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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Axiom Advisory, LLC

Quarter ended Q1 2024 · Filed April 12, 2024 · Accession 0001085146-24-001794

Total Value
$135.9M
Positions
36
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (36)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS922908736102,405$35.2M25.94%
2VANGUARD BD INDEX FDS921937835328,780$23.9M17.57%
3VANGUARD INDEX FDS92290853843,085$10.2M7.48%
4VANGUARD INDEX FDS92290874452,743$8.6M6.32%
5ISHARES TR46428888577,447$8.0M5.92%
6VANGUARD INDEX FDS92290859524,547$6.4M4.71%
7VANGUARD INTL EQUITY INDEX F92204271842,860$5.0M3.69%
8VANGUARD INDEX FDS92290876916,785$4.4M3.21%
9VANGUARD INDEX FDS92290861121,202$4.1M2.99%
10VANGUARD INDEX FDS92290855339,944$3.5M2.54%
11ALPHABET INCGOOG21,210$3.2M2.38%
12VANGUARD INDEX FDS92290851219,188$3.0M2.20%
13VANGUARD INTL EQUITY INDEX F92204285865,064$2.7M2.00%
14VANGUARD BD INDEX FDS92203C30351,949$2.6M1.89%
15VANGUARD BD INDEX FDS92193782727,163$2.1M1.53%
16ISHARES U S ETF TR46431W85375,301$2.0M1.50%
17VANGUARD SCOTTSDALE FDS92206C40920,016$1.5M1.14%
18UBER TECHNOLOGIES INCUBER18,239$1.4M1.03%
19APPLE INCAAPL7,793$1.3M0.98%
20VANGUARD TAX-MANAGED FDS92194385816,382$821,8710.60%
21MICROSOFT CORPMSFT1,675$704,7660.52%
22VANGUARD INDEX FDS9229083631,291$620,3910.46%
23QUALCOMM INCQCOM3,468$587,0490.43%
24INTUITINTU897$583,3380.43%
25CHEVRON CORP NEWCVX3,270$515,7590.38%
26BERKSHIRE HATHAWAY INC DELBRK-A796$334,7340.25%
27NORTHERN LTS FD TR IVNTRSO6,050$304,7990.22%
28AMAZON COM INCAMZN1,689$304,6620.22%
29AIRBNB INCABNB1,772$292,3090.22%
30META PLATFORMS INCMETA594$288,4420.21%
31ISHARES TR4642873093,251$274,5530.20%
32ISHARES TR4642877212,014$272,0770.20%
33INVESCO QQQ TRIVZ603$267,8630.20%
34ISHARES TR4642876551,066$224,1230.16%
35NORDSTROM INC65566410010,031$203,3370.15%
36NORTHERN LTS FD TR IVNTRSO12,443$170,0960.13%