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CIK 0001986795 • 7 13F filings • Apr 10, 2025 – Jul 28, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 3M CO | COM | $371K | 0.3% | 2,529 SH | |
| ALPHABET INC | CAP STK CL A | $205K | 0.2% | 1,328 SH | |
| AMAZON COM INC | COM | $355K | 0.3% | 1,867 SH | |
| APPLE INC | COM | $1.5M | 1.1% | 6,581 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $736K | 0.6% | 1,382 SH | |
| COSTCO WHSL CORP NEW | COM | $362K | 0.3% | 383 SH | |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $5.8M | 4.4% | 224,497 SH | |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $19.5M | 14.7% | 623,971 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $19.7M | 14.8% | 511,368 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $2.5M | 1.9% | 75,858 SH | |
| EXXON MOBIL CORP | COM | $326K | 0.2% | 2,742 SH | |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $503K | 0.4% | 11,029 SH | |
| INNOVATOR ETFS TRUST | DEFINED WLT SHLD | $18.3M | 13.8% | 583,580 SH | |
| ISHARES GOLD TR | ISHARES NEW | $5.4M | 4.1% | 91,598 SH | |
| ISHARES TR | 0-5 YR TIPS ETF | $5.0M | 3.8% | 48,544 SH | |
| ISHARES TR | CORE S&P SCP ETF | $7.2M | 5.4% | 68,563 SH | |
| ISHARES TR | RESIDENTIAL MULT | $3.0M | 2.3% | 34,987 SH | |
| ISHARES TR | RUS MID CAP ETF | $284K | 0.2% | 3,335 SH | |
| JPMORGAN CHASE & CO. | COM | $249K | 0.2% | 1,015 SH | |
| MEDTRONIC PLC | SHS | $534K | 0.4% | 5,944 SH | |
| META PLATFORMS INC | CL A | $204K | 0.2% | 354 SH | |
| MICROSOFT CORP | COM | $635K | 0.5% | 1,692 SH | |
| NVIDIA CORPORATION | COM | $685K | 0.5% | 6,322 SH | |
| PALANTIR TECHNOLOGIES INC | CL A | $266K | 0.2% | 3,152 SH | |
| PHILLIPS EDISON & CO INC | COMMON STOCK | $313K | 0.2% | 8,576 SH | |
| PLBY GROUP INC | COM | $20K | 0.0% | 18,596 SH | |
| SBA COMMUNICATIONS CORP NEW | CL A | $222K | 0.2% | 1,009 SH | |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $6.5M | 4.9% | 232,917 SH | |
| SCHWAB STRATEGIC TR | US TIPS ETF | $747K | 0.6% | 27,764 SH | |
| SPDR INDEX SHS FDS | MSCI ACWI EXUS | $466K | 0.4% | 15,762 SH | |
| SPDR SER TR | PORTFOLIO AGRGTE | $1.3M | 1.0% | 49,688 SH | |
| US BANCORP DEL | COM NEW | $205K | 0.2% | 4,859 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $6.4M | 4.8% | 17,155 SH | |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $2.5M | 1.9% | 27,794 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $391K | 0.3% | 761 SH | |
| VANGUARD INDEX FDS | SML CP GRW ETF | $659K | 0.5% | 2,617 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $295K | 0.2% | 1,072 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $231K | 0.2% | 1,339 SH | |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | $635K | 0.5% | 13,718 SH | |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $12.1M | 9.1% | 205,345 SH | |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $4.5M | 3.4% | 57,265 SH | |
| VANGUARD SCOTTSDALE FDS | TOTAL WLD BD ETF | $1.1M | 0.9% | 16,557 SH | |
| XCEL ENERGY INC | COM | $293K | 0.2% | 4,143 SH |
| 13F-HR |
| 0001754960-25-000642 |
| $162.0M |
| View |
| Jul 28, 2026 | Q2 2026 | 13F-HR | 0001754960-26-000639 | $211.0M | View |
| Jul 15, 2025 | Q2 2025 | 13F-HR/A | 0001754960-25-000369 | $150.8M | View |
| Apr 17, 2026 | Q1 2026 | 13F-HR | 0001754960-26-000266 | $183.6M | View |
| Apr 10, 2025 | Q1 2025 | 13F-HR | 0001754960-25-000167 | $132.4M | View |