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  Name: Axiom Advisory LLC
  City: SAN DIEGO
  State: CA
  Zip: 92101
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $135,892,000
  Total Value Change : $11,642,000
  Securities Held Change : -1
   
All Securities Held : 36
  New Positions : 0
  Closed Positions : 1
  Increased Positions : 23
  Unchanged Positions : 7
  Decreased Positions : 6

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 6     View All Holdings Currently Viewing:  Decreased Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (VUG)1 Year Chart         VUG Vanguard Growth VIPERS 1 - $356.12 $35,248,000 102,405 25.94% 3,340,000 -232 0.038    Closed - End Fund - E...
   (VTI)1 Year Chart         VTI Vanguard Total Stock Market... 8 - $259.72 $4,362,000 16,785 3.21% 334,000 -195 0.002    Closed - End Fund - E...
   (BSV)1 Year Chart         BSV Vanguard Short-Term Bond 15 - $76.15 $2,083,000 27,163 1.53% -12,000 -44 0.005    Closed - End Fund - E...
   (VOO)1 Year Chart         VOO Vanguard S&P 500 Etf 22 - $483.69 $620,000 1,291 0.46% -31,000 -199 0    Closed - End Fund - E...
   (QCOM)1 Year Chart         QCOM QUALCOMM Inc 23 - $208.26 $587,000 3,468 0.43% 41,000 -307 0    Communication Equipment
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 27 - $182.02 $305,000 1,689 0.22% -57,000 -696 0.005    Internet Software & S...

      6 Records Found
  1    
Page 1 of 1
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