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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 | $550K | 0.4%Prev: 0.2% | 3,614 SH | Increased+651 SH |
| ALPHABET INC | CAP STK CL A | $218K | 0.1%Prev: 0.2% | 1,236 SH | Decreased-302 SH |
| AMAZON COM INC | COM | $467K | 0.3%Prev: 0.3% | 2,129 SH | Decreased-274 SH |
| APPLE INC | COM | $1.3M | 0.9%Prev: 0.9% | 6,394 SH | Decreased-367 SH |
| AT&T INC | COM | $200K | 0.1% | 6,925 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $728K | 0.5%Prev: 0.4% | 1,499 SH | Decreased-221 SH |
| BROADCOM INC | COM | $295K | 0.2%Prev: 0.2% | 1,071 SH | Decreased-359 SH |
| COSTCO WHSL CORP NEW | COM | $425K | 0.3% | 429 SH | New |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $7.2M | 4.8%Prev: 4.9% | 247,753 SH | Decreased-18,919 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $22.7M | 15.1%Prev: 15.4% | 657,791 SH | Decreased-67,022 SH |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $23.5M | 15.6%Prev: 14.4% | 554,274 SH | Decreased-33,739 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $2.9M | 1.9%Prev: 1.8% | 81,418 SH | Decreased-4,077 SH |
| EXXON MOBIL CORP | COM | $297K | 0.2%Prev: 0.4% | 2,751 SH | Decreased-1,052 SH |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $505K | 0.3%Prev: 0.2% | 11,029 SH | Increased+1,100 SH |
| GENERAL MLS INC | COM | $377K | 0.2% | 7,272 SH | New |
| INNOVATOR ETFS TRUST | DEFINED WLT SHLD | $22.6M | 15.0%Prev: 13.0% | 705,499 SH | Decreased-5,548 SH |
| ISHARES GOLD TR | ISHARES NEW | $5.9M | 3.9%Prev: 4.2% | 94,760 SH | Decreased+6,572 SH |
| ISHARES TR | 0-5 YR TIPS ETF | $5.4M | 3.6%Prev: 3.5% | 52,465 SH | Decreased-8,912 SH |
| ISHARES TR | CORE S&P SCP ETF | $8.4M | 5.6%Prev: 5.8% | 77,185 SH | Decreased-7,771 SH |
| ISHARES TR | RESIDENTIAL MULT | $3.2M | 2.1%Prev: 2.1% | 38,515 SH | Decreased-7,118 SH |
| ISHARES TR | RUS MID CAP ETF | $307K | 0.2%Prev: 0.2% | 3,335 SH | Decreased |
| JPMORGAN CHASE & CO. | COM | $292K | 0.2% | 1,008 SH | New |
| META PLATFORMS INC | CL A | $264K | 0.2%Prev: 0.1% | 358 SH | Increased-84 SH |
| MICROSOFT CORP | COM | $896K | 0.6%Prev: 0.5% | 1,802 SH | Decreased-789 SH |
| MICROSTRATEGY INC | CL A NEW | $286K | 0.2% | 708 SH | New |
| NVIDIA CORPORATION | COM | $859K | 0.6%Prev: 0.6% | 5,437 SH | Decreased-770 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $454K | 0.3%Prev: 0.3% | 3,327 SH | Decreased-181 SH |
| PHILLIPS EDISON & CO INC | COMMON STOCK | $301K | 0.2%Prev: 0.1% | 8,585 SH | Increased+1,555 SH |
| PLAYBOY INC | COM | $30K | 0.0%Prev: 0.0% | 18,596 SH | Increased |
| SBA COMMUNICATIONS CORP NEW | CL A | $239K | 0.2% | 1,018 SH | New |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $7.0M | 4.7%Prev: 5.2% | 265,518 SH | Decreased-46,366 SH |
| SPDR INDEX SHS FDS | MSCI ACWI EXUS | $515K | 0.3% | 15,762 SH | New |
| SPDR SERIES TRUST | PORTFOLIO AGRGTE | $563K | 0.4% | 21,992 SH | New |
| TIDAL TR II | YIELDMAX NVDA | $205K | 0.1% | 12,222 SH | New |
| US BANCORP DEL | COM NEW | $220K | 0.1% | 4,867 SH | New |
| VALENS SEMICONDUCTOR LTD | *W EXP 09/30/202 | $774 | 0.0% | 15,000 SH | New |
| VANGUARD INDEX FDS | GROWTH ETF | $8.2M | 5.4%Prev: 4.7% | 18,676 SH | Decreased-1,252 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $2.7M | 1.8%Prev: 1.8% | 30,542 SH | Decreased-6,393 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $439K | 0.3%Prev: 0.3% | 773 SH | Decreased-6 SH |
| VANGUARD INDEX FDS | SML CP GRW ETF | $956K | 0.6%Prev: 0.7% | 3,453 SH | Decreased-687 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $345K | 0.2% | 1,136 SH | New |
| VANGUARD INDEX FDS | VALUE ETF | $237K | 0.2%Prev: 0.1% | 1,339 SH | Decreased |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $12.9M | 8.5%Prev: 8.3% | 219,207 SH | Decreased-41,113 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $4.7M | 3.1%Prev: 2.9% | 59,155 SH | Decreased-8,433 SH |
| VANGUARD SCOTTSDALE FDS | TOTAL WLD BD ETF | $421K | 0.3% | 6,068 SH | New |
| XCEL ENERGY INC | COM | $253K | 0.2%Prev: 0.1% | 3,713 SH | Increased+760 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 |