0001831985-20-000004.txt : 20201123 0001831985-20-000004.hdr.sgml : 20201123 20201123134210 ACCESSION NUMBER: 0001831985-20-000004 CONFORMED SUBMISSION TYPE: 13F-HR/A PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 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/A SEC ACT: 1934 Act SEC FILE NUMBER: 028-20384 FILM NUMBER: 201336238 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/A 1 primary_doc.xml 13F-HR/A LIVE false false false 0001831985 XXXXXXXX 03-31-2020 03-31-2020 true 1 RESTATEMENT 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 11-23-2020 0 61 123763 INFORMATION TABLE 2 axiom13f1q2020.xml AXIOM1Q13F2020 ALPHABET INC NON VOTING CAP STK CL C COM 02079K107 213 183 SH SOLE 0 0 183 AMAZON COM INC COM 023135106 795 408 SH SOLE 0 0 408 SPDR S&P 500 TRUST ETF COM 78462F103 318 1234 SH SOLE 0 0 1234 SPDR S&P MIDCAP 400 ETF TRUST SERIES N COM 78467Y107 342 1300 SH SOLE 0 0 1300 FACEBOOK INC CLASS A COM 30303M102 219 1310 SH SOLE 0 0 1310 INTERNATIONAL BUSINESS MACHINE CORP COM 459200101 218 1968 SH SOLE 0 0 1968 ISHARES CORE U.S. ETF AGGREGATE BOND COM 464287226 234 2031 SH SOLE 0 0 2031 PROCTER & GAMBLE CO COM 742718109 237 2150 SH SOLE 0 0 2150 ISHARES TIP BOND ETF COM 464287176 288 2443 SH SOLE 0 0 2443 PNC FINANCIAL SERVICES GROUP COM 693475105 236 2461 SH SOLE 0 0 2461 VANGUARD INDEX FDS ETF S&P 500 ETF SHS NEW COM 922908363 584 2465 SH SOLE 0 0 2465 WEC ENERGY GROUP INC COM 92939U106 218 2469 SH SOLE 0 0 2469 PEPSICO INCORPORATED COM 713448108 306 2548 SH SOLE 0 0 2548 APPLE INC COM 037833100 681 2677 SH SOLE 0 0 2677 WALMART INC COM 931142103 368 3237 SH SOLE 0 0 3237 COLGATE-PALMOLIVE CO COM 194162103 238 3583 SH SOLE 0 0 3583 JOHNSON & JOHNSON COM 478160104 481 3670 SH SOLE 0 0 3670 VANGUARD UTILITIES ETF COM 92204A876 449 3685 SH SOLE 0 0 3685 INTEL CORP COM 458140100 211 3900 SH SOLE 0 0 3900 BERKSHIRE HATHAWAY INC SERIES B NEW COM 084670702 817 4471 SH SOLE 0 0 4471 3M CO COM 88579Y101 626 4588 SH SOLE 0 0 4588 MICROSOFT CORP COM 594918104 790 5012 SH SOLE 0 0 5012 VERIZON COMMUNICATIONS COM COM 92343V104 287 5343 SH SOLE 0 0 5343 CHEVRON CORPORATION COM 166764100 441 6084 SH SOLE 0 0 6084 UNITED PARCEL SERVICE-B COM 911312106 580 6205 SH SOLE 0 0 6205 WELLS FARGO & CO NEW COM 949746101 204 7103 SH SOLE 0 0 7103 JPMORGAN CHASE & CO COM 46625H100 689 7657 SH SOLE 0 0 7657 VANGUARD ENERGY ETF COM 92204A306 294 7687 SH SOLE 0 0 7687 STOCK YARDS BANCORP INC COM 861025104 226 7817 SH SOLE 0 0 7817 EXXON MOBIL CORP COM 30231G102 301 7937 SH SOLE 0 0 7937 SPDR SER TR ETF BLOOMBERG BARCLAYS HIGH YIELD BD ETF NEW COM 78468R622 796 8398 SH SOLE 0 0 8398 VANGUARD CONSUMER ST ETF ETF COM 92204A207 1303 9452 SH SOLE 0 0 9452 AUTONATION INC COM 05329W102 278 9900 SH SOLE 0 0 9900 VANGUARD INDEX FDS ETF REAL ESTATE INDEX FD COM 922908553 867 12413 SH SOLE 0 0 12413 ISHARES MSCI EAFE IN ETF COM 464287465 667 12479 SH SOLE 0 0 12479 KELLER MANUFACTURING CO INC COM 48767A208 1 13053 SH SOLE 0 0 13053 VANGUARD INDUSTRIALS ETF COM 92204A603 1569 14221 SH SOLE 0 0 14221 VANECK VECTORS ETF HIGH YIELD MUNI ETF COM 92189H409 790 15126 SH SOLE 0 0 15126 FIRST CAPITAL INC COM 31942S104 985 16447 SH SOLE 0 0 16447 AT & T INC COM 00206R102 497 17061 SH SOLE 0 0 17061 VANGUARD HEALTH CARE ETF COM 92204A504 3162 19039 SH SOLE 0 0 19039 VANGUARD CONSUMER ETF DISCRETONARY COM 92204A108 2858 19661 SH SOLE 0 0 19661 FORD MOTOR COMPANY COM 345370860 107 22229 SH SOLE 0 0 22229 VANGUARD LONG TERM ETF BOND COM 921937793 2385 22351 SH SOLE 0 0 22351 ISHARES CORE S&P 500 ETF S&P 500 INDEX FD COM 464287200 6788 26268 SH SOLE 0 0 26268 VANGUARD SHORT TERM ETF ETF COM 921937827 2363 28757 SH SOLE 0 0 28757 VANGUARD INFORMATION ETF TECHNOLOGY COM 92204A702 6590 31100 SH SOLE 0 0 31100 VANGUARD ETF COMMUNICATION SERVICES COM 92204A884 2603 34172 SH SOLE 0 0 34172 UMPQUA HLDGS CORP COM 904214103 384 35211 SH SOLE 0 0 35211 VANGUARD WHITEHALL ETF FDS EMERGING MKT GOVT BD INDEX FD COM 921946885 3793 53878 SH SOLE 0 0 53878 VANGUARD SMALL CAP ETF COM 922908751 6880 59597 SH SOLE 0 0 59597 SPDR NUVEEN ETF BLOOMBERG BARCLAYS SHORT TERM MUNICIPAL BOND ETF COM 78468R739 3027 61904 SH SOLE 0 0 61904 VANGUARD FINANCIALS ETF COM 92204A405 3441 67833 SH SOLE 0 0 67833 ISHARES NATIONAL ETF MUNI BOND COM 464288414 8004 70828 SH SOLE 0 0 70828 INVESCO TR II ETF NATL AMT-FREE MUN BD COM 46138E537 1933 74919 SH SOLE 0 0 74919 VANGUARD TOTAL INTL ETF STOCK INDEX FUND COM 921909768 3468 82652 SH SOLE 0 0 82652 VANGUARD INTERMEDIAT ETF BOND ETF COM 921937819 8816 98687 SH SOLE 0 0 98687 VANGUARD MID CAP ETF COM 922908629 15544 118070 SH SOLE 0 0 118070 INVESCO DB COMMODITY ETF INDEX TRACKING FD UNIT COM 46138B103 1741 154763 SH SOLE 0 0 154763 VANGUARD INTL EQUITY ETF INDEX FDS FTSE EMERGING MKTS ETF COM 922042858 5497 163839 SH SOLE 0 0 163839 WESBANCO INC COM 950810101 14735 621723 SH SOLE 0 0 621723