Institutions / Axiom Advisory, LLC
Axiom Advisory, LLC
CIK 1910475 · Institution · as of Jun 30, 2024
Portfolio value
$9.18B
Positions
286
As of
Jun 30, 2024
Portfolio trend
Portfolio value
$9.18B+6653.1%Positions
286+694.4%Top holdings
Jun 30, 2024View all 286 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Index FdsVUG | $2.32B | 25.3% |
| Vanguard Bd Index FdsBND | $1.66B | 18.0% |
| Vanguard Index FdsVOT | $639.59M | 7.0% |
| Vanguard Index FdsVTV | $543.28M | 5.9% |
| iShares TrEFG | $507.86M | 5.5% |
| Vanguard Index FdsVBK | $391.52M | 4.3% |
| Vanguard Intl Equity Index FVSS | $317.03M | 3.5% |
| Vanguard Index FdsVTI | $275.78M | 3.0% |
| Vanguard Index FdsVBR | $249.31M | 2.7% |
| Alphabet Inc.GOOG | $227.15M | 2.5% |
| Vanguard Index FdsVNQ | $215.14M | 2.3% |
| Vanguard Index FdsVOE | $189.23M | 2.1% |
| Vanguard Intl Equity Index FVWO | $180.62M | 2.0% |
| iShares Transition-Enabling Metals ETF | $135.53M | 1.5% |
| Vanguard Bd Index FdsVUSB | $132.42M | 1.4% |
| Vanguard Bd Index FdsBSV | $95.14M | 1.0% |
| Apple Inc.AAPL | $88.77M | 1.0% |
| Uber Technologies, IncUBER | $77.33M | 0.8% |
| Vanguard Scottsdale FdsVCSH | $63.19M | 0.7% |
| Vanguard Tax-Managed FdsVEA | $51.45M | 0.6% |
| Microsoft CorpMSFT | $44.85M | 0.5% |
| Qualcomm INC/DEQCOM | $41.28M | 0.4% |
| Vanguard Index FdsVOO | $39.51M | 0.4% |
| Intuit Inc.INTU | $33.64M | 0.4% |
| Chevron CorpCVX | $32.94M | 0.4% |
Activity
Jun 30, 2024View full history →
InsidersInstitutions
This fund's quarter-over-quarter position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2024 as of | Add Other (per filing) | VUG Vug | $2.29B | +6.5M +6381.17% | 6,637,038 25.33% of portfolio | high |
| Q2 2024 as of | Add Other (per filing) | BND Bnd | $1.63B | +22.8M +6929.38% | 23,111,211 18.04% of portfolio | high |
| Q2 2024 as of | Add Other (per filing) | VOT Vot | $629.70M | +2.7M +6372.62% | 2,788,728 6.97% of portfolio | high |
| Q2 2024 as of | Add Other (per filing) |