KMT WEALTH MANAGEMENT, LLC
17 holdingsFiling period: 2026-03-31Current AUM: $210.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 291.4K | $93.5M | $107.3M | 50.92% | +8.4K | 2026-03-31 |
| 2 | IVV | ISHARES TR | 100.1K | $65.4M | $75.1M | 35.64% | +25 | 2026-03-31 |
| 3 | VXUS | VANGUARD STAR FDS | 120.2K | $9.3M | $10.2M | 4.82% | -- | 2026-03-31 |
| 4 | DFAS | DIMENSIONAL ETF TRUST | 90.5K | $6.4M | $7.3M | 3.48% | -- | 2026-03-31 |
| 5 | VOO | VANGUARD INDEX FDS | 4.0K | $2.4M | $2.8M | 1.31% | +315 | 2026-03-31 |
| 6 | SPY | STATE STR SPDR S&P 500 ETF T | 3.3K | $2.2M | $2.5M | 1.17% | +1.3K | 2026-03-31 |
| 7 | IJR | ISHARES TR | 8.4K | $1.0M | $1.2M | 0.58% | +1.8K | 2026-03-31 |
| 8 | VTEB | VANGUARD MUN BD FDS | 20.3K | $1.0M | $1.0M | 0.48% | -- | 2026-03-31 |
| 9 | MSFT | MICROSOFT CORP | 1.5K | $549K | $689K | 0.33% | -140 | 2026-03-31 |
| 10 | AAPL | APPLE INC | 1.9K | $494K | $601K | 0.29% | -350 | 2026-03-31 |
| 11 | CGGO | CAPITAL GROUP GBL GROWTH EQT | 10.3K | $343K | $406K | 0.19% | -- | 2026-03-31 |
| 12 | SCHM | SCHWAB STRATEGIC TR | 9.6K | $295K | $331K | 0.16% | -- | 2026-03-31 |
| 13 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 6.2K | $263K | $306K | 0.15% | -- | 2026-03-31 |
| 14 | NVDA | NVIDIA CORPORATION | 1.4K | $245K | $282K | 0.13% | -845 | 2026-03-31 |
| 15 | AVGO | BROADCOM INC | 790 | $244K | $307K | 0.15% | -200 | 2026-03-31 |
| 16 | SCHA | SCHWAB STRATEGIC TR | 7.3K | $212K | $245K | 0.12% | -- | 2026-03-31 |
| 17 | HD | HOME DEPOT INC | 621 | $204K | $206K | 0.10% | -- | 2026-03-31 |
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