Ticker | $ Bought |
---|---|
general mls inc | 376,738 |
broadcom inc | 295,221 |
microstrategy inc | 286,195 |
tidal tr ii | 204,962 |
at&t inc | 200,395 |
valens semiconductor ltd | 774 |
Ticker | % Inc. |
---|---|
3m co | 42.9 |
vanguard index fds | 31.94 |
innovator etfs trust | 20.89 |
amazon com inc | 14.03 |
schwab strategic tr | 14.00 |
ishares tr | 12.58 |
costco whsl corp new | 12.01 |
dimensional etf trust | 10.36 |
Ticker | % Reduced |
---|---|
vanguard scottsdale fds | -63.35 |
spdr series trust | -55.74 |
nvidia corporation | -14.00 |
xcel energy inc | -10.38 |
alphabet inc | -6.93 |
apple inc | -2.84 |
jpmorgan chase & co. | -0.69 |
Ticker | $ Sold |
---|---|
schwab strategic tr | -746,580 |
vanguard scottsdale fds | -635,286 |
medtronic plc | -534,130 |
Kure Advisory, LLC has about 91% of it's holdings in Others sector.
Sector | % |
---|---|
Others | 91 |
Utilities | 3.7 |
Technology | 2.7 |
Kure Advisory, LLC has about 5.2% of it's portfolio invested in the large-cap and mega-cap stocks.
Category | % |
---|---|
UNALLOCATED | 91 |
SMALL-CAP | 3.6 |
MEGA-CAP | 3.5 |
LARGE-CAP | 1.7 |
About 8.7% of the stocks held by Kure Advisory, LLC either belong to S&P 500 or RUSSELL 2000 index.
Index | % |
---|---|
Others | 91.3 |
S&P 500 | 4.7 |
RUSSELL 2000 | 4 |
This heatmap illustrates the top 50 positions within the fund's portfolio.
Kure Advisory, LLC has 46 stocks in it's portfolio. About 82.1% of the portfolio is in top 10 stocks. AAPL proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for Kure Advisory, LLC last quarter.
Last Reported on: 15 Jul, 2025Ticker | Namesorted descending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
---|---|---|---|---|---|---|---|---|
DFAC | dimensional etf trust | 15.56 | 554,274 | 23,479,000 | added | 8.39 | ||
Historical Trend of DIMENSIONAL ETF TRUST Position Held By Kure Advisory, LLCWhat % of Portfolio is DFAC?:Number of DFAC shares held:Change in No. of Shares Held: | ||||||||
DFAC | dimensional etf trust | 15.07 | 657,791 | 22,739,800 | added | 5.42 | ||
BALT | innovator etfs trust | 15.00 | 705,499 | 22,632,400 | added | 20.89 | ||
BNDW | vanguard scottsdale fds | 8.54 | 219,207 | 12,885,000 | added | 6.75 | ||
IJR | ishares tr | 5.59 | 77,185 | 8,435,540 | added | 12.58 | ||
VB | vanguard index fds | 5.43 | 18,676 | 8,187,770 | added | 8.87 | ||
DFAC | dimensional etf trust | 4.76 | 247,753 | 7,172,460 | added | 10.36 | ||
FNDA | schwab strategic tr | 4.66 | 265,518 | 7,036,240 | added | 14.00 | ||
IAU | ishares gold tr | 3.92 | 94,760 | 5,909,230 | added | 3.45 | ||
AMPS | ishares tr | 3.58 | 52,465 | 5,399,220 | added | 8.08 | ||
BNDW | vanguard scottsdale fds | 3.12 | 59,155 | 4,702,820 | added | 3.3 | ||
AAXJ | ishares tr | 2.10 | 38,515 | 3,171,360 | added | 10.08 | ||
DFAC | dimensional etf trust | 1.93 | 81,418 | 2,918,030 | added | 7.33 | ||
VB | vanguard index fds | 1.80 | 30,542 | 2,720,080 | added | 9.89 | ||
AAPL | apple inc | 0.87 | 6,394 | 1,311,920 | reduced | -2.84 | ||
VB | vanguard index fds | 0.63 | 3,453 | 956,372 | added | 31.94 | ||
MSFT | microsoft corp | 0.59 | 1,802 | 896,465 | added | 6.5 | ||
NVDA | nvidia corporation | 0.57 | 5,437 | 859,007 | reduced | -14.00 | ||
berkshire hathaway inc del | 0.48 | 1,499 | 728,169 | added | 8.47 | |||
BIL | spdr series trust | 0.37 | 21,992 | 563,003 | reduced | -55.74 | ||