Kmt Wealth Management
Latest statistics and disclosures from Kmt Wealth Management's latest quarterly 13F-HR filing:
- Central Index Key (CIK): 0002058235
Tip: Access up to 7 years of quarterly data
Positions held by Kmt Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Kmt Wealth Management
Kmt Wealth Management holds 13 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 45.1 | $56M | 96k | 588.68 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 39.1 | $49M | 168k | 289.81 |
|
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 6.1 | $7.6M | 130k | 58.93 |
|
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 5.0 | $6.2M | 96k | 65.08 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.6 | $2.0M | 3.8k | 538.81 |
|
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 1.0 | $1.2M | 24k | 50.88 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.6 | $740k | 6.4k | 115.22 |
|
|
| Apple (AAPL) | 0.3 | $409k | 1.6k | 250.42 |
|
|
| Microsoft Corporation (MSFT) | 0.3 | $378k | 896.00 | 421.50 |
|
|
| Flexshares Tr Iboxx 5yr Trgt (TDTF) | 0.2 | $307k | 13k | 23.26 |
|
|
| NVIDIA Corporation (NVDA) | 0.2 | $302k | 2.3k | 134.29 |
|
|
| Broadcom (AVGO) | 0.2 | $230k | 990.00 | 231.84 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $216k | 369.00 | 586.08 |
|
Past Filings by Kmt Wealth Management
SEC 13F filings are viewable for Kmt Wealth Management going back to 2024
- Kmt Wealth Management 2024 Q4 filed Feb. 27, 2025