$237 Million is the total value of Auour Investments LLC's 71 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
JAAA | New | JANUS DETROIT STR TRhendrson aaa cl | $4,712,035 | – | 94,128 | +100.0% | 1.99% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-13
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.