0001831985-20-000002.txt : 20201123 0001831985-20-000002.hdr.sgml : 20201123 20201123120935 ACCESSION NUMBER: 0001831985-20-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20201123 DATE AS OF CHANGE: 20201123 EFFECTIVENESS DATE: 20201123 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Axiom Financial Strategies, LLC CENTRAL INDEX KEY: 0001831985 IRS NUMBER: 843745091 STATE OF INCORPORATION: IN FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20384 FILM NUMBER: 201335774 BUSINESS ADDRESS: STREET 1: 101 WEST SPRING ST, 5TH FLOOR CITY: NEW ALBANY STATE: IN ZIP: 47150 BUSINESS PHONE: 812-913-7701 MAIL ADDRESS: STREET 1: 101 WEST SPRING ST, 5TH FLOOR CITY: NEW ALBANY STATE: IN ZIP: 47150 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001831985 XXXXXXXX 06-30-2020 06-30-2020 Axiom Financial Strategies, LLC

101 WEST SPRING ST, 5TH FLOOR NEW ALBANY IN 47150

13F HOLDINGS REPORT 028-20384 N Matthew Swendiman 15135621669 Matthew Swendiman Washington DC 11-12-2020 0 68 153452 false INFORMATION TABLE 2 2Q202013Faxiom.xml AXIOM2Q13F2020 ALPHABET INC NON VOTING CAP STK CL C COM 02079K107 228 161 SH SOLE 0 0 228 AMAZON COM INC COM 023135106 1115 404 SH SOLE 0 0 1115 NEXTERA ENERGY INC COM 65339F101 204 851 SH SOLE 0 0 204 MOODY'S CORP COM 615369105 243 884 SH SOLE 0 0 243 MCDONALDS CORP COM 580135101 222 1205 SH SOLE 0 0 222 FACEBOOK INC CLASS A COM 30303M102 300 1322 SH SOLE 0 0 300 CHUBB LTD COM H1467J104 205 1621 SH SOLE 0 0 205 LOWES COMPANIES INC COM 548661107 220 1627 SH SOLE 0 0 220 ANALOG DEVICES INC COM 032654105 226 1841 SH SOLE 0 0 226 INTERNATIONAL BUSINESS MACHINE CORP COM 459200101 223 1848 SH SOLE 0 0 223 PROCTER & GAMBLE CO COM 742718109 253 2118 SH SOLE 0 0 253 VANGUARD INDEX FDS ETF S&P 500 ETF SHS NEW COM 922908363 610 2152 SH SOLE 0 0 610 PNC FINANCIAL SERVICES GROUP COM 693475105 259 2460 SH SOLE 0 0 259 PEPSICO INCORPORATED COM 713448108 345 2610 SH SOLE 0 0 345 PAYCHEX INC COM 704326107 212 2804 SH SOLE 0 0 212 APPLE INC COM 037833100 1067 2924 SH SOLE 0 0 1067 WALMART INC COM 931142103 364 3038 SH SOLE 0 0 364 WEC ENERGY GROUP INC COM 92939U106 280 3191 SH SOLE 0 0 280 CAPITAL ONE FINANCIAL CORP COM 14040H105 204 3267 SH SOLE 0 0 204 JOHNSON & JOHNSON COM 478160104 476 3384 SH SOLE 0 0 476 INTEL CORP COM 458140100 209 3492 SH SOLE 0 0 209 COLGATE-PALMOLIVE CO COM 194162103 286 3902 SH SOLE 0 0 286 VANGUARD INDEX FDS ETF REAL ESTATE INDEX FD COM 922908553 311 3965 SH SOLE 0 0 311 APPLIED MATERIALS INC COM 038222105 251 4160 SH SOLE 0 0 251 RAYTHEON TECHNOLOGIES CORP COM 75513e101 265 4297 SH SOLE 0 0 265 BERKSHIRE HATHAWAY INC SERIES B NEW COM 084670702 802 4490 SH SOLE 0 0 802 VERIZON COMMUNICATIONS COM COM 92343V104 273 4960 SH SOLE 0 0 273 BROOKS AUTOMATION INC NEW COM 114340102 221 5000 SH SOLE 0 0 221 MICROSOFT CORP COM 594918104 1045 5136 SH SOLE 0 0 1045 METLIFE INC COM 59156R108 207 5673 SH SOLE 0 0 207 US BANCORP NEW COM 902973304 209 5682 SH SOLE 0 0 209 VANGUARD UTILITIES ETF COM 92204A876 708 5721 SH SOLE 0 0 708 3M CO COM 88579Y101 956 6127 SH SOLE 0 0 956 UNITED PARCEL SERVICE-B COM 911312106 696 6262 SH SOLE 0 0 696 CHEVRON CORPORATION COM 166764100 573 6421 SH SOLE 0 0 573 EXXON MOBIL CORP COM 30231G102 347 7752 SH SOLE 0 0 347 STOCK YARDS BANCORP INC COM 861025104 317 7890 SH SOLE 0 0 317 JPMORGAN CHASE & CO COM 46625H100 766 8142 SH SOLE 0 0 766 WELLS FARGO & CO NEW COM 949746101 226 8833 SH SOLE 0 0 226 AUTONATION INC COM 05329W102 372 9900 SH SOLE 0 0 372 ISHARES MSCI EAFE IN ETF COM 464287465 757 12444 SH SOLE 0 0 757 VANGUARD INDUSTRIALS ETF COM 92204A603 1661 12786 SH SOLE 0 0 1661 VANGUARD CONSUMER ST ETF ETF COM 92204A207 1972 13184 SH SOLE 0 0 1972 FIRST CAPITAL INC COM 31942S104 1143 16450 SH SOLE 0 0 1143 ISHARES CORE S&P 500 ETF S&P 500 INDEX FD COM 464287200 5379 17370 SH SOLE 0 0 5379 AT & T INC COM 00206R102 527 17424 SH SOLE 0 0 527 VANGUARD CONSUMER ETF DISCRETONARY COM 92204A108 4090 20452 SH SOLE 0 0 4090 FORD MOTOR COMPANY COM 345370860 135 22229 SH SOLE 0 0 135 VANGUARD LONG TERM ETF BOND COM 921937793 2678 23985 SH SOLE 0 0 2678 VANGUARD HEALTH CARE ETF COM 92204A504 4690 24343 SH SOLE 0 0 4690 SPDR SER TR ETF BLOOMBERG BARCLAYS HIGH YIELD BD ETF NEW COM 78468R622 2583 25538 SH SOLE 0 0 2583 VANGUARD SMALL CAP ETF COM 922908751 4531 31095 SH SOLE 0 0 4531 VANGUARD SHORT TERM ETF ETF COM 921937827 2723 32757 SH SOLE 0 0 2723 VANGUARD INFORMATION ETF TECHNOLOGY COM 92204A702 10068 36123 SH SOLE 0 0 10068 VANGUARD ETF COMMUNICATION SERVICES COM 92204A884 4075 43807 SH SOLE 0 0 4075 UMPQUA HLDGS CORP COM 904214103 471 44302 SH SOLE 0 0 471 VANECK VECTORS ETF HIGH YIELD MUNI ETF COM 92189H409 2840 47909 SH SOLE 0 0 2840 VANGUARD WHITEHALL ETF FDS EMERGING MKT GOVT BD INDEX FD COM 921946885 5206 66954 SH SOLE 0 0 5206 VANGUARD FINANCIALS ETF COM 92204A405 4123 72073 SH SOLE 0 0 4123 VANGUARD TOTAL INTL ETF STOCK INDEX FUND COM 921909768 3592 73051 SH SOLE 0 0 3592 SPDR NUVEEN ETF BLOOMBERG BARCLAYS SHORT TERM MUNICIPAL BOND ETF COM 78468R739 3649 73164 SH SOLE 0 0 3649 ISHARES NATIONAL ETF MUNI BOND COM 464288414 12425 107667 SH SOLE 0 0 12425 VANGUARD INTERMEDIAT ETF BOND ETF COM 921937819 10204 109496 SH SOLE 0 0 10204 INVESCO TR II ETF NATL AMT-FREE MUN BD COM 46138E537 3015 113498 SH SOLE 0 0 3015 VANGUARD MID CAP ETF COM 922908629 21377 130418 SH SOLE 0 0 21377 VANGUARD INTL EQUITY ETF INDEX FDS FTSE EMERGING MKTS ETF COM 922042858 6186 156176 SH SOLE 0 0 6186 INVESCO DB COMMODITY ETF INDEX TRACKING FD UNIT COM 46138B103 3891 316098 SH SOLE 0 0 3891 WESBANCO INC COM 950810101 13165 648183 SH SOLE 0 0 13165