Krm Wealth Management

Krm Wealth Management as of March 31, 2026

Portfolio Holdings for Krm Wealth Management

Krm Wealth Management holds 43 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 14.8 $28M 386k 73.64
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 13.2 $25M 832k 30.50
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 12.6 $24M 831k 29.13
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 12.1 $23M 364k 64.08
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 10.4 $20M 206k 96.70
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 9.0 $17M 714k 24.27
Schwab Strategic Tr Fundamental Intl (FNDF) 6.6 $13M 258k 48.93
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 3.5 $6.8M 233k 29.08
Vanguard Index Fds Real Estate Etf (VNQ) 2.4 $4.7M 53k 88.70
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.2 $4.3M 79k 54.05
Schwab Strategic Tr Fundamental Us S (FNDA) 2.1 $3.9M 121k 32.43
Schwab Strategic Tr Fundamental Emer (FNDE) 1.3 $2.5M 66k 38.26
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.9 $1.8M 2.9k 597.63
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.8 $1.5M 62k 24.75
Vanguard Bd Index Fds Intermed Term (BIV) 0.7 $1.3M 18k 77.18
Caterpillar (CAT) 0.7 $1.3M 1.8k 708.28
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.5 $1.0M 21k 49.89
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.5 $901k 15k 58.54
Ishares Tr S&p 500 Grwt Etf (IVW) 0.5 $878k 7.8k 113.11
Ishares Tr National Mun Etf (MUB) 0.4 $777k 7.3k 106.14
Apple (AAPL) 0.4 $735k 2.9k 253.76
Ishares Tr S&p 500 Val Etf (IVE) 0.4 $728k 3.4k 211.16
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.4 $681k 27k 25.10
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.3 $666k 29k 23.22
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.3 $657k 17k 38.86
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $649k 4.4k 148.10
Vanguard Index Fds Small Cp Etf (VB) 0.3 $588k 2.2k 261.95
Vanguard Index Fds Growth Etf (VUG) 0.2 $422k 966.00 436.89
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $406k 3.8k 106.50
Microsoft Corporation (MSFT) 0.2 $342k 923.00 370.04
Select Sector Spdr Tr State Street Tec (XLK) 0.2 $325k 2.4k 132.88
Ishares Tr Russell 2000 Etf (IWM) 0.1 $288k 1.2k 247.99
Spdr Series Trust State Street Spd (SPYV) 0.1 $263k 4.6k 56.58
Orion Marine (ORN) 0.1 $245k 23k 10.90
Vanguard World Inf Tech Etf (VGT) 0.1 $244k 350.00 697.16
Medtronic SHS (MDT) 0.1 $244k 2.8k 86.65
Ishares Tr Core Msci Eafe (IEFA) 0.1 $242k 2.7k 90.52
Ge Aerospace Com New (GE) 0.1 $231k 814.00 283.76
Schwab Strategic Tr Us Reit Etf (SCHH) 0.1 $228k 11k 21.49
Vanguard Index Fds Value Etf (VTV) 0.1 $217k 1.1k 196.20
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $213k 498.00 426.76
Exxon Mobil Corporation (XOM) 0.1 $209k 1.2k 169.69
Ishares Tr Core S&p500 Etf (IVV) 0.1 $208k 319.00 652.54