0001831985-22-000003.txt : 20220615 0001831985-22-000003.hdr.sgml : 20220615 20220615124314 ACCESSION NUMBER: 0001831985-22-000003 CONFORMED SUBMISSION TYPE: 13F-HR/A PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220615 DATE AS OF CHANGE: 20220615 EFFECTIVENESS DATE: 20220615 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: 221017274 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 true false 0001831985 XXXXXXXX 03-31-2022 03-31-2022 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 8594687044 Matthew Swendiman Covington KY 06-15-2022 0 75 198429 false INFORMATION TABLE 2 Axiom_Q1_2022_13F.xml GRANITESHARES ETF TR ETF BLOOMBERG COMMODITY BROAD STRATEGY NO K 1 ETF 38747R108 4263 129641 SH SOLE 129641 0 0 INVESCO QQQ TR ETF UNIT SER 1 ETF 46090E103 255 816 SH SOLE 816 0 0 INVESCO TR II ETF NATL AMT FREE MUN BD ETF 46138E537 1675 70487 SH SOLE 70487 0 0 ISHARES CORE S&P 500 ETF S&P 500 INDEX FD ETF 464287200 6751 16384 SH SOLE 16384 0 0 ISHARES MSCI EAFE IN ETF ETF 464287465 808 11841 SH SOLE 11841 0 0 ISHARES NATIONAL ETF MUNI BOND ETF 464288414 10336 97147 SH SOLE 97147 0 0 ISHARES S&P500 VALUE ETF ETF 464287408 286 1941 SH SOLE 1941 0 0 ISHARES TIP BOND ETF ETF 464287176 13769 115257 SH SOLE 115257 0 0 SPDR BLOOMBERG ETF HIGH YIELD BD ETF ETF 78468R622 3683 37948 SH SOLE 37948 0 0 SPDR NUVEEN ETF BLOOMBERG SHORT TERM MUNICIPAL BOND ETF ETF 78468R739 3931 84185 SH SOLE 84185 0 0 VANECK VECTORS ETF HIGH YIELD MUNI ETF ETF 92189H409 3929 71756 SH SOLE 71756 0 0 VANGUARD CONSUMER ETF DISCRETONARY ETF 92204A108 5024 18801 SH SOLE 18801 0 0 VANGUARD ENERGY ETF ETF 92204A306 1718 16276 SH SOLE 16276 0 0 VANGUARD ETF COMMUNICATION SERVICES ETF 92204A884 5305 51985 SH SOLE 51985 0 0 VANGUARD FINANCIALS ETF ETF 92204A405 6213 74313 SH SOLE 74313 0 0 VANGUARD HEALTH CARE ETF ETF 92204A504 5962 25031 SH SOLE 25031 0 0 VANGUARD INDEX FDS ETF REAL ESTATE INDEX FD ETF 922908553 1192 11510 SH SOLE 11510 0 0 VANGUARD INDUSTRIALS ETF ETF 92204A603 4855 27224 SH SOLE 27224 0 0 VANGUARD INFORMATION ETF TECHNOLOGY ETF 92204A702 13399 36604 SH SOLE 36604 0 0 VANGUARD INTL EQUITY ETF INDEX FDS FTSE EMERGING MKTS ETF ETF 922042858 9976 231517 SH SOLE 231517 0 0 VANGUARD LONG TERM ETF BOND ETF 921937793 1188 14584 SH SOLE 14584 0 0 VANGUARD MATERIALS ETF ETF 92204A801 1158 6245 SH SOLE 6245 0 0 VANGUARD MID CAP ETF ETF 922908629 24877 113964 SH SOLE 113964 0 0 VANGUARD SHORT TERM ETF ETF ETF 921937827 4616 60033 SH SOLE 60033 0 0 VANGUARD SMALL CAP ETF ETF 922908751 8880 45531 SH SOLE 45531 0 0 VANGUARD TOTAL INTL ETF STOCK INDEX FUND ETF 921909768 3619 65204 SH SOLE 65204 0 0 VANGUARD WHITEHALL ETF FDS EMERGING MKT GOVT BD INDEX FD ETF 921946885 5440 84104 SH SOLE 84104 0 0 3M CO Stock 88579Y101 942 6513 SH SOLE 6513 0 0 ABBOTT LABORATORIES Stock 002824100 243 2153 SH SOLE 2153 0 0 ALPHABET INC NON VOTING CAP STK CL C Stock 02079K107 381 167 SH SOLE 167 0 0 ALPHABET INC VOTING CAP STK CL A Stock 02079K305 245 108 SH SOLE 108 0 0 AMAZON COM INC Stock 023135106 1117 468 SH SOLE 468 0 0 ANTHEM INC Stock 036752103 447 888 SH SOLE 888 0 0 APPLE INC Stock 037833100 2013 12913 SH SOLE 12913 0 0 APPLIED MATERIALS INC Stock 038222105 275 2484 SH SOLE 2484 0 0 AT & T INC Stock 00206R102 342 17888 SH SOLE 17888 0 0 BERKSHIRE HATHAWAY INC SERIES B NEW Stock 084670702 1436 4494 SH SOLE 4494 0 0 CAPITAL ONE FINANCIAL CORP Stock 14040H105 286 2302 SH SOLE 2302 0 0 CHEVRON CORPORATION Stock 166764100 1155 7335 SH SOLE 7335 0 0 CHUBB LTD Stock H1467J104 269 1299 SH SOLE 1299 0 0 CIGNA CORP NEW Stock 125523100 212 856 SH SOLE 856 0 0 COCA-COLA COMPANY Stock 191216100 218 3406 SH SOLE 3406 0 0 DUKE ENERGY CORP COM NEW Stock 26441C204 222 2024 SH SOLE 2024 0 0 ELI LILLY & CO Stock 532457108 659 2291 SH SOLE 2291 0 0 EXXON MOBIL CORP Stock 30231G102 680 7909 SH SOLE 7909 0 0 FIRST CAPITAL INC Stock 31942S104 748 20210 SH SOLE 20210 0 0 FORD MOTOR COMPANY Stock 345370860 181 12914 SH SOLE 12914 0 0 INTEL CORP Stock 458140100 260 5944 SH SOLE 5944 0 0 INTERNATIONAL BUSINESS MACHINE CORP Stock 459200101 219 1652 SH SOLE 1652 0 0 JOHNSON & JOHNSON Stock 478160104 668 3713 SH SOLE 3713 0 0 JPMORGAN CHASE & CO Stock 46625H100 1656 13976 SH SOLE 13976 0 0 LINDE PLC Stock G5494J103 265 851 SH SOLE 851 0 0 LOWES COMPANIES INC Stock 548661107 275 1381 SH SOLE 1381 0 0 MCDONALDS CORP Stock 580135101 219 883 SH SOLE 883 0 0 META PLATFORMS INC CLASS A Stock 30303M102 212 1038 SH SOLE 1038 0 0 MICROSOFT CORP Stock 594918104 1332 4798 SH SOLE 4798 0 0 MOODY'S CORP Stock 615369105 255 884 SH SOLE 884 0 0 NORFOLK SOUTHERN CORP Stock 655844108 220 852 SH SOLE 852 0 0 PAYCHEX INC Stock 704326107 269 2123 SH SOLE 2123 0 0 PEPSICO INCORPORATED Stock 713448108 403 2358 SH SOLE 2358 0 0 PNC FINANCIAL SERVICES GROUP Stock 693475105 409 2472 SH SOLE 2472 0 0 PROCTER & GAMBLE CO Stock 742718109 276 1728 SH SOLE 1728 0 0 REPUBLIC BANCORP INC KY CL A Stock 760281204 201 4784 SH SOLE 4784 0 0 TESLA INC Stock 88160R101 777 906 SH SOLE 906 0 0 TEXAS INSTRUMENTS INC Stock 882508104 210 1225 SH SOLE 1225 0 0 UMPQUA HLDGS CORP Stock 904214103 721 43464 SH SOLE 43464 0 0 UNITED PARCEL SERVICE B Stock 911312106 943 5251 SH SOLE 5251 0 0 UNITEDHEALTH GROUP INC Stock 91324P102 210 413 SH SOLE 413 0 0 US BANCORP NEW Stock 902973304 309 6376 SH SOLE 6376 0 0 VERIZON COMMUNICATIONS COM Stock 92343V104 279 5980 SH SOLE 5980 0 0 VIATRIS INC COM Stock 92556V106 145 14112 SH SOLE 14112 0 0 WALMART INC Stock 931142103 748 4888 SH SOLE 4888 0 0 WEC ENERGY GROUP INC Stock 92939U106 260 2589 SH SOLE 2589 0 0 WELLS FARGO & CO NEW Stock 949746101 465 10746 SH SOLE 10746 0 0 WESBANCO INC Stock 950810101 21044 650508 SH SOLE 650508 0 0