0001085146-23-004414.txt : 20231114 0001085146-23-004414.hdr.sgml : 20231114 20231114135620 ACCESSION NUMBER: 0001085146-23-004414 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231114 DATE AS OF CHANGE: 20231114 EFFECTIVENESS DATE: 20231114 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: 231404169 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 09-30-2023 09-30-2023 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 11-14-2023 0 34 111088025 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE AIRBNB INC COM CL A 009066101 BBG001Y2XS16 243136 1772 SH SOLE 0 0 1772 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 2792583 21180 SH SOLE 0 0 21180 AMAZON COM INC COM 023135106 BBG001S5PQL7 331911 2611 SH SOLE 0 0 2611 APPLE INC COM 037833100 BBG001S5N8V8 1324076 7734 SH SOLE 0 0 7734 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 278839 796 SH SOLE 0 0 796 CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 534615 3171 SH SOLE 0 0 3171 INTUIT COM 461202103 BBG001S6TWR2 467736 915 SH SOLE 0 0 915 ISHARES TR EAFE GRWTH ETF 464288885 BBG001SP62C7 6479955 75086 SH SOLE 0 0 75086 ISHARES TR S&P 500 GRWT ETF 464287309 BBG001S561Q8 222175 3247 SH SOLE 0 0 3247 ISHARES TR U.S. TECH ETF 464287721 BBG001SFB7Z7 210942 2010 SH SOLE 0 0 2010 ISHARES U S ETF TR GSCI CMDTY STGY 46431W853 BBG0079TF237 1901123 65219 SH SOLE 0 0 65219 MICROSOFT CORP COM 594918104 BBG001S5TD05 465241 1473 SH SOLE 0 0 1473 NORDSTROM INC COM 655664100 BBG001S7BDN5 149870 10031 SH SOLE 0 0 10031 PAVMED INC COM 70387R106 BBG00DGWP3H1 3247 11021 SH SOLE 0 0 11021 QUALCOMM INC COM 747525103 BBG001S6VS70 417018 3755 SH SOLE 0 0 3755 SPLUNK INC COM 848637104 BBG001TWMNG3 201094 1375 SH SOLE 0 0 1375 TESLA INC COM 88160R101 BBG001SQKGD7 244715 978 SH SOLE 0 0 978 UBER TECHNOLOGIES INC COM 90353T100 BBG002B04MW4 816323 17750 SH SOLE 0 0 17750 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 BBG001ST39Q2 2048299 27249 SH SOLE 0 0 27249 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 BBG001SK7DK4 20316455 291150 SH SOLE 0 0 291150 VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303 BBG00ZXBYMT4 2435645 49515 SH SOLE 0 0 49515 VANGUARD INDEX FDS GROWTH ETF 922908736 BBG001SHTTS4 28026060 102920 SH SOLE 0 0 102920 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 BBG001SRN7S6 7945460 40794 SH SOLE 0 0 40794 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 BBG001SRN7W1 2323931 17745 SH SOLE 0 0 17745 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 BBG001SMD2X3 2710923 35830 SH SOLE 0 0 35830 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 581231 1480 SH SOLE 0 0 1480 VANGUARD INDEX FDS SM CP VAL ETF 922908611 BBG001SHVTR2 3192459 20017 SH SOLE 0 0 20017 VANGUARD INDEX FDS SML CP GRW ETF 922908595 BBG001SHTTW9 5089960 23765 SH SOLE 0 0 23765 VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 3574077 16826 SH SOLE 0 0 16826 VANGUARD INDEX FDS VALUE ETF 922908744 BBG001SHVR78 6861513 49746 SH SOLE 0 0 49746 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 BBG001SHTTZ6 2282478 58212 SH SOLE 0 0 58212 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 BBG001T0SKD6 4386818 41307 SH SOLE 0 0 41307 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 BBG001T62KZ7 1546521 20579 SH SOLE 0 0 20579 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 BBG001SSPWL4 681596 15590 SH SOLE 0 0 15590