Auour Investments LLC
CIK 1789310 · Holdings on Dec 31, 2023 · First reported Jan 24, 2024
Top ten holdings
Q4 2023- SPYM16.79%
- BIL13.37%
- SPDW10.41%
- VEA3.85%
- SPIB2.64%
- SPYV2.47%
- VWO2.15%
- IEFA2.12%
- SPTI2.09%
- BNDX2.01%
Share classes counted separately57.90%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- SPYMWeight increased · +0.88 pp15.91% → 16.79%Shares +7.75K (+1.05%)
- BILWeight decreased · -0.39 pp13.76% → 13.37%Shares +13.78K (+3.87%)
- SPDWWeight increased · +0.31 pp10.10% → 10.41%Shares +20.91K (+2.71%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SPYMSTE STR SPDR PT S&P 500 ETFPORTFOLIO S&P500 View history and evidence | $42.60M | 16.79% | 747.09K shares | 15.91% → 16.79%+0.88 pp +7.75K (+1.05%) | Added | ↗▾ |
| 02 | BILSS SPDR BB 1-3M T-BILL ETFBLOOMBERG 1-3 MO View history and evidence | $33.92M | 13.37% | 369.95K shares | 13.76% → 13.37%-0.39 pp +13.78K (+3.87%) | Added | ↗▾ |
| 03 | SPDWSTE STR SPDR PT DW EU ETFPORTFOLIO DEVLPD View history and evidence | $26.41M | 10.41% | 793.44K shares | 10.10% → 10.41%+0.31 pp +20.91K (+2.71%) | Added | ↗▾ |
| 04 | VEAVANGUARD FTSE DEVELOPED ETFVAN FTSE DEV MKT View history and evidence | $9.78M | 3.85% | 208.91K shares | 3.86% → 3.85%-0.01 pp -511 (-0.24%) | Reduced | ↗▾ |
| 05 | SPIBSS SPDR P INT C CORP ETFPORTFOLIO INTRMD View history and evidence | $6.70M | 2.64% | 205.03K shares | 2.72% → 2.64%-0.08 pp -962 (-0.47%) | Reduced | ↗▾ |
| 06 | SPYVSS SPDR P S&P 500 VALUE ETFPRTFLO S&P500 VL View history and evidence | $6.27M | 2.47% | 134.50K shares | 2.34% → 2.47%+0.13 pp +302 (+0.23%) | Added | ↗▾ |
| 07 | VWOVANGUARD FTSE EMERGING MARKEFTSE EMR MKT ETF View history and evidence | $5.46M | 2.15% | 138.09K shares | 2.24% → 2.15%-0.09 pp +2.58K (+1.90%) | Added | ↗▾ |
| 08 | IEFAISHARES CORE MSCI EAFE ETFCORE MSCI EAFE View history and evidence | $5.37M | 2.12% | 77.92K shares | 2.13% → 2.12%-0.01 pp -680 (-0.87%) | Reduced | ↗▾ |
| 09 | SPTISS SPDR P INT TERM TSY ETFPORTFLI INTRMDIT View history and evidence | $5.30M | 2.09% | 187.14K shares | 2.15% → 2.09%-0.06 pp +564 (+0.30%) | Added | ↗▾ |
| 10 | BNDXVANGUARD TOTAL INTL BOND ETFTOTAL INT BD ETF View history and evidence | $5.10M | 2.01% | 104.66K shares | 2.18% → 2.01%-0.17 pp -3.42K (-3.16%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 2
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| BRK.B BERKSHIRE HATHAWAY INC-CL B | Non-derivative | -603 | -$208.43K | SEC filing ↗ | SEC filing ↗ |
| PSQ PROSHARES SHORT QQQ | Non-derivative | -11,274 | -$119.17K | SEC filing ↗ | SEC filing ↗ |
2 / 2 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1789310 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-01-24
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 265032900
}Research all 73 reported holdings.
This page includes 30 of 73 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 30 of 73 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.
MCP https://api.akkrudata.ai/mcp
get_institutional_portfolio
{"cik":"1789310","quarter":"2023Q4","page_size":100}
get_institutional_manager_history
{"cik":"1789310","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.