Auour-Investments

AI_NATIVE detailed information: This accession holds the following tickers:[
  "VONG",
  null,
  null,
  "TYRA",
  "HD",
  null,
  null,
  null,
  "IJH",
  null,
  null,
  null,
  null,
  null,
  "IWS",
  "MSFT",
  null,
  "IWD",
  "VGIT",
  null,
  "IWF",
  null,
  null,
  "AAPL",
  "SPY",
  "PG",
  "IEFA",
  null,
  null,
  null,
  "SHW",
  "SPDW",
  null,
  null,
  "SPYG",
  null,
  null,
  null,
  "SPLG",
  null,
  null,
  "VNQ",
  "VXF",
  null,
  "VWO",
  null,
  "IWV",
  null,
  "VCIT",
  null,
  null,
  "VYM",
  "ACGL",
  "IWP",
  null,
  null,
  null,
  null,
  "VEA",
  null,
  "VGLT",
  "BNDX",
  "VOO",
  null,
  "SPYV",
  null,
  "AVIR",
  "ADP",
  "BRK-B",
  "CTAS",
  "IWB",
  null,
  "IWM",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-01
Total Holdings: 78
Total Value: 275921311
Accession Number: 0001789310-25-000002
Form Type: 13F-HR
CIK: auour-investments
Manager Name: Auour-Investments

Data Enrichment

53% identified

41 identified37 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

78 positions • $275.9M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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78468R523

Shares:36.0K

Value:$3.6M

% of Portfolio:1.3% ($3.6M/$275.9M)

78464A649

Shares:138.9K

Value:$3.5M

% of Portfolio:1.3% ($3.5M/$275.9M)

922908363

VOO|922908363

Shares:5.9K

Value:$3.0M

% of Portfolio:1.1% ($3.0M/$275.9M)

922042858

VWO|922042858

Shares:62.7K

Value:$2.8M

% of Portfolio:1.0% ($2.8M/$275.9M)

464287655

IWM|464287655

Shares:13.6K

Value:$2.6M

% of Portfolio:1.0% ($2.6M/$275.9M)

464287473

IWS|464287473

Shares:20.3K

Value:$2.5M

% of Portfolio:0.9% ($2.5M/$275.9M)

464287614

IWF|464287614

Shares:6.4K

Value:$2.3M

% of Portfolio:0.8% ($2.3M/$275.9M)

464287481

IWP|464287481

Shares:19.2K

Value:$2.3M

% of Portfolio:0.8% ($2.3M/$275.9M)

78470P622

Shares:90.0K

Value:$2.3M

% of Portfolio:0.8% ($2.3M/$275.9M)

78470P846

Shares:73.7K

Value:$2.1M

% of Portfolio:0.7% ($2.1M/$275.9M)

464287226

Shares:20.4K

Value:$2.0M

% of Portfolio:0.7% ($2.0M/$275.9M)

47103U753

Shares:39.9K

Value:$1.9M

% of Portfolio:0.7% ($1.9M/$275.9M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:3.4K

Value:$1.9M

% of Portfolio:0.7% ($1.9M/$275.9M)

33738D101

Shares:50.6K

Value:$1.8M

% of Portfolio:0.7% ($1.8M/$275.9M)

Apple Inc.

AAPL|037833100

Shares:8.3K

Value:$1.8M

% of Portfolio:0.6% ($1.8M/$275.9M)

464287622

IWB|464287622

Shares:5.5K

Value:$1.7M

% of Portfolio:0.6% ($1.7M/$275.9M)

78464A516

Shares:70.6K

Value:$1.6M

% of Portfolio:0.6% ($1.6M/$275.9M)

921946406

VYM|921946406

Shares:11.7K

Value:$1.5M

% of Portfolio:0.5% ($1.5M/$275.9M)

33939L886

Shares:14.8K

Value:$1.1M

% of Portfolio:0.4% ($1.1M/$275.9M)

78464A664

Shares:35.8K

Value:$962.2K

% of Portfolio:0.3% ($962.2K/$275.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip78468R523)✕	36.0K	QoQ -4.03% (-1.5K) YoY -26.07% (-12.7K)	All Managers (Combined)	$3.6M	1.3% ($3.6M/$275.9M)	QoQ -4.06% (-$151.7K) YoY -26.02% (-$1.3M)
(cusip78464A649)✕	138.9K	QoQ -2.25% (-3.2K) YoY +11.60% (+14.4K)	All Managers (Combined)	$3.5M	1.3% ($3.5M/$275.9M)	QoQ -0.69% (-$24.9K) YoY +12.79% (+$402.6K)
(VOOcusip922908363)	5.9K	QoQ -10.59% (-698) YoY -16.54% (-1.2K)	All Managers (Combined)	$3.0M	1.1% ($3.0M/$275.9M)	QoQ -17.65% (-$643.2K) YoY -11.50% (-$389.9K)
(VWOcusip922042858)	62.7K	QoQ -54.56% (-75.3K) YoY -60.66% (-96.7K)	All Managers (Combined)	$2.8M	1.0% ($2.8M/$275.9M)	QoQ -53.69% (-$3.3M) YoY -57.38% (-$3.8M)
(IWMcusip464287655)	13.6K	QoQ -28.25% (-5.4K) YoY -27.85% (-5.2K)	All Managers (Combined)	$2.6M	1.0% ($2.6M/$275.9M)	QoQ -38.27% (-$1.6M) YoY -33.15% (-$1.3M)
(IWScusip464287473)	20.3K	QoQ -33.19% (-10.1K) YoY -34.74% (-10.8K)	All Managers (Combined)	$2.5M	0.9% ($2.5M/$275.9M)	QoQ -38.66% (-$1.6M) YoY -36.09% (-$1.4M)
(IWFcusip464287614)	6.4K	QoQ +0.15% (-10) YoY -1.79% (-117)	All Managers (Combined)	$2.3M	0.8% ($2.3M/$275.9M)	QoQ -10.24% (-$267.5K) YoY +6.86% (-$150.5K)
(IWPcusip464287481)	19.2K	QoQ -44.16% (-15.2K) YoY -43.89% (-15.0K)	All Managers (Combined)	$2.3M	0.8% ($2.3M/$275.9M)	QoQ -49.71% (-$2.3M) YoY -40.38% (-$1.6M)
(cusip78470P622)✕	90.0K	QoQ NEW(+90.0K) YoY NEW(+90.0K)	All Managers (Combined)	$2.3M	0.8% ($2.3M/$275.9M)	QoQ NEW(+$2.3M) YoY NEW(+$2.3M)
(cusip78470P846)✕	73.7K	QoQ -3.73% (-2.9K) YoY -14.47% (-12.5K)	All Managers (Combined)	$2.1M	0.7% ($2.1M/$275.9M)	QoQ -5.93% (-$130.2K) YoY -15.70% (-$384.4K)
(cusip464287226)✕	20.4K	QoQ -1.39% (-289) YoY +6.20% (+1.2K)	All Managers (Combined)	$2.0M	0.7% ($2.0M/$275.9M)	QoQ +0.24% (-$5.0K) YoY +7.38% (+$138.9K)
(cusip47103U753)✕	39.9K	QoQ -2.70% (-1.1K) YoY NEW(+39.9K)	All Managers (Combined)	$1.9M	0.7% ($1.9M/$275.9M)	QoQ -5.76% (-$117.2K) YoY NEW(+$1.9M)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	3.4K	QoQ +3.96% (-131) YoY +5.23% (+171)	All Managers (Combined)	$1.9M	0.7% ($1.9M/$275.9M)	QoQ -4.20% (-$83.6K) YoY +11.58% (+$197.9K)
(cusip33738D101)✕	50.6K	QoQ -6.09% (-3.3K) YoY -13.63% (-8.0K)	All Managers (Combined)	$1.8M	0.7% ($1.8M/$275.9M)	QoQ -7.78% (-$154.4K) YoY +5.66% (-$98.1K)
Apple Inc.(AAPLcusip037833100)	8.3K	QoQ +3.85% (-307) YoY -2.56% (-218)	All Managers (Combined)	$1.8M	0.6% ($1.8M/$275.9M)	QoQ -6.48% (-$121.8K) YoY +20.73% (-$301.8K)
(IWBcusip464287622)	5.5K	QoQ +0.62% (-34) YoY -4.27% (-245)	All Managers (Combined)	$1.7M	0.6% ($1.7M/$275.9M)	QoQ -7.71% (-$139.8K) YoY +1.25% (-$20.7K)
(cusip78464A516)✕	70.6K	QoQ -4.11% (-3.0K) YoY -7.20% (-5.5K)	All Managers (Combined)	$1.6M	0.6% ($1.6M/$275.9M)	QoQ +3.36% (-$53.1K) YoY -3.70% (-$62.7K)
(VYMcusip921946406)	11.7K	QoQ -25.58% (-4.0K) YoY -46.74% (-10.3K)	All Managers (Combined)	$1.5M	0.5% ($1.5M/$275.9M)	QoQ -30.05% (-$627.2K) YoY -45.24% (-$1.2M)
(cusip33939L886)✕	14.8K	QoQ -2.58% (-392) YoY +1.19% (+174)	All Managers (Combined)	$1.1M	0.4% ($1.1M/$275.9M)	QoQ -2.67% (-$30.7K) YoY +1.17% (+$12.9K)
(cusip78464A664)✕	35.8K	QoQ +44.00% (+10.9K) YoY +116.02% (+19.2K)	All Managers (Combined)	$962.2K	0.3% ($962.2K/$275.9M)	QoQ +47.12% (+$308.2K) YoY +107.97% (+$499.5K)