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Michael Skolnick

@Axiom Advisory, Llc

Latest period2024 - Q3ReportedManaged Assets$10.702BTotal holdings291
Assets growth rate16.62%Assets growth rate (2-Q avg)3334.85%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Axiom Advisory, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 291 positions.

Assets under management

The assets under management (AUM) of Axiom Advisory, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 10.702B in assets, with a quarterly growth rate of 16.62% and a 2-quarter average growth rate of 3334.85%. The portfolio is managed by Michael Skolnick, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VUGVanguard Index Fds
Recent Activity
Increased 9.27%
25.21%
$2.697B
7.252M shares@ $371.91 avg price
BNDVanguard Bd Index Fds
Recent Activity
Increased 20.75%
19.31%
$2.066B
27.906M shares@ $74.03 avg price
VOTVanguard Index Fds
Recent Activity
Increased 11.2%
6.75%
$722.189M
3.101M shares@ $232.89 avg price
VTVVanguard Index Fds
Recent Activity
Increased 11.77%
5.95%
$636.242M
3.799M shares@ $167.5 avg price
EFGIshares Tr
Recent Activity
Increased 9.18%
5.26%
$562.613M
5.423M shares@ $103.75 avg price
VBKVanguard Index Fds
Recent Activity
Increased 7.54%
4.05%
$432.4M
1.687M shares@ $256.24 avg price
VSSVanguard Intl Equity Index F
Recent Activity
Increased 5.48%
3.21%
$343.441M
2.849M shares@ $120.55 avg price
VTIVanguard Index Fds
Recent Activity
Increased 2.4%
2.79%
$297.561M
1.091M shares@ $272.76 avg price
VBRVanguard Index Fds
Recent Activity
Increased 7.59%
2.61%
$279.093M
1.452M shares@ $192.2 avg price
VNQVanguard Index Fds
Recent Activity
Increased 13.18%
2.54%
$271.446M
2.948M shares@ $92.1 avg price