0001789310-23-000002.txt : 20231013 0001789310-23-000002.hdr.sgml : 20231013 20231013142141 ACCESSION NUMBER: 0001789310-23-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231013 DATE AS OF CHANGE: 20231013 EFFECTIVENESS DATE: 20231013 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: 231324778 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 09-30-2023 09-30-2023 Auour Investments LLC

162 MAIN STREET SUITE 2 WENHAM MA 01984

13F HOLDINGS REPORT 028-23297 000173392 801-80544 N Joseph B Hosler 617-669-4501 Joseph B Hosler Wenham MA 10-13-2023 0 71 237046370 false INFORMATION TABLE 2 AuourInvestmentsLLC_13f.xml ALPHABET INC CAP STK CL C 02079K107 356337 2540 SH SOLE 0 20 0 2520 ALPS ETF TR ALERIAN MLP 00162Q452 819045 19464 SH SOLE 0 0 0 19464 APPLE INC COM 037833100 1567117 8672 SH SOLE 0 0 0 8672 ARCH CAP GROUP LTD ORD G0450A105 872025 10500 SH SOLE 0 0 0 10500 ATEA PHARMACEUTICALS INC COM 04683R106 534540 177000 SH SOLE 0 80000 0 97000 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 208433 603 SH SOLE 0 0 0 603 CINTAS CORP COM 172908105 260070 505 SH SOLE 0 0 0 505 EXXON MOBIL CORP COM 30231G102 428312 4023 SH SOLE 0 0 0 4023 FIRST TR EXCH TRADED FD III MANAGD MUN ETF 33739N108 430209 8791 SH SOLE 0 0 0 8791 FIRST TR EXCHANGE-TRADED FD NO AMER ENERGY 33738D101 1543803 58411 SH SOLE 0 0 0 58411 FLEXSHARES TR FLEXSHARES ULTRA 33939L886 1105442 14753 SH SOLE 0 37 0 14716 HOME DEPOT INC COM 437076102 245844 839 SH SOLE 0 0 0 839 ISHARES TR CORE US AGGBD ET 464287226 1743387 18698 SH SOLE 0 29 0 18669 ISHARES TR RUS 1000 ETF 464287622 1381422 5804 SH SOLE 0 0 0 5804 ISHARES TR RUS 1000 GRW ETF 464287614 1813587 6597 SH SOLE 0 0 0 6597 ISHARES TR CORE S&P MCP ETF 464287507 244775 999 SH SOLE 0 0 0 999 ISHARES TR RUSSELL 2000 ETF 464287655 3089313 17993 SH SOLE 0 0 0 17993 ISHARES TR CORE MSCI EAFE 46432F842 5058373 78595 SH SOLE 0 1310 0 77285 ISHARES TR RUS MD CP GR ETF 464287481 3070808 33575 SH SOLE 0 0 0 33575 ISHARES TR GLB INFRASTR ETF 464288372 435639 10246 SH SOLE 0 0 0 10246 ISHARES TR NATIONAL MUN ETF 464288414 295384 2883 SH SOLE 0 0 0 2883 ISHARES TR SHRT NAT MUN ETF 464288158 381845 3704 SH SOLE 0 0 0 3704 ISHARES TR TIPS BD ETF 464287176 510373 4957 SH SOLE 0 2 0 4955 ISHARES TR INTL SEL DIV ETF 464288448 680395 26925 SH SOLE 0 0 0 26925 ISHARES TR PFD AND INCM SEC 464288687 455846 15708 SH SOLE 0 0 0 15708 ISHARES TR RUSSELL 3000 ETF 464287689 299342 1208 SH SOLE 0 0 0 1208 ISHARES TR RUS 1000 VAL ETF 464287598 4325450 28800 SH SOLE 0 0 0 28800 ISHARES TR RUS MDCP VAL ETF 464287473 3094411 29970 SH SOLE 0 0 0 29970 ISHARES U S ETF TR BLACKROCK ST MAT 46431W507 4802198 96430 SH SOLE 0 906 0 95524 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 1089826 20382 SH SOLE 0 0 0 20382 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 3221932 64349 SH SOLE 0 709 0 63640 JANUS DETROIT STR TR HENDRSON AAA CL 47103U845 4712035 94128 SH SOLE 0 0 0 94128 JOHNSON & JOHNSON COM 478160104 264979 1695 SH SOLE 0 0 0 1695 MICROSOFT CORP COM 594918104 733519 2215 SH SOLE 0 0 0 2215 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 4748872 47551 SH SOLE 0 0 0 47551 PROCTER AND GAMBLE CO COM 742718109 483418 3373 SH SOLE 0 0 0 3373 PROSHARES TR SHORT QQQ NEW 74347B714 119166 11274 SH SOLE 0 0 0 11274 SERES THERAPEUTICS INC COM 81750R102 25075 17000 SH SOLE 0 0 0 17000 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 23948351 772527 SH SOLE 0 0 0 772527 SPDR S&P 500 ETF TR TR UNIT 78462F103 1387515 3200 SH SOLE 0 0 0 3200 SPDR SER TR PORTFLI TIPS ETF 78464A656 494594 20081 SH SOLE 0 90 0 19991 SPDR SER TR PORTFLI INTRMDIT 78464A672 5104690 186575 SH SOLE 0 0 0 186575 SPDR SER TR BLOOMBERG 3-12 M 78468R523 3989534 40221 SH SOLE 0 0 0 40221 SPDR SER TR BLOOMBERG INTL T 78464A516 1423536 67562 SH SOLE 0 0 0 67562 SPDR SER TR PORTFOLIO LN TSR 78464A664 412239 16198 SH SOLE 0 0 0 16198 SPDR SER TR NUVEEN BLMBRG SH 78468R739 296382 6394 SH SOLE 0 0 0 6394 SPDR SER TR PORTFOLIO S&P500 78464A854 37713755 739340 SH SOLE 0 0 0 739340 SPDR SER TR PORTFOLIO INTRMD 78464A375 6441541 205997 SH SOLE 0 0 0 205997 SPDR SER TR PORTFOLIO SHORT 78464A474 4780092 163422 SH SOLE 0 1133 0 162289 SPDR SER TR PRTFLO S&P500 VL 78464A508 5553131 134198 SH SOLE 0 1006 0 133192 SPDR SER TR BLOOMBERG HIGH Y 78468R622 780313 8743 SH SOLE 0 0 0 8743 SPDR SER TR PORTFOLIO AGRGTE 78464A649 2922835 121229 SH SOLE 0 403 0 120826 SPDR SER TR PRTFLO S&P500 GW 78464A409 4239013 69789 SH SOLE 0 0 0 69789 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 32625215 356170 SH SOLE 0 2097 0 354073 SSGA ACTIVE ETF TR BLACKSTONE SENR 78467V608 434074 10440 SH SOLE 0 0 0 10440 SSGA ACTIVE ETF TR ULT SHT TRM BD 78467V707 5009973 124719 SH SOLE 0 1784 0 122935 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 1980472 51886 SH SOLE 0 128 0 51758 SSGA ACTIVE TR SPDR BLACKSTONE 78470P846 1976293 72418 SH SOLE 0 0 0 72418 TYRA BIOSCIENCES INC COM 90240B106 1198782 85020 SH SOLE 0 0 0 85020 VANECK ETF TRUST SHRT HGH YLD MUN 92189F387 383226 17595 SH SOLE 0 0 0 17595 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 5161696 108076 SH SOLE 0 310 0 107766 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 3119223 7827 SH SOLE 0 415 0 7412 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 453853 5997 SH SOLE 0 0 0 5997 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 5309452 135514 SH SOLE 0 0 0 135514 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 4005257 70503 SH SOLE 0 477 0 70026 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 4230009 56161 SH SOLE 0 304 0 55857 VANGUARD SCOTTSDALE FDS LONG TERM TREAS 92206C847 360815 6683 SH SOLE 0 0 0 6683 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 4019000 56798 SH SOLE 0 519 0 56279 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 9149546 209420 SH SOLE 0 0 0 209420 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 2238099 21889 SH SOLE 0 200 0 21689 WORLD GOLD TR SPDR GLD MINIS 98149E303 451317 12178 SH SOLE 0 0 0 12178