Fund HoldingsAUA CAPITAL MANAGEMENT, LLC

Total Portfolio Value
$160.68M
Total Bought
$22.01M
Total Sold
$1.26M
Net Transaction
+$20.75M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
SPDR S&P 500 ETF TR(SPY)85,94492,600+6,65636,73944,01427.39%+7,274
ISHARES TR118,805124,037+5,2328,1889,3465.82%+1,158
VANGUARD INDEX FDS16,17622,419+6,2432,2313,3522.09%+1,120
AMAZON COM INC(AMZN)37,18037,260+804,7265,6613.52%+935
APPLE INC(AAPL)38,85639,082+2266,6537,5244.68%+872
ISHARES TR16,35618,593+2,2372,8913,7322.32%+841
ISHARES TR58,44362,440+3,9975,9936,7694.21%+776
SELECT SECTOR SPDR TR
ST STR TECHN ETF
16,35117,311+9602,6803,3322.07%+652
SPDR SER TR
ST NUVE TERM ETF
102,428112,664+10,2364,7355,3843.35%+649
ISHARES TR64,70268,554+3,8526,6557,2284.50%+572
ALTRIA GROUP INC(MO)75,72492,369+16,6453,1843,7262.32%+542
VANGUARD TAX-MANAGED FDS26,83135,775+8,9441,1731,7141.07%+541
ARES CAPITAL CORP(ARCC)026,355+26,35505280.33%+528
ISHARES TR11,08611,835+7492,7643,2802.04%+516
MICROSOFT CORP(MSFT)8,1728,224+522,5803,0931.92%+512
ISHARES TR53,23357,154+3,9214,3104,6892.92%+379
ISHARES TR12,50915,304+2,7951,1761,5190.95%+343
META PLATFORMS INC(META)6,2486,24801,8762,2121.38%+336
VANGUARD INDEX FDS03,439+3,43903040.19%+304
ISHARES TR18,82618,897+711,7762,0461.27%+270
CISCO SYS INC(CSCO)04,806+4,80602430.15%+243
GOLDMAN SACHS GROUP INC(GS)2,2982,548+2507449830.61%+239
VANGUARD INDEX FDS4,5684,734+1661,2441,4720.92%+228
AMERIPRISE FINL INC(AMP)0577+57702190.14%+219
INNOVATIVE INDL PPTYS INC(IIPR)02,088+2,08802110.13%+211
CHUBB LIMITED
COM
0900+90002030.13%+203
SPDR GOLD TR(GLD)7,4797,762+2831,2821,4840.92%+202
ISHARES TR6,1466,476+3301,6601,8541.15%+194
VANGUARD INDEX FDS9,4779,397-801,3581,5450.96%+187
VANGUARD BD INDEX FDS33,43735,026+1,5892,5132,6981.68%+184
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
30,25531,731+1,4762,2742,4551.53%+181
VANGUARD SPECIALIZED FUNDS8,2918,587+2961,2881,4630.91%+175
ISHARES TR15,16516,083+9181,7161,8841.17%+168
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
13,58314,624+1,0411,0321,1890.74%+157
ALPHABET INC(GOOG)15,85615,881+252,0912,2381.39%+147
MASTERCARD INCORPORATED(MA)4,2504,284+341,6831,8271.14%+145
JPMORGAN CHASE & CO(JPM)4,8984,989+917108490.53%+138
HOME DEPOT INC(HD)2,1892,18906617590.47%+97
KRAFT HEINZ CO(KHC)29,03429,03409771,0740.67%+97
AMERICAN EXPRESS CO(AXP)2,4002,40003584500.28%+92
STRYKER CORPORATION(SYK)1,7471,888+1414775650.35%+88
COSTCO WHSL CORP NEW(COST)75075004244950.31%+71
CHIPOTLE MEXICAN GRILL INC(CMG)15115102773450.21%+69
ACCENTURE PLC IRELAND
SHS CLASS A
1,5001,50004615260.33%+66
NXP SEMICONDUCTORS N V
COM
2,1002,10004204820.30%+62
EATON CORP PLC(ETN)2,2502,25004805420.34%+62
GRAINGER W W INC(GWW)41141102843410.21%+56
ISHARES TR9,47910,151+6723604080.25%+48
ECOLAB INC(ECL)1,6101,61002733190.20%+47
ALPHABET INC(GOOG)4,8804,88006396820.42%+43
VANGUARD INTL EQUITY INDEX F4,3694,36904074490.28%+42
BOSTON SCIENTIFIC CORP(BSX)7,5757,57504004380.27%+38
VANGUARD INTL EQUITY INDEX F8,6809,160+4803403760.23%+36
MCDONALDS CORP(MCD)1,0591,05902793140.20%+35
HONEYWELL INTL INC(HON)1,1211,12102072350.15%+28
CATERPILLAR INC(CAT)1,1701,17003193460.22%+27
LOCKHEED MARTIN CORP(LMT)56756702322570.16%+25
VANGUARD WHITEHALL FDS3,4393,381-583553770.23%+22
TMC THE METALS COMPANY INC(TMC)192,139192,13901902110.13%+21
ABBVIE INC(ABBV)2,7092,70904044200.26%+16
MONDELEZ INTL INC(MDLZ)4,6714,687+163243390.21%+15
MERCK & CO INC(MRK)2,0302,03002092210.14%+12
SELECT SECTOR SPDR TR
ST STR STAPL ETF
3,7753,77502602720.17%+12
BERKSHIRE HATHAWAY INC DEL1,7431,74306116220.39%+11
UNITEDHEALTH GROUP INC(UNH)44544502242340.15%+10
WALMART INC(WMT)2,0342,106+723253320.21%+7
JOHNSON & JOHNSON(JNJ)2,5152,51503923940.25%+2
UNITED PARCEL SERVICE INC(UPS)1,3031,30302032050.13%+2
PROCTER AND GAMBLE CO(PG)2,1992,19903213220.20%+1
PEPSICO INC(PEP)2,5792,57904374380.27%+1
EOG RES INC(EOG)2,1962,19602782660.17%-13
ISHARES TR6,8996,403-4965094960.31%-13
VANGUARD BD INDEX FDS12,67811,813-8658858690.54%-16
DANAHER CORPORATION(DHR)1,0301,03002562380.15%-17
UNILEVER PLC(UL)21,98221,98201,0861,0660.66%-20
VALERO ENERGY CORP(VLO)2,1942,19403112850.18%-26
BRISTOL-MYERS SQUIBB CO(BMY)3,9373,93702292020.13%-26
CHEVRON CORP NEW(CVX)2,8162,666-1504753980.25%-77
INVESCO DB COMMDY INDX TRCK(DBC)22,77320,916-1,8575684610.29%-107
PFIZER INC(PFE)13,2138,337-4,8764382400.15%-198
ZIM INTEGRATED SHIPPING SERV
SHS
31,99110,633-21,3583341050.07%-229
PAYPAL HLDGS INC(PYPL)7,0680-7,0684130-413
Page 1 of 1