Kmt Wealth Management

Kmt Wealth Management as of Dec. 31, 2024

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