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| Auxano Advisors LLC
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| |
|---|---|
| CRD # | 145179 |
| SEC # | 801-68424 |
| CIK # | 0001811491 |
| AUM | $1.3 BB (2024-03-19) |
| Employees | 13 (62% Investors, 0% Brokers) |
| Phone | 425-889-1261 |
| Address | 10900 NE 4th Street Bellevue, WA 98004 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 46.0 | |
| AMZN | 1,092,997.8 | 31.4 | |
| AAPL | 2,382,844.0 | 30.0 | |
| COST | 207,576.9 | 25.3 | |
| PHYS | 17.7 | ||
| TSLA | 723,390.3 | 6.4 | |
| GOOGL | 1,475,138.5 | 5.8 | |
| NVDA | 399,550.0 | 5.3 | |
| NVO | 245,328.6 | 4.3 | |
| V | 419,260.5 | 2.5 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 374 | 127.8 |
| (b) Individuals (high net worth individuals) | 220 | 1,074.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 43.1 |
| (h) Charitable organizations | 0 | 14.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 9.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,887 | 1,269.6 |
| By Discretionary | ||
| Discretionary | 1,773 | 1,200.8 |
| Non-Discretionary | 114 | 68.9 |
| Total | 1,887 | 1,269.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 1,269.2 | |
| Total | 1,887 | 1,269.6 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001811491] |
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