Institutional Manager · CIK 0001789310
Auour Investments LLC
WENHAM, MA · File #028-23297
Latest AUM
$314.3M
Positions
89
Top-10 Concentration
61.1%
Filings
10
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202589 pos · $314.3M
- 13F HOLDINGS REPORTQ/E Sep 202587 pos · $307.2M
- 13F HOLDINGS REPORTQ/E Jun 202581 pos · $290.9M
- 13F HOLDINGS REPORTQ/E Mar 202578 pos · $275.9M
- 13F HOLDINGS REPORTQ/E Dec 202484 pos · $286.0M
- 13F HOLDINGS REPORTQ/E Sep 202479 pos · $279.9M
- 13F HOLDINGS REPORTQ/E Jun 202478 pos · $268.5M
- 13F HOLDINGS REPORTQ/E Mar 202480 pos · $271.0M
- 13F HOLDINGS REPORTQ/E Dec 202371 pos · $237.0M
- 13F HOLDINGS REPORTQ/E Sep 202372 pos · $235.6M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 78464A854 | 776,908 | $62.3M | 20.72% |
| 2 | SPDR INDEX SHS FDS | 78463X889 | 722,775 | $32.1M | 10.67% |
| 3 | SPDR SERIES TRUST | 78468R663 | 299,070 | $27.3M | 9.09% |
| 4 | VANGUARD TAX-MANAGED FDS | 921943858 | 200,579 | $12.5M | 4.17% |
| 5 | SPDR SERIES TRUST | 78464A375 | 290,867 | $9.8M | 3.27% |
| 6 | SPDR SERIES TRUST | 78464A508 | 164,505 | $9.3M | 3.11% |
| 7 | VALUED ADVISERS TR | 92046L338 | 305,455 | $7.8M | 2.60% |
| 8 | JANUS DETROIT STR TR | 47103U886 | 158,994 | $7.8M | 2.60% |
| 9 | ISHARES TR | 46432F842 | 82,505 | $7.4M | 2.45% |
| 10 | SPDR SERIES TRUST | 78464A409 | 68,478 | $7.3M | 2.43% |
| 11 | VANGUARD INTL EQUITY INDEX F | 922042858 | 125,542 | $6.7M | 2.24% |
| 12 | ISHARES TR | 464287598 | 31,340 | $6.6M | 2.19% |
| 13 | SPDR SERIES TRUST | 78464A672 | 211,612 | $6.1M | 2.03% |
| 14 | VANGUARD SCOTTSDALE FDS | 92206C870 | 70,086 | $5.9M | 1.95% |
| 15 | VANGUARD CHARLOTTE FDS | 92203J407 | 115,658 | $5.6M | 1.86% |
| 16 | JANUS DETROIT STR TR | 47103U746 | 106,873 | $5.6M | 1.85% |
| 17 | JANUS DETROIT STR TR | 47103U845 | 103,539 | $5.2M | 1.74% |
| 18 | VANGUARD SCOTTSDALE FDS | 92206C680 | 39,664 | $4.8M | 1.61% |
| 19 | PIMCO ETF TR | 72201R833 | 44,146 | $4.4M | 1.47% |
| 20 | VANGUARD SCOTTSDALE FDS | 92206C706 | 69,675 | $4.2M | 1.39% |