Kmt Wealth Management as of June 30, 2025
Portfolio Holdings for Kmt Wealth Management
Kmt Wealth Management holds 16 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 48.9 | $83M | 272k | 303.93 | |
| Ishares Tr Core S&p500 Etf (IVV) | 37.6 | $64M | 103k | 620.90 | |
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 5.3 | $9.0M | 130k | 69.09 | |
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 3.4 | $5.8M | 91k | 63.71 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.3 | $2.2M | 3.5k | 617.85 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.0 | $1.7M | 3.0k | 568.03 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.5 | $916k | 8.4k | 109.29 | |
| Microsoft Corporation (MSFT) | 0.5 | $868k | 1.7k | 497.41 | |
| Apple (AAPL) | 0.3 | $533k | 2.6k | 205.17 | |
| NVIDIA Corporation (NVDA) | 0.2 | $356k | 2.3k | 157.99 | |
| Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) | 0.2 | $329k | 10k | 31.97 | |
| Flexshares Tr Iboxx 5yr Trgt (TDTF) | 0.2 | $318k | 13k | 24.08 | |
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.2 | $286k | 10k | 28.05 | |
| Broadcom (AVGO) | 0.2 | $273k | 990.00 | 275.65 | |
| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.1 | $244k | 6.2k | 39.49 | |
| Home Depot (HD) | 0.1 | $228k | 621.00 | 366.64 |
