Portfolio (Quarterly)
Guide ↗
Auour Investments LLC
· CIK 0001789310| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | SHYD | VANECK ETF TRUST | — | 11,021.0 | $252K | 0.08% | NEW | — | $22.91 | -1.0% |
| 82 | XLP | SELECT SECTOR SPDR TR | — | 2,998.0 | $233K | 0.07% | NEW | — | $77.68 | +7.8% |
| 83 | SHW | SHERWIN WILLIAMS CO | Basic Materials | 702.0 | $227K | 0.07% | NEW | — | $324.03 | -4.0% |
| 84 | WFC | WELLS FARGO CO NEW | Financial Services | 2,413.0 | $225K | 0.07% | NEW | — | $93.20 | -17.2% |
| 85 | VGLT | VANGUARD SCOTTSDALE FDS | — | 3,811.0 | $213K | 0.07% | NEW | — | $55.80 | -2.4% |
| 86 | XME | SPDR SERIES TRUST | — | 2,022.0 | $209K | 0.07% | NEW | — | $103.61 | +18.0% |
| 87 | ABBV | ABBVIE INC | Healthcare | 906.0 | $207K | 0.07% | NEW | — | $228.49 | -7.0% |
| 88 | MUB | ISHARES TR | — | 1,931.0 | $207K | 0.07% | NEW | — | $107.09 | -0.4% |
| 89 | FLJP | FRANKLIN TEMPLETON ETF TR | — | 5,818.0 | $200K | 0.06% | NEW | — | $34.45 | +15.3% |
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%