0001831985-22-000012.txt : 20221017 0001831985-22-000012.hdr.sgml : 20221017 20221017140201 ACCESSION NUMBER: 0001831985-22-000012 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221017 DATE AS OF CHANGE: 20221017 EFFECTIVENESS DATE: 20221017 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 SEC ACT: 1934 Act SEC FILE NUMBER: 028-20384 FILM NUMBER: 221313433 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 1 primary_doc.xml 13F-HR LIVE false false false 0001831985 XXXXXXXX 09-30-2022 09-30-2022 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 10-17-2022 0 73 188072 false INFORMATION TABLE 2 Axiom_Q3_2022_13F.xml AT & T INC Stock 00206R102 312 20362 SH SOLE 20362 0 0 ABBOTT LABORATORIES Stock 002824100 208 2149 SH SOLE 2149 0 0 ALPHABET INC VOTING CAP STK CL A Stock 02079K305 207 2160 SH SOLE 2160 0 0 ALPHABET INC NON VOTING CAP STK CL C Stock 02079K107 343 3567 SH SOLE 3567 0 0 AMAZON COM INC Stock 023135106 1100 9733 SH SOLE 9733 0 0 APPLE INC Stock 037833100 1909 13814 SH SOLE 13814 0 0 APPLIED MATERIALS INC Stock 038222105 238 2899 SH SOLE 2899 0 0 BERKSHIRE HATHAWAY INC SERIES B NEW Stock 084670702 1193 4466 SH SOLE 4466 0 0 CAPITAL ONE FINANCIAL CORP Stock 14040H105 235 2554 SH SOLE 2554 0 0 CHEVRON CORPORATION Stock 166764100 985 6857 SH SOLE 6857 0 0 CHUBB LTD Stock H1467J104 230 1267 SH SOLE 1267 0 0 COCA-COLA COMPANY Stock 191216100 227 4060 SH SOLE 4060 0 0 EXXON MOBIL CORP Stock 30231G102 708 8112 SH SOLE 8112 0 0 META PLATFORMS INC CLASS A Stock 30303M102 217 1597 SH SOLE 1597 0 0 FENWAY INTL INC Stock 314649104 0 82000 SH SOLE 82000 0 0 FIRST CAPITAL INC Stock 31942S104 520 20230 SH SOLE 20230 0 0 FORD MOTOR COMPANY Stock 345370860 169 15053 SH SOLE 15053 0 0 ISHARES NATIONAL ETF MUNI BOND ETF 464288414 350 3413 SH SOLE 3413 0 0 CIGNA CORP NEW Stock 125523100 241 870 SH SOLE 870 0 0 GRANITESHARES ETF TR ETF BLOOMBERG COMMODITY BROAD STRATEGY NO K-1 ETF 38747R108 9260 320621 SH SOLE 320621 0 0 ISHARES MSCI EAFE IN ETF ETF 464287465 693 12380 SH SOLE 12380 0 0 ISHARES CORE S&P 500 ETF S&P 500 INDEX FD ETF 464287200 5617 15662 SH SOLE 15662 0 0 ISHARES S&P500 VALUE ETF ETF 464287408 287 2237 SH SOLE 2237 0 0 INTERNATIONAL BUSINESS MACHINE CORP Stock 459200101 237 1998 SH SOLE 1998 0 0 INVESCO TR II ETF NATL AMT-FREE MUN BD ETF 46138E537 4490 203354 SH SOLE 203354 0 0 INVESCO QQQ TR ETF UNIT SER 1 ETF 46090E103 220 824 SH SOLE 824 0 0 ISHARES ETF 0-5 YEAR TIPS BOND ETF 46429B747 598 6222 SH SOLE 6222 0 0 ISHARES TIP BOND ETF ETF 464287176 20468 195121 SH SOLE 195121 0 0 JOHNSON & JOHNSON Stock 478160104 608 3720 SH SOLE 3720 0 0 KELLER MANUFACTURING CO INC Stock 48767A208 1 13053 SH SOLE 13053 0 0 ELI LILLY & CO Stock 532457108 741 2291 SH SOLE 2291 0 0 LINDE PLC Stock G5494J103 243 901 SH SOLE 901 0 0 LOWES COMPANIES INC Stock 548661107 234 1244 SH SOLE 1244 0 0 MCDONALDS CORP Stock 580135101 206 892 SH SOLE 892 0 0 MICROSOFT CORP Stock 594918104 1161 4985 SH SOLE 4985 0 0 MOODY'S CORP Stock 615369105 215 884 SH SOLE 884 0 0 JPMORGAN CHASE & CO Stock 46625H100 1460 13967 SH SOLE 13967 0 0 PNC FINANCIAL SERVICES GROUP Stock 693475105 369 2472 SH SOLE 2472 0 0 PAYCHEX INC Stock 704326107 240 2135 SH SOLE 2135 0 0 PEPSICO INCORPORATED Stock 713448108 374 2292 SH SOLE 2292 0 0 PROCTER & GAMBLE CO Stock 742718109 210 1660 SH SOLE 1660 0 0 SPDR NUVEEN ETF BLOOMBERG SHORT TERM MUNICIPAL BOND ETF ETF 78468R739 7491 162519 SH SOLE 162519 0 0 SPDR BLOOMBERG ETF HIGH YIELD BD ETF ETF 78468R622 824 9385 SH SOLE 9385 0 0 TESLA INC Stock 88160R101 785 2959 SH SOLE 2959 0 0 3M CO Stock 88579Y101 656 5936 SH SOLE 5936 0 0 UMPQUA HLDGS CORP Stock 904214103 743 43492 SH SOLE 43492 0 0 UNITED PARCEL SERVICE-B Stock 911312106 845 5233 SH SOLE 5233 0 0 US BANCORP NEW Stock 902973304 273 6762 SH SOLE 6762 0 0 UNITEDHEALTH GROUP INC Stock 91324P102 210 416 SH SOLE 416 0 0 VANECK VECTORS ETF HIGH YIELD MUNI ETF ETF 92189H409 1053 21099 SH SOLE 21099 0 0 VANGUARD SHORT TERM ETF ETF ETF 921937827 7130 95297 SH SOLE 95297 0 0 VANGUARD LONG TERM ETF BOND ETF 921937793 3649 50722 SH SOLE 50722 0 0 VANGUARD EMERGING ETF MARKETS GOVERNMENT BOND ETF ETF 921946885 5347 93013 SH SOLE 93013 0 0 VANGUARD TOTAL INTL ETF STOCK INDEX FUND ETF 921909768 3523 76965 SH SOLE 76965 0 0 VANGUARD CONSUMER ETF DISCRETONARY ETF 92204A108 3312 14091 SH SOLE 14091 0 0 VANGUARD INDUSTRIALS ETF ETF 92204A603 3210 20377 SH SOLE 20377 0 0 VANGUARD HEALTH CARE ETF ETF 92204A504 7379 32986 SH SOLE 32986 0 0 VANGUARD FINANCIALS ETF ETF 92204A405 4423 59419 SH SOLE 59419 0 0 VANGUARD ENERGY ETF ETF 92204A306 3098 30497 SH SOLE 30497 0 0 VANGUARD CONSUMER ST ETF ETF ETF 92204A207 2652 15437 SH SOLE 15437 0 0 VANGUARD INFORMATION ETF TECHNOLOGY ETF 92204A702 11699 38063 SH SOLE 38063 0 0 VANGUARD INTL EQUITY ETF INDEX FDS FTSE EMERGING MKTS ETF ETF 922042858 3707 101596 SH SOLE 101596 0 0 VANGUARD ETF COMMUNICATION SERVICES ETF 92204A884 3337 40518 SH SOLE 40518 0 0 VANGUARD UTILITIES ETF ETF 92204A876 1169 8214 SH SOLE 8214 0 0 VANGUARD MATERIALS ETF ETF 92204A801 968 6525 SH SOLE 6525 0 0 VANGUARD MID CAP ETF ETF 922908629 23288 123884 SH SOLE 123884 0 0 VANGUARD SMALL CAP ETF ETF 922908751 6575 38469 SH SOLE 38469 0 0 VERIZON COMMUNICATIONS COM Stock 92343V104 293 7724 SH SOLE 7724 0 0 WALMART INC Stock 931142103 627 4835 SH SOLE 4835 0 0 WEC ENERGY GROUP INC Stock 92939U106 211 2357 SH SOLE 2357 0 0 ELEVANCE HEALTH INC Stock 036752103 403 888 SH SOLE 888 0 0 WELLS FARGO & CO NEW Stock 949746101 323 8023 SH SOLE 8023 0 0 WESBANCO INC Stock 950810101 21542 645556 SH SOLE 645556 0 0