Kure Advisory, LLC
CIK 1986795 · Holdings on Mar 31, 2025 · First reported Apr 10, 2025
Top ten holdings
Q1 2025- DFAU14.84%
- DFAI14.72%
- BALT13.83%
- VGSH9.10%
- IJR5.41%
- SCHD4.92%
- VUG4.80%
- DFAE4.39%
- IAU4.08%
- STIP3.79%
Share classes counted separately79.88%
Portfolio value by quarter
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 | $19.66M | 14.84% | 511.37K shares | Prior unavailable +511.37K | New | ↗▾ |
| 02 | DFAIDIMENSIONAL INTERNATIONAL COINTL CORE EQT MK View history and evidence | $19.49M | 14.72% | 623.97K shares | Prior unavailable +19.91K (+3.30%) | Added | ↗▾ |
| 03 | BALTINN DEFINED WEALTH SHIELDDEFINED WLT SHLD View history and evidence | $18.31M | 13.83% | 583.58K shares | Prior unavailable +583.58K | New | ↗▾ |
| 04 | VGSHVANGUARD SHORT-TERM TREASURYSHORT TERM TREAS View history and evidence | $12.05M | 9.10% | 205.34K shares | Prior unavailable +15.70K (+8.30%) | Added | ↗▾ |
| 05 | IJRISHARES CORE S&P SMALL-CAP ECORE S&P SCP ETF View history and evidence | $7.17M | 5.41% | 68.56K shares | Prior unavailable +2.01K (+3.00%) | Added | ↗▾ |
| 06 | SCHDSCHWAB US DVD EQUITY ETFUS DIVIDEND EQ View history and evidence | $6.51M | 4.92% | 232.92K shares | Prior unavailable +156.59K (+205.10%) | Added | ↗▾ |
| 07 | VUGVANGUARD MRNGSTAR GR ETF-SUIGROWTH ETF View history and evidence | $6.36M | 4.80% | 17.16K shares | Prior unavailable -603 (-3.40%) | Reduced | ↗▾ |
| 08 | DFAEDIMENSIONAL EMERGING CORE EQEMGR CRE EQT MNG View history and evidence | $5.81M | 4.39% | 224.50K shares | Prior unavailable +11.14K (+5.20%) | Added | ↗▾ |
| 09 | IAUISHARES GOLD TRUSTISHARES NEW View history and evidence | $5.40M | 4.08% | 91.60K shares | Prior unavailable -14.10K (-13.30%) | Reduced | ↗▾ |
| 10 | STIPISHARES 0-5 YEAR TIPS BOND E0-5 YR TIPS ETF View history and evidence | $5.02M | 3.79% | 48.54K shares | Prior unavailable +2.70K (+5.90%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 1
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| AVGO BROADCOM INC | Non-derivative | -1,193 | -$205.79K | SEC filing ↗ | SEC filing ↗ |
1 / 1 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 2025-03-31
Data loaded 2026-09-23 · First reported 2025-04-10
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 132415827
}Research all 43 reported holdings.
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