0001085146-23-003172.txt : 20230808 0001085146-23-003172.hdr.sgml : 20230808 20230808171250 ACCESSION NUMBER: 0001085146-23-003172 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230808 DATE AS OF CHANGE: 20230808 EFFECTIVENESS DATE: 20230808 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Axiom Advisory, LLC CENTRAL INDEX KEY: 0001910475 IRS NUMBER: 471116069 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21853 FILM NUMBER: 231152497 BUSINESS ADDRESS: STREET 1: 750 B STREET STREET 2: SUITE 1610 CITY: SAN DIEGO STATE: CA ZIP: 92101 BUSINESS PHONE: 800-836-4792 MAIL ADDRESS: STREET 1: 750 B STREET STREET 2: SUITE 1610 CITY: SAN DIEGO STATE: CA ZIP: 92101 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001910475 XXXXXXXX 06-30-2023 06-30-2023 false Axiom Advisory, LLC

750 B STREET SUITE 1610 SAN DIEGO CA 92101

13F HOLDINGS REPORT 028-21853 N Michael Skolnick 800-836-4792 /s/Michael Skolnick San Diego CA 08-08-2023 0 35 113026876 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE AIRBNB INC COM CL A 009066101 BBG001Y2XS16 218385 1704 SH SOLE 0 0 1704 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 2562145 21180 SH SOLE 0 0 21180 AMAZON COM INC COM 023135106 BBG001S5PQL7 337763 2591 SH SOLE 0 0 2591 APPLE INC COM 037833100 BBG001S5N8V8 1463162 7543 SH SOLE 0 0 7543 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 254386 746 SH SOLE 0 0 746 CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 498884 3171 SH SOLE 0 0 3171 INTUIT COM 461202103 BBG001S6TWR2 418780 914 SH SOLE 0 0 914 INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 202373 548 SH SOLE 0 0 548 ISHARES TR EAFE GRWTH ETF 464288885 BBG001SP62C7 7132778 74759 SH SOLE 0 0 74759 ISHARES TR RUSSELL 2000 ETF 464287655 BBG001SFC7Y7 206148 1101 SH SOLE 0 0 1101 ISHARES TR S&P 500 GRWT ETF 464287309 BBG001S561Q8 228864 3247 SH SOLE 0 0 3247 ISHARES TR U.S. TECH ETF 464287721 BBG001SFB7Z7 218883 2010 SH SOLE 0 0 2010 ISHARES U S ETF TR GSCI CMDTY STGY 46431W853 BBG0079TF237 1618798 62309 SH SOLE 0 0 62309 MICROSOFT CORP COM 594918104 BBG001S5TD05 249428 732 SH SOLE 0 0 732 NORDSTROM INC COM 655664100 BBG001S7BDN5 205343 10031 SH SOLE 0 0 10031 PAVMED INC COM 70387R106 BBG00DGWP3H1 4494 11021 SH SOLE 0 0 11021 QUALCOMM INC COM 747525103 BBG001S6VS70 417222 3505 SH SOLE 0 0 3505 TESLA INC COM 88160R101 BBG001SQKGD7 280356 1071 SH SOLE 0 0 1071 UBER TECHNOLOGIES INC COM 90353T100 BBG002B04MW4 766268 17750 SH SOLE 0 0 17750 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 BBG001ST39Q2 2064124 27314 SH SOLE 0 0 27314 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 BBG001SK7DK4 20317013 279502 SH SOLE 0 0 279502 VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303 BBG00ZXBYMT4 2500296 50860 SH SOLE 0 0 50860 VANGUARD INDEX FDS GROWTH ETF 922908736 BBG001SHTTS4 29006014 102509 SH SOLE 0 0 102509 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 BBG001SRN7S6 8217829 39937 SH SOLE 0 0 39937 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 BBG001SRN7W1 2441076 17640 SH SOLE 0 0 17640 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 BBG001SMD2X3 2844382 34040 SH SOLE 0 0 34040 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 606217 1488 SH SOLE 0 0 1488 VANGUARD INDEX FDS SM CP VAL ETF 922908611 BBG001SHVTR2 3302643 19968 SH SOLE 0 0 19968 VANGUARD INDEX FDS SML CP GRW ETF 922908595 BBG001SHTTW9 5404076 23523 SH SOLE 0 0 23523 VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 3047652 13835 SH SOLE 0 0 13835 VANGUARD INDEX FDS VALUE ETF 922908744 BBG001SHVR78 6893957 48515 SH SOLE 0 0 48515 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 BBG001SHTTZ6 2313453 56870 SH SOLE 0 0 56870 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 BBG001T0SKD6 4487921 40622 SH SOLE 0 0 40622 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 BBG001T62KZ7 1580744 20893 SH SOLE 0 0 20893 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 BBG001SSPWL4 715019 15483 SH SOLE 0 0 15483