0001085146-24-001794.txt : 20240412 0001085146-24-001794.hdr.sgml : 20240412 20240412143819 ACCESSION NUMBER: 0001085146-24-001794 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240412 DATE AS OF CHANGE: 20240412 EFFECTIVENESS DATE: 20240412 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Axiom Advisory, LLC CENTRAL INDEX KEY: 0001910475 ORGANIZATION NAME: IRS NUMBER: 471116069 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21853 FILM NUMBER: 24841049 BUSINESS ADDRESS: STREET 1: 750 B STREET STREET 2: SUITE 1610 CITY: SAN DIEGO STATE: CA ZIP: 92101 BUSINESS PHONE: 800-836-4792 MAIL ADDRESS: STREET 1: 750 B STREET STREET 2: SUITE 1610 CITY: SAN DIEGO STATE: CA ZIP: 92101 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001910475 XXXXXXXX 03-31-2024 03-31-2024 false Axiom Advisory, LLC

750 B STREET SUITE 1610 SAN DIEGO CA 92101

13F HOLDINGS REPORT 028-21853 N Michael Skolnick 800-836-4792 /s/Michael Skolnick San Diego CA 04-12-2024 0 36 135893781 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE AIRBNB INC COM CL A 009066101 BBG001Y2XS16 292309 1772 SH SOLE 0 0 1772 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 3229435 21210 SH SOLE 0 0 21210 AMAZON COM INC COM 023135106 BBG001S5PQL7 304662 1689 SH SOLE 0 0 1689 APPLE INC COM 037833100 BBG001S5N8V8 1336343 7793 SH SOLE 0 0 7793 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 334734 796 SH SOLE 0 0 796 CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 515759 3270 SH SOLE 0 0 3270 INTUIT COM 461202103 BBG001S6TWR2 583338 897 SH SOLE 0 0 897 INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 267863 603 SH SOLE 0 0 603 ISHARES TR EAFE GRWTH ETF 464288885 8038220 77447 SH SOLE 0 0 77447 ISHARES TR RUSSELL 2000 ETF 464287655 BBG001SFC7Y7 224123 1066 SH SOLE 0 0 1066 ISHARES TR S&P 500 GRWT ETF 464287309 BBG001S561Q8 274553 3251 SH SOLE 0 0 3251 ISHARES TR U.S. TECH ETF 464287721 BBG001SFB7Z7 272077 2014 SH SOLE 0 0 2014 ISHARES U S ETF TR GSCI CMDTY STGY 46431W853 2033133 75301 SH SOLE 0 0 75301 META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 288442 594 SH SOLE 0 0 594 MICROSOFT CORP COM 594918104 BBG001S5TD05 704766 1675 SH SOLE 0 0 1675 NORDSTROM INC COM 655664100 BBG001S7BDN5 203337 10031 SH SOLE 0 0 10031 NORTHERN LTS FD TR IV MAIN BUYWRITE 66538H179 BBG019K5YGL9 170096 12443 SH SOLE 0 0 12443 NORTHERN LTS FD TR IV MAIN SECTR ROTN 66538H591 BBG00HMJ9934 304799 6050 SH SOLE 0 0 6050 QUALCOMM INC COM 747525103 BBG001S6VS70 587049 3468 SH SOLE 0 0 3468 UBER TECHNOLOGIES INC COM 90353T100 BBG002B04MW4 1404221 18239 SH SOLE 0 0 18239 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 BBG001ST39Q2 2082607 27163 SH SOLE 0 0 27163 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 23879328 328780 SH SOLE 0 0 328780 VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303 BBG00ZXBYMT4 2574061 51949 SH SOLE 0 0 51949 VANGUARD INDEX FDS GROWTH ETF 922908736 35247910 102405 SH SOLE 0 0 102405 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 10159086 43085 SH SOLE 0 0 43085 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 2991595 19188 SH SOLE 0 0 19188 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 3454375 39944 SH SOLE 0 0 39944 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 620391 1291 SH SOLE 0 0 1291 VANGUARD INDEX FDS SM CP VAL ETF 922908611 BBG001SHVTR2 4068182 21202 SH SOLE 0 0 21202 VANGUARD INDEX FDS SML CP GRW ETF 922908595 6399930 24547 SH SOLE 0 0 24547 VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 4362476 16785 SH SOLE 0 0 16785 VANGUARD INDEX FDS VALUE ETF 922908744 BBG001SHVR78 8589706 52743 SH SOLE 0 0 52743 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 BBG001SHTTZ6 2717742 65064 SH SOLE 0 0 65064 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 5007790 42860 SH SOLE 0 0 42860 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 BBG001T62KZ7 1547472 20016 SH SOLE 0 0 20016 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 BBG001SSPWL4 821871 16382 SH SOLE 0 0 16382