KA
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Kure Advisory, LLC13F | |
Kure Advisory, LLC | |
Last update 2025-07-15 | 46 Stocks (6 new) |
Value $151.00 Mil | Turnover 10 % |
Kure Advisory, LLC Top Holdings of 2025-06-30
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
DFAU |
Dimensional US Core Equity Market ETF
Dimensional US Core Equity Market ETF
| 554,274 | 23,479.0 | +8.39% | 15.560 | +1.20% | 0.270 | +22.29% | +6.50% | 8,731.8 | ||
DFAI |
Dimensional International Core Equity Market ETF
Dimensional International Core Equity Market ETF
| 657,791 | 22,739.8 | +5.42% | 15.070 | +0.77% | 0.220 | +11.26% | +18.08% | 10,606.0 | ||
BALT | Innovator Defined Wealth Shield ETF | 705,499 | 22,632.4 | +20.89% | 15.000 | +2.59% | 1.450 | +4.27% | +2.61% | 1,581.4 | ||
VGSH |
Vanguard Short-Term Government Bond ETF
Vanguard Short-Term Government Bond ETF
| 219,207 | 12,885.0 | +6.75% | 8.540 | +0.54% | 0.060 | +0.75% | +2.77% | 22,512.5 | ||
IJR | iShares Core S&P Small-Cap ETF | 77,185 | 8,435.5 | +12.58% | 5.590 | +0.62% | 0.010 | +18.26% | -3.13% | 81,332.4 | ||
VUG | Vanguard Growth ETF | 18,676 | 8,187.8 | +8.87% | 5.430 | +0.44% | 0.010 | +31.56% | +9.91% | 165,246.7 | ||
DFAE |
Dimensional Emerging Core Equity Market ETF
Dimensional Emerging Core Equity Market ETF
| 247,753 | 7,172.5 | +10.36% | 4.750 | +0.45% | 0.120 | +19.06% | +17.19% | 6,281.9 | ||
SCHD | Schwab US Dividend Equity ETF | 265,518 | 7,036.2 | +14.00% | 4.660 | +0.57% | 0.010 | +8.73% | +0.51% | 70,375.9 | ||
IAU | iShares Gold Trust | 94,760 | 5,909.2 | +3.45% | 3.920 | +0.13% | 0.010 | -0.77% | +29.45% | 48,847.7 | ||
STIP | iShares 0-5 Year TIPS Bond ETF | 52,465 | 5,399.2 | +8.08% | 3.580 | +0.27% | 0.040 | +0.29% | +2.42% | 12,394.7 |
Kure Advisory, LLC's Historical Top Holdings Breakdowns
Kure Advisory, LLC's Top Stock Picks
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
BALT | Innovator Defined Wealth Shield ETF | 2025-06-30 | Add Add | +2.59% | 30.33 ($31.58) 32.1 | $32.24 | 2.09% | Add 20.89% | 705,499 | 121,919 | |
DFAU |
Dimensional US Core Equity Market ETF
Dimensional US Core Equity Market ETF
| 2025-06-30 | Add Add | +1.20% | 34.04 ($39.19) 42.36 | $43.12 | 10.03% | Add 8.39% | 554,274 | 42,906 | |
DFAI |
Dimensional International Core Equity Market ETF
Dimensional International Core Equity Market ETF
| 2025-06-30 | Add Add | +0.77% | 28.02 ($32.74) 34.71 | $34.48 | 5.31% | Add 5.42% | 657,791 | 33,820 | |
IJR | iShares Core S&P Small-Cap ETF | 2025-06-30 | Add Add | +0.62% | 90.56 ($103.39) 109.49 | $111.61 | 7.95% | Add 12.58% | 77,185 | 8,622 | |
SCHD | Schwab US Dividend Equity ETF | 2025-06-30 | Add Add | +0.57% | 24.32 ($26.14) 27.96 | $26.95 | 3.10% | Add 14% | 265,518 | 32,601 | |
SCHP | Schwab U.S. Tips ETF | 2025-06-30 | Sold Out Sold Out | -0.56% | 26.18 ($26.47) 26.93 | $26.66 | 0.72% | Sold Out | 0 | -27,764 | |
SPAB | SPDR Portfolio Aggregate Bond ETF | 2025-06-30 | Reduce Reduce | -0.54% | 24.98 ($25.28) 25.66 | $25.39 | 0.44% | Reduce -55.74% | 21,992 | -27,696 | |
VGSH |
Vanguard Short-Term Government Bond ETF
Vanguard Short-Term Government Bond ETF
| 2025-06-30 | Add Add | +0.54% | 58.32 ($58.58) 58.98 | $58.58 | 0% | Add 6.75% | 219,207 | 13,862 | |
BNDW | Vanguard Total World Bond ETF | 2025-06-30 | Reduce Reduce | -0.54% | 68.05 ($68.72) 69.33 | $68.97 | 0.36% | Reduce -63.35% | 6,068 | -10,489 | |
VMBS |
Vanguard Mortgage-Backed Securities ETF
Vanguard Mortgage-Backed Securities ETF
| 2025-06-30 | Sold Out Sold Out | -0.48% | 45.15 ($45.77) 46.6 | $46.02 | 0.55% | Sold Out | 0 | -13,718 |
Kure Advisory, LLC Total Holding History ($B)
Kure Advisory, LLC's Asset Allocation
Kure Advisory, LLC Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Kure Advisory, LLC's Hypothetical Growth since 2025-06-30
Kure Advisory, LLC's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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Kure Advisory, LLC's Holdings Heat Map
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Kure Advisory, LLC's Holdings Bubble Chart
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