Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
DIMENSIONAL ETF TRUST (DFAU) | 480,183 | +1,109 | $15,966 |
DFAU | 480,183 | +1,109 | $15,966 |
DIMENSIONAL ETF TRUST (DFAI) | 543,234 | +6,762 | $15,558 |
DFAI | 543,234 | +6,762 | $15,558 |
FIRST TR EXCHNG TRADED FD VI (BUFD) | 613,005 | -21,723 | $13,915 |
BUFD | 613,005 | -21,723 | $13,915 |
VANGUARD SCOTTSDALE FDS (VGSH) | 171,510 | +3,631 | $10,004 |
VGSH | 171,510 | +3,631 | $10,004 |
FIRST TR EXCHNG TRADED FD VI (BUFR) | 369,905 | +69,404 | $9,828 |
BUFR | 369,905 | +69,404 | $9,828 |
ISHARES TR (IJR) | 82,521 | +1,766 | $8,933 |
IJR | 82,521 | +1,766 | $8,933 |
ISHARES TR (STIP) | 72,318 | +2,894 | $7,130 |
STIP | 72,318 | +2,894 | $7,130 |
VANGUARD INDEX FDS (VUG) | 19,707 | +935 | $6,126 |
VUG | 19,707 | +935 | $6,126 |
SPDR SER TR (SPAB) | 218,947 | +16,028 | $5,614 |
SPAB | 218,947 | +16,028 | $5,614 |
VANGUARD SCOTTSDALE FDS (BNDW) | 77,783 | +5,581 | $5,383 |
BNDW | 77,783 | +5,581 | $5,383 |
SCHWAB STRATEGIC TR | 66,059 | -1,439 | $5,029 |
SCHD | 66,059 | -1,439 | $5,029 |
FIRST TR EXCH TRADED FD III (MARB) | 222,010 | -618 | $4,476 |
MARB | 222,010 | -618 | $4,476 |
DIMENSIONAL ETF TRUST (DFAE) | 185,609 | +5,519 | $4,475 |
DFAE | 185,609 | +5,519 | $4,475 |
VANGUARD SCOTTSDALE FDS (VCSH) | 56,781 | +740 | $4,393 |
VCSH | 56,781 | +740 | $4,393 |
ISHARES GOLD TR (IAU) | 103,845 | -170 | $4,053 |
IAU | 103,845 | -170 | $4,053 |
SCHWAB STRATEGIC TR | 76,901 | -222 | $4,014 |
SCHP | 76,901 | -222 | $4,014 |
VANGUARD SCOTTSDALE FDS (VMBS) | 74,283 | +3,142 | $3,444 |
VMBS | 74,283 | +3,142 | $3,444 |
FIRST TR MORNINGSTAR DIVID L (FDL) | 90,099 | +3,521 | $3,233 |
FDL | 90,099 | +3,521 | $3,233 |
FIRST TR VALUE LINE DIVID IN (FVD) | 75,446 | +503 | $3,060 |
FVD | 75,446 | +503 | $3,060 |
FIRST TR EXCHANGE TRADED FD (LMBS) | 62,210 | +62,210 | $3,006 |
LMBS | 62,210 | +62,210 | $3,006 |
FIRST TR EXCHANGE TRADED FD (HYLS) | 68,348 | +68,348 | $2,841 |
HYLS | 68,348 | +68,348 | $2,841 |
FIRST TR EXCHANGE TRADED FD (FICS) | 81,925 | +226 | $2,765 |
FICS | 81,925 | +226 | $2,765 |
FIRST TR EXCH TRD ALPHDX FD (FEMS) | 65,606 | +289 | $2,522 |
FEMS | 65,606 | +289 | $2,522 |
FIRST TR EXCHNG TRADED FD VI (XDEC) | 73,459 | -1,466 | $2,500 |
XDEC | 73,459 | -1,466 | $2,500 |
ISHARES TR (REZ) | 31,803 | +4,480 | $2,338 |
REZ | 31,803 | +4,480 | $2,338 |
DIMENSIONAL ETF TRUST (DFAC) | 72,739 | +784 | $2,126 |
DFAC | 72,739 | +784 | $2,126 |
VANGUARD INDEX FDS (VNQ) | 23,903 | +1,548 | $2,112 |
VNQ | 23,903 | +1,548 | $2,112 |
MICROSOFT CORP | 5,272 | -75 | $1,982 |
MSFT | 5,272 | -75 | $1,982 |
APPLE INC | 9,933 | +183 | $1,912 |
AAPL | 9,933 | +183 | $1,912 |
FIRST TR EXCHANGE TRADED FD (FSIG) | 89,986 | -1,275 | $1,706 |
FSIG | 89,986 | -1,275 | $1,706 |
INVESCO ACTVELY MNGD ETC FD | 127,427 | -2,155 | $1,695 |
PDBC | 127,427 | -2,155 | $1,695 |
ABRDN ETFS (BCD) | 54,874 | -121 | $1,679 |
BCD | 54,874 | -121 | $1,679 |
ETF SER SOLUTIONS (ACIO) | 35,975 | -713 | $1,193 |
ACIO | 35,975 | -713 | $1,193 |
VANGUARD INDEX FDS (VTV) | 7,025 | +7,025 | $1,050 |
VTV | 7,025 | +7,025 | $1,050 |
NVIDIA CORPORATION | 1,955 | -5 | $968 |
NVDA | 1,955 | -5 | $968 |
MEDTRONIC PLC | 10,233 | -193 | $843 |
MDT | 10,233 | -193 | $843 |
AMAZON COM INC | 5,332 | -193 | $810 |
AMZN | 5,332 | -193 | $810 |
BERKSHIRE HATHAWAY INC DEL | $719 | ||
BRK.B | 2,015 | +54 | $719 |
COSTCO WHSL CORP NEW | 863 | -20 | $570 |
COST | 863 | -20 | $570 |
HOME DEPOT INC | 1,621 | -85 | $562 |
HD | 1,621 | -85 | $562 |
VANGUARD INDEX FDS (VBK) | 2,312 | +190 | $559 |
VBK | 2,312 | +190 | $559 |
META PLATFORMS INC | 1,569 | -102 | $555 |
META | 1,569 | -102 | $555 |
ALPHABET INC | 3,908 | -50 | $546 |
GOOGL | 3,908 | -50 | $546 |
SPDR INDEX SHS FDS (SPDW) | 15,178 | +15,178 | $516 |
SPDW | 15,178 | +15,178 | $516 |
FIDELITY MERRIMACK STR TR | 11,029 | +11,029 | $508 |
FBND | 11,029 | +11,029 | $508 |
INTERNATIONAL BUSINESS MACHS | 3,102 | -7 | $507 |
IBM | 3,102 | -7 | $507 |
UNITEDHEALTH GROUP INC | 938 | -9 | $494 |
UNH | 938 | -9 | $494 |
EXXON MOBIL CORP | 4,834 | -33 | $483 |
XOM | 4,834 | -33 | $483 |
TESLA INC | 1,936 | +109 | $481 |
TSLA | 1,936 | +109 | $481 |
JPMORGAN CHASE & CO | 2,802 | +116 | $477 |
JPM | 2,802 | +116 | $477 |
See Full List: All Stocks Held By Kure Advisory LLC
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
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See Details: Top 10 Stocks Held By Kure Advisory LLC
Size ($ in 1000's)
At 12/31/2023: $192,906 At 09/30/2023: $176,575 Kure Advisory LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Kure Advisory LLC 13F filings. Link to 13F filings: SEC filings |