Fund HoldingsAuxano Advisors, LLC

Total Portfolio Value
$501.26M
Total Bought
$66.98M
Total Sold
$58.25M
Net Transaction
+$8.73M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
GMO ETF TRUST
US QUALITY ETF
611,016953,440+342,42423,50034,4956.88%+10,996
COSTCO WHOLESALE CORPORATION(COST)027,284+27,284027,1875.42%+27,187
ISHARES TR
MSCI INTL QUALTY
71,447136,447+65,0003,2476,3081.26%+3,061
SCHWAB STRATEGIC TR7,52867,980+60,4523403,3260.66%+2,986
J P MORGAN EXCHANGE TRADED F
US VALUE FACTR
7,50066,724+59,2243683,2600.65%+2,892
ISHARES INC2,27016,307+14,0374222,9360.59%+2,514
AMERICAN CENTY ETF TR3,84224,000+20,1583922,6510.53%+2,259
ISHARES TR2,65722,632+19,9753032,5210.50%+2,218
VANGUARD INDEX FDS1,1059,565+8,4603082,4620.49%+2,153
SPROTT ASSET MANAGEMENT LP(PHYS)1,019,6111,007,737-11,87433,66835,7147.12%+2,047
VANGUARD INDEX FDS23,71732,546+8,8294,5306,3861.27%+1,856
SPDR SERIES TRUST
ST STR PR SP1500
022,482+22,48201,7770.35%+1,777
TESLA INC(TSLA)31,44941,802+10,35314,14315,5403.10%+1,397
J P MORGAN EXCHANGE TRADED F
ACTIVE BOND ETF
5,18728,258+23,0712801,5190.30%+1,239
SPDR SERIES TRUST
ST STR BLO 1 ETF
6,54118,943+12,4025981,7360.35%+1,138
B2GOLD CORP(BTG)0250,000+250,00001,1330.23%+1,133
NEW PAC METALS CORP0204,000+204,00008450.17%+845
ISHARES TR017,274+17,27401,4260.28%+1,426
EXXON MOBIL CORP15,80815,280-5281,9022,5920.52%+690
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
048,535+48,53502,4560.49%+2,456
FIRST MAJESTIC SILVER CORP(AG)102,000104,000+2,0001,6992,2340.45%+535
SCHWAB STRATEGIC TR11,04428,919+17,8753018050.16%+505
REPUBLIC SVCS INC(RSG)5,4097,332+1,9231,1461,6060.32%+460
PROCTER & GAMBLE CO(PG)07,370+7,37001,0650.21%+1,065
JOHNSON & JOHNSON(JNJ)16,27515,490-7853,3683,7860.76%+418
VANECK ETF TRUST
MRNGSTR WDE MOAT
3,6148,129+4,5153747860.16%+412
BARRICK MNG CORP(B)010,048+10,04804100.08%+410
FIRST TR EXCHANGE TRADED FD
RBA INDL ETF
03,593+3,59303980.08%+398
ZOETIS INC(ZTS)03,289+3,28903890.08%+389
WESTERN COPPER & GOLD CORP920,0001,124,000+204,0002,4562,8440.57%+387
ASML HLDG NV
N Y REGISTRY SHS
1,2971,312+151,3881,7330.35%+345
REGAL REXNORD CORPORATION(RRX)08,584+8,58401,6070.32%+1,607
SPROTT ASSET MANAGEMENT LP(PSLV)013,151+13,15103210.06%+321
SCHWAB STRATEGIC TR0141,601+141,60104,3440.87%+4,344
VALERO ENERGY CORP(VLO)03,262+3,26208060.16%+806
ISHARES TR02,711+2,71102690.05%+269
COLGATE PALMOLIVE CO(CL)08,241+8,24107020.14%+702
CHEVRON CORPORATION(CVX)04,846+4,84601,0030.20%+1,003
AON PLC(AON)0808+80802610.05%+261
NEWMONT CORP(NEM)02,361+2,36102560.05%+256
VANGUARD INDEX FDS0410+41002450.05%+245
WASTE MGMT INC DEL(WM)3,2304,117+8877109460.19%+236
LINDE PLC(LIN)0467+46702320.05%+232
REALTY INCOME CORP(O)03,735+3,73502290.05%+229
ETF OPPORTUNITIES TRUST
APPLIED FINA VAL
05,398+5,39802260.05%+226
VERIZON COMMUNICATIONS INC(VZ)08,681+8,68104360.09%+436
COHERENT CORP(COHR)7,4906,698-7921,3821,5960.32%+213
COLUMBIA BKG SYS INC(COLB)07,737+7,73702120.04%+212
GE VERNOVA INC(GEV)0238+23802080.04%+208
MARATHON PETE CORP(MPC)02,602+2,60206350.13%+635
SPIRE GLOBAL INC033,650+33,65004230.08%+423
PUBLIC SVC ENTERPRISE GROUP(PEG)02,526+2,52602040.04%+204
MERCK & CO INC(MRK)14,02713,971-561,4761,6810.34%+204
SCHWAB STRATEGIC TR04,316+4,31602020.04%+202
KIMBERLY-CLARK CORP(KMB)02,079+2,07902010.04%+201
KINROSS GOLD CORP(KGC)31,30035,000+3,7008811,0680.21%+187
NOVAGOLD RESOURCES INC90,000114,000+24,0008391,0240.20%+185
DIAMONDBACK ENERGY INC(FANG)03,765+3,76507450.15%+745
ANTERO RESOURCES CORP(AR)012,690+12,69005390.11%+539
TEXAS INSTRS INC(TXN)04,819+4,81909360.19%+936
SELECT SECTOR SPDR TR
ST STR ENERG ETF
8,4818,484+33795200.10%+141
HONEYWELL INTL INC(HON)1,9952,333+3383895270.11%+138
T-MOBILE US INC(TMUS)04,762+4,76201,0000.20%+1,000
MICRON TECHNOLOGY INC(MU)7591,031+2722173480.07%+132
FTAI AVIATION LTD(FTAI)2,7292,718-115376660.13%+129
DIAGEO PLC(DEO)06,924+6,92405150.10%+515
CIMPRESS PLC(CMPR)018,978+18,97801,3850.28%+1,385
STARBUCKS CORP(SBUX)30,11629,595-5212,5362,6510.53%+115
WIX COM LTD
SHS
2,1373,697+1,5602223330.07%+111
ENTERPRISE PRODS PARTNERS L(EPD)11,95612,956+1,0003834900.10%+107
NORTHROP GRUMMAN CORP(NOC)0922+92206290.13%+629
ONEOK INC NEW(OKE)05,900+5,90005330.11%+533
KULICKE & SOFFA INDS INC(KLIC)4,7004,70002143090.06%+95
GENERAL DYNAMICS CORP(GD)03,690+3,69001,2660.25%+1,266
SPDR GOLD TR(GLD)2,3502,35009311,0110.20%+80
ISHARES INC
CORE MSCI EMKT
27,67327,703+301,8601,9320.39%+72
ABBOTT LABORATORIES09,841+9,84101,0100.20%+1,010
WESCO INTL INC(WCC)03,892+3,89201,0650.21%+1,065
PEPSICO INC(PEP)04,427+4,42706870.14%+687
CARMAX INC(KMX)013,780+13,78005730.11%+573
TARGET CORP(TGT)3,1933,076-1173123730.07%+61
NEXTERA ENERGY INC(NEE)3,0023,132+1302412910.06%+50
REMITLY GLOBAL INC(RELY)020,118+20,11803150.06%+315
AMGEN INC(AMGN)1,6741,664-105485850.12%+38
PARKER-HANNIFIN CORP(PH)422455+333714070.08%+36
PFIZER INC(PFE)010,382+10,38202920.06%+292
DUKE ENERGY CORP NEW(DUK)02,157+2,15702820.06%+282
EATON CORP PLC(ETN)0788+78802820.06%+282
ISHARES TR04,284+4,28408120.16%+812
ISHARES TR06,168+6,16808990.18%+899
VANGUARD STAR FDS14,91814,934+161,1251,1520.23%+26
UNION PAC CORP(UNP)02,946+2,94607150.14%+715
COHEN & STEERS QUALITY INCOM(RQI)023,841+23,84102870.06%+287
ISHARES TR06,352+6,35204290.09%+429
PACCAR INC(PCAR)3,0763,091+153373570.07%+20
SELECT SECTOR SPDR TR
ST STR INDL ETF
2,6362,63604094260.09%+17
LEAR CORP(LEA)3,6073,532-754134280.09%+14
HOWMET AEROSPACE INC(HWM)999945-542052180.04%+13
SCHWAB STRATEGIC TR012,415+12,41504030.08%+403
ISHARES TR03,442+3,44207350.15%+735
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