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Portfolio (Quarterly) Guide ↗

Hofer & Associates. Inc

· CIK 0001958491
13F Portfolio $186M AUM 64 positions Filed Apr 22, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1 New 40 Added 9 Reduced 3 Exited
Page 1 of 4  ·  64 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPYG SPDR SERIES TRUST 207,920.0 $20.4M 10.94% +3K +1.4% $97.91 +21.8%
2 BIL SPDR SERIES TRUST 194,153.0 $17.8M 9.56% $91.64 -0.0%
3 SPYV SPDR SERIES TRUST 222,247.0 $12.6M 6.76% +5K +2.3% $56.58 +8.0%
4 VUG VANGUARD INDEX FDS 23,124.0 $10.1M 5.43% +366.0 +1.6% $436.79 -79.9%
5 AMGN AMGEN INC Healthcare 27,316.0 $9.6M 5.17% +176.0 +0.7% $351.84 -3.5%
6 VCRB VANGUARD MALVERN FDS 95,717.0 $7.4M 3.98% +4K +4.7% $77.38 -0.4%
7 STOT SSGA ACTIVE TR 153,753.0 $7.2M 3.89% +4K +2.6% $47.13 -0.1%
8 VIG VANGUARD SPECIALIZED FUNDS 30,050.0 $6.5M 3.47% +424.0 +1.4% $215.06 +8.4%
9 VYM VANGUARD WHITEHALL FDS 41,503.0 $6.1M 3.30% +401.0 +1.0% $148.10 +7.0%
10 SCHD SCHWAB STRATEGIC TR 192,392.0 $5.9M 3.17% +4K +2.0% $30.68 +6.3%
11 AAPL APPLE INC Technology 22,193.0 $5.6M 3.03% -634.0 -2.8% $253.79 +22.4%
12 SPSM SPDR SERIES TRUST 115,145.0 $5.6M 2.99% +3K +2.9% $48.32 +12.3%
13 BERKSHIRE HATHAWAY INC DEL 11,002.0 $5.3M 2.83% +395.0 +3.7% $479.20
14 NVDA NVIDIA CORPORATION Technology 29,405.0 $5.1M 2.76% $174.40 +21.0%
15 VO VANGUARD INDEX FDS 16,438.0 $4.7M 2.54% +388.0 +2.4% $287.17 -72.7%
16 IEFA ISHARES TR 51,477.0 $4.7M 2.50% +1K +2.7% $90.53 +8.0%
17 EFG ISHARES TR 39,704.0 $4.4M 2.38% +1K +3.1% $111.37 +9.9%
18 VCIT VANGUARD SCOTTSDALE FDS 51,409.0 $4.3M 2.29% +2K +3.0% $82.75 -0.2%
19 IWP ISHARES TR 31,884.0 $4.1M 2.19% +748.0 +2.4% $128.12 +9.7%
20 SPIB SPDR SERIES TRUST 108,404.0 $3.6M 1.95% +2K +2.1% $33.54 -0.3%
Page 1 of 4  ·  64 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 35.5%
Healthcare 30.2%
Financial Services 10.7%
Consumer Cyclical 9.5%
Consumer Defensive 7.4%
Communication Services 4.4%
Energy 1.0%
Industrials 0.9%
Real Estate 0.5%