Krm Wealth Management

Krm Wealth Management as of Dec. 31, 2025

Portfolio Holdings for Krm Wealth Management

Krm Wealth Management holds 40 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 14.2 $26M 792k 32.62
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 13.9 $25M 343k 74.07
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 13.0 $24M 803k 29.61
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 11.7 $21M 342k 62.47
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 11.4 $21M 200k 103.56
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 8.4 $15M 625k 24.37
Schwab Strategic Tr Fundamental Intl (FNDF) 6.4 $12M 257k 45.21
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 3.4 $6.2M 219k 28.48
Vanguard Index Fds Real Estate Etf (VNQ) 2.5 $4.5M 51k 88.49
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.1 $3.7M 70k 53.76
Schwab Strategic Tr Fundamental Us S (FNDA) 2.0 $3.7M 116k 31.51
Schwab Strategic Tr Fundamental Emer (FNDE) 1.3 $2.4M 67k 36.06
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.0 $1.8M 2.9k 627.18
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.8 $1.5M 62k 24.04
Vanguard Bd Index Fds Intermed Term (BIV) 0.7 $1.4M 18k 77.88
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.6 $1.0M 21k 50.29
Caterpillar (CAT) 0.6 $1.0M 1.8k 572.86
Ishares Tr S&p 500 Grwt Etf (IVW) 0.5 $955k 7.7k 123.26
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.5 $912k 16k 58.73
Ishares Tr National Mun Etf (MUB) 0.4 $780k 7.3k 107.11
Ishares Tr S&p 500 Val Etf (IVE) 0.4 $738k 3.5k 212.08
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.4 $717k 18k 39.59
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.4 $711k 27k 26.23
Apple (AAPL) 0.4 $707k 2.6k 271.81
Vanguard Whitehall Fds High Div Yld (VYM) 0.4 $676k 4.7k 143.51
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.4 $666k 29k 23.37
Vanguard Index Fds Small Cp Etf (VB) 0.3 $577k 2.2k 257.93
Microsoft Corporation (MSFT) 0.2 $443k 917.00 483.48
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $405k 3.8k 106.70
Select Sector Spdr Tr State Street Tec (XLK) 0.2 $351k 2.4k 143.95
Vanguard Index Fds Growth Etf (VUG) 0.2 $300k 615.00 487.56
Ishares Tr Russell 2000 Etf (IWM) 0.2 $285k 1.2k 246.13
Medtronic SHS (MDT) 0.1 $272k 2.8k 96.06
Vanguard World Inf Tech Etf (VGT) 0.1 $263k 349.00 754.54
Spdr Series Trust State Street Spd (SPYV) 0.1 $263k 4.6k 56.81
Ge Aerospace Com New (GE) 0.1 $250k 813.00 308.02
Ishares Tr Core Msci Eafe (IEFA) 0.1 $235k 2.6k 89.45
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $220k 2.8k 78.82
Schwab Strategic Tr Us Reit Etf (SCHH) 0.1 $219k 11k 20.89
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $203k 429.00 473.78