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  Name: Auour Investments LLC
  City: WENHAM
  State: MA
  Zip: 01984
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $270,974,000
  Total Value Change : $17,236,000
  Securities Held Change : 7
   
All Securities Held : 80
  New Positions : 6
  Closed Positions : 1
  Increased Positions : 43
  Unchanged Positions : 13
  Decreased Positions : 18

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Holdings Found : 18     View All Holdings Currently Viewing:  Decreased Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (BIL)1 Year Chart         BIL Spdr Brcly Cap 1-3 Mnth Tb 2 - $0.00 $28,623,000 311,800 10.56% -5,294,000 -58,147 0.035    Closed - End Fund - E...
   (GWL)1 Year Chart         GWL St Spdr S&P Wld Xus 3 - $36.21 $28,321,000 790,199 10.45% 1,907,000 -3,243 0.088    Closed - End Fund - E...
   (VEA)1 Year Chart         VEA Vanguard Europe Pacific ETF 4 - $49.56 $10,326,000 205,821 3.81% 545,000 -3,088 0.009    Closed - End Fund - F...
   (SPYV)1 Year Chart         SPYV SPDR Dow Jones Wilshire Lar... 7 - $49.17 $6,729,000 134,313 2.48% 461,000 -187 0.004    Closed - End Fund - E...
   (SPYG)1 Year Chart         SPYG SPDR Dow Jones Wilshire Lar... 14 - $77.08 $5,221,000 71,372 1.93% 392,000 -112 0.004    Closed - End Fund - E...
   (IWD)1 Year Chart         IWD iShares Russell 1000 Value 16 - $175.47 $5,114,000 28,550 1.89% 334,000 -471 0.009    Closed - End Fund - E...
   (VONG)1 Year Chart         VONG Vanguard Russell 1000 Growt... 18 - $90.38 $4,652,000 53,680 1.72% 132,000 -2,247 0.005    N/A
   (VOO)1 Year Chart         VOO Vanguard S&P 500 Etf 25 - $490.80 $3,391,000 7,054 1.25% -34,000 -632 0.001    Closed - End Fund - E...
   (IWF)1 Year Chart         IWF iShares Russell 1000 Growth 29 - $351.27 $2,193,000 6,505 0.81% 126,000 -78 0.002    Closed - End Fund - E...
   (AAPL)1 Year Chart         AAPL Apple Inc 36 - $196.89 $1,455,000 8,486 0.54% -202,000 -3 0    Personal Computers
   (MSFT)1 Year Chart         MSFT Microsoft Corp 42 - $423.85 $926,000 2,202 0.34% 47,000 -2 0    Application Software
   (AMLP)1 Year Chart         AMLP Alerian MLP ETF 43 - $4.60 $923,000 19,446 0.34% 78,000 -4 0.013    Closed - End Fund - Debt
   (NEAR)1 Year Chart         NEAR Ishares Short Maturity Bond... 45 - $0.00 $842,000 16,695 0.31% -4,067,000 -80,327 0.027    N/A
   (TIP)1 Year Chart         TIP iShares Lehman TIPS Bond 55 - $106.05 $471,000 4,385 0.17% 3,000 -1 0    Closed - End Fund - E...
   (GOOG)1 Year Chart         GOOG Alphabet Inc 59 - $175.95 $387,000 2,540 0.14% 9,000 -5 0    Search Engines & Info...
   (FMB)1 Year Chart         FMB First Trust Managed Municipal 61 - $0.00 $356,000 6,935 0.13% -2,000 -60 0.022    N/A
   (MUB)1 Year Chart         MUB iShares S&P National Munici... 69 - $106.16 $241,000 2,242 0.09% -17,000 -156 0    Closed - End Fund - E...
   (SHM)1 Year Chart         SHM Spdr Brcly Cap Shrt Trm Mu 70 - $47.00 $237,000 5,000 0.09% -12,000 -241 0.005    Closed - End Fund - E...
      18 Records Found
  1    
Page 1 of 1
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