$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWB | ISHARES TRrus 1000 etf | $1,381,422 | -2.3% | 5,804 | 0.0% | 0.58% | -3.0% | |
| TYRA BIOSCIENCES INC | $1,198,782 | -17.2% | 85,020 | 0.0% | 0.51% | -17.7% | ||
| ACGL | ARCH CAP GROUP LTDord | $872,025 | +11.0% | 10,500 | 0.0% | 0.37% | +10.2% | |
| AVIR | ATEA PHARMACEUTICALS INC | $534,540 | -19.3% | 177,000 | 0.0% | 0.23% | -19.6% | |
| PG | PROCTER AND GAMBLE CO | $483,418 | -5.5% | 3,373 | 0.0% | 0.20% | -6.0% | |
| GOOG | ALPHABET INCcap stk cl c | $356,337 | +16.0% | 2,540 | 0.0% | 0.15% | +15.4% | |
| IWV | ISHARES TRrussell 3000 etf | $299,342 | -2.6% | 1,208 | 0.0% | 0.13% | -3.8% | |
| CTAS | CINTAS CORP | $260,070 | +3.6% | 505 | 0.0% | 0.11% | +2.8% | |
| HD | HOME DEPOT INC | $245,844 | -5.7% | 839 | 0.0% | 0.10% | -6.3% | |
| IJH | ISHARES TRcore s&p mcp etf | $244,775 | -6.3% | 999 | 0.0% | 0.10% | -7.2% | |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $208,433 | +1.4% | 603 | 0.0% | 0.09% | +1.1% | |
| MCRB | SERES THERAPEUTICS INC | $25,075 | -69.2% | 17,000 | 0.0% | 0.01% | -68.6% |
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.