Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Auour Investments

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

Top 5 stock holdings are SPLG, BIL, SPDW, VEA, SPSB, and represent 45.43% of Auour Investments's stock portfolio.
Added to shares of these 10 stocks: SPSB, Regan Floating Rate Mbs, NMRA, MINT, JAAA, VWO, BILS, JPST, SPLG, HYBL.
Started 8 new stock positions in VWOB, LLY, Regan Floating Rate Mbs, PSQ, PCY, NMRA, BRK.B, TBT.
Reduced shares in these 10 stocks: BIL (-$5.3M), NEAR, VOO, VCRB, VONG, VEA, SPDW, IWD, IWF, MUB.
Sold out of its position in VCRB.
Auour Investments was a net buyer of stock by $6.2M.
Auour Investments has $271M in assets under management (AUM), dropping by 6.79%.
Central Index Key (CIK): 0001789310

Tip: Access up to 7 years of quarterly data

Positions held by Auour Investments consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Auour Investments

Auour Investments holds 80 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Ser Tr Portfolio S&p500 (SPLG)	17.2	$47M		757k	61.53	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	10.6	$29M	-15%	312k	91.80	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	10.5	$28M		790k	35.84	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	3.8	$10M		206k	50.17	View chart
Spdr Ser Tr Portfolio Short (SPSB)	3.4	$9.3M	+89%	312k	29.77	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	2.5	$6.7M		206k	32.69	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	2.5	$6.7M		134k	50.10	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.5	$6.7M	+15%	159k	41.77	View chart
Ishares Tr Core Msci Eafe (IEFA)	2.2	$5.9M	+2%	80k	74.22	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	2.1	$5.8M	+19%	114k	50.74	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	2.1	$5.8M	+21%	58k	100.54	View chart
Ssga Active Etf Tr Ult Sht Trm Bd (ULST)	2.0	$5.4M	+5%	132k	40.50	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	2.0	$5.3M		189k	28.18	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	1.9	$5.2M		71k	73.15	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	1.9	$5.2M		105k	49.19	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	1.9	$5.1M		29k	179.11	View chart
Spdr Ser Tr Bloomberg 3-12 M (BILS)	1.8	$4.8M	+19%	49k	99.42	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	1.7	$4.7M	-4%	54k	86.67	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	1.7	$4.5M	+3%	57k	80.51	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	1.5	$4.0M	+22%	80k	50.45	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	1.5	$4.0M		69k	58.55	View chart
Ishares Tr Russell 2000 Etf (IWM)	1.5	$4.0M	+3%	19k	210.30	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	1.4	$3.9M		31k	125.33	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	1.4	$3.9M		34k	114.14	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.3	$3.4M	-8%	7.1k	480.68	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	1.2	$3.1M	+3%	125k	25.28	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.0	$2.7M	+3%	22k	120.99	View chart
Ssga Active Tr Spdr Blackstone (HYBL)	0.9	$2.4M	+18%	86k	28.38	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.8	$2.2M		6.5k	337.06	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.7	$2.0M	+3%	50k	40.05	View chart
Valued Advisers Tr Regan Fltg Rate	0.7	$1.9M	NEW	77k	25.28	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.7	$1.9M	+7%	19k	97.94	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.6	$1.7M		59k	29.53	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.6	$1.7M		3.3k	523.03	View chart
Spdr Ser Tr Bloomberg Intl T (BWX)	0.6	$1.7M	+5%	76k	22.24	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.6	$1.7M		5.7k	288.02	View chart
Apple (AAPL)	0.5	$1.5M		8.5k	171.48	View chart
Neumora Therapeutics (NMRA)	0.5	$1.4M	NEW	105k	13.75	View chart
Tyra Biosciences (TYRA)	0.5	$1.4M		85k	16.40	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.4	$1.2M	+6%	20k	57.86	View chart
Flexshares Tr Flexshares Ultra (RAVI)	0.4	$1.1M		15k	75.44	View chart
Arch Cap Group Ord (ACGL)	0.4	$971k		11k	92.44	View chart
Microsoft Corporation (MSFT)	0.3	$926k		2.2k	420.72	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.3	$923k		19k	47.46	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.3	$873k	+17%	31k	28.04	View chart
Ishares U S Etf Tr Blackrock Sh Dur (NEAR)	0.3	$842k	-82%	17k	50.46	View chart
Spdr Ser Tr Bloomberg High Y (JNK)	0.3	$842k	+8%	8.8k	95.20	View chart
Atea Pharmaceuticals (AVIR)	0.3	$715k		177k	4.04	View chart
Spdr Ser Tr Portfli Tips Etf (SPIP)	0.2	$591k	+4%	23k	25.62	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$581k	+13%	6.7k	86.48	View chart
Ishares Tr Glb Infrastr Etf (IGF)	0.2	$574k	+19%	12k	47.62	View chart
Procter & Gamble Company (PG)	0.2	$547k		3.4k	162.25	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.2	$544k		12k	44.05	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.2	$535k	+7%	17k	32.23	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.2	$505k	+17%	12k	42.11	View chart
Ishares Tr Tips Bd Etf (TIP)	0.2	$471k		4.4k	107.42	View chart
Exxon Mobil Corporation (XOM)	0.2	$468k		4.0k	116.24	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.2	$463k	+3%	17k	27.94	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.2	$415k	+7%	7.0k	59.24	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$387k		2.5k	152.26	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$363k		1.2k	300.08	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.1	$356k		6.9k	51.36	View chart
Cintas Corporation (CTAS)	0.1	$347k		505.00	687.03	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$325k	+8%	3.1k	104.73	View chart
Home Depot (HD)	0.1	$322k		839.00	383.60	View chart
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD)	0.1	$320k	+25%	14k	22.41	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$303k	+400%	5.0k	60.74	View chart
Johnson & Johnson (JNJ)	0.1	$268k		1.7k	158.19	View chart
Sherwin-Williams Company (SHW)	0.1	$244k		702.00	347.33	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$241k	-6%	2.2k	107.62	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	0.1	$237k	-4%	5.0k	47.44	View chart
Eli Lilly & Co. (LLY)	0.1	$233k	NEW	300.00	777.96	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$220k		1.3k	175.27	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$219k	NEW	521.00	420.52	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.1	$215k		3.3k	64.40	View chart
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY)	0.1	$214k	NEW	11k	20.46	View chart
Proshares Tr Pshs Ultsh 20yrs (TBT)	0.1	$204k	NEW	6.2k	32.96	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.1	$203k	NEW	3.2k	63.85	View chart
Proshares Tr Short Qqq New (PSQ)	0.0	$90k	NEW	10k	8.76	View chart
Seres Therapeutics (MCRB)	0.0	$13k		17k	0.77	View chart

Past Filings by Auour Investments

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

Auour Investments 2024 Q1 filed May 1, 2024
Auour Investments 2023 Q4 filed Jan. 24, 2024
Auour Investments 2023 Q3 filed Oct. 13, 2023
Auour Investments 2023 Q2 filed July 7, 2023

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z