KRM WEALTH MANAGEMENT L.L.C.
46 holdingsFiling period: 2026-06-30Current AUM: $226.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | BND | VANGUARD BD INDEX FDS | 434.2K | $31.9M | $30.9M | 13.63% | +48.5K | 2026-06-30 |
| 2 | SCHV | SCHWAB STRATEGIC TR | 885.9K | $30.8M | $30.2M | 13.33% | +54.4K | 2026-06-30 |
| 3 | SCHG | SCHWAB STRATEGIC TR | 889.4K | $30.1M | $31.1M | 13.74% | +58.0K | 2026-06-30 |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | 401.5K | $28.6M | $28.7M | 12.67% | +37.8K | 2026-06-30 |
| 5 | MOAT | VANECK ETF TRUST | 220.1K | $22.9M | $24.0M | 10.59% | +13.7K | 2026-06-30 |
| 6 | SCHO | SCHWAB STRATEGIC TR | 780.8K | $18.8M | $18.7M | 8.24% | +66.7K | 2026-06-30 |
| 7 | FNDF | SCHWAB STRATEGIC TR | 269.2K | $14.2M | $14.9M | 6.56% | +11.3K | 2026-06-30 |
| 8 | SCHA | SCHWAB STRATEGIC TR | 255.6K | $9.2M | $8.5M | 3.74% | +22.4K | 2026-06-30 |
| 9 | VNQ | VANGUARD INDEX FDS | 57.7K | $5.6M | $5.4M | 2.39% | +4.7K | 2026-06-30 |
| 10 | VWO | VANGUARD INTL EQUITY INDEX F | 91.1K | $5.4M | $5.4M | 2.38% | +12.0K | 2026-06-30 |
| 11 | FNDA | SCHWAB STRATEGIC TR | 134.3K | $5.1M | $4.8M | 2.13% | +12.8K | 2026-06-30 |
| 12 | FNDE | SCHWAB STRATEGIC TR | 69.1K | $2.7M | $2.9M | 1.28% | +2.8K | 2026-06-30 |
| 13 | VOO | VANGUARD INDEX FDS | 3.0K | $2.0M | $2.1M | 0.91% | +35 | 2026-06-30 |
| 14 | CAT | CATERPILLAR INC | 1.8K | $1.9M | $1.4M | 0.61% | -37 | 2026-06-30 |
| 15 | SCHF | SCHWAB STRATEGIC TR | 62.0K | $1.7M | $1.7M | 0.76% | -228 | 2026-06-30 |
| 16 | BIV | VANGUARD BD INDEX FDS | 17.6K | $1.3M | $1.3M | 0.57% | +98 | 2026-06-30 |
| 17 | VTEB | VANGUARD MUN BD FDS | 21.2K | $1.1M | $1.0M | 0.45% | +474 | 2026-06-30 |
| 18 | IVW | ISHARES TR | 7.8K | $1.1M | $1.1M | 0.47% | +7 | 2026-06-30 |
| 19 | VGSH | VANGUARD SCOTTSDALE FDS | 15.2K | $883K | $875K | 0.39% | -206 | 2026-06-30 |
| 20 | AAPL | APPLE INC | 2.8K | $824K | $944K | 0.42% | -47 | 2026-06-30 |
| 21 | MUB | ISHARES TR | 7.5K | $803K | $768K | 0.34% | +144 | 2026-06-30 |
| 22 | SCHB | SCHWAB STRATEGIC TR | 27.2K | $788K | $794K | 0.35% | +71 | 2026-06-30 |
| 23 | IVE | ISHARES TR | 3.5K | $786K | $807K | 0.36% | +14 | 2026-06-30 |
| 24 | DFAC | DIMENSIONAL ETF TRUST | 17.0K | $752K | $759K | 0.33% | +42 | 2026-06-30 |
| 25 | VYM | VANGUARD WHITEHALL FDS | 4.4K | $690K | $705K | 0.31% | -13 | 2026-06-30 |
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