0001831985-22-000005.txt : 20220615 0001831985-22-000005.hdr.sgml : 20220615 20220615145218 ACCESSION NUMBER: 0001831985-22-000005 CONFORMED SUBMISSION TYPE: 13F-HR/A PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 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: 221017549 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 06-30-2021 06-30-2021 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 202806 false INFORMATION TABLE 2 13FQ221.xml ISHARES NATIONAL ETF MUNI BOND ETF 464288414 14059 119959 SH SOLE 119959 0 0 ISHARES MSCI EAFE IN ETF ETF 464287465 665 8436 SH SOLE 8436 0 0 ISHARES CORE S&P 500 ETF FD ETF 464287200 7215 16782 SH SOLE 16782 0 0 INVESCO TR II ETF NATL AMT FREE MUN BD ETF 46138E537 3286 120550 SH SOLE 120550 0 0 INVESCO QQQ TR ETF UNIT SER 1 ETF 46090E103 203 573 SH SOLE 573 0 0 INVESCO DB COMMODITY ETF INDEX TRACKING FD UNIT ETF 46138B103 3538 183805 SH SOLE 183805 0 0 SPDR SER TR NUVEEN BLMBRG SR ETF 78468R739 1525 30766 SH SOLE 30766 0 0 SPDR SER TR ETF BLOOMBERG BARCLAYS HIGH YIELD BD ETF 78468R622 3941 35840 SH SOLE 35840 0 0 VANECK VECTORS HIGH YIELD MUNI ETF ETF 92189H409 4148 65214 SH SOLE 65214 0 0 VANGUARD SHORT TERM ETF ETF 921937827 814 9903 SH SOLE 9903 0 0 VANGUARD LONG TERM ETF BOND ETF 921937793 3114 30228 SH SOLE 30228 0 0 VANGUARD WHITEHALL FDS EMERGING MKT GOVT BD ETF ETF 921946885 5841 73174 SH SOLE 73174 0 0 VANGUARD TOTAL INTL ETF STOCK INDEX FUND ETF 921909768 1237 18829 SH SOLE 18829 0 0 VANGUARD INTERMEDIAT ETF BOND ETF ETF 921937819 12429 138159 SH SOLE 138159 0 0 VANGUARD CONSUMER ETF DISCRETONARY ETF 92204A108 5927 18875 SH SOLE 18875 0 0 VANGUARD INDUSTRIALS ETF ETF 92204A603 4072 20730 SH SOLE 20730 0 0 VANGUARD HEALTH CARE ETF ETF 92204A504 5131 20764 SH SOLE 20764 0 0 VANGUARD FINANCIALS ETF ETF 92204A405 5104 56433 SH SOLE 56433 0 0 VANGUARD ENERGY ETF ETF 92204A306 1036 13653 SH SOLE 13653 0 0 VANGUARD INFORMATION ETF TECHNOLOGY ETF 92204A702 12196 30584 SH SOLE 30584 0 0 VANGUARD INTL EQUITY INDEX F ETF 922042858 17620 324442 SH SOLE 324442 0 0 VANGUARD ETF COMMUNICATION SERVICES ETF 92204A884 5468 38019 SH SOLE 38019 0 0 VANGUARD MATERIALS ETF ETF 92204A801 1652 9139 SH SOLE 9139 0 0 VANGUARD INDEX FDS REAL ESTATE ETF ETF 922908553 241 2370 SH SOLE 2370 0 0 VANGUARD MID CAP ETF ETF 922908629 23319 98248 SH SOLE 98248 0 0 VANGUARD SMALL CAP ETF ETF 922908751 23845 105847 SH SOLE 105847 0 0 AT&T INC STOCK 00206R102 493 17141 SH SOLE 17141 0 0 ABBOTT LABORATORIES STOCK 002824100 254 2195 SH SOLE 2195 0 0 ALIBABA GRP HLDG LTD ADR SPONSORED ADS STOCK 01609W102 235 1036 SH SOLE 1036 0 0 ALPHABET INC VOTING CAP STK CL A STOCK 02079K305 286 117 SH SOLE 117 0 0 ALPHABET INC NON VOTING CAP STK CL C STOCK 02079K107 469 187 SH SOLE 187 0 0 AMAZON COM INC STOCK 023135106 1899 552 SH SOLE 552 0 0 AMERICAN EXPRESS COMPANY STOCK 025816109 314 1898 SH SOLE 1898 0 0 ANALOG DEVICES INC STOCK 032654105 238 1383 SH SOLE 1383 0 0 APPLE INC STOCK 037833100 1688 12323 SH SOLE 12323 0 0 APPLIED MATERIALS INC STOCK 038222105 589 4138 SH SOLE 4138 0 0 BANK NEW YORK MELLON CORP STOCK 064058100 226 4409 SH SOLE 4409 0 0 BERKSHIRE HATHAWAY INC SERIES B NEW STOCK 084670702 1260 4533 SH SOLE 4533 0 0 CAPITAL ONE FINANCIAL CORP STOCK 14040H105 505 3267 SH SOLE 3267 0 0 CHEVRON CORPORATION STOCK 166764100 622 5936 SH SOLE 5936 0 0 CHUBB LTD STOCK H1467J104 223 1400 SH SOLE 1400 0 0 COMCAST CORP NEW CL A STOCK 20030N101 232 4075 SH SOLE 4075 0 0 EXXON MOBIL CORP STOCK 30231G102 426 6756 SH SOLE 6756 0 0 FACEBOOK INC CLASS A STOCK 30303M102 421 1212 SH SOLE 1212 0 0 FIRST CAPITAL INC STOCK 31942S104 714 16468 SH SOLE 16468 0 0 FORD MOTOR COMPANY STOCK 345370860 201 13498 SH SOLE 13498 0 0 INTEL CORP STOCK 458140100 217 3868 SH SOLE 3868 0 0 INTERNATIONAL BUSINESS MACHINE CORP STOCK 459200101 238 1624 SH SOLE 1624 0 0 JOHNSON & JOHNSON STOCK 478160104 611 3711 SH SOLE 3711 0 0 KELLER MANUFACTURING CO INC STOCK 48767A208 3 13053 SH SOLE 13053 0 0 ELI LILLY & CO STOCK 532457108 526 2291 SH SOLE 2291 0 0 LINDE PLC STOCK G5494J103 275 951 SH SOLE 951 0 0 LOWES COMPANIES INC STOCK 548661107 254 1309 SH SOLE 1309 0 0 MCDONALDS CORP STOCK 580135101 207 897 SH SOLE 897 0 0 MICROSOFT CORP STOCK 594918104 1300 4800 SH SOLE 4800 0 0 MOODYS CORP STOCK 615369105 320 884 SH SOLE 884 0 0 JPMORGAN CHASE & CO STOCK 46625H100 2219 14267 SH SOLE 14267 0 0 NEW ORIENTAL EDUCATIO SP ADR STOCK 647581107 95 11659 SH SOLE 11659 0 0 NORFOLK SOUTHERN CORP STOCK 655844108 216 812 SH SOLE 812 0 0 PNC FINANCIAL SERVICES GROUP STOCK 693475105 472 2472 SH SOLE 2472 0 0 PAYCHEX INC STOCK 704326107 241 2248 SH SOLE 2248 0 0 PEPSICO INCORPORATED STOCK 713448108 338 2283 SH SOLE 2283 0 0 PFIZER INCORPORATED STOCK 717081103 209 5327 SH SOLE 5327 0 0 PROCTER AND GAMBLE CO STOCK 742718109 228 1691 SH SOLE 1691 0 0 REPUBLIC BANCORP INC KY CL A STOCK 760281204 221 4784 SH SOLE 4784 0 0 TESLA INC STOCK 88160R101 561 825 SH SOLE 825 0 0 TEXAS INSTRUMENTS INC STOCK 882508104 226 1174 SH SOLE 1174 0 0 3M CO STOCK 88579Y101 1227 6178 SH SOLE 6178 0 0 UMPQUA HLDGS CORP STOCK 904214103 848 45983 SH SOLE 45983 0 0 UNITED PARCEL SERVICE INC STOCK 911312106 1117 5373 SH SOLE 5373 0 0 US BANCORP NEW STOCK 902973304 353 6198 SH SOLE 6198 0 0 VERIZON COMMUNICATIONS COM STOCK 92343V104 282 5040 SH SOLE 5040 0 0 WALMART INC STOCK 931142103 668 4736 SH SOLE 4736 0 0 WEC ENERGY GROUP INC STOCK 92939U106 242 2716 SH SOLE 2716 0 0 ANTHEM INC STOCK 036752103 261 683 SH SOLE 683 0 0 WELLS FARGO CO NEW STOCK 949746101 580 12796 SH SOLE 12796 0 0 WESBANCO INC STOCK 950810101 23389 656440 SH SOLE 656440 0 0