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Auour Investments

Latest statistics and disclosures from Auour Investments's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPLG, BIL, SPDW, VEA, SPIB, and represent 47.06% of Auour Investments's stock portfolio.
Added to shares of these 10 stocks: BIL, SPDW, SPLG, VCRB, SHW, VXF, ONEQ, SPYG, VWO, BWX.
Started 4 new stock positions in VXF, SHW, ONEQ, VCRB.
Reduced shares in these 10 stocks: BRK.B, BNDX, VGIT, SHYD, TOTL, VCIT, PSQ, FMB, SUB, AGG.
Sold out of its positions in BRK.B, PSQ.
Auour Investments was a net buyer of stock by $2.0M.
Auour Investments has $254M in assets under management (AUM), dropping by 7.04%.
Central Index Key (CIK): 0001789310

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Portfolio Holdings for Auour Investments

Auour Investments holds 73 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Ser Tr Portfolio S&p500 (SPLG)	16.8	$43M		747k	57.02	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	13.4	$34M	+3%	370k	91.68	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	10.4	$26M	+2%	793k	33.29	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	3.9	$9.8M		209k	46.82	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	2.6	$6.7M		205k	32.67	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	2.5	$6.3M		135k	46.60	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.2	$5.5M		138k	39.54	View chart
Ishares Tr Core Msci Eafe (IEFA)	2.1	$5.4M		78k	68.95	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	2.1	$5.3M		187k	28.34	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	2.0	$5.1M	-3%	105k	48.70	View chart
Ssga Active Etf Tr Ult Sht Trm Bd (ULST)	2.0	$5.1M		125k	40.51	View chart
Spdr Ser Tr Portfolio Short (SPSB)	1.9	$4.9M		165k	29.82	View chart
Ishares U S Etf Tr Blackrock Sh Dur (NEAR)	1.9	$4.9M		97k	50.60	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	1.9	$4.8M	+2%	72k	67.56	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	1.9	$4.8M		95k	50.59	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	1.9	$4.8M		29k	164.72	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	1.9	$4.7M		47k	100.23	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	1.8	$4.5M		56k	80.82	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	1.7	$4.4M	-2%	55k	80.31	View chart
Spdr Ser Tr Bloomberg 3-12 M (BILS)	1.6	$4.0M		41k	99.40	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	1.6	$4.0M	-3%	68k	58.88	View chart
Ishares Tr Russell 2000 Etf (IWM)	1.4	$3.6M		18k	195.97	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	1.4	$3.6M		34k	104.99	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	1.4	$3.5M		31k	114.66	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.3	$3.4M		7.7k	445.64	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	1.3	$3.3M		65k	50.40	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	1.2	$3.0M		120k	25.30	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.9	$2.4M	-3%	21k	112.14	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.8	$2.1M		6.6k	314.02	View chart
Ssga Active Tr Spdr Blackstone (HYBL)	0.8	$2.0M		73k	28.08	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.8	$1.9M	-6%	49k	39.79	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.7	$1.7M	-4%	18k	97.96	View chart
Apple (AAPL)	0.7	$1.7M	-2%	8.5k	195.18	View chart
Spdr Ser Tr Bloomberg Intl T (BWX)	0.6	$1.6M	+6%	72k	22.32	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.6	$1.6M		58k	27.00	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.6	$1.6M		3.2k	484.81	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.6	$1.5M		5.7k	266.88	View chart
Tyra Biosciences (TYRA)	0.4	$1.1M		85k	13.37	View chart
Flexshares Tr Flexshares Ultra (RAVI)	0.4	$1.1M	-2%	14k	75.34	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.4	$1.1M	-7%	19k	55.85	View chart
Microsoft Corporation (MSFT)	0.3	$879k		2.2k	398.90	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.3	$845k		20k	43.46	View chart
Arch Cap Group Ord (ACGL)	0.3	$844k		11k	80.34	View chart
Spdr Ser Tr Bloomberg High Y (JNK)	0.3	$771k	-6%	8.2k	94.48	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.3	$723k		27k	27.31	View chart
Atea Pharmaceuticals (AVIR)	0.3	$671k		177k	3.79	View chart
Spdr Ser Tr Portfli Tips Etf (SPIP)	0.2	$562k	+9%	22k	25.54	View chart
Procter & Gamble Company (PG)	0.2	$519k		3.4k	153.98	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$504k		5.9k	85.32	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.2	$488k		12k	40.22	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.2	$487k		15k	31.57	View chart
Ishares Tr Tips Bd Etf (TIP)	0.2	$468k	-11%	4.4k	106.73	View chart
Ishares Tr Glb Infrastr Etf (IGF)	0.2	$455k		10k	45.03	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.2	$443k		16k	27.74	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.2	$430k	-2%	10k	42.00	View chart
Exxon Mobil Corporation (XOM)	0.2	$394k		4.0k	97.91	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.2	$383k	-2%	6.5k	58.83	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$378k		2.5k	148.68	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.1	$358k	-20%	7.0k	51.13	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$336k		1.2k	277.99	View chart
Cintas Corporation (CTAS)	0.1	$305k		505.00	603.67	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$300k	-22%	2.9k	104.85	View chart
Home Depot (HD)	0.1	$294k		839.00	350.78	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	0.1	$282k	NEW	3.7k	76.32	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$275k		999.00	275.31	View chart
Johnson & Johnson (JNJ)	0.1	$271k		1.7k	159.81	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$258k	-16%	2.4k	107.43	View chart
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD)	0.1	$250k	-35%	11k	21.94	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	0.1	$249k	-18%	5.2k	47.49	View chart
Sherwin-Williams Company (SHW)	0.1	$214k	NEW	702.00	305.46	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$204k	NEW	1.3k	162.36	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.1	$203k	NEW	3.3k	60.80	View chart
Seres Therapeutics (MCRB)	0.0	$21k		17k	1.21	View chart

Past Filings by Auour Investments

SEC 13F filings are viewable for Auour Investments going back to 2023

Auour Investments 2023 Q4 filed Jan. 24, 2024
Auour Investments 2023 Q3 filed Oct. 13, 2023
Auour Investments 2023 Q2 filed July 7, 2023

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