Axiom Advisory, LLC
- SEC CIK
- 0001910475
- 最新申報
- 2024/10/7
2021 年第 4 季持倉
持倉截至 2021/12/31，2022/2/11 申報。只含多頭部位。
- 持股檔數
- 32
- 2021 年第 3 季沒有申報
- 總值
- $1.22 億
- 2021 年第 3 季沒有申報
Axiom Advisory, LLC 沒有申報 2021 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Growth ETF922908736 | ETF | 87,343 | $2,803 萬 | 23.0% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 304,763 | $2,583 萬 | 21.2% | – | – | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 35,939 | $915.8 萬 | 7.5% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 57,971 | $852.7 萬 | 7.0% | – | – | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 76,241 | $840.9 萬 | 6.9% | – | – | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 19,996 | $563.9 萬 | 4.6% | – | – | – |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 35,849 | $480.6 萬 | 3.9% | – | – | – |
| Vanguard Real Estate ETF922908553 | ETF | 31,381 | $364.2 萬 | 3.0% | – | – | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 18,423 | $329.6 萬 | 2.7% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 12,554 | $303.2 萬 | 2.5% | – | – | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 18,465 | $278.3 萬 | 2.3% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 53,001 | $262.0 萬 | 2.2% | – | – | – |
| iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853 | ETF | 67,730 | $208.9 萬 | 1.7% | – | – | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 25,678 | $207.6 萬 | 1.7% | – | – | – |
| GOOGAlphabet Inc. | Stock | 559 | $161.8 萬 | 1.3% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 19,135 | $155.4 萬 | 1.3% | – | – | – |
| AAPLApple Inc. | Stock | 7,466 | $132.5 萬 | 1.1% | – | – | 歷史 |
| Vanguard BD Index FDS92203C303 | VANGUARD ULTRA | 25,783 | $128.9 萬 | 1.1% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,030 | $96.4 萬 | 0.8% | – | – | 歷史 |
| UBERUber Technologies, Inc | Stock | 17,750 | $74.5 萬 | 0.6% | – | – | 歷史 |
| QCOMQualcomm Inc | Stock | 3,645 | $66.6 萬 | 0.5% | – | – | 歷史 |
| CVXChevron Corp | Stock | 4,891 | $57.3 萬 | 0.5% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,271 | $55.5 萬 | 0.5% | – | – | – |
| TWLOTwilio Inc | CL A | 1,809 | $47.6 萬 | 0.4% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 387 | $40.9 萬 | 0.3% | – | – | 歷史 |
| ILMNIllumina, Inc. | COM | 1,020 | $38.8 萬 | 0.3% | – | – | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 6,379 | $35.0 萬 | 0.3% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 4,748 | $24.2 萬 | 0.2% | – | – | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 2,840 | $23.8 萬 | 0.2% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 726 | $21.7 萬 | 0.2% | – | – | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 899 | $20.0 萬 | 0.2% | – | – | – |
| PAVMPAVmed Inc. | COM | 11,021 | $2.70 萬 | <0.1% | – | – | 歷史 |