Portfolio (Quarterly)
Guide ↗
Auour Investments LLC
· CIK 0001789310| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | IGF | ISHARES TR | — | 6,618.0 | $406K | 0.13% | NEW | — | $61.36 | +10.3% |
| 62 | CTAS | CINTAS CORP | Industrials | 2,020.0 | $380K | 0.12% | NEW | — | $188.07 | -9.0% |
| 63 | GOOGL | ALPHABET INC | Communication Services | 1,200.0 | $376K | 0.12% | NEW | — | $313.00 | +24.2% |
| 64 | FMB | FIRST TR EXCH TRADED FD III | — | 7,257.0 | $371K | 0.12% | NEW | — | $51.14 | -0.5% |
| 65 | SRLN | SSGA ACTIVE ETF TR | — | 8,886.0 | $367K | 0.12% | NEW | — | $41.27 | -1.7% |
| 66 | JNJ | JOHNSON & JOHNSON | Healthcare | 1,682.0 | $348K | 0.11% | NEW | — | $206.95 | +11.3% |
| 67 | PCY | INVESCO EXCH TRADED FD TR II | — | 15,753.0 | $341K | 0.11% | NEW | — | $21.66 | -1.4% |
| 68 | PSQ | PROSHARES TR | — | 11,063.0 | $334K | 0.11% | NEW | — | $30.20 | -15.4% |
| 69 | TBT | PROSHARES TR | — | 9,458.0 | $330K | 0.10% | NEW | — | $34.94 | +3.8% |
| 70 | MS | MORGAN STANLEY | Financial Services | 1,820.0 | $323K | 0.10% | NEW | — | $177.53 | +13.6% |
| 71 | LLY | ELI LILLY & CO | Healthcare | 300.0 | $322K | 0.10% | NEW | — | $1074.68 | -0.8% |
| 72 | DXJ | WISDOMTREE TR | — | 2,142.0 | $309K | 0.10% | NEW | — | $144.16 | +18.8% |
| 73 | ONEQ | FIDELITY COMWLTH TR | — | 3,330.0 | $304K | 0.10% | NEW | — | $91.40 | +14.8% |
| 74 | FLRN | SPDR SERIES TRUST | — | 9,853.0 | $303K | 0.10% | NEW | — | $30.73 | +0.3% |
| 75 | IJH | ISHARES TR | — | 4,525.0 | $299K | 0.10% | NEW | — | $66.00 | +13.1% |
| 76 | PPA | INVESCO EXCHANGE TRADED FD T | — | 1,883.0 | $295K | 0.09% | NEW | — | $156.63 | +11.1% |
| 77 | HD | HOME DEPOT INC | Consumer Cyclical | 839.0 | $289K | 0.09% | NEW | — | $344.10 | -9.7% |
| 78 | JPM | JPMORGAN CHASE & CO. | Financial Services | 844.0 | $272K | 0.09% | NEW | — | $322.22 | -4.8% |
| 79 | — | BERKSHIRE HATHAWAY INC DEL | — | 523.0 | $263K | 0.08% | NEW | — | $502.65 | — |
| 80 | VXF | VANGUARD INDEX FDS | — | 1,256.0 | $263K | 0.08% | NEW | — | $209.12 | +12.1% |
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
39.2%
Technology
23.2%
Healthcare
15.3%
Communication Services
8.7%
Consumer Defensive
3.5%
Energy
3.4%
Industrials
2.8%
Consumer Cyclical
2.1%
Basic Materials
1.7%