Managing Principal

0001789310-24-000002.txt : 20240501 0001789310-24-000002.hdr.sgml : 20240501 20240501171706 ACCESSION NUMBER: 0001789310-24-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240501 DATE AS OF CHANGE: 20240501 EFFECTIVENESS DATE: 20240501 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Auour Investments LLC CENTRAL INDEX KEY: 0001789310 ORGANIZATION NAME: 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: 24904127 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 false false 0001789310 XXXXXXXX 03-31-2024 03-31-2024 Auour Investments LLC

162 MAIN STREET SUITE 2 WENHAM MA 01984

13F HOLDINGS REPORT 028-23297 000173392 801-80544 N Joseph Hosler Managing Principal 6176694501 Joseph B Hosler Wenham MA 05-01-2024 0 80 270974005 false INFORMATION TABLE 2 AuourInvestmentsLLC_13f.xml ALPHABET INC CAP STK CL C 02079K107 386740 2540 SH SOLE 0 20 0 2520 ALPS ETF TR ALERIAN MLP 00162Q452 922907 19446 SH SOLE 0 0 0 19446 APPLE INC COM 037833100 1455179 8486 SH SOLE 0 0 0 8486 ARCH CAP GROUP LTD ORD G0450A105 970620 10500 SH SOLE 0 0 0 10500 ATEA PHARMACEUTICALS INC COM 04683R106 715080 177000 SH SOLE 0 80000 0 97000 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 219091 521 SH SOLE 0 0 0 521 CINTAS CORP COM 172908105 346950 505 SH SOLE 0 0 0 505 ELI LILLY & CO COM 532457108 233388 300 SH SOLE 0 0 0 300 EXXON MOBIL CORP COM 30231G102 467615 4023 SH SOLE 0 0 0 4023 FIDELITY COMWLTH TR NASDAQ COMPSIT 315912808 214452 3330 SH SOLE 0 0 0 3330 FIRST TR EXCH TRADED FD III MANAGD MUN ETF 33739N108 356179 6935 SH SOLE 0 0 0 6935 FIRST TR EXCHANGE-TRADED FD NO AMER ENERGY 33738D101 1731787 58645 SH SOLE 0 0 0 58645 FLEXSHARES TR FLEXSHARES ULTRA 33939L886 1101399 14599 SH SOLE 0 37 0 14562 HOME DEPOT INC COM 437076102 321840 839 SH SOLE 0 0 0 839 INVESCO EXCH TRADED FD TR II EMRNG MKT SVRG 46138E784 214235 10471 SH SOLE 0 0 0 10471 ISHARES TR NATIONAL MUN ETF 464288414 241291 2242 SH SOLE 0 0 0 2242 ISHARES TR SHRT NAT MUN ETF 464288158 324558 3099 SH SOLE 0 0 0 3099 ISHARES TR TIPS BD ETF 464287176 471015 4385 SH SOLE 0 2 0 4383 ISHARES TR RUSSELL 3000 ETF 464287689 362497 1208 SH SOLE 0 0 0 1208 ISHARES TR PFD AND INCM SEC 464288687 534992 16599 SH SOLE 0 0 0 16599 ISHARES TR INTL SEL DIV ETF 464288448 872525 31117 SH SOLE 0 0 0 31117 ISHARES TR CORE US AGGBD ET 464287226 1881507 19211 SH SOLE 0 29 0 19182 ISHARES TR RUS 1000 VAL ETF 464287598 5113631 28550 SH SOLE 0 0 0 28550 ISHARES TR RUS MDCP VAL ETF 464287473 3901760 31132 SH SOLE 0 0 0 31132 ISHARES TR RUS 1000 ETF 464287622 1650642 5731 SH SOLE 0 0 0 5731 ISHARES TR CORE S&P MCP ETF 464287507 303396 4995 SH SOLE 0 0 0 4995 ISHARES TR RUS 1000 GRW ETF 464287614 2192545 6505 SH SOLE 0 0 0 6505 ISHARES TR RUS MD CP GR ETF 464287481 3898419 34155 SH SOLE 0 0 0 34155 ISHARES TR RUSSELL 2000 ETF 464287655 3960342 18832 SH SOLE 0 0 0 18832 ISHARES TR CORE MSCI EAFE 46432F842 5948705 80150 SH SOLE 0 1310 0 78840 ISHARES TR GLB INFRASTR ETF 464288372 574003 12054 SH SOLE 0 0 0 12054 ISHARES U S ETF TR BLACKROCK SH DUR 46431W507 842428 16695 SH SOLE 0 906 0 15789 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 4039045 80060 SH SOLE 0 709 0 79351 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 1166346 20158 SH SOLE 0 0 0 20158 JANUS DETROIT STR TR HENDRSON AAA CL 47103U845 5797881 114266 SH SOLE 0 0 0 114266 JOHNSON & JOHNSON COM 478160104 268132 1695 SH SOLE 0 0 0 1695 MICROSOFT CORP COM 594918104 926425 2202 SH SOLE 0 0 0 2202 NEUMORA THERAPEUTICS INC. COM 640979100 1444946 105087 SH SOLE 0 0 0 105087 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 5788512 57574 SH SOLE 0 0 0 57574 PROCTER AND GAMBLE CO COM 742718109 547269 3373 SH SOLE 0 0 0 3373 PROSHARES TR SHORT QQQ NEW 74347B714 89606 10229 SH SOLE 0 0 0 10229 PROSHARES TR PSHS ULTSH 20YRS 74347B201 203462 6173 SH SOLE 0 0 0 6173 SERES THERAPEUTICS INC COM 81750R102 13160 17000 SH SOLE 0 0 0 17000 SHERWIN WILLIAMS CO COM 824348106 243826 702 SH SOLE 0 0 0 702 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 28320728 790199 SH SOLE 0 0 0 790199 SPDR S&P 500 ETF TR TR UNIT 78462F103 1708228 3266 SH SOLE 0 0 0 3266 SPDR SER TR PORTFLI TIPS ETF 78464A656 591345 23081 SH SOLE 0 90 0 22991 SPDR SER TR PORTFOLIO INTRMD 78464A375 6746763 206386 SH SOLE 0 0 0 206386 SPDR SER TR BLOOMBERG 3-12 M 78468R523 4844577 48728 SH SOLE 0 0 0 48728 SPDR SER TR PORTFLI INTRMDIT 78464A672 5333285 189258 SH SOLE 0 0 0 189258 SPDR SER TR BLOOMBERG INTL T 78464A516 1692721 76112 SH SOLE 0 0 0 76112 SPDR SER TR PORTFOLIO LN TSR 78464A664 462640 16558 SH SOLE 0 0 0 16558 SPDR SER TR NUVEEN BLMBRG SH 78468R739 237180 5000 SH SOLE 0 0 0 5000 SPDR SER TR PORTFOLIO SHORT 78464A474 9276972 311621 SH SOLE 0 1133 0 310488 SPDR SER TR PRTFLO S&P500 GW 78464A409 5220842 71372 SH SOLE 0 0 0 71372 SPDR SER TR PRTFLO S&P500 VL 78464A508 6729067 134313 SH SOLE 0 1006 0 133307 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 28623219 311800 SH SOLE 0 2097 0 309703 SPDR SER TR PORTFOLIO AGRGTE 78464A649 3146677 124473 SH SOLE 0 403 0 124070 SPDR SER TR PORTFOLIO S&P500 78464A854 46548100 756511 SH SOLE 0 0 0 756511 SPDR SER TR BLOOMBERG HIGH Y 78468R622 841660 8841 SH SOLE 0 0 0 8841 SSGA ACTIVE ETF TR BLACKSTONE SENR 78467V608 504572 11982 SH SOLE 0 0 0 11982 SSGA ACTIVE ETF TR ULT SHT TRM BD 78467V707 5350371 132108 SH SOLE 0 1784 0 130324 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 2020110 50440 SH SOLE 0 128 0 50312 SSGA ACTIVE TR SPDR BLACKSTONE 78470P846 2447096 86226 SH SOLE 0 0 0 86226 TYRA BIOSCIENCES INC COM 90240B106 1394328 85020 SH SOLE 0 0 0 85020 VALUED ADVISERS TR REGAN FLTG RATE 92046L338 1938725 76701 SH SOLE 0 0 0 76701 VANECK ETF TRUST SHRT HGH YLD MUN 92189F387 319658 14264 SH SOLE 0 0 0 14264 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 5184733 105402 SH SOLE 0 310 0 105092 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 581130 6720 SH SOLE 0 0 0 6720 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 3390682 7054 SH SOLE 0 415 0 6639 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 220139 1256 SH SOLE 0 0 0 1256 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 6657289 159380 SH SOLE 0 0 0 159380 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 4029246 68817 SH SOLE 0 477 0 68340 VANGUARD SCOTTSDALE FDS LONG TERM TREAS 92206C847 415332 7011 SH SOLE 0 0 0 7011 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 4652450 53680 SH SOLE 0 519 0 53161 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 4544797 56450 SH SOLE 0 304 0 56146 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 10326020 205821 SH SOLE 0 0 0 205821 VANGUARD WHITEHALL FDS EM MK GOV BD ETF 921946885 202851 3177 SH SOLE 0 0 0 3177 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 2665774 22033 SH SOLE 0 0 0 22033 WORLD GOLD TR SPDR GLD MINIS 98149E303 544370 12358 SH SOLE 0 0 0 12358