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Auour Investments LLC13F | |
Auour Investments LLC | |
Last update 2025-05-01 | 78 Stocks (2 new) |
Value $276.00 Mil | Turnover 7 % |
Auour Investments LLC Top Holdings of 2025-03-31
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
SPLG | SPDR Portfolio S&P 500 ETF | 825,436 | 53,818.4 | +4.72% | 19.500 | +0.88% | 0.090 | -3.33% | +0.57% | 66,570.2 | ||
BIL | SPDR Bloomberg 1-3 Month T-Bill ETF | 475,679 | 43,629.3 | +36.79% | 15.810 | +4.25% | 0.090 | +0.98% | +1.51% | 47,060.8 | ||
SPDW | SPDR Portfolio Developed World ex-US ETF | 643,124 | 24,348.7 | -15.53% | 8.820 | -1.47% | 0.100 | +4.87% | +12.98% | 25,808.2 | ||
VEA | Vanguard FTSE Developed Markets ETF | 189,673 | 10,028.0 | -6.00% | 3.630 | -0.21% | 0.010 | +4.95% | +13.05% | 144,605.3 | ||
SPIB | SPDR Portfolio Intermediate Term Corporate Bond ETF | 237,474 | 7,907.9 | -2.12% | 2.870 | -0.06% | 0.080 | +0.94% | +2.01% | 9,263.7 | ||
SPYV | SPDR Portfolio S&P 500 Value ETF | 156,481 | 7,703.5 | +7.78% | 2.790 | +0.20% | 0.030 | -3.76% | -0.80% | 25,452.1 | ||
SPTI | SPDR Portfolio Intermediate Term Treasury ETF | 219,789 | 6,340.9 | +3.33% | 2.300 | +0.07% | 0.070 | +1.55% | +2.48% | 8,587.1 | ||
SPYG | SPDR Portfolio S&P 500 Growth ETF | 75,297 | 6,174.4 | +2.09% | 2.240 | +0.05% | 0.020 | -3.00% | +1.89% | 34,327.7 | ||
IWD | iShares Russell 1000 Value ETF | 31,998 | 5,832.3 | +11.66% | 2.110 | +0.22% | 0.010 | -3.25% | +1.64% | 61,557.9 | ||
IEFA | iShares Core MSCI EAFE ETF | 73,862 | 5,813.7 | -10.56% | 2.110 | -0.22% | 0.000 | +5.30% | +13.87% | 135,290.1 |
Auour Investments LLC's Historical Top Holdings Breakdowns
Auour Investments LLC's Top Stock Picks
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
BIL | SPDR Bloomberg 1-3 Month T-Bill ETF | 2025-03-31 | Add | +4.25% | 91.45 ($91.59) 91.75 | $91.55 | -0.04% | Add 36.79% | 475,679 | 127,939 | |
SPDW | SPDR Portfolio Developed World ex-US ETF | 2025-03-31 | Reduce | -1.47% | 33.84 ($36.14) 37.77 | $38.56 | 6.70% | Reduce -15.53% | 643,124 | -118,223 | |
VWO | Vanguard FTSE Emerging Markets ETF | 2025-03-31 | Reduce | -1.17% | 42.5 ($45.01) 46.71 | $47.76 | 6.11% | Reduce -54.57% | 62,691 | -75,301 | |
SPLG | SPDR Portfolio S&P 500 ETF | 2025-03-31 | Add | +0.88% | 64.88 ($69.16) 72.1 | $69.11 | -0.07% | Add 4.72% | 825,436 | 37,191 | |
PRIV | SPDR SSGA IG Public & Private Credit ETF | 2025-03-31 | New Buy | +0.82% | 24.86 ($25.01) 25.16 | $24.59 | -1.66% | New holding | 89,981 | 89,981 | |
TOTL | SPDR DoubleLine Total Return Tactical ETF | 2025-03-31 | Sold Out | -0.76% | 38.99 ($39.77) 40.37 | $39.43 | -0.85% | Sold Out | 0 | -55,024 | |
IWP | iShares Russell Mid-Cap Growth ETF | 2025-03-31 | Reduce | -0.72% | 114.9 ($128.55) 139.6 | $134.19 | 4.39% | Reduce -44.17% | 19,162 | -15,159 | |
IWS | iShares Russell Mid-Cap Value ETF | 2025-03-31 | Reduce | -0.47% | 122.59 ($130.21) 135.24 | $128.59 | -1.24% | Reduce -33.19% | 20,314 | -10,092 | |
IWM | iShares Russell 2000 ETF | 2025-03-31 | Reduce | -0.42% | 198.1 ($216.92) 229.79 | $206.78 | -4.67% | Reduce -28.26% | 13,587 | -5,352 | |
IEFA | iShares Core MSCI EAFE ETF | 2025-03-31 | Reduce | -0.22% | 69.57 ($74.78) 78.65 | $80.03 | 7.02% | Reduce -10.56% | 73,862 | -8,721 |
Auour Investments LLC Total Holding History ($B)
Auour Investments LLC's Asset Allocation
Auour Investments LLC Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Auour Investments LLC's Hypothetical Growth since 2025-03-31
Auour Investments LLC's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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Auour Investments LLC's Holdings Heat Map
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Auour Investments LLC's Holdings Bubble Chart
Auour Investments LLC News
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