KRM WEALTH MANAGEMENT L.L.C.
44 holdingsFiling period: 2026-03-31Current AUM: $209.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | BND | VANGUARD BD INDEX FDS | 385.7K | $28.4M | $27.9M | 13.32% | +43.3K | 2026-03-31 |
| 2 | SCHV | SCHWAB STRATEGIC TR | 831.5K | $25.4M | $28.3M | 13.54% | +28.1K | 2026-03-31 |
| 3 | SCHG | SCHWAB STRATEGIC TR | 831.3K | $24.2M | $28.4M | 13.58% | +39.2K | 2026-03-31 |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | 363.7K | $23.3M | $25.7M | 12.27% | +21.4K | 2026-03-31 |
| 5 | MOAT | VANECK ETF TRUST | 206.3K | $19.9M | $22.3M | 10.66% | +6.2K | 2026-03-31 |
| 6 | SCHO | SCHWAB STRATEGIC TR | 714.1K | $17.3M | $17.2M | 8.22% | +89.1K | 2026-03-31 |
| 7 | FNDF | SCHWAB STRATEGIC TR | 257.9K | $12.6M | $13.9M | 6.66% | +1.2K | 2026-03-31 |
| 8 | SCHA | SCHWAB STRATEGIC TR | 233.2K | $6.8M | $7.8M | 3.74% | +13.8K | 2026-03-31 |
| 9 | VNQ | VANGUARD INDEX FDS | 53.0K | $4.7M | $5.2M | 2.51% | +2.2K | 2026-03-31 |
| 10 | VWO | VANGUARD INTL EQUITY INDEX F | 79.0K | $4.3M | $4.6M | 2.22% | +9.3K | 2026-03-31 |
| 11 | FNDA | SCHWAB STRATEGIC TR | 121.4K | $3.9M | $4.5M | 2.16% | +5.3K | 2026-03-31 |
| 12 | FNDE | SCHWAB STRATEGIC TR | 66.3K | $2.5M | $2.7M | 1.31% | -386 | 2026-03-31 |
| 13 | VOO | VANGUARD INDEX FDS | 2.9K | $1.8M | $2.0M | 0.96% | +35 | 2026-03-31 |
| 14 | SCHF | SCHWAB STRATEGIC TR | 62.2K | $1.5M | $1.7M | 0.82% | +159 | 2026-03-31 |
| 15 | BIV | VANGUARD BD INDEX FDS | 17.5K | $1.3M | $1.3M | 0.63% | -64 | 2026-03-31 |
| 16 | CAT | CATERPILLAR INC | 1.8K | $1.3M | $1.5M | 0.70% | +4 | 2026-03-31 |
| 17 | VTEB | VANGUARD MUN BD FDS | 20.8K | $1.0M | $1.0M | 0.49% | +255 | 2026-03-31 |
| 18 | VGSH | VANGUARD SCOTTSDALE FDS | 15.4K | $900K | $893K | 0.43% | -137 | 2026-03-31 |
| 19 | IVW | ISHARES TR | 7.8K | $878K | $1.0M | 0.50% | +17 | 2026-03-31 |
| 20 | MUB | ISHARES TR | 7.3K | $777K | $773K | 0.37% | +39 | 2026-03-31 |
| 21 | AAPL | APPLE INC | 2.9K | $734K | $893K | 0.43% | +294 | 2026-03-31 |
| 22 | IVE | ISHARES TR | 3.4K | $728K | $799K | 0.38% | -32 | 2026-03-31 |
| 23 | SCHB | SCHWAB STRATEGIC TR | 27.1K | $681K | $783K | 0.37% | +51 | 2026-03-31 |
| 24 | SCHZ | SCHWAB STRATEGIC TR | 28.7K | $666K | $653K | 0.31% | +198 | 2026-03-31 |
| 25 | DFAC | DIMENSIONAL ETF TRUST | 16.9K | $657K | $752K | 0.36% | -1,208 | 2026-03-31 |
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