AA

Auxano Advisors, LLC

13F
Auxano Advisors, LLC
Last update 2024-11-07 160 Stocks (11 new)
Value $386.00 Mil Turnover 5 %
Countries:
Top Holdings: MSFT(12.36%)AAPL(8.64%)AMZN(7.92%)COST(6.92%)PHYS(5.22%)
Portfolio Report
Summary Stock Picks Current Portfolio
Auxano Advisors, LLC Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MSFT 		Microsoft Corp
110,986
47757.110
+7.82%
12.360
+0.90%
0.000
+5.12%
+12.98%
3141534.523
Software
AAPL 		Apple Inc
143,274
33382.790
+0.69%
8.640
+0.06%
0.000
+6.64%
+18.46%
3430687.188
Hardware
AMZN 		Amazon.com Inc
164,190
30593.580
+1.02%
7.920
+0.08%
0.000
+25.56%
+37.01%
2189014.992
Retail - Cyclical
COST 		Costco Wholesale Corp
30,165
26741.440
+1.24%
6.920
+0.08%
0.010
+12.58%
+43.82%
418172.804
Retail - Defensive
PHYS 		Sprott Physical Gold Trust
989,903
20174.220
+1.27%
5.220
+0.07%
0.250
+10.32%
+30.19%
8250.119
Asset Management
IWB 		iShares Russell 1000 ETF
54,550
17149.920
-1.13%
4.440
-0.05%
0.050
+13.25%
+25.48%
39408.443
 
QLTY 		GMO U.S. Quality ETF
399,290
13020.830
+25.54%
3.370
+0.69%
-
+8.50%
+23.66%
661.893
 
JMST 		JPMorgan Ultra-Short Municipal Income ETF
233,754
11907.420
+0.16%
3.080
0%
0.410
+0.02%
+0.06%
2863.428
 
IWY 		iShares Russell Top 200 Growth ETF
40,070
8817.460
+27.84%
2.280
+0.50%
0.070
+15.70%
+32.59%
12742.833
 
TSLA 		Tesla Inc
32,546
8515.010
+0.31%
2.200
+0.01%
0.000
+61.55%
+29.27%
1031135.364
Vehicles & Parts

Auxano Advisors, LLC's Historical Top Holdings Breakdowns

Auxano Advisors, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
MSFT 		Microsoft Corp2024-09-30Add
+0.90%
●
395.15 ($427.47) 467.56
$422.54
-1.15%
Add 7.82%
110,986
8,048
SCHD 		Schwab US Dividend Equity ETF2024-09-30Add
+0.89%
●
25.67 ($27.24) 28.35
$29.08
6.75%
Add 205.56%
182,274
40,874
QLTY 		GMO U.S. Quality ETF2024-09-30Add
+0.69%
●
29.64 ($31.44) 32.62
$32.93
4.74%
Add 25.54%
399,290
81,220
IWY 		iShares Russell Top 200 Growth ETF2024-09-30Add
+0.50%
●
194.66 ($212.79) 225.97
$232.32
9.18%
Add 27.84%
40,070
8,725
SHY 		iShares 1-3 Year Treasury Bond ETF2024-09-30Reduce
-0.45%
●
81.31 ($82.5) 83.29
$82.07
-0.52%
Reduce -33.36%
39,700
-19,878
RLY 		SPDR SSgA Multi-Asset Real Return ETF2024-09-30Reduce
-0.27%
●
26.98 ($27.94) 28.76
$28.68
2.65%
Reduce -52.49%
31,836
-35,173
TMUS 		T-Mobile US Inc2024-09-30New Buy
+0.25%
●
175.14 ($191.43) 206.36
$235.31
22.92%
New holding
4,733
4,733
ALL 		Allstate Corp2024-09-30Reduce
-0.15%
●
158.43 ($177.59) 192.89
$196.90
10.87%
Reduce -56.34%
2,691
-3,473
AVUS 		Avantis U.S. Equity ETF2024-09-30Reduce
-0.15%
●
86.27 ($91.83) 95.15
$100.09
8.99%
Reduce -6.99%
79,214
-5,952
DFAU 		Dimensional US Core Equity Market ETF2024-09-30Reduce
-0.15%
●
35.8 ($38.2) 39.69
$41.58
8.85%
Reduce -23.37%
46,564
-14,203

Auxano Advisors, LLC Total Holding History ($B)

To

Auxano Advisors, LLC's Asset Allocation

To

Auxano Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Auxano Advisors, LLC's Hypothetical Growth since 2024-09-30

Auxano Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Auxano Advisors, LLC's Holdings Heat Map

Size field:

Auxano Advisors, LLC's Holdings Bubble Chart

Auxano Advisors, LLC News

  • 1

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