Managing Principal

0001789310-25-000002.txt : 20250501 0001789310-25-000002.hdr.sgml : 20250501 20250501100705 ACCESSION NUMBER: 0001789310-25-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20250331 FILED AS OF DATE: 20250501 DATE AS OF CHANGE: 20250501 EFFECTIVENESS DATE: 20250501 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Auour Investments LLC CENTRAL INDEX KEY: 0001789310 ORGANIZATION NAME: EIN: 462985622 STATE OF INCORPORATION: MA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23297 FILM NUMBER: 25900169 BUSINESS ADDRESS: STREET 1: 400 TRADECENTER STREET 2: SUITE 3990 CITY: WOBURN STATE: MA ZIP: 01801 BUSINESS PHONE: 9783384830 MAIL ADDRESS: STREET 1: 400 TRADECENTER STREET 2: SUITE 3990 CITY: WOBURN STATE: MA ZIP: 01801 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false true 0001789310 XXXXXXXX 03-31-2025 03-31-2025 Auour Investments LLC

400 TRADECENTER SUITE 3990 WOBURN MA 01801

13F HOLDINGS REPORT 028-23297 000173392 801-80544 N Joseph Hosler Managing Principal 6176694501 Joseph B. Hosler Woburn MA 05-01-2025 0 78 275921311 false INFORMATION TABLE 2 AuourInvestmentsLLC_13f.xml ALPHABET INC CAP STK CL C 02079K107 406247 2525 SH SOLE 0 5 0 2520 ALPS ETF TR ALERIAN MLP 00162Q452 876569 18171 SH SOLE 0 0 0 18171 APPLE INC COM 037833100 1756950 8268 SH SOLE 0 307 0 7961 ARCH CAP GROUP LTD ORD G0450A105 952140 10500 SH SOLE 0 0 0 10500 ATEA PHARMACEUTICALS INC COM 04683R106 522150 177000 SH SOLE 0 80000 0 97000 AUTOMATIC DATA PROCESSING IN COM 053015103 208015 692 SH SOLE 0 0 0 692 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 277823 521 SH SOLE 0 0 0 521 CINTAS CORP COM 172908105 427594 2020 SH SOLE 0 0 0 2020 ELI LILLY & CO COM 532457108 269685 300 SH SOLE 0 0 0 300 EXXON MOBIL CORP COM 30231G102 431149 4082 SH SOLE 0 0 0 4082 FIDELITY COMWLTH TR NASDAQ COMPSIT 315912808 228605 3330 SH SOLE 0 0 0 3330 FIRST TR EXCH TRADED FD III MANAGD MUN ETF 33739N108 298493 5982 SH SOLE 0 0 0 5982 FIRST TR EXCHANGE-TRADED FD NO AMER ENERGY 33738D101 1829912 50648 SH SOLE 0 0 0 50648 FLEXSHARES TR FLEXSHARES ULTRA 33939L886 1114294 14773 SH SOLE 0 37 0 14736 HOME DEPOT INC COM 437076102 302451 839 SH SOLE 0 0 0 839 INVESCO EXCHANGE TRADED FD T AEROSPACE DEFN 46137V100 217359 1785 SH SOLE 0 0 0 1785 ISHARES TR CORE US AGGBD ET 464287226 2020425 20404 SH SOLE 0 29 0 20375 ISHARES TR RUS MDCP VAL ETF 464287473 2493584 20314 SH SOLE 0 0 0 20314 ISHARES TR RUS 1000 ETF 464287622 1671323 5486 SH SOLE 0 0 0 5486 ISHARES TR RUS 1000 GRW ETF 464287614 2343038 6388 SH SOLE 0 0 0 6388 ISHARES TR CORE S&P MCP ETF 464287507 296786 5215 SH SOLE 0 0 0 5215 ISHARES TR RUSSELL 2000 ETF 464287655 2647468 13587 SH SOLE 0 0 0 13587 ISHARES TR CORE MSCI EAFE 46432F842 5813703 73862 SH SOLE 0 1310 0 72552 ISHARES TR MBS ETF 464288588 226130 2411 SH SOLE 0 0 0 2411 ISHARES TR RUS MD CP GR ETF 464287481 2324175 19162 SH SOLE 0 0 0 19162 ISHARES TR TIPS BD ETF 464287176 442707 4006 SH SOLE 0 2 0 4004 ISHARES TR INTL SEL DIV ETF 464288448 327628 10148 SH SOLE 0 0 0 10148 ISHARES TR RUSSELL 3000 ETF 464287689 380339 1208 SH SOLE 0 0 0 1208 ISHARES TR RUS 1000 VAL ETF 464287598 5832250 31998 SH SOLE 0 0 0 31998 ISHARES TR GLB INFRASTR ETF 464288372 211575 3752 SH SOLE 0 0 0 3752 J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF 46641Q837 4077640 80506 SH SOLE 0 709 0 79797 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 677753 12192 SH SOLE 0 0 0 12192 JANUS DETROIT STR TR HENDRSON AAA CL 47103U845 4907417 97100 SH SOLE 0 0 0 97100 JANUS DETROIT STR TR B-BBB CLO ETF 47103U753 1916595 39879 SH SOLE 0 0 0 39879 JOHNSON & JOHNSON COM 478160104 269934 1727 SH SOLE 0 0 0 1727 JPMORGAN CHASE & CO. COM 46625H100 208905 854 SH SOLE 0 4 0 850 MICROSOFT CORP COM 594918104 866805 2193 SH SOLE 0 6 0 2187 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 4168109 41511 SH SOLE 0 0 0 41511 PROCTER AND GAMBLE CO COM 742718109 548349 3373 SH SOLE 0 0 0 3373 PROSHARES TR PSHS ULTSH 20YRS 74347B201 246479 7163 SH SOLE 0 0 0 7163 PROSHARES TR SHORT QQQ 74349Y837 212995 5428 SH SOLE 0 0 0 5428 SELECT SECTOR SPDR TR ENERGY 81369Y506 334558 4156 SH SOLE 0 0 0 4156 SHERWIN WILLIAMS CO COM 824348106 247750 702 SH SOLE 0 0 0 702 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 24348690 643124 SH SOLE 0 0 0 643124 SPDR S&P 500 ETF TR TR UNIT 78462F103 1906089 3437 SH SOLE 0 0 0 3437 SPDR SER TR PORTFLI TIPS ETF 78464A656 661842 25261 SH SOLE 0 90 0 25171 SPDR SER TR PORTFOLIO INTRMD 78464A375 7907899 237474 SH SOLE 0 0 0 237474 SPDR SER TR PORTFLI HIGH YLD 78468R606 509152 21899 SH SOLE 0 0 0 21899 SPDR SER TR PORTFLI INTRMDIT 78464A672 6340907 219789 SH SOLE 0 0 0 219789 SPDR SER TR BLOOMBERG 3-12 M 78468R523 3583896 36023 SH SOLE 0 0 0 36023 SPDR SER TR BLOOMBERG INTL T 78464A516 1630064 70627 SH SOLE 0 0 0 70627 SPDR SER TR PORTFOLIO LN TSR 78464A664 962186 35769 SH SOLE 0 0 0 35769 SPDR SER TR BLOOMBERG INVT 78468R200 629903 20478 SH SOLE 0 0 0 20478 SPDR SER TR PORTFOLIO S&P500 78464A854 53818410 825436 SH SOLE 0 0 0 825436 SPDR SER TR PORTFOLIO SHORT 78464A474 3874037 128492 SH SOLE 0 1133 0 127359 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 43629316 475679 SH SOLE 0 2097 0 473582 SPDR SER TR PRTFLO S&P500 VL 78464A508 7703544 156481 SH SOLE 0 1006 0 155475 SPDR SER TR PORTFOLIO AGRGTE 78464A649 3549289 138915 SH SOLE 0 403 0 138512 SPDR SER TR PRTFLO S&P500 GW 78464A409 6174356 75297 SH SOLE 0 0 0 75297 SPDR SER TR BLOOMBERG HIGH Y 78468R622 450346 4755 SH SOLE 0 0 0 4755 SSGA ACTIVE ETF TR ULT SHT TRM BD 78467V707 5318658 130744 SH SOLE 0 1784 0 128960 SSGA ACTIVE TR SPDR SSGA IG PUB 78470P622 2253123 89981 SH SOLE 0 0 0 89981 SSGA ACTIVE TR SPDR BLACKSTONE 78470P846 2062706 73747 SH SOLE 0 0 0 73747 TYRA BIOSCIENCES INC COM 90240B106 216506 21020 SH SOLE 0 0 0 21020 VALUED ADVISERS TR REGAN FLTG RATE 92046L338 3963758 155533 SH SOLE 0 0 0 155533 VANECK ETF TRUST SHRT HGH YLD MUN 92189F387 236031 10615 SH SOLE 0 0 0 10615 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 5722551 115490 SH SOLE 0 310 0 115180 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 229305 2596 SH SOLE 0 0 0 2596 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 3000737 5887 SH SOLE 0 415 0 5472 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 214588 1256 SH SOLE 0 0 0 1256 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2836758 62691 SH SOLE 0 0 0 62691 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 4472425 74578 SH SOLE 0 477 0 74101 VANGUARD SCOTTSDALE FDS LONG TERM TREAS 92206C847 348372 6129 SH SOLE 0 0 0 6129 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 4376448 46425 SH SOLE 0 519 0 45906 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 4766010 58278 SH SOLE 0 304 0 57974 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 10028010 189673 SH SOLE 0 0 0 189673 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 1459585 11733 SH SOLE 0 0 0 11733 WORLD GOLD TR SPDR GLD MINIS 98149E303 901958 13821 SH SOLE 0 0 0 13821