Kure Advisory, LLC Top Holdings and 13F Report (2025) About Kure Advisory, LLCInvestment ActivityKure Advisory, LLC has $132.42 million in total holdings as of March 31, 2025.Kure Advisory, LLC owns shares of 43 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 34.21% of the portfolio was purchased this quarter.About 12.34% of the portfolio was sold this quarter.This quarter, Kure Advisory, LLC has purchased 41 new stocks and bought additional shares in 18 stocks.Kure Advisory, LLC sold shares of 18 stocks and completely divested from 1 stock this quarter.Largest Holdings Dimensional US Core Equity Market ETF $19,656,996Dimensional International Core Equity Market ETF $19,486,620Innovator Defined Wealth Shield ETF $18,312,740Vanguard Short-Term Treasury Index ETF $12,051,696iShares Core S&P Small-Cap ETF $7,169,672 Largest New Holdings this Quarter 25434V104 - Dimensional US Core Equity Market ETF $19,656,996 Holding45783Y855 - Innovator Defined Wealth Shield ETF $18,312,740 Holding69608A108 - PALANTIR TECHNOLOGIES INC $266,029 Holding Largest Purchases this Quarter Dimensional US Core Equity Market ETF 511,368 shares (about $19.66M)Innovator Defined Wealth Shield ETF 583,580 shares (about $18.31M)Schwab US Dividend Equity ETF 156,588 shares (about $4.38M)Vanguard Short-Term Treasury Index ETF 15,703 shares (about $921.61K)Dimensional International Core Equity Market ETF 19,913 shares (about $621.88K) Largest Sales this Quarter SPDR Portfolio Aggregate Bond ETF 194,475 shares (about $4.97M)Vanguard Total World Bond ETF 68,417 shares (about $4.71M)Vanguard Mortgage-Backed Securities ETF 65,281 shares (about $3.02M)Schwab U.S. TIPS ETF 57,078 shares (about $1.53M)iShares Gold Trust 14,095 shares (about $831.04K) Sector Allocation Over TimeMap of 500 Largest Holdings ofKure Advisory, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFAUDimensional US Core Equity Market ETF$19,656,996$19,656,996 ▲New Holding511,36814.8%ETFDFAIDimensional International Core Equity Market ETF$19,486,620$621,883 ▲3.3%623,97114.7%ETFBALTInnovator Defined Wealth Shield ETF$18,312,740$18,312,740 ▲New Holding583,58013.8%ETFVGSHVanguard Short-Term Treasury Index ETF$12,051,696$921,609 ▲8.3%205,3459.1%ETFIJRiShares Core S&P Small-Cap ETF$7,169,672$210,605 ▲3.0%68,5635.4%ETFSCHDSchwab US Dividend Equity ETF$6,512,370$4,378,208 ▲205.1%232,9174.9%ETFVUGVanguard Growth ETF$6,361,598$223,611 ▼-3.4%17,1554.8%ETFDFAEDimensional Emerging Core Equity Market ETF$5,812,231$288,441 ▲5.2%224,4974.4%ETFIAUiShares Gold Trust$5,400,618$831,041 ▼-13.3%91,5984.1%FinanceSTIPiShares 0-5 Year TIPS Bond ETF$5,022,797$279,677 ▲5.9%48,5443.8%ETFVCSHVanguard Short-Term Corporate Bond ETF$4,520,536$236,822 ▼-5.0%57,2653.4%ETFREZiShares Residential and Multisector Real Estate ETF$3,023,581$14,259 ▼-0.5%34,9872.3%ETFVNQVanguard Real Estate ETF$2,516,433$136,170 ▲5.7%27,7941.9%ETFDFACDimensional U.S. Core Equity 2 ETF$2,502,545$147,498 ▼-5.6%75,8581.9%ETFAAPLApple$1,461,919$131,064 ▲9.8%6,5811.1%Computer and TechnologySPABSPDR Portfolio Aggregate Bond ETF$1,269,041$4,966,929 ▼-79.6%49,6881.0%ETFBNDWVanguard Total World Bond ETF$1,139,259$4,707,657 ▼-80.5%16,5570.9%ETFSCHPSchwab U.S. TIPS ETF$746,580$1,534,840 ▼-67.3%27,7640.6%ETFBRK.BBerkshire Hathaway$736,026$17,575 ▲2.4%1,3820.6%FinanceNVDANVIDIA$685,188$21,243 ▼-3.0%6,3220.5%Computer and TechnologyVBKVanguard Small-Cap Growth ETF$658,971$26,943 ▲4.3%2,6170.5%ETFVMBSVanguard Mortgage-Backed Securities ETF$635,286$3,023,189 ▼-82.6%13,7180.5%ETFMSFTMicrosoft$635,055$13,512 ▼-2.1%1,6920.5%Computer and TechnologyMDTMedtronic$534,130$303,548 ▼-36.2%5,9440.4%MedicalFBNDFidelity Total Bond ETF$503,4740.0%11,0290.4%ETFCWISPDR MSCI ACWI ex-US ETF$466,240$6,981 ▲1.5%15,7620.4%ETFVOOVanguard S&P 500 ETF$391,021$15,929 ▼-3.9%7610.3%ETFMMM3M$371,482$8,373 ▲2.3%2,5290.3%Multi-Sector ConglomeratesCOSTCostco Wholesale$362,403$11,355 ▼-3.0%3830.3%Retail/WholesaleAMZNAmazon.com$355,215$17,314 ▼-4.6%1,8670.3%Retail/WholesaleXOMExxon Mobil$326,146$20,577 ▼-5.9%2,7420.2%EnergyPECOPhillips Edison & Company, Inc.$312,943$620 ▲0.2%8,5760.2%FinanceVTIVanguard Total Stock Market ETF$294,614$43,423 ▼-12.8%1,0720.2%ETFXELXcel Energy$293,311$14,018 ▲5.0%4,1430.2%UtilitiesIWRiShares Russell Mid-Cap ETF$283,7080.0%3,3350.2%ETFPALANTIR TECHNOLOGIES INC$266,029$266,029 ▲New Holding3,1520.2%CL AJPMJPMorgan Chase & Co.$248,980$11,529 ▲4.9%1,0150.2%FinanceVTVVanguard Value ETF$231,3760.0%1,3390.2%ETFSBACSBA Communications$221,990$1,760 ▲0.8%1,0090.2%FinanceGOOGLAlphabet$205,366$12,835 ▲6.7%1,3280.2%Computer and TechnologyUSBU.S. Bancorp$205,154$84 ▲0.0%4,8590.2%FinanceMETAMeta Platforms$204,031$1,153 ▼-0.6%3540.2%Computer and TechnologyPLBYPLBY Group$20,4560.0%18,5960.0%Consumer DiscretionaryAVGOBroadcom$0$205,793 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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