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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

Institutional Manager · CIK 0001831985

Axiom Financial Strategies, LLC

NEW ALBANY, IN · File #028-20384

Latest AUM
$237.7M
Positions
49
Top-10 Concentration
73.4%
Filings
12

Sector Allocation

Financials
30.8%$73.1M
Technology
0.3%$752,003
Healthcare
0.2%$569,982
Energy
0.1%$204,954

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1ISHARES TR46428720063,851$43.7M18.40%
2INVESCO EXCHANGE TRADED FD TIVZ201,965$38.7M16.28%
3INVESCO EXCH TRADED FD TR IIIVZ130,070$15.2M6.40%
4VANGUARD INDEX FDS92290853850,304$14.0M5.91%
5AMERICAN CENTY ETF TR025072703141,759$11.7M4.91%
6INVESCO EXCH TRADED FD TR IIIVZ232,664$11.4M4.80%
7VANGUARD INDEX FDS92290862939,206$11.4M4.79%
8VANGUARD STAR FDS921909768141,621$10.7M4.50%
9VANGUARD WORLD FD92204A70214,042$10.6M4.45%
10INVESCO EXCH TRADED FD TR IIIVZ273,688$7.1M2.97%
11UNITED STS COMMODITY INDEX FUNTCW86,688$6.7M2.83%
12PACER FDS TR69374H683207,789$6.5M2.75%
13VANGUARD INTL EQUITY INDEX F922042858108,597$5.8M2.46%
14SPDR SERIES TRUST78468R101144,789$4.2M1.78%
15VANGUARD WORLD FD92204A40528,817$3.8M1.62%
16VANGUARD WORLD FD92204A88419,022$3.7M1.55%
17VANGUARD WORLD FD92204A50412,295$3.5M1.49%
18VANGUARD WORLD FD92204A60311,101$3.3M1.39%
19VANGUARD INDEX FDS92290875111,701$3.0M1.27%
20VANGUARD SCOTTSDALE FDS92206C84745,672$2.5M1.07%