0001831985-22-000009.txt : 20220615 0001831985-22-000009.hdr.sgml : 20220615 20220615161118 ACCESSION NUMBER: 0001831985-22-000009 CONFORMED SUBMISSION TYPE: 13F-HR/A PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 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: 221017886 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 12-31-2020 12-31-2020 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 74 191412 false INFORMATION TABLE 2 axiom13f3q2020.xml ALPHABET INC NON VOTING CAP STK CL C COM 02079K107 259 176 SH SOLE 176 0 0 AMAZON COM INC COM 023135106 1319 419 SH SOLE 419 0 0 TESLA INC COM 88160R101 324 755 SH SOLE 755 0 0 ALIBABA GRP HOLDING ADR LTD SPON 1 RCPT= 1 ORD SHRS COM 01609W102 234 795 SH SOLE 795 0 0 MOODY'S CORP COM 615369105 256 884 SH SOLE 884 0 0 LINDE PLC COM G5494J103 216 907 SH SOLE 907 0 0 MCDONALDS CORP COM 580135101 218 992 SH SOLE 992 0 0 FACEBOOK INC CLASS A COM 30303M102 337 1288 SH SOLE 1288 0 0 PROCTER & GAMBLE CO COM 742718109 243 1750 SH SOLE 1750 0 0 INTERNATIONAL BUSINESS MACHINE CORP COM 459200101 224 1838 SH SOLE 1838 0 0 ABBOTT LABORATORIES COM 002824100 211 1941 SH SOLE 1941 0 0 VANGUARD INDEX FDS ETF S&P 500 ETF SHS NEW COM 922908363 663 2155 SH SOLE 2155 0 0 PEPSICO INCORPORATED COM 713448108 312 2250 SH SOLE 2250 0 0 ELI LILLY & CO COM 532457108 339 2291 SH SOLE 2291 0 0 PNC FINANCIAL SERVICES GROUP COM 693475105 267 2433 SH SOLE 2433 0 0 VANGUARD INDEX FDS ETF REAL ESTATE INDEX FD COM 922908553 204 2585 SH SOLE 2585 0 0 WEC ENERGY GROUP INC COM 92939U106 264 2721 SH SOLE 2721 0 0 CAPITAL ONE FINANCIAL CORP COM 14040H105 235 3267 SH SOLE 3267 0 0 COLGATE-PALMOLIVE CO COM 194162103 262 3400 SH SOLE 3400 0 0 JOHNSON & JOHNSON COM 478160104 546 3667 SH SOLE 3667 0 0 RAYTHEON TECHNOLOGIES CORP COM 75513E101 221 3848 SH SOLE 3848 0 0 APPLIED MATERIALS INC COM 038222105 247 4160 SH SOLE 4160 0 0 WALMART INC COM 931142103 611 4370 SH SOLE 4370 0 0 BERKSHIRE HATHAWAY INC SERIES B NEW COM 084670702 956 4490 SH SOLE 4490 0 0 MICROSOFT CORP COM 594918104 971 4617 SH SOLE 4617 0 0 VERIZON COMMUNICATIONS COM COM 92343V104 294 4935 SH SOLE 4935 0 0 UNITED PARCEL SERVICE-B COM 911312106 825 4949 SH SOLE 4949 0 0 BROOKS AUTOMATION INC NEW COM 114340102 231 5000 SH SOLE 5000 0 0 VANGUARD MATERIALS ETF COM 92204A801 713 5293 SH SOLE 5293 0 0 METLIFE INC COM 59156R108 211 5675 SH SOLE 5675 0 0 3M CO COM 88579Y101 991 6188 SH SOLE 6188 0 0 CHEVRON CORPORATION COM 166764100 453 6290 SH SOLE 6290 0 0 US BANCORP NEW COM 902973304 227 6322 SH SOLE 6322 0 0 VANGUARD UTILITIES ETF COM 92204A876 869 6735 SH SOLE 6735 0 0 INTEL CORP COM 458140100 381 7359 SH SOLE 7359 0 0 EXXON MOBIL CORP COM 30231G102 257 7481 SH SOLE 7481 0 0 STOCK YARDS BANCORP INC COM 861025104 270 7944 SH SOLE 7944 0 0 JPMORGAN CHASE & CO COM 46625H100 803 8336 SH SOLE 8336 0 0 AUTONATION INC COM 05329W102 524 9900 SH SOLE 9900 0 0 PETROLEO BRASILEIRO SA PETROBRAS SPONSORED ADR COM 71654V101 70 10000 SH SOLE 10000 0 0 WELLS FARGO & CO NEW COM 949746101 258 10982 SH SOLE 10982 0 0 APPLE INC COM 037833100 1320 11396 SH SOLE 11396 0 0 ISHARES MSCI EAFE IN ETF COM 464287465 778 12230 SH SOLE 12230 0 0 VANGUARD SHORT TERM ETF ETF COM 921937827 1057 12722 SH SOLE 12722 0 0 VANGUARD INDUSTRIALS ETF COM 92204A603 1888 13043 SH SOLE 13043 0 0 KELLER MANUFACTURING CO INC COM 48767A208 1 13053 SH SOLE 13053 0 0 VANGUARD CONSUMER ST ETF ETF COM 92204A207 2178 13333 SH SOLE 13333 0 0 KINROSS GOLD CORP (NEW) NO PAR COM 496902404 132 15000 SH SOLE 15000 0 0 FIRST CAPITAL INC COM 31942S104 922 16454 SH SOLE 16454 0 0 AT & T INC COM 00206R102 490 17174 SH SOLE 17174 0 0 ISHARES CORE S&P 500 ETF S&P 500 INDEX FD COM 464287200 5828 17343 SH SOLE 17343 0 0 VANGUARD CONSUMER ETF DISCRETONARY COM 92204A108 4334 18474 SH SOLE 18474 0 0 FORD MOTOR COMPANY COM 345370860 133 19898 SH SOLE 19898 0 0 VANGUARD LONG TERM ETF BOND COM 921937793 2557 22865 SH SOLE 22865 0 0 VANGUARD HEALTH CARE ETF COM 92204A504 5137 25183 SH SOLE 25183 0 0 VANGUARD INFORMATION ETF TECHNOLOGY COM 92204A702 11340 36410 SH SOLE 36410 0 0 SPDR NUVEEN ETF BLOOMBERG BARCLAYS SHORT TERM MUNICIPAL BOND ETF COM 78468R739 1817 36442 SH SOLE 36442 0 0 VANGUARD ETF COMMUNICATION SERVICES COM 92204A884 4214 41362 SH SOLE 41362 0 0 UMPQUA HLDGS CORP COM 904214103 488 45941 SH SOLE 45941 0 0 SPDR SER TR ETF BLOOMBERG BARCLAYS HIGH YIELD BD ETF NEW COM 78468R622 5473 52492 SH SOLE 52492 0 0 VANGUARD FINANCIALS ETF COM 92204A405 3107 53109 SH SOLE 53109 0 0 VANGUARD SMALL CAP ETF COM 922908751 9238 60066 SH SOLE 60066 0 0 VANGUARD WHITEHALL ETF FDS EMERGING MKT GOVT BD INDEX FD COM 921946885 5479 69438 SH SOLE 69438 0 0 VANGUARD TOTAL INTL ETF STOCK INDEX FUND COM 921909768 3713 71162 SH SOLE 71162 0 0 FENWAY INTL INC COM 314649104 0 82000 SH SOLE 82000 0 0 VANECK VECTORS ETF HIGH YIELD MUNI ETF COM 92189H409 5315 88882 SH SOLE 88882 0 0 ISHARES NATIONAL ETF MUNI BOND COM 464288414 12004 103542 SH SOLE 103542 0 0 VANGUARD INTERMEDIAT ETF BOND ETF COM 921937819 10133 108394 SH SOLE 108394 0 0 INVESCO TR II ETF NATL AMT-FREE MUN BD COM 46138E537 3127 117429 SH SOLE 117429 0 0 VANGUARD MID CAP ETF COM 922908629 22604 128240 SH SOLE 128240 0 0 VANGUARD INTL EQUITY ETF INDEX FDS FTSE EMERGING MKTS ETF COM 922042858 6404 148101 SH SOLE 148101 0 0 INVESCO DB COMMODITY ETF INDEX TRACKING FD UNIT COM 46138B103 4034 308909 SH SOLE 308909 0 0 WESBANCO INC COM 950810101 13884 649991 SH SOLE 649991 0 0