Kure Advisory, LLC
CIK 1986795 · Holdings on Dec 31, 2023 · First reported Jan 12, 2024
Top ten holdings
Q4 2023- DFAU8.28%
- DFAI8.07%
- BUFD7.21%
- VGSH5.19%
- BUFR5.09%
- IJR4.63%
- STIP3.70%
- VUG3.18%
- SPAB2.91%
- BNDW2.79%
Share classes counted separately51.05%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- BUFRWeight increased · +0.92 pp4.17% → 5.09%Shares +69.40K (+23.10%)
- BUFDWeight decreased · -0.43 pp7.64% → 7.21%Shares -21.72K (-3.42%)
- IJRWeight increased · +0.32 pp4.31% → 4.63%Shares +1.77K (+2.19%)
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 | DFAUDIMENSIONAL US CORE EQUITY MUS CORE EQT MKT View history and evidence | $15.97M | 8.28% | 480.18K shares | 8.13% → 8.28%+0.15 pp +1.11K (+0.23%) | Added | ↗▾ |
| 02 | DFAIDIMENSIONAL INTERNATIONAL COINTL CORE EQT MK View history and evidence | $15.56M | 8.07% | 543.23K shares | 7.93% → 8.07%+0.14 pp +6.76K (+1.26%) | Added | ↗▾ |
| 03 | BUFDFT VST LAD DEEP BUF ETF-USDICBOE VEST FD DEP View history and evidence | $13.92M | 7.21% | 613.00K shares | 7.64% → 7.21%-0.43 pp -21.72K (-3.42%) | Reduced | ↗▾ |
| 04 | VGSHVANGUARD SHORT-TERM TREASURYSHORT TERM TREAS View history and evidence | $10.00M | 5.19% | 171.51K shares | 5.48% → 5.19%-0.29 pp +3.63K (+2.16%) | Added | ↗▾ |
| 05 | BUFRFT VEST LAD BUFFERVETF-USD ICBOE VEST US EQ View history and evidence | $9.83M | 5.09% | 369.90K shares | 4.17% → 5.09%+0.92 pp +69.40K (+23.10%) | Added | ↗▾ |
| 06 | IJRISHARES CORE S&P SMALL-CAP ECORE S&P SCP ETF View history and evidence | $8.93M | 4.63% | 82.52K shares | 4.31% → 4.63%+0.32 pp +1.77K (+2.19%) | Added | ↗▾ |
| 07 | STIPISHARES 0-5 YEAR TIPS BOND E0-5 YR TIPS ETF View history and evidence | $7.13M | 3.70% | 72.32K shares | 3.81% → 3.70%-0.11 pp +2.89K (+4.17%) | Added | ↗▾ |
| 08 | VUGVANGUARD MRNGSTAR GR ETF-SUIGROWTH ETF View history and evidence | $6.13M | 3.18% | 19.71K shares | 2.89% → 3.18%+0.29 pp +935 (+4.98%) | Added | ↗▾ |
| 09 | SPABSS SPDR P AGG BOND ETFPORTFOLIO AGRGTE View history and evidence | $5.61M | 2.91% | 218.95K shares | 2.80% → 2.91%+0.11 pp +16.03K (+7.90%) | Added | ↗▾ |
| 10 | BNDWVANGUARD TOTAL WORLD BOND ETTOTAL WLD BD ETF View history and evidence | $5.38M | 2.79% | 77.78K shares | 2.71% → 2.79%+0.08 pp +5.58K (+7.73%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 9
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| KNG FT VEST S&P 500 DVD ARST TRG | Non-derivative | -37,709 | -$1.86M | SEC filing ↗ | SEC filing ↗ |
| FTSM FIRST TRUST ENH SHORT MAT FD | Non-derivative | -28,529 | -$1.70M | SEC filing ↗ | SEC filing ↗ |
| ATVI ACTIVISION BLIZZARD INC | Non-derivative | -12,195 | -$1.14M | SEC filing ↗ | SEC filing ↗ |
3 / 9 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 1986795 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-01-12
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 192909711
}Research all 110 reported holdings.
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