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

Page 4 of 4

Sort by:

33739N108

Shares:6.0K

Value:$298.5K

% of Portfolio:0.1% ($298.5K/$275.9M)

464287507

IJH|464287507

Shares:5.2K

Value:$296.8K

% of Portfolio:0.1% ($296.8K/$275.9M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:521

Value:$277.8K

% of Portfolio:0.1% ($277.8K/$275.9M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:1.7K

Value:$269.9K

% of Portfolio:0.1% ($269.9K/$275.9M)

ELI LILLY & Co

LLY|532457108

Shares:300

Value:$269.7K

% of Portfolio:0.1% ($269.7K/$275.9M)

SHERWIN WILLIAMS CO

SHW|824348106

Shares:702

Value:$247.8K

% of Portfolio:0.1% ($247.8K/$275.9M)

74347B201

Shares:7.2K

Value:$246.5K

% of Portfolio:0.1% ($246.5K/$275.9M)

92189F387

Shares:10.6K

Value:$236.0K

% of Portfolio:0.1% ($236.0K/$275.9M)

922908553

VNQ|922908553

Shares:2.6K

Value:$229.3K

% of Portfolio:0.1% ($229.3K/$275.9M)

315912808

Shares:3.3K

Value:$228.6K

% of Portfolio:0.1% ($228.6K/$275.9M)

464288588

Shares:2.4K

Value:$226.1K

% of Portfolio:0.1% ($226.1K/$275.9M)

46137V100

Shares:1.8K

Value:$217.4K

% of Portfolio:0.1% ($217.4K/$275.9M)

Tyra Biosciences, Inc.

TYRA|90240B106

Shares:21.0K

Value:$216.5K

% of Portfolio:0.1% ($216.5K/$275.9M)

922908652

VXF|922908652

Shares:1.3K

Value:$214.6K

% of Portfolio:0.1% ($214.6K/$275.9M)

74349Y837

Shares:5.4K

Value:$213.0K

% of Portfolio:0.1% ($213.0K/$275.9M)

464288372

Shares:3.8K

Value:$211.6K

% of Portfolio:0.1% ($211.6K/$275.9M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:854

Value:$208.9K

% of Portfolio:0.1% ($208.9K/$275.9M)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:692

Value:$208.0K

% of Portfolio:0.1% ($208.0K/$275.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip33739N108)✕	6.0K	QoQ -24.23% (-1.9K) YoY -13.74% (-953)	All Managers (Combined)	$298.5K	0.1% ($298.5K/$275.9M)	QoQ -25.92% (-$104.5K) YoY -16.19% (-$57.7K)
(IJHcusip464287507)	5.2K	QoQ +4.40% (-220) YoY +4.40% (-220)	All Managers (Combined)	$296.8K	0.1% ($296.8K/$275.9M)	QoQ -8.09% (-$26.1K) YoY -2.17% (-$6.6K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	521	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$277.8K	0.1% ($277.8K/$275.9M)	QoQ +13.77% (+$33.6K) YoY +26.80% (+$58.7K)
JOHNSON & JOHNSON(JNJcusip478160104)	1.7K	QoQ 0.00% (+0) YoY +1.88% (+32)	All Managers (Combined)	$269.9K	0.1% ($269.9K/$275.9M)	QoQ +2.73% (+$7.2K) YoY +0.67% (+$1.8K)
ELI LILLY & Co(LLYcusip532457108)	300	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$269.7K	0.1% ($269.7K/$275.9M)	QoQ +10.83% (+$26.4K) YoY +15.55% (+$36.3K)
SHERWIN WILLIAMS CO(SHWcusip824348106)	702	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$247.8K	0.1% ($247.8K/$275.9M)	QoQ -1.46% (-$3.7K) YoY +1.60% (+$3.9K)
(cusip74347B201)✕	7.2K	QoQ +11.72% (+752) YoY +16.03% (+990)	All Managers (Combined)	$246.5K	0.1% ($246.5K/$275.9M)	QoQ +5.36% (+$12.5K) YoY +21.14% (+$43.0K)
(cusip92189F387)✕	10.6K	QoQ -26.64% (-3.9K) YoY -25.58% (-3.6K)	All Managers (Combined)	$236.0K	0.1% ($236.0K/$275.9M)	QoQ -28.36% (-$93.5K) YoY -26.16% (-$83.6K)
(VNQcusip922908553)	2.6K	QoQ -47.40% (-2.3K) YoY -61.36% (-4.1K)	All Managers (Combined)	$229.3K	0.1% ($229.3K/$275.9M)	QoQ -48.69% (-$217.7K) YoY -60.54% (-$351.8K)
(cusip315912808)✕	3.3K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$228.6K	0.1% ($228.6K/$275.9M)	QoQ -11.06% (-$28.4K) YoY +6.59% (+$14.2K)
(cusip464288588)✕	2.4K	QoQ +2.94% (+69) YoY NEW(+2.4K)	All Managers (Combined)	$226.1K	0.1% ($226.1K/$275.9M)	QoQ +4.73% (+$10.2K) YoY NEW(+$226.1K)
(cusip46137V100)✕	1.8K	QoQ NEW(+1.8K) YoY NEW(+1.8K)	All Managers (Combined)	$217.4K	0.1% ($217.4K/$275.9M)	QoQ NEW(+$217.4K) YoY NEW(+$217.4K)
Tyra Biosciences, Inc.(TYRAcusip90240B106)	21.0K	QoQ 0.00% (-0) YoY -75.27% (-64.0K)	All Managers (Combined)	$216.5K	0.1% ($216.5K/$275.9M)	QoQ -28.76% (-$87.4K) YoY -84.47% (-$1.2M)
(VXFcusip922908652)	1.3K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$214.6K	0.1% ($214.6K/$275.9M)	QoQ -14.25% (-$35.7K) YoY -2.52% (-$5.6K)
(cusip74349Y837)✕	5.4K	QoQ -2.23% (-124) YoY NEW(+5.4K)	All Managers (Combined)	$213.0K	0.1% ($213.0K/$275.9M)	QoQ +4.41% (-$9.0K) YoY NEW(+$213.0K)
(cusip464288372)✕	3.8K	QoQ -55.68% (-4.7K) YoY -68.87% (-8.3K)	All Managers (Combined)	$211.6K	0.1% ($211.6K/$275.9M)	QoQ -53.01% (-$238.7K) YoY -63.14% (-$362.4K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	854	QoQ 0.00% (-0) YoY NEW(+854)	All Managers (Combined)	$208.9K	0.1% ($208.9K/$275.9M)	QoQ -8.48% (-$19.4K) YoY NEW(+$208.9K)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	692	QoQ 0.00% (-0) YoY NEW(+692)	All Managers (Combined)	$208.0K	0.1% ($208.0K/$275.9M)	QoQ -0.79% (-$1.7K) YoY NEW(+$208.0K)