0001831985-22-000006.txt : 20220615 0001831985-22-000006.hdr.sgml : 20220615 20220615151450 ACCESSION NUMBER: 0001831985-22-000006 CONFORMED SUBMISSION TYPE: 13F-HR/A PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 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: 221017604 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 12-31-2021 12-31-2021 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 80 220062 false INFORMATION TABLE 2 Axiom_Q4_2021_13F.xml AT & T INC COM 00206R102 392 15947 SH SOLE 15947 0 0 ABBOTT LABORATORIES COM 002824100 299 2128 SH SOLE 2128 0 0 ACCENTURE PLC IRELAND SHARES CLASS A SHS CLASS A G1151C101 246 594 SH SOLE 594 0 0 ALPHABET INC VOTING CAP STK CL A CAP STK CL A 02079K305 342 118 SH SOLE 118 0 0 ALPHABET INC NON VOTING CAP STK CL C CAP STK CL C 02079K107 541 187 SH SOLE 187 0 0 AMAZON COM INC COM 023135106 1510 453 SH SOLE 453 0 0 ANALOG DEVICES INC COM 032654105 229 1300 SH SOLE 1300 0 0 APPLE INC COM 037833100 2329 13118 SH SOLE 13118 0 0 APPLIED MATERIALS INC COM 038222105 413 2622 SH SOLE 2622 0 0 BANK NEW YORK MELLON CORP COM 064058100 254 4381 SH SOLE 4381 0 0 BERKSHIRE HATHAWAY INC SERIES B NEW CL B NEW 084670702 1349 4511 SH SOLE 4511 0 0 CAPITAL ONE FINANCIAL CORP COM 14040H105 343 2364 SH SOLE 2364 0 0 CHEVRON CORPORATION COM 166764100 688 5859 SH SOLE 5859 0 0 CHUBB LTD COM H1467J104 254 1312 SH SOLE 1312 0 0 CISCO SYSTEMS INC COM 17275R102 239 3771 SH SOLE 3771 0 0 COCA-COLA COMPANY COM 191216100 201 3400 SH SOLE 3400 0 0 COMCAST CORP NEW CL A CL A 20030N101 221 4389 SH SOLE 4389 0 0 DUKE ENERGY CORP COM NEW COM NEW 26441C204 212 2023 SH SOLE 2023 0 0 EXXON MOBIL CORP COM 30231G102 412 6736 SH SOLE 6736 0 0 META PLATFORMS INC CLASS A CL A 30303M102 408 1212 SH SOLE 1212 0 0 FIRST CAPITAL INC COM 31942S104 844 20836 SH SOLE 20836 0 0 FORD MOTOR COMPANY COM 345370860 267 12841 SH SOLE 12841 0 0 ISHARES NATIONAL ETF MUNI BOND NATIONAL MUN ETF 464288414 11097 95431 SH SOLE 95431 0 0 HOME DEPOT INC COM 437076102 242 584 SH SOLE 584 0 0 ISHARES MSCI EAFE IN ETF MSCI EAFE ETF 464287465 541 6882 SH SOLE 6882 0 0 ISHARES CORE S&P 500 ETF S&P 500 INDEX FD CORE S&P500 ETF 464287200 8157 17102 SH SOLE 17102 0 0 INTEL CORP COM 458140100 252 4888 SH SOLE 4888 0 0 INTERNATIONAL BUSINESS MACHINE CORP COM 459200101 220 1642 SH SOLE 1642 0 0 INVESCO TR II ETF NATL AMT-FREE MUN BD NATL AMT MUNI 46138E537 1883 69444 SH SOLE 69444 0 0 INVESCO OPTIMUM YLD ETF DIVERSIFIED COMMODITY STRATEGY NO K-1 OPTIMUM YIELD 46090F100 1637 116429 SH SOLE 116429 0 0 INVESCO QQQ TR ETF UNIT SER 1 UNIT SER 1 46090E103 291 731 SH SOLE 731 0 0 JOHNSON & JOHNSON COM 478160104 638 3732 SH SOLE 3732 0 0 ELI LILLY & CO COM 532457108 633 2291 SH SOLE 2291 0 0 LINDE PLC SHS G5494J103 310 895 SH SOLE 895 0 0 LOWES COMPANIES INC COM 548661107 325 1258 SH SOLE 1258 0 0 MCDONALDS CORP COM 580135101 243 905 SH SOLE 905 0 0 MICROSOFT CORP COM 594918104 1602 4765 SH SOLE 4765 0 0 MOODY'S CORP COM 615369105 345 884 SH SOLE 884 0 0 JPMORGAN CHASE & CO COM 46625H100 2228 14069 SH SOLE 14069 0 0 NEXTERA ENERGY INC COM 65339F101 239 2565 SH SOLE 2565 0 0 NORFOLK SOUTHERN CORP COM 655844108 232 780 SH SOLE 780 0 0 PNC FINANCIAL SERVICES GROUP COM 693475105 496 2472 SH SOLE 2472 0 0 PAYCHEX INC COM 704326107 294 2154 SH SOLE 2154 0 0 PEPSICO INCORPORATED COM 713448108 399 2300 SH SOLE 2300 0 0 PFIZER INCORPORATED COM 717081103 300 5082 SH SOLE 5082 0 0 PROCTER & GAMBLE CO COM 742718109 264 1615 SH SOLE 1615 0 0 REPUBLIC BANCORP INC KY CL A CL A 760281204 243 4784 SH SOLE 4784 0 0 SPDR NUVEEN ETF BLOOMBERG SHORT TERM MUNICIPAL BOND ETF NUVEEN BLMBRG SH 78468R739 4113 83634 SH SOLE 83634 0 0 SPDR BLOOMBERG ETF HIGH YIELD BD ETF BLOOMBERG HIGH Y 78468R622 4786 44087 SH SOLE 44087 0 0 TESLA INC COM 88160R101 872 825 SH SOLE 825 0 0 TEXAS INSTRUMENTS INC COM 882508104 221 1174 SH SOLE 1174 0 0 3M CO COM 88579Y101 1099 6187 SH SOLE 6187 0 0 UMPQUA HLDGS CORP COM 904214103 883 45918 SH SOLE 45918 0 0 UNITED PARCEL SERVICE-B CL B 911312106 1131 5277 SH SOLE 5277 0 0 US BANCORP NEW COM NEW 902973304 362 6451 SH SOLE 6451 0 0 VANECK VECTORS ETF HIGH YIELD MUNI ETF HIGH YLD MUNIETF 92189H409 4416 70741 SH SOLE 70741 0 0 VANGUARD SHORT TERM ETF ETF SHORT TRM BOND 921937827 3357 41530 SH SOLE 41530 0 0 VANGUARD LONG TERM ETF BOND LONG TERM BOND 921937793 1431 13907 SH SOLE 13907 0 0 VANGUARD WHITEHALL ETF FDS EMERGING MKT GOVT BD INDEX FD EMERG MKT BD ETF 921946885 6259 80590 SH SOLE 80590 0 0 VANGUARD TOTAL INTL ETF STOCK INDEX FUND VG TL INTL STK F 921909768 4004 62989 SH SOLE 62989 0 0 VANGUARD INTERMEDIAT ETF BOND ETF INTERMED TERM 921937819 10257 117062 SH SOLE 117062 0 0 VANGUARD CONSUMER ETF DISCRETONARY CONSUM DIS ETF 92204A108 6150 18053 SH SOLE 18053 0 0 VANGUARD INDUSTRIALS ETF INDUSTRIAL ETF 92204A603 5448 26845 SH SOLE 26845 0 0 VANGUARD HEALTH CARE ETF HEALTH CAR ETF 92204A504 6825 25616 SH SOLE 25616 0 0 VANGUARD FINANCIALS ETF FINANCIALS ETF 92204A405 7076 73271 SH SOLE 73271 0 0 VANGUARD ENERGY ETF ENERGY ETF 92204A306 1378 17755 SH SOLE 17755 0 0 VANGUARD INFORMATION ETF TECHNOLOGY INF TECH ETF 92204A702 15781 34444 SH SOLE 34444 0 0 VANGUARD INTL EQUITY ETF INDEX FDS FTSE EMERGING MKTS ETF FTSE EMR MKT ETF 922042858 14217 287444 SH SOLE 287444 0 0 VANGUARD ETF COMMUNICATION SERVICES COMM SRVC ETF 92204A884 6816 50281 SH SOLE 50281 0 0 VANGUARD MATERIALS ETF MATERIALS ETF 92204A801 1244 6317 SH SOLE 6317 0 0 VANGUARD INDEX FDS ETF REAL ESTATE INDEX FD REAL ESTATE ETF 922908553 1349 11632 SH SOLE 11632 0 0 VANGUARD MID CAP ETF MID CAP ETF 922908629 28291 111047 SH SOLE 111047 0 0 VANGUARD TOTAL STOCK ETF MARKET ETF TOTAL STK MKT 922908769 215 892 SH SOLE 892 0 0 VANGUARD SMALL CAP ETF SMALL CP ETF 922908751 11848 52423 SH SOLE 52423 0 0 VERIZON COMMUNICATIONS COM COM 92343V104 285 5493 SH SOLE 5493 0 0 WALMART INC COM 931142103 709 4897 SH SOLE 4897 0 0 WEC ENERGY GROUP INC COM 92939U106 254 2616 SH SOLE 2616 0 0 ANTHEM INC COM 036752103 412 888 SH SOLE 888 0 0 WELLS FARGO & CO NEW COM 949746101 594 12386 SH SOLE 12386 0 0 WESBANCO INC COM 950810101 22875 653750 SH SOLE 653750 0 0