0001831985-22-000001.txt : 20220204
0001831985-22-000001.hdr.sgml : 20220204
20220204103853
ACCESSION NUMBER: 0001831985-22-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20211231
FILED AS OF DATE: 20220204
DATE AS OF CHANGE: 20220204
EFFECTIVENESS DATE: 20220204
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: 22591748
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
true
true
0001831985
XXXXXXXX
12-31-2021
12-31-2021
Axiom Financial Strategies, LLC
101 WEST SPRING ST, 5TH FLOOR
NEW ALBANY
IN
47150
13F HOLDINGS REPORT
028-20384
N
Eric Myers
Compliance Consultant
5133998090
Eric Myers
Covington
KY
02-04-2022
0
81
220062
false
INFORMATION TABLE
2
Axiom_Q4_2021_13F.xml
AT & T INC
COM
00206R102
392
15947
SH
SOLE
0
0
15947
ABBOTT LABORATORIES
COM
002824100
299
2128
SH
SOLE
0
0
2128
ACCENTURE PLC IRELAND SHARES CLASS A
SHS CLASS A
G1151C101
246
594
SH
SOLE
0
0
594
ALPHABET INC VOTING CAP STK CL A
CAP STK CL A
02079K305
342
118
SH
SOLE
0
0
118
ALPHABET INC NON VOTING CAP STK CL C
CAP STK CL C
02079K107
541
187
SH
SOLE
0
0
187
AMAZON COM INC
COM
023135106
1510
453
SH
SOLE
0
0
453
ANALOG DEVICES INC
COM
032654105
229
1300
SH
SOLE
0
0
1300
APPLE INC
COM
037833100
2329
13118
SH
SOLE
0
0
13118
APPLIED MATERIALS INC
COM
038222105
413
2622
SH
SOLE
0
0
2622
BANK NEW YORK MELLON CORP
COM
064058100
254
4381
SH
SOLE
0
0
4381
BERKSHIRE HATHAWAY INC SERIES B NEW
CL B NEW
084670702
1349
4511
SH
SOLE
0
0
4511
CAPITAL ONE FINANCIAL CORP
COM
14040H105
343
2364
SH
SOLE
0
0
2364
CHEVRON CORPORATION
COM
166764100
688
5859
SH
SOLE
0
0
5859
CHUBB LTD
COM
H1467J104
254
1312
SH
SOLE
0
0
1312
CISCO SYSTEMS INC
COM
17275R102
239
3771
SH
SOLE
0
0
3771
COCA-COLA COMPANY
COM
191216100
201
3400
SH
SOLE
0
0
3400
COMCAST CORP NEW CL A
CL A
20030N101
221
4389
SH
SOLE
0
0
4389
DUKE ENERGY CORP COM NEW
COM NEW
26441C204
212
2023
SH
SOLE
0
0
2023
EXXON MOBIL CORP
COM
30231G102
412
6736
SH
SOLE
0
0
6736
META PLATFORMS INC CLASS A
CL A
30303M102
408
1212
SH
SOLE
0
0
1212
FIRST CAPITAL INC
COM
31942S104
844
20836
SH
SOLE
0
0
20836
FORD MOTOR COMPANY
COM
345370860
267
12841
SH
SOLE
0
0
12841
ISHARES NATIONAL ETF MUNI BOND
NATIONAL MUN ETF
464288414
11097
95431
SH
SOLE
0
0
95431
HOME DEPOT INC
COM
437076102
242
584
SH
SOLE
0
0
584
ISHARES MSCI EAFE IN ETF
MSCI EAFE ETF
464287465
541
6882
SH
SOLE
0
0
6882
ISHARES CORE S&P 500 ETF S&P 500 INDEX FD
CORE S&P500 ETF
464287200
8157
17102
SH
SOLE
0
0
17102
INTEL CORP
COM
458140100
252
4888
SH
SOLE
0
0
4888
INTERNATIONAL BUSINESS MACHINE CORP
COM
459200101
220
1642
SH
SOLE
0
0
1642
INVESCO TR II ETF NATL AMT-FREE MUN BD
NATL AMT MUNI
46138E537
1883
69444
SH
SOLE
0
0
69444
INVESCO OPTIMUM YLD ETF DIVERSIFIED COMMODITY STRATEGY NO K-1
OPTIMUM YIELD
46090F100
1637
116429
SH
SOLE
0
0
116429
INVESCO QQQ TR ETF UNIT SER 1
UNIT SER 1
46090E103
291
731
SH
SOLE
0
0
731
JOHNSON & JOHNSON
COM
478160104
638
3732
SH
SOLE
0
0
3732
ELI LILLY & CO
COM
532457108
633
2291
SH
SOLE
0
0
2291
LINDE PLC
SHS
G5494J103
310
895
SH
SOLE
0
0
895
LOWES COMPANIES INC
COM
548661107
325
1258
SH
SOLE
0
0
1258
MCDONALDS CORP
COM
580135101
243
905
SH
SOLE
0
0
905
MICROSOFT CORP
COM
594918104
1602
4765
SH
SOLE
0
0
4765
MOODY'S CORP
COM
615369105
345
884
SH
SOLE
0
0
884
JPMORGAN CHASE & CO
COM
46625H100
2228
14069
SH
SOLE
0
0
14069
NEXTERA ENERGY INC
COM
65339F101
239
2565
SH
SOLE
0
0
2565
NORFOLK SOUTHERN CORP
COM
655844108
232
780
SH
SOLE
0
0
780
PNC FINANCIAL SERVICES GROUP
COM
693475105
496
2472
SH
SOLE
0
0
2472
PAYCHEX INC
COM
704326107
294
2154
SH
SOLE
0
0
2154
PEPSICO INCORPORATED
COM
713448108
399
2300
SH
SOLE
0
0
2300
PFIZER INCORPORATED
COM
717081103
300
5082
SH
SOLE
0
0
5082
PROCTER & GAMBLE CO
COM
742718109
264
1615
SH
SOLE
0
0
1615
REPUBLIC BANCORP INC KY CL A
CL A
760281204
243
4784
SH
SOLE
0
0
4784
SPDR NUVEEN ETF BLOOMBERG SHORT TERM MUNICIPAL BOND ETF
NUVEEN BLMBRG SH
78468R739
4113
83634
SH
SOLE
0
0
83634
SPDR BLOOMBERG ETF HIGH YIELD BD ETF
BLOOMBERG HIGH Y
78468R622
4786
44087
SH
SOLE
0
0
44087
TESLA INC
COM
88160R101
872
825
SH
SOLE
0
0
825
TEXAS INSTRUMENTS INC
COM
882508104
221
1174
SH
SOLE
0
0
1174
3M CO
COM
88579Y101
1099
6187
SH
SOLE
0
0
6187
UMPQUA HLDGS CORP
COM
904214103
883
45918
SH
SOLE
0
0
45918
UNITED PARCEL SERVICE-B
CL B
911312106
1131
5277
SH
SOLE
0
0
5277
US BANCORP NEW
COM NEW
902973304
362
6451
SH
SOLE
0
0
6451
VANECK VECTORS ETF HIGH YIELD MUNI ETF
HIGH YLD MUNIETF
92189H409
4416
70741
SH
SOLE
0
0
70741
VANGUARD SHORT TERM ETF ETF
SHORT TRM BOND
921937827
3357
41530
SH
SOLE
0
0
41530
VANGUARD LONG TERM ETF BOND
LONG TERM BOND
921937793
1431
13907
SH
SOLE
0
0
13907
VANGUARD WHITEHALL ETF FDS EMERGING MKT GOVT BD INDEX FD
EMERG MKT BD ETF
921946885
6259
80590
SH
SOLE
0
0
80590
VANGUARD TOTAL INTL ETF STOCK INDEX FUND
VG TL INTL STK F
921909768
4004
62989
SH
SOLE
0
0
62989
VANGUARD INTERMEDIAT ETF BOND ETF
INTERMED TERM
921937819
10257
117062
SH
SOLE
0
0
117062
VANGUARD CONSUMER ETF DISCRETONARY
CONSUM DIS ETF
92204A108
6150
18053
SH
SOLE
0
0
18053
VANGUARD INDUSTRIALS ETF
INDUSTRIAL ETF
92204A603
5448
26845
SH
SOLE
0
0
26845
VANGUARD HEALTH CARE ETF
HEALTH CAR ETF
92204A504
6825
25616
SH
SOLE
0
0
25616
VANGUARD FINANCIALS ETF
FINANCIALS ETF
92204A405
7076
73271
SH
SOLE
0
0
73271
VANGUARD ENERGY ETF
ENERGY ETF
92204A306
1378
17755
SH
SOLE
0
0
17755
VANGUARD INFORMATION ETF TECHNOLOGY
INF TECH ETF
92204A702
15781
34444
SH
SOLE
0
0
34444
VANGUARD INTL EQUITY ETF INDEX FDS FTSE EMERGING MKTS ETF
FTSE EMR MKT ETF
922042858
14217
287444
SH
SOLE
0
0
287444
VANGUARD ETF COMMUNICATION SERVICES
COMM SRVC ETF
92204A884
6816
50281
SH
SOLE
0
0
50281
VANGUARD MATERIALS ETF
MATERIALS ETF
92204A801
1244
6317
SH
SOLE
0
0
6317
VANGUARD INDEX FDS ETF REAL ESTATE INDEX FD
REAL ESTATE ETF
922908553
1349
11632
SH
SOLE
0
0
11632
VANGUARD MID CAP ETF
MID CAP ETF
922908629
28291
111047
SH
SOLE
0
0
111047
VANGUARD TOTAL STOCK ETF MARKET ETF
TOTAL STK MKT
922908769
215
892
SH
SOLE
0
0
892
VANGUARD SMALL CAP ETF
SMALL CP ETF
922908751
11848
52423
SH
SOLE
0
0
52423
VERIZON COMMUNICATIONS COM
COM
92343V104
285
5493
SH
SOLE
0
0
5493
WALMART INC
COM
931142103
709
4897
SH
SOLE
0
0
4897
WEC ENERGY GROUP INC
COM
92939U106
254
2616
SH
SOLE
0
0
2616
ANTHEM INC
COM
036752103
412
888
SH
SOLE
0
0
888
WELLS FARGO & CO NEW
COM
949746101
594
12386
SH
SOLE
0
0
12386
WESBANCO INC
COM
950810101
22875
653750
SH
SOLE
0
0
653750