VTV | VANGUARD INDEX FDS | $636.2M | 5.95% | 3.8M | Added |
| 5 | EFG | ISHARES TR | $562.6M | 5.26% | 5.4M | Added |
| 6 | VBK | VANGUARD INDEX FDS | $432.4M | 4.04% | 1.7M | Added |
| 7 | VSS | VANGUARD INTL EQUITY INDEX F | $343.4M | 3.21% | 2.8M | Added |
| 8 | VTI | VANGUARD INDEX FDS | $297.6M | 2.78% | 1.1M | Added |
| 9 | VBR | VANGUARD INDEX FDS | $279.1M | 2.61% | 1.5M | Added |
| 10 | VNQ | VANGUARD INDEX FDS | $271.4M | 2.54% | 2.9M | Added |
| 11 | GOOG | ALPHABET INC | $229.1M | 2.14% | 1.4M | Added |
| 12 | VOE | VANGUARD INDEX FDS | $225.3M | 2.10% | 1.4M | Added |
| 13 | NVDA | NVIDIA CORPORATION | $207.0M | 1.93% | 1.8M | Added |
| 14 | VWO | VANGUARD INTL EQUITY INDEX F | $206.0M | 1.92% | 4.6M | Added |
| 15 | COMT | ISHARES U S ETF TR | $145.0M | 1.35% | 5.5M | Added |
| 16 | AAPL | APPLE INC | $121.0M | 1.13% | 541,915 | Added |
| 17 | VUSB | VANGUARD BD INDEX FDS | $86.7M | 0.81% | 1.7M | Trimmed |
| 18 | UBER | UBER TECHNOLOGIES INC | $80.2M | 0.75% | 1.1M | Added |
| 19 | QCOM | QUALCOMM INC | $78.7M | 0.74% | 445,536 | Added |
| 20 | BSV | VANGUARD BD INDEX FDS | $66.1M | 0.62% | 848,646 | Trimmed |
| 21 | VEA | VANGUARD TAX-MANAGED FDS | $49.9M | 0.47% | 984,888 | Trimmed |
| 22 | VOO | VANGUARD INDEX FDS | $50.1M | 0.47% | 98,618 | Added |
| 23 | MSFT | MICROSOFT CORP | $48.4M | 0.45% | 113,167 | Added |
| 24 | VCSH | VANGUARD SCOTTSDALE FDS | $37.5M | 0.35% | 478,467 | Trimmed |
| 25 | AMD | ADVANCED MICRO DEVICES INC | $35.9M | 0.34% | 242,784 | Added |
Source: SEC Form 13F filings · as of 2024-09-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR