0001831985-21-000002.txt : 20210813 0001831985-21-000002.hdr.sgml : 20210813 20210813153958 ACCESSION NUMBER: 0001831985-21-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 FILED AS OF DATE: 20210813 DATE AS OF CHANGE: 20210813 EFFECTIVENESS DATE: 20210813 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Axiom Financial Strategies, LLC CENTRAL INDEX KEY: 0001831985 IRS NUMBER: 843745091 STATE OF INCORPORATION: IN FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20384 FILM NUMBER: 211171855 BUSINESS ADDRESS: STREET 1: 101 WEST SPRING ST, 5TH FLOOR CITY: NEW ALBANY STATE: IN ZIP: 47150 BUSINESS PHONE: 812-913-7701 MAIL ADDRESS: STREET 1: 101 WEST SPRING ST, 5TH FLOOR CITY: NEW ALBANY STATE: IN ZIP: 47150 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001831985 XXXXXXXX 06-30-2021 06-30-2021 Axiom Financial Strategies, LLC

101 WEST SPRING ST, 5TH FLOOR NEW ALBANY IN 47150

13F HOLDINGS REPORT 028-20384 N Matthew Swendiman (513) 562-1675 Matthew Swendiman Covington KY 08-13-2021 0 77 216865 false INFORMATION TABLE 2 Axiom_Q2_13F_2021.xml AT&T INC COM 00206R102 493 17141 SH SOLE 0 0 17141 ABBOTT LABORATORIES COM 002824100 254 2195 SH SOLE 0 0 2195 ALIBABA GRP HLDG LTD ADR SPONSORED ADS ADR 01609W102 235 1036 SH SOLE 0 0 1036 ALPHABET INC VOTING CAP STK CL A CL A 02079K305 286 117 SH SOLE 0 0 117 ALPHABET INC NON VOTING CAP STK CL C CL C 02079K107 469 187 SH SOLE 0 0 187 AMAZON COM INC COM 023135106 1899 552 SH SOLE 0 0 552 AMERICAN EXPRESS COMPANY COM 025816109 314 1898 SH SOLE 0 0 1898 ANALOG DEVICES INC COM 032654105 238 1383 SH SOLE 0 0 1383 APPLE INC COM 037833100 1688 12323 SH SOLE 0 0 12323 APPLIED MATERIALS INC COM 038222105 589 4138 SH SOLE 0 0 4138 BANK NEW YORK MELLON CORP COM 064058100 226 4409 SH SOLE 0 0 4409 BERKSHIRE HATHAWAY INC SERIES B NEW COM 084670702 1260 4533 SH SOLE 0 0 4533 CAPITAL ONE FINANCIAL CORP COM 14040H105 505 3267 SH SOLE 0 0 3267 CHEVRON CORPORATION COM 166764100 622 5936 SH SOLE 0 0 5936 CHUBB LTD COM H1467J104 223 1400 SH SOLE 0 0 1400 COMCAST CORP NEW CL A CL A 20030N101 232 4075 SH SOLE 0 0 4075 EXXON MOBIL CORP COM 30231G102 426 6756 SH SOLE 0 0 6756 FACEBOOK INC CLASS A CL A 30303M102 421 1212 SH SOLE 0 0 1212 FIRST CAPITAL INC COM 31942S104 714 16468 SH SOLE 0 0 16468 FORD MOTOR COMPANY COM 345370860 201 13498 SH SOLE 0 0 13498 ISHARES NATIONAL ETF MUNI BOND ETF 464288414 14059 119959 SH SOLE 0 0 119959 ISHARES MSCI EAFE IN ETF ETF 464287465 665 8436 SH SOLE 0 0 8436 ISHARES CORE S&P 500 ETF FD ETF 464287200 7215 16782 SH SOLE 0 0 16782 INTEL CORP COM 458140100 217 3868 SH SOLE 0 0 3868 INTERNATIONAL BUSINESS MACHINE CORP COM 459200101 238 1624 SH SOLE 0 0 1624 INVESCO TR II ETF NATL AMT-FREE MUN BD ETF 46138E537 3286 120550 SH SOLE 0 0 120550 INVESCO QQQ TR ETF UNIT SER 1 ETF 46090E103 203 573 SH SOLE 0 0 573 INVESCO DB COMMODITY ETF INDEX TRACKING FD UNIT ETF 46138B103 3538 183805 SH SOLE 0 0 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921937819 12429 138159 SH SOLE 0 0 138159 VANGUARD CONSUMER ETF DISCRETONARY ETF 92204A108 5927 18875 SH SOLE 0 0 18875 VANGUARD INDUSTRIALS ETF ETF 92204A603 4072 20730 SH SOLE 0 0 20730 VANGUARD HEALTH CARE ETF ETF 92204A504 5131 20764 SH SOLE 0 0 20764 VANGUARD FINANCIALS ETF ETF 92204A405 5104 56433 SH SOLE 0 0 56433 VANGUARD ENERGY ETF ETF 92204A306 1036 13653 SH SOLE 0 0 13653 VANGUARD INFORMATION ETF TECHNOLOGY ETF 92204A702 12196 30584 SH SOLE 0 0 30584 VANGUARD INTL EQUITY ETF INDEX FDS FTSE EMERGING MKTS ETF 922042858 17620 324442 SH SOLE 0 0 324442 VANGUARD ETF COMMUNICATION SERVICES ETF 92204A884 5468 38019 SH SOLE 0 0 38019 VANGUARD MATERIALS ETF ETF 92204A801 1652 9139 SH SOLE 0 0 9139 VANGUARD INDEX FDS ETF REAL ESTATE INDEX FD ETF 922908553 241 2370 SH SOLE 0 0 2370 VANGUARD MID CAP ETF ETF 922908629 23319 98248 SH SOLE 0 0 98248 VANGUARD SMALL CAP ETF ETF 922908751 23845 105847 SH SOLE 0 0 105847 VERIZON COMMUNICATIONS COM COM 92343V104 282 5040 SH SOLE 0 0 5040 WALMART INC COM 931142103 668 4736 SH SOLE 0 0 4736 WEC ENERGY GROUP INC COM 92939U106 242 2716 SH SOLE 0 0 2716 ANTHEM INC COM 036752103 261 683 SH SOLE 0 0 683 WELLS FARGO & CO NEW COM 949746101 580 12796 SH SOLE 0 0 12796 WESBANCO INC COM 950810101 23389 656440 SH SOLE 0 0 656440