$236 Million is the total value of Auour Investments LLC's 72 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2023 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-07-07
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR SER TR | 2 | Q3 2023 | 16.9% |
| SPDR SER TR | 2 | Q3 2023 | 13.8% |
| SPDR INDEX SHS FDS | 2 | Q3 2023 | 10.1% |
| VANGUARD TAX-MANAGED FDS | 2 | Q3 2023 | 4.1% |
| SPDR SER TR | 2 | Q3 2023 | 2.7% |
| SPDR SER TR | 2 | Q3 2023 | 2.4% |
| VANGUARD INTL EQUITY INDEX F | 2 | Q3 2023 | 2.3% |
| VANGUARD CHARLOTTE FDS | 2 | Q3 2023 | 2.3% |
| ISHARES TR | 2 | Q3 2023 | 2.3% |
| ISHARES U S ETF TR | 2 | Q3 2023 | 2.3% |
View Auour Investments LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-01 |
| 13F-HR | 2024-01-24 |
| 13F-HR | 2023-10-13 |
| 13F-HR | 2023-07-07 |
View Auour Investments LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.