0001831985-21-000001.txt : 20210513 0001831985-21-000001.hdr.sgml : 20210513 20210513131550 ACCESSION NUMBER: 0001831985-21-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210513 DATE AS OF CHANGE: 20210513 EFFECTIVENESS DATE: 20210513 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: 21918409 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 03-31-2021 03-31-2021 Axiom Financial Strategies, LLC

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

13F HOLDINGS REPORT 028-20384 N Matthew Swendiman 5135621675 Matthew Swendiman washington DC 05-13-2021 0 77 203591 false INFORMATION TABLE 2 axiom13f1q2021.xml AXIOM13F1Q21 ALPHABET INC VOTING CAP STK CL A Stock 02079K305 241 117 SH SOLE 0 0 117 ALPHABET INC NON VOTING CAP STK CL C Stock 02079K107 364 176 SH SOLE 0 0 176 AMAZON COM INC Stock 023135106 1652 534 SH SOLE 0 0 534 ANTHEM INC Stock 036752103 245 683 SH SOLE 0 0 683 TESLA INC Stock 88160R101 551 825 SH SOLE 0 0 825 NORFOLK SOUTHERN CORP Stock 655844108 227 844 SH SOLE 0 0 844 MOODY'S CORP Stock 615369105 264 884 SH SOLE 0 0 884 LINDE PLC Stock G5494J103 258 920 SH SOLE 0 0 920 MCDONALDS CORP Stock 580135101 219 978 SH SOLE 0 0 978 ALIBABA GRP HLDG LTD ADR SPONSORED ADS Stock 01609W102 235 1036 SH SOLE 0 0 1036 TEXAS INSTRUMENTS INC Stock 882508104 222 1174 SH SOLE 0 0 1174 FACEBOOK INC CLASS A Stock 30303M102 357 1212 SH SOLE 0 0 1212 LOWES COMPANIES INC Stock 548661107 242 1271 SH SOLE 0 0 1271 CHUBB LTD Stock H1467J104 210 1327 SH SOLE 0 0 1327 ANALOG DEVICES INC Stock 032654105 209 1345 SH SOLE 0 0 1345 INTERNATIONAL BUSINESS MACHINE CORP Stock 459200101 215 1616 SH SOLE 0 0 1616 PROCTER & GAMBLE CO Stock 742718109 238 1757 SH SOLE 0 0 1757 AMERICAN EXPRESS COMPANY Stock 025816109 268 1898 SH SOLE 0 0 1898 ABBOTT LABORATORIES Stock 002824100 249 2079 SH SOLE 0 0 2079 PAYCHEX INC Stock 704326107 215 2196 SH SOLE 0 0 2196 ELI LILLY & CO Stock 532457108 428 2291 SH SOLE 0 0 2291 PEPSICO INCORPORATED Stock 713448108 328 2321 SH SOLE 0 0 2321 PNC FINANCIAL SERVICES GROUP Stock 693475105 427 2433 SH SOLE 0 0 2433 WEC ENERGY GROUP INC Stock 92939U106 270 2889 SH SOLE 0 0 2889 CAPITAL ONE FINANCIAL CORP Stock 14040H105 416 3267 SH SOLE 0 0 3267 JOHNSON & JOHNSON Stock 478160104 621 3776 SH SOLE 0 0 3776 INTEL CORP Stock 458140100 248 3868 SH SOLE 0 0 3868 CISCO SYSTEMS INC Stock 17275R102 202 3907 SH SOLE 0 0 3907 COMCAST CORP NEW CL A Stock 20030N101 221 4076 SH SOLE 0 0 4076 APPLIED MATERIALS INC Stock 038222105 553 4138 SH SOLE 0 0 4138 BANK NEW YORK MELLON CORP Stock 064058100 209 4409 SH SOLE 0 0 4409 WALMART INC Stock 931142103 601 4428 SH SOLE 0 0 4428 BERKSHIRE HATHAWAY INC SERIES B NEW Stock 084670702 1158 4533 SH SOLE 0 0 4533 MICROSOFT CORP Stock 594918104 1121 4754 SH SOLE 0 0 4754 REPUBLIC BANCORP INC KY CL A Stock 760281204 212 4784 SH SOLE 0 0 4784 UNITED PARCEL SERVICE-B Stock 911312106 838 4930 SH SOLE 0 0 4930 VANGUARD MATERIALS ETF ETF 92204A801 853 4931 SH SOLE 0 0 4931 VERIZON COMMUNICATIONS COM Stock 92343V104 293 5038 SH SOLE 0 0 5038 CHEVRON CORPORATION Stock 166764100 638 6088 SH SOLE 0 0 6088 US BANCORP NEW Stock 902973304 341 6163 SH SOLE 0 0 6163 3M CO Stock 88579Y101 1195 6199 SH SOLE 0 0 6199 VANGUARD UTILITIES ETF ETF 92204A876 994 7076 SH SOLE 0 0 7076 EXXON MOBIL CORP Stock 30231G102 421 7545 SH SOLE 0 0 7545 JPMORGAN CHASE & CO Stock 46625H100 1277 8390 SH SOLE 0 0 8390 ISHARES MSCI EAFE IN ETF ETF 464287465 649 8559 SH SOLE 0 0 8559 VANGUARD SHORT TERM ETF ETF ETF 921937827 851 10348 SH SOLE 0 0 10348 NEW ORIENTAL EDUCATIO SP ADR Stock 647581107 163 11659 SH SOLE 0 0 11659 APPLE INC Stock 037833100 1478 12098 SH SOLE 0 0 12098 VANGUARD INDUSTRIALS ETF ETF 92204A603 2295 12126 SH SOLE 0 0 12126 WELLS FARGO & CO NEW Stock 949746101 500 12795 SH SOLE 0 0 12795 KELLER MANUFACTURING CO INC Stock 48767A208 3 13053 SH SOLE 0 0 13053 VANGUARD CONSUMER ST ETF ETF ETF 92204A207 2356 13220 SH SOLE 0 0 13220 FORD MOTOR COMPANY Stock 345370860 178 14498 SH SOLE 0 0 14498 FIRST CAPITAL INC Stock 31942S104 802 16463 SH SOLE 0 0 16463 ISHARES CORE S&P 500 ETF S&P 500 INDEX FD ETF 464287200 6611 16618 SH SOLE 0 0 16618 AT & T INC Stock 00206R102 512 16914 SH SOLE 0 0 16914 VANGUARD CONSUMER ETF DISCRETONARY ETF 92204A108 5252 17781 SH SOLE 0 0 17781 VANGUARD TOTAL INTL ETF STOCK INDEX FUND ETF 921909768 1262 20123 SH SOLE 0 0 20123 VANGUARD HEALTH CARE ETF ETF 92204A504 5584 24412 SH SOLE 0 0 24412 VANGUARD LONG TERM ETF BOND ETF 921937793 2933 29882 SH SOLE 0 0 29882 SPDR NUVEEN ETF BLOOMBERG BARCLAYS SHORT TERM MUNICIPAL BOND ETF ETF 78468R739 1516 30590 SH SOLE 0 0 30590 VANGUARD INFORMATION ETF TECHNOLOGY ETF 92204A702 12121 33810 SH SOLE 0 0 33810 VANGUARD ETF COMMUNICATION SERVICES ETF 92204A884 4502 34626 SH SOLE 0 0 34626 SPDR SER TR ETF BLOOMBERG BARCLAYS HIGH YIELD BD ETF NEW ETF 78468R622 3836 35253 SH SOLE 0 0 35253 VANGUARD FINANCIALS ETF ETF 92204A405 3785 44795 SH SOLE 0 0 44795 UMPQUA HLDGS CORP Stock 904214103 807 45970 SH SOLE 0 0 45970 VANECK VECTORS ETF HIGH YIELD MUNI ETF ETF 92189H409 4031 64862 SH SOLE 0 0 64862 VANGUARD WHITEHALL ETF FDS EMERGING MKT GOVT BD INDEX FD ETF 921946885 5544 71540 SH SOLE 0 0 71540 FENWAY INTL INC Stock 314649104 0 82000 SH SOLE 0 0 82000 VANGUARD MID CAP ETF ETF 922908629 21889 98894 SH SOLE 0 0 98894 VANGUARD SMALL CAP ETF ETF 922908751 21496 100413 SH SOLE 0 0 100413 ISHARES NATIONAL ETF MUNI BOND ETF 464288414 13584 117053 SH SOLE 0 0 117053 INVESCO TR II ETF NATL AMT-FREE MUN BD ETF 46138E537 3277 122442 SH SOLE 0 0 122442 VANGUARD INTERMEDIAT ETF BOND ETF ETF 921937819 12046 135758 SH SOLE 0 0 135758 INVESCO DB COMMODITY ETF INDEX TRACKING FD UNIT ETF 46138B103 3325 200152 SH SOLE 0 0 200152 VANGUARD INTL EQUITY ETF INDEX FDS FTSE EMERGING MKTS ETF ETF 922042858 16257 312331 SH SOLE 0 0 312331 WESBANCO INC Stock 950810101 23600 654472 SH SOLE 0 0 654472