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Kure Advisory

Latest statistics and disclosures from Kure Advisory's latest quarterly 13F-HR filing:

Top 5 stock holdings are DFAU, DFAI, VGSH, IJR, VUG, and represent 50.66% of Kure Advisory's stock portfolio.
Added to shares of these 10 stocks: DFAI, DFAU, VGSH, SCHD, DFAE, SPAB, BNDW, SCHP, IAU, VCSH.
Reduced shares in these 10 stocks: BUFD (-$14M), BUFR (-$9.8M), MARB, FDL, , LMBS, , STIP, FICS, FEMS.
Sold out of its positions in ABBV, BCD, ADBE, AMD, AGAE, GOOG, GOOGL, AXP, AMAT, BAC.
Kure Advisory was a net seller of stock by $-81M.
Kure Advisory has $117M in assets under management (AUM), dropping by -39.31%.
Central Index Key (CIK): 0001986795

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Portfolio Holdings for Kure Advisory

Kure Advisory holds 37 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	15.7	$18M	+4%	502k	36.54	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	14.7	$17M	+5%	571k	30.22	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	8.9	$10M	+4%	179k	58.07	View chart
Ishares Tr Core S&p Scp Etf (IJR)	5.9	$6.9M	-24%	63k	110.52	View chart
Vanguard Index Fds Growth Etf (VUG)	5.5	$6.4M	-5%	19k	344.21	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	4.9	$5.8M	+4%	228k	25.28	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	4.9	$5.7M	+7%	71k	80.63	View chart
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW)	4.7	$5.5M	+3%	81k	68.61	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	4.2	$4.9M	+7%	199k	24.72	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	3.9	$4.5M	+3%	59k	77.31	View chart
Ishares Gold Tr Ishares New (IAU)	3.9	$4.5M	+3%	108k	42.01	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	3.7	$4.4M	-39%	44k	99.43	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	3.6	$4.2M	+4%	80k	52.16	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	2.9	$3.4M		75k	45.61	View chart
Ishares Tr Residential Mult (REZ)	2.1	$2.4M	+5%	34k	72.07	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	2.0	$2.4M	+2%	75k	31.95	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.8	$2.1M	+3%	25k	86.48	View chart
Medtronic SHS (MDT)	0.7	$813k	-8%	9.3k	87.15	View chart
Apple (AAPL)	0.6	$708k	-58%	4.1k	171.47	View chart
Microsoft Corporation (MSFT)	0.5	$634k	-71%	1.5k	420.62	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.5	$602k		2.3k	260.77	View chart
NVIDIA Corporation (NVDA)	0.5	$571k	-67%	632.00	903.56	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$516k	-39%	1.2k	420.52	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.4	$500k		11k	45.31	View chart
Spdr Index Shs Fds Msci Acwi Exus (CWI)	0.4	$441k		16k	28.40	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$419k	-4%	1.6k	259.88	View chart
Exxon Mobil Corporation (XOM)	0.3	$327k	-41%	2.8k	116.26	View chart
Phillips Edison & Co Common Stock (PECO)	0.3	$307k		8.6k	35.87	View chart
Amazon (AMZN)	0.3	$306k	-68%	1.7k	180.38	View chart
3M Company (MMM)	0.2	$264k		2.5k	106.09	View chart
Costco Wholesale Corporation (COST)	0.2	$262k	-58%	357.00	733.54	View chart
Avient Corp (AVNT)	0.2	$261k		6.0k	43.40	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$218k	-80%	1.3k	162.91	View chart
Us Bancorp Del Com New (USB)	0.2	$218k	-6%	4.9k	44.70	View chart
Sba Communications Corp Cl A (SBAC)	0.2	$217k	-2%	1.0k	216.70	View chart
Xcel Energy (XEL)	0.2	$215k	-36%	4.0k	53.74	View chart
Plby Group Ord (PLBY)	0.0	$20k	-73%	19k	1.05	View chart

Past Filings by Kure Advisory

SEC 13F filings are viewable for Kure Advisory going back to 2023

Kure Advisory 2024 Q1 filed May 9, 2024
Kure Advisory 2023 Q4 filed Jan. 12, 2024
Kure Advisory 2023 Q3 filed Oct. 24, 2023

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