0001831985-22-000004.txt : 20220615 0001831985-22-000004.hdr.sgml : 20220615 20220615135534 ACCESSION NUMBER: 0001831985-22-000004 CONFORMED SUBMISSION TYPE: 13F-HR/A PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 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: 221017416 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 03-31-2021 03-31-2021 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 5135621675 Matthew Swendiman Covington KY 06-15-2022 0 77 203591 false INFORMATION TABLE 2 axiom13f1q2021.xml ALPHABET INC VOTING CAP STK CL A Stock 02079K305 241 117 SH SOLE 117 0 0 ALPHABET INC NON VOTING CAP STK CL C Stock 02079K107 364 176 SH SOLE 176 0 0 AMAZON COM INC Stock 023135106 1652 534 SH SOLE 534 0 0 ANTHEM INC Stock 036752103 245 683 SH SOLE 683 0 0 TESLA INC Stock 88160R101 551 825 SH SOLE 825 0 0 NORFOLK SOUTHERN CORP Stock 655844108 227 844 SH SOLE 844 0 0 MOODY'S CORP Stock 615369105 264 884 SH SOLE 884 0 0 LINDE PLC Stock G5494J103 258 920 SH SOLE 920 0 0 MCDONALDS CORP Stock 580135101 219 978 SH SOLE 978 0 0 ALIBABA GRP HLDG LTD ADR SPONSORED ADS Stock 01609W102 235 1036 SH SOLE 1036 0 0 TEXAS INSTRUMENTS INC Stock 882508104 222 1174 SH SOLE 1174 0 0 FACEBOOK INC CLASS A Stock 30303M102 357 1212 SH SOLE 1212 0 0 LOWES COMPANIES INC Stock 548661107 242 1271 SH SOLE 1271 0 0 CHUBB LTD Stock H1467J104 210 1327 SH SOLE 1327 0 0 ANALOG DEVICES INC Stock 032654105 209 1345 SH SOLE 1345 0 0 INTERNATIONAL BUSINESS MACHINE CORP Stock 459200101 215 1616 SH SOLE 1616 0 0 PROCTER & GAMBLE CO Stock 742718109 238 1757 SH SOLE 1757 0 0 AMERICAN EXPRESS COMPANY Stock 025816109 268 1898 SH SOLE 1898 0 0 ABBOTT LABORATORIES Stock 002824100 249 2079 SH SOLE 2079 0 0 PAYCHEX INC Stock 704326107 215 2196 SH SOLE 2196 0 0 ELI LILLY & CO Stock 532457108 428 2291 SH SOLE 2291 0 0 PEPSICO INCORPORATED Stock 713448108 328 2321 SH SOLE 2321 0 0 PNC FINANCIAL SERVICES GROUP Stock 693475105 427 2433 SH SOLE 2433 0 0 WEC ENERGY GROUP INC Stock 92939U106 270 2889 SH SOLE 2889 0 0 CAPITAL ONE FINANCIAL CORP Stock 14040H105 416 3267 SH SOLE 3267 0 0 JOHNSON & JOHNSON Stock 478160104 621 3776 SH SOLE 3776 0 0 INTEL CORP Stock 458140100 248 3868 SH SOLE 3868 0 0 CISCO SYSTEMS INC Stock 17275R102 202 3907 SH SOLE 3907 0 0 COMCAST CORP NEW CL A Stock 20030N101 221 4076 SH SOLE 4076 0 0 APPLIED MATERIALS INC Stock 038222105 553 4138 SH SOLE 4138 0 0 BANK NEW YORK MELLON CORP Stock 064058100 209 4409 SH SOLE 4409 0 0 WALMART INC Stock 931142103 601 4428 SH SOLE 4428 0 0 BERKSHIRE HATHAWAY INC SERIES B NEW Stock 084670702 1158 4533 SH SOLE 4533 0 0 MICROSOFT CORP Stock 594918104 1121 4754 SH SOLE 4754 0 0 REPUBLIC BANCORP INC KY CL A Stock 760281204 212 4784 SH SOLE 4784 0 0 UNITED PARCEL SERVICE-B Stock 911312106 838 4930 SH SOLE 4930 0 0 VANGUARD MATERIALS ETF ETF 92204A801 853 4931 SH SOLE 4931 0 0 VERIZON COMMUNICATIONS COM Stock 92343V104 293 5038 SH SOLE 5038 0 0 CHEVRON CORPORATION Stock 166764100 638 6088 SH SOLE 6088 0 0 US BANCORP NEW Stock 902973304 341 6163 SH SOLE 6163 0 0 3M CO Stock 88579Y101 1195 6199 SH SOLE 6199 0 0 VANGUARD UTILITIES ETF ETF 92204A876 994 7076 SH SOLE 7076 0 0 EXXON MOBIL CORP Stock 30231G102 421 7545 SH SOLE 7545 0 0 JPMORGAN CHASE & CO Stock 46625H100 1277 8390 SH SOLE 8390 0 0 ISHARES MSCI EAFE IN ETF ETF 464287465 649 8559 SH SOLE 8559 0 0 VANGUARD SHORT TERM ETF ETF ETF 921937827 851 10348 SH SOLE 10348 0 0 NEW ORIENTAL EDUCATIO SP ADR Stock 647581107 163 11659 SH SOLE 11659 0 0 APPLE INC Stock 037833100 1478 12098 SH SOLE 12098 0 0 VANGUARD INDUSTRIALS ETF ETF 92204A603 2295 12126 SH SOLE 12126 0 0 WELLS FARGO & CO NEW Stock 949746101 500 12795 SH SOLE 12795 0 0 KELLER MANUFACTURING CO INC Stock 48767A208 3 13053 SH SOLE 13053 0 0 VANGUARD CONSUMER ST ETF ETF ETF 92204A207 2356 13220 SH SOLE 13220 0 0 FORD MOTOR COMPANY Stock 345370860 178 14498 SH SOLE 14498 0 0 FIRST CAPITAL INC Stock 31942S104 802 16463 SH SOLE 16463 0 0 ISHARES CORE S&P 500 ETF S&P 500 INDEX FD ETF 464287200 6611 16618 SH SOLE 16618 0 0 AT & T INC Stock 00206R102 512 16914 SH SOLE 16914 0 0 VANGUARD CONSUMER ETF DISCRETONARY ETF 92204A108 5252 17781 SH SOLE 17781 0 0 VANGUARD TOTAL INTL ETF STOCK INDEX FUND ETF 921909768 1262 20123 SH SOLE 20123 0 0 VANGUARD HEALTH CARE ETF ETF 92204A504 5584 24412 SH SOLE 24412 0 0 VANGUARD LONG TERM ETF BOND ETF 921937793 2933 29882 SH SOLE 29882 0 0 SPDR NUVEEN ETF BLOOMBERG BARCLAYS SHORT TERM MUNICIPAL BOND ETF ETF 78468R739 1516 30590 SH SOLE 30590 0 0 VANGUARD INFORMATION ETF TECHNOLOGY ETF 92204A702 12121 33810 SH SOLE 33810 0 0 VANGUARD ETF COMMUNICATION SERVICES ETF 92204A884 4502 34626 SH SOLE 34626 0 0 SPDR SER TR ETF BLOOMBERG BARCLAYS HIGH YIELD BD ETF NEW ETF 78468R622 3836 35253 SH SOLE 35253 0 0 VANGUARD FINANCIALS ETF ETF 92204A405 3785 44795 SH SOLE 44795 0 0 UMPQUA HLDGS CORP Stock 904214103 807 45970 SH SOLE 45970 0 0 VANECK VECTORS ETF HIGH YIELD MUNI ETF ETF 92189H409 4031 64862 SH SOLE 64862 0 0 VANGUARD WHITEHALL ETF FDS EMERGING MKT GOVT BD INDEX FD ETF 921946885 5544 71540 SH SOLE 71540 0 0 FENWAY INTL INC Stock 314649104 0 82000 SH SOLE 82000 0 0 VANGUARD MID CAP ETF ETF 922908629 21889 98894 SH SOLE 98894 0 0 VANGUARD SMALL CAP ETF ETF 922908751 21496 100413 SH SOLE 100413 0 0 ISHARES NATIONAL ETF MUNI BOND ETF 464288414 13584 117053 SH SOLE 117053 0 0 INVESCO TR II ETF NATL AMT-FREE MUN BD ETF 46138E537 3277 122442 SH SOLE 122442 0 0 VANGUARD INTERMEDIAT ETF BOND ETF ETF 921937819 12046 135758 SH SOLE 135758 0 0 INVESCO DB COMMODITY ETF INDEX TRACKING FD UNIT ETF 46138B103 3325 200152 SH SOLE 200152 0 0 VANGUARD INTL EQUITY ETF INDEX FDS FTSE EMERGING MKTS ETF ETF 922042858 16257 312331 SH SOLE 312331 0 0 WESBANCO INC Stock 950810101 23600 654472 SH SOLE 654472 0 0