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The Analysis of Auour Investments LLC's Holdings & P&L

Currently, Auour Investments LLC holds 91 types of securities in its portfolio with a total value $317.9M. In the most recent quarter, they have increased their positions in VRIG (+294.0K shares, valued at $7.4M), BKLN (+144.5K shares, valued at $2.9M), JAAA (+51.2K shares, valued at $2.6M); decreased their positions in VNLA (-148.3K shares, valued at $7.2M), MINT (-40.9K shares, valued at $4.1M), SPSB (-67.1K shares, valued at $2.0M); initiated new positions in VRIG (+294.0K shares, valued at $7.4M), BKLN (+144.5K shares, valued at $2.9M), GSY (+41.8K shares, valued at $2.1M).

1M P&L

-840.5K-0.25%

3M P&L

-26.8K-0.01%

HY P&L

+13.8M+4.35%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A302.3M

97.0%

2Consumer Electronics2.1M

0.7%

3Biotechnology1.8M

0.6%

Top Industries by Stock Count

1N/A69 stocks

81.2%

2Drug Manufacturers - General3 stocks

3.5%

3Biotechnology2 stocks

2.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPYM SPDR SERIES TRUST794.9K shares2.32%2026-03-312026-04-20

SPDW SPDR INDEX SHS FDS733.7K shares1.51%2026-03-312026-04-20

BIL SPDR SERIES TRUST288.5K shares-3.54%2026-03-312026-04-20

VEA VANGUARD TAX-MANAGED FDS201.3K shares0.37%2026-03-312026-04-20

SPIB SPDR SERIES TRUST299.8K shares3.08%2026-03-312026-04-20

SPYV SPDR SERIES TRUST166.7K shares1.31%2026-03-312026-04-20

MBSF VALUED ADVISERS TR306.7K shares0.39%2026-03-312026-04-20

JAAA JANUS DETROIT STR TR154.8K shares49.47%2026-03-312026-04-20

Sponsored

IEFA ISHARES TR82.8K shares0.39%2026-03-312026-04-20

VRIG INVESCO ACTIVELY MANAGED EXC294.0K sharesnew addition2026-03-312026-04-20

VWO VANGUARD INTL EQUITY INDEX F129.8K shares3.36%2026-03-312026-04-20

SPYG SPDR SERIES TRUST70.8K shares3.40%2026-03-312026-04-20

IWD ISHARES TR31.7K shares1.22%2026-03-312026-04-20

SPTI SPDR SERIES TRUST218.0K shares3.00%2026-03-312026-04-20

VCIT VANGUARD SCOTTSDALE FDS70.6K shares0.77%2026-03-312026-04-20

BNDX VANGUARD CHARLOTTE FDS117.3K shares1.39%2026-03-312026-04-20

Sponsored

JSI JANUS DETROIT STR TR94.9K shares-11.23%2026-03-312026-04-20

VONG VANGUARD SCOTTSDALE FDS40.7K shares2.71%2026-03-312026-04-20

IWS ISHARES TR29.1K shares3.12%2026-03-312026-04-20

IWM ISHARES TR17.1K shares3.55%2026-03-312026-04-20

VGIT VANGUARD SCOTTSDALE FDS70.8K shares1.58%2026-03-312026-04-20

SPAB SPDR SERIES TRUST153.8K shares2.53%2026-03-312026-04-20

IWP ISHARES TR28.7K shares6.69%2026-03-312026-04-20

MBSX ADVISOR MANAGED PORTFOLIOS120.9K shares5.40%2026-03-312026-04-20

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS5.6K shares1.93%2026-03-312026-04-20

JBBB JANUS DETROIT STR TR64.6K shares42.96%2026-03-312026-04-20

BKLN INVESCO EXCH TRADED FD TR II144.5K sharesnew addition2026-03-312026-04-20

HYBL SSGA ACTIVE TR105.8K shares37.02%2026-03-312026-04-20

SPHY SPDR SERIES TRUST112.6K shares2.56%2026-03-312026-04-20

IWF ISHARES TR6.0K shares-0.41%2026-03-312026-04-20

VYM VANGUARD WHITEHALL FDS16.7K shares4.42%2026-03-312026-04-20

PRIV SSGA ACTIVE TR95.9K shares2.17%2026-03-312026-04-20

Sponsored

EMLP FIRST TR EXCHANGE-TRADED FD53.1K shares1.72%2026-03-312026-04-20

AGG ISHARES TR22.9K shares4.39%2026-03-312026-04-20

SPY STATE STR SPDR S&P 500 ETF T3.5K shares1.99%2026-03-312026-04-20

AAPL APPLE INC8.3K shares0.00%2026-03-312026-04-20

GSY INVESCO ACTIVELY MANAGED EXC41.8K sharesnew addition2026-03-312026-04-20

IWB ISHARES TR5.4K shares-0.07%2026-03-312026-04-20

BWX SPDR SERIES TRUST76.7K shares5.66%2026-03-312026-04-20

MBB ISHARES TR17.6K shares3.13%2026-03-312026-04-20

Sponsored

GLDM WORLD GOLD TR13.0K shares-1.07%2026-03-312026-04-20

RAVI FLEXSHARES TR15.5K shares2.75%2026-03-312026-04-20

ALPS ETF TR ALPS ETF TR19.7K shares3.88%2026-03-312026-04-20

ACGL ARCH CAP GROUP LTD10.5K shares0.00%2026-03-312026-04-20

AVIR ATEA PHARMACEUTICALS INC177.0K shares0.00%2026-03-312026-04-20

TYRA TYRA BIOSCIENCES INC21.0K shares0.00%2026-03-312026-04-20

SPTL SPDR SERIES TRUST28.7K shares-0.06%2026-03-312026-04-20

ALPHABET INC ALPHABET INC2.5K shares0.00%2026-03-312026-04-20

Sponsored

SPIP SPDR SERIES TRUST26.7K shares2.69%2026-03-312026-04-20

IDV ISHARES TR16.1K shares-1.37%2026-03-312026-04-20

MSFT MICROSOFT CORP1.8K shares0.17%2026-03-312026-04-20

XOM EXXON MOBIL CORP3.8K shares0.00%2026-03-312026-04-20

SPDR SERIES TRUST SPDR SERIES TRUST6.7K shares-0.18%2026-03-312026-04-20

XLE SELECT SECTOR SPDR TR10.3K shares6.73%2026-03-312026-04-20

CSPF COHEN & STEERS ETF TRUST21.4K shares-0.12%2026-03-312026-04-20

VNLA JANUS DETROIT STR TR10.7K shares-93.27%2026-03-312026-04-20

Sponsored

PG PROCTER & GAMBLE CO3.3K shares0.00%2026-03-312026-04-20

TIP ISHARES TR4.1K shares2.34%2026-03-312026-04-20

IWV ISHARES TR1.2K shares0.00%2026-03-312026-04-20

IGF ISHARES TR6.6K shares-0.77%2026-03-312026-04-20

VNQ VANGUARD INDEX FDS4.7K shares0.00%2026-03-312026-04-20

JNJ JOHNSON & JOHNSON1.7K shares0.00%2026-03-312026-04-20

PSQ PROSHARES TR12.6K shares14.31%2026-03-312026-04-20

TBT PROSHARES TR11.6K shares22.28%2026-03-312026-04-20

Sponsored

META META PLATFORMS INC710 sharesnew addition2026-03-312026-04-20

PCY INVESCO EXCH TRADED FD TR II18.4K shares16.57%2026-03-312026-04-20

SPSB SPDR SERIES TRUST12.2K shares-84.65%2026-03-312026-04-20

JEPI J P MORGAN EXCHANGE TRADED F6.4K shares-62.15%2026-03-312026-04-20

SRLN SSGA ACTIVE ETF TR8.9K shares0.05%2026-03-312026-04-20

ALPHABET INC ALPHABET INC1.2K shares0.00%2026-03-312026-04-20

FMB FIRST TR EXCH TRADED FD III6.8K shares-6.68%2026-03-312026-04-20

CTAS CINTAS CORP2.0K shares0.00%2026-03-312026-04-20

Sponsored

DXJ WISDOMTREE TR2.1K shares-2.57%2026-03-312026-04-20

MINT PIMCO ETF TR3.2K shares-92.70%2026-03-312026-04-20

PPA INVESCO EXCHANGE TRADED FD T1.9K shares-0.80%2026-03-312026-04-20

IJH ISHARES TR4.5K shares0.00%2026-03-312026-04-20

FLRN SPDR SERIES TRUST9.8K shares-0.17%2026-03-312026-04-20

ONEQ FIDELITY COMWLTH TR3.3K shares0.00%2026-03-312026-04-20

HD HOME DEPOT INC839 shares0.00%2026-03-312026-04-20

LLY ELI LILLY & CO300 shares0.00%2026-03-312026-04-20

Sponsored

MS MORGAN STANLEY1.7K shares-8.90%2026-03-312026-04-20

XLP SELECT SECTOR SPDR TR3.3K shares8.91%2026-03-312026-04-20

VXF VANGUARD INDEX FDS1.3K shares0.00%2026-03-312026-04-20

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL523 shares0.00%2026-03-312026-04-20

JPM JPMORGAN CHASE & CO844 shares0.00%2026-03-312026-04-20

XME SPDR SERIES TRUST2.2K shares9.69%2026-03-312026-04-20

SHYD VANECK ETF TRUST10.3K shares-6.72%2026-03-312026-04-20

FLJP FRANKLIN TEMPLETON ETF TR6.4K shares10.45%2026-03-312026-04-20

Sponsored

SHW SHERWIN WILLIAMS CO702 shares0.00%2026-03-312026-04-20

VGLT VANGUARD SCOTTSDALE FDS3.8K shares0.92%2026-03-312026-04-20

AMGN AMGEN INC598 sharesnew addition2026-03-312026-04-20

SPYM

SPDR SERIES TRUST

2.32%

Shares794.9K

Event2026-03-31

Filed2026-04-20

SPDW

SPDR INDEX SHS FDS

1.51%

Shares733.7K

Event2026-03-31

Filed2026-04-20

BIL

SPDR SERIES TRUST

-3.54%

Shares288.5K

Event2026-03-31

Filed2026-04-20

VEA

VANGUARD TAX-MANAGED FDS

0.37%

Shares201.3K

Event2026-03-31

Filed2026-04-20

SPIB

SPDR SERIES TRUST

3.08%

Shares299.8K

Event2026-03-31

Filed2026-04-20

SPYV

SPDR SERIES TRUST

1.31%

Shares166.7K

Event2026-03-31

Filed2026-04-20

MBSF

VALUED ADVISERS TR

0.39%

Shares306.7K

Event2026-03-31

Filed2026-04-20

JAAA

JANUS DETROIT STR TR

49.47%

Shares154.8K

Event2026-03-31

Filed2026-04-20

IEFA

ISHARES TR

0.39%

Shares82.8K

Event2026-03-31

Filed2026-04-20

VRIG

INVESCO ACTIVELY MANAGED EXC

New

Shares294.0K

Event2026-03-31

Filed2026-04-20

VWO

VANGUARD INTL EQUITY INDEX F

3.36%

Shares129.8K

Event2026-03-31

Filed2026-04-20

SPYG

SPDR SERIES TRUST

3.40%

Shares70.8K

Event2026-03-31

Filed2026-04-20

IWD

ISHARES TR

1.22%

Shares31.7K

Event2026-03-31

Filed2026-04-20

SPTI

SPDR SERIES TRUST

3.00%

Shares218.0K

Event2026-03-31

Filed2026-04-20

VCIT

VANGUARD SCOTTSDALE FDS

0.77%

Shares70.6K

Event2026-03-31

Filed2026-04-20

BNDX

VANGUARD CHARLOTTE FDS

1.39%

Shares117.3K

Event2026-03-31

Filed2026-04-20

JSI

JANUS DETROIT STR TR

-11.23%

Shares94.9K

Event2026-03-31

Filed2026-04-20

VONG

VANGUARD SCOTTSDALE FDS

2.71%

Shares40.7K

Event2026-03-31

Filed2026-04-20

IWS

ISHARES TR

3.12%

Shares29.1K

Event2026-03-31

Filed2026-04-20

IWM

ISHARES TR

3.55%

Shares17.1K

Event2026-03-31

Filed2026-04-20

VGIT

VANGUARD SCOTTSDALE FDS

1.58%

Shares70.8K

Event2026-03-31

Filed2026-04-20

SPAB

SPDR SERIES TRUST

2.53%

Shares153.8K

Event2026-03-31

Filed2026-04-20

IWP

ISHARES TR

6.69%

Shares28.7K

Event2026-03-31

Filed2026-04-20

MBSX

ADVISOR MANAGED PORTFOLIOS

5.40%

Shares120.9K

Event2026-03-31

Filed2026-04-20

VANGUARD INDEX FDS

1.93%

Shares5.6K

Event2026-03-31

Filed2026-04-20

JBBB

JANUS DETROIT STR TR

42.96%

Shares64.6K

Event2026-03-31

Filed2026-04-20

BKLN

INVESCO EXCH TRADED FD TR II

New

Shares144.5K

Event2026-03-31

Filed2026-04-20

HYBL

SSGA ACTIVE TR

37.02%

Shares105.8K

Event2026-03-31

Filed2026-04-20

SPHY

SPDR SERIES TRUST

2.56%

Shares112.6K

Event2026-03-31

Filed2026-04-20

IWF

ISHARES TR

-0.41%

Shares6.0K

Event2026-03-31

Filed2026-04-20

VYM

VANGUARD WHITEHALL FDS

4.42%

Shares16.7K

Event2026-03-31

Filed2026-04-20

PRIV

SSGA ACTIVE TR

2.17%

Shares95.9K

Event2026-03-31

Filed2026-04-20

EMLP

FIRST TR EXCHANGE-TRADED FD

1.72%

Shares53.1K

Event2026-03-31

Filed2026-04-20

AGG

ISHARES TR

4.39%

Shares22.9K

Event2026-03-31

Filed2026-04-20

SPY

STATE STR SPDR S&P 500 ETF T

1.99%

Shares3.5K

Event2026-03-31

Filed2026-04-20

AAPL

APPLE INC

0.00%

Shares8.3K

Event2026-03-31

Filed2026-04-20

GSY

INVESCO ACTIVELY MANAGED EXC

New

Shares41.8K

Event2026-03-31

Filed2026-04-20

IWB

ISHARES TR

-0.07%

Shares5.4K

Event2026-03-31

Filed2026-04-20

BWX

SPDR SERIES TRUST

5.66%

Shares76.7K

Event2026-03-31

Filed2026-04-20

MBB

ISHARES TR

3.13%

Shares17.6K

Event2026-03-31

Filed2026-04-20

GLDM

WORLD GOLD TR

-1.07%

Shares13.0K

Event2026-03-31

Filed2026-04-20

RAVI

FLEXSHARES TR

2.75%

Shares15.5K

Event2026-03-31

Filed2026-04-20

ALPS ETF TR

3.88%

Shares19.7K

Event2026-03-31

Filed2026-04-20

ACGL

ARCH CAP GROUP LTD

0.00%

Shares10.5K

Event2026-03-31

Filed2026-04-20

AVIR

ATEA PHARMACEUTICALS INC

0.00%

Shares177.0K

Event2026-03-31

Filed2026-04-20

TYRA

TYRA BIOSCIENCES INC

0.00%

Shares21.0K

Event2026-03-31

Filed2026-04-20

SPTL

SPDR SERIES TRUST

-0.06%

Shares28.7K

Event2026-03-31

Filed2026-04-20

ALPHABET INC

0.00%

Shares2.5K

Event2026-03-31

Filed2026-04-20

SPIP

SPDR SERIES TRUST

2.69%

Shares26.7K

Event2026-03-31

Filed2026-04-20

IDV

ISHARES TR

-1.37%

Shares16.1K

Event2026-03-31

Filed2026-04-20

MSFT

MICROSOFT CORP

0.17%

Shares1.8K

Event2026-03-31

Filed2026-04-20

XOM

EXXON MOBIL CORP

0.00%

Shares3.8K

Event2026-03-31

Filed2026-04-20

SPDR SERIES TRUST

-0.18%

Shares6.7K

Event2026-03-31

Filed2026-04-20

XLE

SELECT SECTOR SPDR TR

6.73%

Shares10.3K

Event2026-03-31

Filed2026-04-20

CSPF

COHEN & STEERS ETF TRUST

-0.12%

Shares21.4K

Event2026-03-31

Filed2026-04-20

VNLA

JANUS DETROIT STR TR

-93.27%

Shares10.7K

Event2026-03-31

Filed2026-04-20

PROCTER & GAMBLE CO

0.00%

Shares3.3K

Event2026-03-31

Filed2026-04-20

TIP

ISHARES TR

2.34%

Shares4.1K

Event2026-03-31

Filed2026-04-20

IWV

ISHARES TR

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-20

IGF

ISHARES TR

-0.77%

Shares6.6K

Event2026-03-31

Filed2026-04-20

VNQ

VANGUARD INDEX FDS

0.00%

Shares4.7K

Event2026-03-31

Filed2026-04-20

JNJ

JOHNSON & JOHNSON

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-20

PSQ

PROSHARES TR

14.31%

Shares12.6K

Event2026-03-31

Filed2026-04-20

TBT

PROSHARES TR

22.28%

Shares11.6K

Event2026-03-31

Filed2026-04-20