Portfolio (Quarterly)
Guide ↗
Auour Investments LLC
· CIK 0001789310| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | MS | MORGAN STANLEY | Financial Services | 1,658.0 | $273K | 0.09% | -162.0 | -8.9% | $164.57 | +22.6% |
| 82 | XLP | SELECT SECTOR SPDR TR | — | 3,265.0 | $268K | 0.08% | +267.0 | +8.9% | $81.98 | +2.0% |
| 83 | VXF | VANGUARD INDEX FDS | — | 1,256.0 | $258K | 0.08% | — | — | $205.80 | +14.0% |
| 84 | — | BERKSHIRE HATHAWAY INC DEL | — | 523.0 | $251K | 0.08% | — | — | $479.20 | — |
| 85 | JPM | JPMORGAN CHASE & CO | Financial Services | 844.0 | $248K | 0.08% | — | — | $294.16 | +4.3% |
| 86 | XME | SPDR SERIES TRUST | — | 2,218.0 | $240K | 0.07% | +196.0 | +9.7% | $108.01 | +13.6% |
| 87 | SHYD | VANECK ETF TRUST | — | 10,280.0 | $233K | 0.07% | -741.0 | -6.7% | $22.66 | +0.1% |
| 88 | FLJP | FRANKLIN TEMPLETON ETF TR | — | 6,426.0 | $232K | 0.07% | +608.0 | +10.4% | $36.18 | +9.9% |
| 89 | SHW | SHERWIN WILLIAMS CO | Basic Materials | 702.0 | $225K | 0.07% | — | — | $320.55 | -2.9% |
| 90 | VGLT | VANGUARD SCOTTSDALE FDS | — | 3,846.0 | $213K | 0.07% | +35.0 | +0.9% | $55.35 | -1.7% |
| 91 | AMGN | AMGEN INC | Healthcare | 598.0 | $210K | 0.07% | NEW | — | $351.85 | -4.5% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
36.0%
Technology
19.9%
Healthcare
19.1%
Communication Services
10.7%
Energy
4.7%
Consumer Defensive
3.5%
Industrials
2.5%
Consumer Cyclical
2.0%
Basic Materials
1.6%