Fund HoldingsAUA CAPITAL MANAGEMENT, LLC

Total Portfolio Value
$173.54M
Total Bought
$13.01M
Total Sold
$8.43M
Net Transaction
+$4.58M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
SPDR S&P 500 ETF TR(SPY)92,60089,116-3,48444,01446,61426.86%+2,600
ISHARES TR09,612+9,61201,1080.64%+1,108
VANGUARD TAX-MANAGED FDS35,77555,107+19,3321,7142,7651.59%+1,051
ISHARES TR15,30424,828+9,5241,5192,4321.40%+913
META PLATFORMS INC(META)6,2486,318+702,2123,0681.77%+856
VANGUARD WHITEHALL FDS3,3819,769+6,3883771,1820.68%+805
SCHWAB STRATEGIC TR09,888+9,88807970.46%+797
ISHARES TR01,454+1,45407650.44%+765
AMAZON COM INC(AMZN)37,26035,223-2,0375,6616,3543.66%+692
VANGUARD INDEX FDS02,182+2,18204990.29%+499
VANGUARD INDEX FDS22,41923,537+1,1183,3523,8332.21%+482
ISHARES TR
CORE INTL AGGR
09,136+9,13604560.26%+456
ISHARES TR18,89721,667+2,7702,0462,3951.38%+349
ISHARES TR
MSCI INTL QUALTY
08,669+8,66903440.20%+344
MICROSOFT CORP(MSFT)8,2248,144-803,0933,4261.97%+334
ISHARES TR
CORE DIV GRWTH
05,544+5,54403220.19%+322
ISHARES TR
CORE UNIVRSL USD
06,994+6,99403190.18%+319
ALTRIA GROUP INC(MO)92,36992,489+1203,7264,0342.32%+308
VANGUARD INTL EQUITY INDEX F9,16015,733+6,5733766570.38%+281
ISHARES TR
MSCI USA QLT FCT
01,639+1,63902690.16%+269
ISHARES TR11,83558,255+46,4203,2803,5382.04%+258
CENCORA INC0927+92702250.13%+225
SELECT SECTOR SPDR TR
ST STR FINL ETF
05,154+5,15402170.13%+217
ISHARES TR02,519+2,51902120.12%+212
PAYPAL HLDGS INC(PYPL)03,068+3,06802060.12%+206
BECTON DICKINSON & CO(BDX)0817+81702020.12%+202
VANGUARD INDEX FDS4,7344,859+1251,4721,6730.96%+201
EATON CORP PLC(ETN)2,2502,293+435427170.41%+175
JPMORGAN CHASE & CO(JPM)4,9895,000+118491,0020.58%+153
MASTERCARD INCORPORATED(MA)4,2844,071-2131,8271,9601.13%+133
STRYKER CORPORATION(SYK)1,8881,895+75656780.39%+113
ISHARES TR124,037118,407-5,6309,3469,4565.45%+110
VALERO ENERGY CORP(VLO)2,1942,261+672853860.22%+101
AMERICAN EXPRESS CO(AXP)2,4002,412+124505490.32%+100
CHIPOTLE MEXICAN GRILL INC(CMG)151152+13454420.25%+96
ABBVIE INC(ABBV)2,7092,813+1044205120.30%+92
HOME DEPOT INC(HD)2,1892,212+237598490.49%+90
CATERPILLAR INC(CAT)1,1701,180+103464330.25%+87
ALPHABET INC(GOOG)4,8805,090+2106827680.44%+87
BOSTON SCIENTIFIC CORP(BSX)7,5757,57504385190.30%+81
ALPHABET INC(GOOG)15,88115,221-6602,2382,3181.34%+79
COSTCO WHSL CORP NEW(COST)750768+184955630.32%+68
TMC THE METALS COMPANY INC(TMC)192,139192,13902112750.16%+63
MERCK & CO INC(MRK)2,0302,051+212212710.16%+49
ARES CAPITAL CORP(ARCC)26,35527,590+1,2355285740.33%+47
AMERIPRISE FINL INC(AMP)577604+272192650.15%+46
BERKSHIRE HATHAWAY INC DEL1,7431,584-1596226660.38%+44
PROCTER AND GAMBLE CO(PG)2,1992,244+453223640.21%+42
NXP SEMICONDUCTORS N V
COM
2,1002,107+74825220.30%+40
WALMART INC(WMT)2,1066,150+4,0443323700.21%+38
UNILEVER PLC(UL)21,98221,98201,0661,1030.64%+38
CHUBB LIMITED
COM
900911+112032360.14%+33
CHEVRON CORP NEW(CVX)2,6662,726+603984300.25%+32
ECOLAB INC(ECL)1,6101,503-1073193470.20%+28
DANAHER CORPORATION(DHR)1,0301,061+312382650.15%+27
GRAINGER W W INC(GWW)411353-583413590.21%+19
EOG RES INC(EOG)2,1962,199+32662810.16%+16
PEPSICO INC(PEP)2,5792,589+104384530.26%+15
VANGUARD SPECIALIZED FUNDS8,5878,092-4951,4631,4780.85%+15
ISHARES TR18,59317,786-8073,7323,7402.16%+9
SPDR GOLD TR(GLD)7,7627,244-5181,4841,4900.86%+6
INNOVATIVE INDL PPTYS INC(IIPR)2,0882,08802112160.12%+6
LOCKHEED MARTIN CORP(LMT)567572+52572600.15%+3
CISCO SYS INC(CSCO)4,8064,875+692432430.14%+1
JOHNSON & JOHNSON(JNJ)2,5152,469-463943910.23%-4
ACCENTURE PLC IRELAND
SHS CLASS A
1,5001,503+35265210.30%-5
SELECT SECTOR SPDR TR
ST STR STAPL ETF
3,7753,450-3252722630.15%-8
ISHARES TR6,47629,785+23,3091,8541,8441.06%-10
MCDONALDS CORP(MCD)1,0591,05903142990.17%-15
ISHARES TR10,1519,321-8304083830.22%-25
HONEYWELL INTL INC(HON)1,1211,003-1182352060.12%-29
ISHARES TR6,4035,947-4564964620.27%-33
ISHARES TR16,08315,858-2251,8841,8371.06%-47
GOLDMAN SACHS GROUP INC(GS)2,5482,235-3139839340.54%-49
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
14,62414,111-5131,1891,1360.65%-53
ISHARES TR68,55468,508-467,2287,1754.13%-53
VANGUARD INDEX FDS3,4392,845-5943042460.14%-58
VANGUARD BD INDEX FDS35,02634,418-6082,6982,6391.52%-59
VANGUARD BD INDEX FDS11,81311,061-7528698030.46%-65
MONDELEZ INTL INC(MDLZ)4,6873,876-8113392710.16%-68
KRAFT HEINZ CO(KHC)29,03427,014-2,0201,0749970.57%-77
VANGUARD INTL EQUITY INDEX F4,3693,343-1,0264493690.21%-80
ZIM INTEGRATED SHIPPING SERV
SHS
10,6330-10,6331050-105
SELECT SECTOR SPDR TR
ST STR TECHN ETF
17,31115,469-1,8423,3323,2221.86%-110
VANGUARD INDEX FDS9,3977,907-1,4901,5451,3860.80%-159
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
31,73129,507-2,2242,4552,2811.31%-174
SPDR SER TR
ST NUVE TERM ETF
112,664109,375-3,2895,3845,1892.99%-195
BRISTOL-MYERS SQUIBB CO(BMY)3,9370-3,9372020-202
UNITED PARCEL SERVICE INC(UPS)1,3030-1,3032050-205
INVESCO DB COMMDY INDX TRCK(DBC)20,91610,822-10,0944612490.14%-212
UNITEDHEALTH GROUP INC(UNH)4450-4452340-234
PFIZER INC(PFE)8,3370-8,3372400-240
ISHARES TR57,15453,727-3,4274,6894,3942.53%-295
ISHARES TR62,44059,774-2,6666,7696,4323.71%-337
APPLE INC(AAPL)39,08236,982-2,1007,5246,3423.65%-1,183
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