0001085146-24-000547.txt : 20240130 0001085146-24-000547.hdr.sgml : 20240130 20240129185545 ACCESSION NUMBER: 0001085146-24-000547 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240130 DATE AS OF CHANGE: 20240129 EFFECTIVENESS DATE: 20240130 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Axiom Advisory, LLC CENTRAL INDEX KEY: 0001910475 ORGANIZATION NAME: 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: 24575336 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 12-31-2023 12-31-2023 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 01-29-2024 0 37 124251970 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE AIRBNB INC COM CL A 009066101 BBG001Y2XS16 241240 1772 SH SOLE 0 0 1772 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 2986307 21190 SH SOLE 0 0 21190 AMAZON COM INC COM 023135106 BBG001S5PQL7 362377 2385 SH SOLE 0 0 2385 APPLE INC COM 037833100 BBG001S5N8V8 1426125 7407 SH SOLE 0 0 7407 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 283901 796 SH SOLE 0 0 796 CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 481475 3228 SH SOLE 0 0 3228 INTUIT COM 461202103 BBG001S6TWR2 560929 897 SH SOLE 0 0 897 INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 224932 549 SH SOLE 0 0 549 ISHARES TR EAFE GRWTH ETF 464288885 BBG001SP62C7 7300409 75379 SH SOLE 0 0 75379 ISHARES TR RUSSELL 2000 ETF 464287655 BBG001SFC7Y7 213373 1063 SH SOLE 0 0 1063 ISHARES TR S&P 500 GRWT ETF 464287309 BBG001S561Q8 243944 3248 SH SOLE 0 0 3248 ISHARES TR U.S. TECH ETF 464287721 BBG001SFB7Z7 247135 2013 SH SOLE 0 0 2013 ISHARES U S ETF TR GSCI CMDTY STGY 46431W853 BBG0079TF237 1761723 70272 SH SOLE 0 0 70272 META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 210252 594 SH SOLE 0 0 594 MICROSOFT CORP COM 594918104 BBG001S5TD05 629400 1674 SH SOLE 0 0 1674 NORDSTROM INC COM 655664100 BBG001S7BDN5 185080 10031 SH SOLE 0 0 10031 NORTHERN LTS FD TR IV MAIN BUYWRITE 66538H179 BBG019K5YGL9 167732 12443 SH SOLE 0 0 12443 NORTHERN LTS FD TR IV MAIN SECTR ROTN 66538H591 BBG00HMJ9934 281628 6050 SH SOLE 0 0 6050 QUALCOMM INC COM 747525103 BBG001S6VS70 545910 3775 SH SOLE 0 0 3775 TESLA INC COM 88160R101 BBG001SQKGD7 240280 967 SH SOLE 0 0 967 UBER TECHNOLOGIES INC COM 90353T100 BBG002B04MW4 1092868 17750 SH SOLE 0 0 17750 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 BBG001ST39Q2 2095499 27207 SH SOLE 0 0 27207 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 BBG001SK7DK4 21737765 295551 SH SOLE 0 0 295551 VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303 BBG00ZXBYMT4 2481846 50199 SH SOLE 0 0 50199 VANGUARD INDEX FDS GROWTH ETF 922908736 BBG001SHTTS4 31907759 102637 SH SOLE 0 0 102637 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 BBG001SRN7S6 9186506 41839 SH SOLE 0 0 41839 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 BBG001SRN7W1 2589448 17857 SH SOLE 0 0 17857 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 BBG001SMD2X3 3373199 38176 SH SOLE 0 0 38176 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 650700 1490 SH SOLE 0 0 1490 VANGUARD INDEX FDS SM CP VAL ETF 922908611 BBG001SHVTR2 3675936 20425 SH SOLE 0 0 20425 VANGUARD INDEX FDS SML CP GRW ETF 922908595 BBG001SHTTW9 5791523 23955 SH SOLE 0 0 23955 VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 4027917 16980 SH SOLE 0 0 16980 VANGUARD INDEX FDS VALUE ETF 922908744 BBG001SHVR78 7446782 49811 SH SOLE 0 0 49811 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 BBG001SHTTZ6 2466122 60003 SH SOLE 0 0 60003 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 BBG001T0SKD6 4846253 42130 SH SOLE 0 0 42130 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 BBG001T62KZ7 1541357 19922 SH SOLE 0 0 19922 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 BBG001SSPWL4 746338 15581 SH SOLE 0 0 15581