0001951757-23-000316.txt : 20230518 0001951757-23-000316.hdr.sgml : 20230518 20230518171229 ACCESSION NUMBER: 0001951757-23-000316 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230518 DATE AS OF CHANGE: 20230518 EFFECTIVENESS DATE: 20230518 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: 23937069 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 X0202 13F-HR LIVE false false false 0001831985 XXXXXXXX 12-31-2022 12-31-2022 Axiom Financial Strategies, LLC

101 WEST SPRING ST, 5TH FLOOR NEW ALBANY IN 47150

13F HOLDINGS REPORT 028-20384 N DAVID VAUGHAN SCOTT 812-913-7701 DAVID VAUGHAN SCOTT NEW ALBANY IN 05-18-2023 0 37 159225151 false INFORMATION TABLE 2 axiomq4202213f.xml GRANITESHARES ETF TR ETF BLOOMBERG COMMODITY BROAD STRATEGY NO K-1 Commodities Broad Basket 38747R108 6706230 298187 SH SOLE 298187 0 0 INVESCO TR II ETF NATL AMT-FREE MUN BD Muni National Long 46138E537 4524700 197241 SH SOLE 197241 0 0 ISHARES TIP BOND ETF Inflation-Protected Bond 464287176 20121396 189040 SH SOLE 189040 0 0 SPDR NUVEEN ETF BLOOMBERG SHORT TERM MUNICIPAL BOND ETF Muni National Short 78468R739 7339926 156235 SH SOLE 156235 0 0 VANGUARD MID CAP ETF Mid-Cap Blend 922908629 25501370 125123 SH SOLE 125123 0 0 VANGUARD INTL EQUITY ETF INDEX FDS FTSE EMERGING MKTS ETF Diversified Emerging Mkts 922042858 3829130 98233 SH SOLE 98233 0 0 VANGUARD SHORT TERM ETF ETF Short-Term Bond 921937827 7230016 96042 SH SOLE 96042 0 0 VANGUARD EMERGING ETF MARKETS GOVERNMENT BOND ETF Emerging Markets Bond 921946885 5390835 88403 SH SOLE 88403 0 0 VANGUARD TOTAL INTL ETF STOCK INDEX FUND Foreign Large Blend 921909768 4048894 78285 SH SOLE 78285 0 0 VANGUARD FINANCIALS ETF Financial 92204A405 4935218 59655 SH SOLE 59655 0 0 VANGUARD LONG TERM ETF BOND Long-Term Bond 921937793 3743648 51679 SH SOLE 51679 0 0 VANGUARD ETF COMMUNICATION SERVICES Communications 92204A884 3227193 39236 SH SOLE 39236 0 0 VANGUARD INFORMATION ETF TECHNOLOGY Technology 92204A702 12264772 38398 SH SOLE 38398 0 0 VANGUARD SMALL CAP ETF Small Blend 922908751 6972943 37991 SH SOLE 37991 0 0 VANGUARD LRG CAP ETF Large Blend 922908637 6610617 37948 SH SOLE 37948 0 0 VANGUARD HEALTH CARE ETF Health 92204A504 8163481 32911 SH SOLE 32911 0 0 VANGUARD ENERGY ETF Equity Energy 92204A306 3651107 30105 SH SOLE 30105 0 0 WESBANCO INC Small Value 950810101 999463 27027 SH SOLE 27027 0 0 VANGUARD INDUSTRIALS ETF Industrials 92204A603 3702555 20272 SH SOLE 20272 0 0 VANECK VECTORS ETF HIGH YIELD MUNI ETF High Yield Muni 92189H409 987811 19541 SH SOLE 19541 0 0 VANGUARD CONSUMER ST ETF ETF Consumer Defensive 92204A207 3010256 15714 SH SOLE 15714 0 0 ISHARES CORE S&P 500 ETF S&P 500 INDEX FD Large Blend 464287200 5882639 15311 SH SOLE 15311 0 0 VANGUARD CONSUMER ETF DISCRETONARY Consumer Cyclical 92204A108 3121359 14251 SH SOLE 14251 0 0 ISHARES MSCI EAFE IN ETF Foreign Large Blend 464287465 702151 10697 SH SOLE 10697 0 0 SPDR BLOOMBERG ETF HIGH YIELD BD ETF High Yield Bond 78468R622 847927 9421 SH SOLE 9421 0 0 VANGUARD UTILITIES ETF Utilities 92204A876 1294285 8440 SH SOLE 8440 0 0 VANGUARD MATERIALS ETF Natural Resources 92204A801 1122447 6595 SH SOLE 6595 0 0 APPLE INC Large Blend 037833100 637567 4907 SH SOLE 4907 0 0 MICROSOFT CORP Large Blend 594918104 718594 2996 SH SOLE 2996 0 0 WEC ENERGY GROUP INC Mid Core 92939U106 261680 2791 SH SOLE 2791 0 0 JPMORGAN CHASE & CO Large Value 46625H100 289683 2160 SH SOLE 2160 0 0 PEPSICO INCORPORATED Large Core 713448108 278266 1540 SH SOLE 1540 0 0 LOWES COMPANIES INC Large Core 548661107 273756 1374 SH SOLE 1374 0 0 ANALOG DEVICES INC Large Core 032654105 214059 1305 SH SOLE 1305 0 0 JOHNSON & JOHNSON Large Blend 478160104 207602 1175 SH SOLE 1175 0 0 BERKSHIRE HATHAWAY INC SERIES B NEW Large Core 084670702 201094 651 SH SOLE 651 0 0 UNITEDHEALTH GROUP INC Health 91324P102 210481 397 SH SOLE 397 0 0