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Name: |
Axiom Advisory LLC |
City: |
SAN DIEGO |
State: |
CA |
Zip: |
92101 |
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Achive
data |
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Holdings
Found :
6 |
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Decreased Positions |
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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 |
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VUG |
Vanguard Growth VIPERS |
1 |
- |
$356.12 |
$35,248,000 |
102,405 |
25.94% |
3,340,000 |
-232 |
0.038 |
Closed - End Fund - E... |
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VTI |
Vanguard Total Stock Market... |
8 |
- |
$259.72 |
$4,362,000 |
16,785 |
3.21% |
334,000 |
-195 |
0.002 |
Closed - End Fund - E... |
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BSV |
Vanguard Short-Term Bond |
15 |
- |
$76.15 |
$2,083,000 |
27,163 |
1.53% |
-12,000 |
-44 |
0.005 |
Closed - End Fund - E... |
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VOO |
Vanguard S&P 500 Etf |
22 |
- |
$483.69 |
$620,000 |
1,291 |
0.46% |
-31,000 |
-199 |
0 |
Closed - End Fund - E... |
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QCOM |
QUALCOMM Inc |
23 |
- |
$208.26 |
$587,000 |
3,468 |
0.43% |
41,000 |
-307 |
0 |
Communication Equipment |
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AMZN |
Amazon.com Inc |
27 |
- |
$182.02 |
$305,000 |
1,689 |
0.22% |
-57,000 |
-696 |
0.005 |
Internet Software & S... |
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