0001789310-23-000001.txt : 20230707 0001789310-23-000001.hdr.sgml : 20230707 20230707120518 ACCESSION NUMBER: 0001789310-23-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230707 DATE AS OF CHANGE: 20230707 EFFECTIVENESS DATE: 20230707 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Auour Investments LLC CENTRAL INDEX KEY: 0001789310 IRS NUMBER: 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: 231075873 BUSINESS ADDRESS: STREET 1: 162 MAIN STREET STREET 2: SUITE 2 CITY: WENHAM STATE: MA ZIP: 01984 BUSINESS PHONE: 9783384830 MAIL ADDRESS: STREET 1: 162 MAIN STREET STREET 2: SUITE 2 CITY: WENHAM STATE: MA ZIP: 01984 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true true 0001789310 XXXXXXXX 06-30-2023 06-30-2023 Auour Investments LLC

162 MAIN STREET SUITE 2 WENHAM MA 01984

13F HOLDINGS REPORT 028-23297 000173392 801-80544 N Joseph Hosler 617-669-4501 Joseph B Hosler Wenham MA 07-07-2023 0 72 235560344 false INFORMATION TABLE 2 AuourInvestmentsLLC_13f.xml ALPHABET INC CAP STK CL C 02079K107 307264 2540 SH SOLE 0 0 0 2540 ALPS ETF TR ALERIAN MLP 00162Q452 762948 19458 SH SOLE 0 0 0 19458 APPLE INC COM 037833100 1701699 8773 SH SOLE 0 0 0 8773 ARCH CAP GROUP LTD ORD G0450A105 785925 10500 SH SOLE 0 0 0 10500 ATEA PHARMACEUTICALS INC COM 04683R106 661980 177000 SH SOLE 0 0 0 177000 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 205623 603 SH SOLE 0 0 0 603 CINTAS CORP COM 172908105 251025 505 SH SOLE 0 0 0 505 EXXON MOBIL CORP COM 30231G102 236594 2206 SH SOLE 0 0 0 2206 FIRST TR EXCH TRADED FD III MANAGD MUN ETF 33739N108 352158 6949 SH SOLE 0 0 0 6949 FIRST TR EXCHANGE-TRADED FD NO AMER ENERGY 33738D101 1574856 58328 SH SOLE 0 0 0 58328 FLEXSHARES TR FLEXSHARES ULTRA 33939L886 1080348 14413 SH SOLE 0 37 0 14376 HOME DEPOT INC COM 437076102 260627 839 SH SOLE 0 0 0 839 ISHARES TR CORE US AGGBD ET 464287226 1855360 18942 SH SOLE 0 29 0 18913 ISHARES TR RUS 1000 ETF 464287622 1414661 5804 SH SOLE 0 0 0 5804 ISHARES TR CORE S&P MCP ETF 464287507 261219 999 SH SOLE 0 0 0 999 ISHARES TR RUS 1000 GRW ETF 464287614 1828310 6644 SH SOLE 0 0 0 6644 ISHARES TR CORE MSCI EAFE 46432F842 5410664 80158 SH SOLE 0 1310 0 78848 ISHARES TR RUSSELL 2000 ETF 464287655 3108544 16599 SH SOLE 0 0 0 16599 ISHARES TR RUS MD CP GR ETF 464287481 3023666 31291 SH SOLE 0 0 0 31291 ISHARES TR GLB INFRASTR ETF 464288372 451096 9608 SH SOLE 0 0 0 9608 ISHARES TR NATIONAL MUN ETF 464288414 352611 3304 SH SOLE 0 0 0 3304 ISHARES TR SHRT NAT MUN ETF 464288158 442586 4254 SH SOLE 0 0 0 4254 ISHARES TR TIPS BD ETF 464287176 534239 4964 SH SOLE 0 2 0 4962 ISHARES TR INTL SEL DIV ETF 464288448 668729 25398 SH SOLE 0 0 0 25398 ISHARES TR PFD AND INCM SEC 464288687 468064 15133 SH SOLE 0 0 0 15133 ISHARES TR RUSSELL 3000 ETF 464287689 307412 1208 SH SOLE 0 0 0 1208 ISHARES TR RUS 1000 VAL ETF 464287598 4609896 29208 SH SOLE 0 0 0 29208 ISHARES TR RUS MDCP VAL ETF 464287473 3013190 27433 SH SOLE 0 0 0 27433 ISHARES U S ETF TR BLACKROCK ST MAT 46431W507 5340077 107403 SH SOLE 0 906 0 106497 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 926003 16736 SH SOLE 0 0 0 16736 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 4664660 93033 SH SOLE 0 709 0 92324 JOHNSON & JOHNSON COM 478160104 212197 1282 SH SOLE 0 0 0 1282 LOTTERY COM INC COM 54570M108 7851 39694 SH SOLE 0 0 0 39694 MICROSOFT CORP COM 594918104 750891 2205 SH SOLE 0 0 0 2205 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 5289275 53020 SH SOLE 0 0 0 53020 PROCTER AND GAMBLE CO COM 742718109 511819 3373 SH SOLE 0 0 0 3373 PROSHARES TR SHORT QQQ NEW 74347B714 193526 18309 SH SOLE 0 0 0 18309 SERES THERAPEUTICS INC COM 81750R102 81430 17000 SH SOLE 0 0 0 17000 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 23741838 729620 SH SOLE 0 0 0 729620 SPDR S&P 500 ETF TR TR UNIT 78462F103 1275811 2878 SH SOLE 0 0 0 2878 SPDR SER TR PORTFLI TIPS ETF 78464A656 481122 18619 SH SOLE 0 90 0 18529 SPDR SER TR PORTFOLIO INTRMD 78464A375 6076458 189239 SH SOLE 0 0 0 189239 SPDR SER TR BLOOMBERG 3-12 M 78468R523 3508849 35279 SH SOLE 0 0 0 35279 SPDR SER TR PORTFOLIO S&P500 78464A854 39888653 765470 SH SOLE 0 0 0 765470 SPDR SER TR BLOOMBERG INVT 78468R200 228242 7437 SH SOLE 0 0 0 7437 SPDR SER TR NUVEEN BLMBRG SH 78468R739 290983 6185 SH SOLE 0 0 0 6185 SPDR SER TR PORTFLI INTRMDIT 78464A672 4912001 173630 SH SOLE 0 0 0 173630 SPDR SER TR BLOOMBERG INTL T 78464A516 1152551 51111 SH SOLE 0 0 0 51111 SPDR SER TR PORTFOLIO LN TSR 78464A664 441324 14760 SH SOLE 0 0 0 14760 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 30968002 337269 SH SOLE 0 2097 0 335172 SPDR SER TR PRTFLO S&P500 VL 78464A508 5729742 132633 SH SOLE 0 1006 0 131627 SPDR SER TR BLOOMBERG HIGH Y 78468R622 880359 9566 SH SOLE 0 0 0 9566 SPDR SER TR PORTFOLIO AGRGTE 78464A649 2779762 109569 SH SOLE 0 403 0 109166 SPDR SER TR PRTFLO S&P500 GW 78464A409 4131222 67714 SH SOLE 0 0 0 67714 SPDR SER TR PORTFOLIO SHORT 78464A474 4521203 153573 SH SOLE 0 1133 0 152440 SSGA ACTIVE ETF TR BLACKSTONE SENR 78467V608 423641 10118 SH SOLE 0 0 0 10118 SSGA ACTIVE ETF TR ULT SHT TRM BD 78467V707 4754584 118126 SH SOLE 0 1784 0 116342 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 2055142 50682 SH SOLE 0 128 0 50554 SSGA ACTIVE TR SPDR BLACKSTONE 78470P846 1772585 63923 SH SOLE 0 0 0 63923 TYRA BIOSCIENCES INC COM 90240B106 1447891 85020 SH SOLE 0 0 0 85020 VANECK ETF TRUST SHRT HGH YLD MUN 92189F387 452982 20313 SH SOLE 0 0 0 20313 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 5316627 108769 SH SOLE 0 310 0 108459 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 3527602 8661 SH SOLE 0 415 0 8246 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 482225 5771 SH SOLE 0 0 0 5771 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 5345873 131413 SH SOLE 0 0 0 131413 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 4317255 54628 SH SOLE 0 304 0 54324 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 4191688 71457 SH SOLE 0 477 0 70980 VANGUARD SCOTTSDALE FDS LONG TERM TREAS 92206C847 402463 6335 SH SOLE 0 0 0 6335 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 4267283 60306 SH SOLE 0 519 0 59787 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 9619355 208301 SH SOLE 0 0 0 208301 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 1953703 18419 SH SOLE 0 0 0 18419 WORLD GOLD TR SPDR GLD MINIS 98149E303 312300 8199 SH SOLE 0 0 0 8199