Auour Investments LLC
Annual return '25
+9.3%
SPY '25
+17.7%
Alpha
-8.4ptsvs SPY
Invested
$317.9M
Holdings
91
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPYM
SPDR SERIES TRUST
Q1 2026: Exited (was 453 shares)
19.1%
02
$SPDW
SPDR INDEX SHS FDS
Held since at least Q1 2024
10.5%
03
$BIL
SPDR SERIES TRUST
Held since at least Q1 2024
8.3%
04
$VEA
VANGUARD TAX-MANAGED FDS
Q4 2025: New position (14.7k shares)
4.1%
05
$SPIB
SPDR SERIES TRUST
Held since at least Q1 2024
3.2%
06
$SPYV
SPDR SERIES TRUST
Held since at least Q1 2024
3.0%
07
$MBSF
VALUED ADVISERS TR
Held since at least Q1 2024
2.5%
08
$JAAA
JANUS DETROIT STR TR
Held since at least Q1 2024
2.5%
09
$IEFA
ISHARES TR
Q4 2025: New position (4.1k shares)
2.4%
10
$VRIG
INVESCO ACTIVELY MANAGED EXC
Held since at least Q1 2024
2.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:32 UTC.