0001085146-23-001825.txt : 20230424 0001085146-23-001825.hdr.sgml : 20230424 20230421173921 ACCESSION NUMBER: 0001085146-23-001825 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230424 DATE AS OF CHANGE: 20230421 EFFECTIVENESS DATE: 20230424 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: 23837442 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 03-31-2023 03-31-2023 false Axiom Advisory, LLC
750 B STREET SUITE 1610 SAN DIEGO CA 92101
13F HOLDINGS REPORT 028-21853 N
Michael Skolnick Chief Compliance Officer 800-836-4792 /s/Michael Skolnick San Diego CA 04-21-2023 0 30 104457816 false
INFORMATION TABLE 2 infotable.xml INFORMATION TABLE AIRBNB INC COM CL A 009066101 BBG001Y2XS16 217899 1794 SH SOLE 0 0 1794 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 2224092 21200 SH SOLE 0 0 21200 APPLE INC COM 037833100 BBG001S5N8V8 1240979 7468 SH SOLE 0 7468 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 231491 746 SH SOLE 0 0 746 CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 533722 3140 SH SOLE 0 0 3140 INTUIT COM 461202103 BBG001S6TWR2 402056 912 SH SOLE 0 0 912 ISHARES TR EAFE GRWTH ETF 464288885 BBG001SP62C7 6898425 73458 SH SOLE 0 73458 0 ISHARES TR S&P 500 GRWT ETF 464287309 BBG001S561Q8 210690 3275 SH SOLE 0 0 3275 ISHARES U S ETF TR GSCI CMDTY STGY 46431W853 BBG0079TF237 1687851 61132 SH SOLE 0 61132 0 MICROSOFT CORP COM 594918104 BBG001S5TD05 209992 731 SH SOLE 0 731 0 PAVMED INC COM 70387R106 BBG00DGWP3H1 4629 11021 SH SOLE 0 0 11021 QUALCOMM INC COM 747525103 BBG001S6VS70 434202 3481 SH SOLE 0 0 3481 TESLA INC COM 88160R101 BBG001SQKGD7 219701 1128 SH SOLE 0 0 1128 UBER TECHNOLOGIES INC COM 90353T100 BBG002B04MW4 558415 17750 SH SOLE 0 17750 0 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 BBG001ST39Q2 2085207 27258 SH SOLE 0 27258 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 BBG001SK7DK4 20248372 273775 SH SOLE 0 273775 0 VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303 BBG00ZXBYMT4 2392335 48694 SH SOLE 0 48694 0 VANGUARD INDEX FDS GROWTH ETF 922908736 BBG001SHTTS4 25103986 100734 SH SOLE 0 100734 0 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 BBG001SRN7S6 7568182 38903 SH SOLE 0 38903 0 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 BBG001SRN7W1 2493849 18623 SH SOLE 0 18623 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 BBG001SMD2X3 2735665 33208 SH SOLE 0 33208 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 493264 1306 SH SOLE 0 1306 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 BBG001SHVTR2 3085095 19420 SH SOLE 0 19420 0 VANGUARD INDEX FDS SML CP GRW ETF 922908595 BBG001SHTTW9 4968593 22967 SH SOLE 0 22967 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 2723682 13310 SH SOLE 0 13310 0 VANGUARD INDEX FDS VALUE ETF 922908744 BBG001SHVR78 6574463 47220 SH SOLE 0 47220 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 BBG001SHTTZ6 2252874 55531 SH SOLE 0 55531 0 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 BBG001T0SKD6 4350304 39595 SH SOLE 0 39595 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 BBG001T62KZ7 1608099 21065 SH SOLE 0 21065 0 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 BBG001SSPWL4 699702 15365 SH SOLE 0 15365 0