Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Axiom Financial Strategies, Llc > Profile

Instuitional Investor - Axiom Financial Strategies, Llc

Fund Profile
Filing Period:
Fund Name: Axiom Financial Strategies, Llc
Portfolio Value $154,090,530
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 99,297 $23,100,385 14.99%
2.
Vanguard Star Fds
 261,700 $15,168,149 9.84%
3.
Ishares Trust
 IEF 30,216 $14,432,240 9.36%
4.
Vanguard World Fund
 26,490 $12,821,319 8.32%
5.
Vanguard Bond Index Funds
 BND 138,963 $10,702,952 6.94%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through November 14th, 2024)