Krm Wealth Management

Krm Wealth Management as of June 30, 2026

Portfolio Holdings for Krm Wealth Management

Krm Wealth Management holds 46 positions in its portfolio as reported in the June 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) 14.0 $32M 434k 73.41
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 13.6 $31M 886k 34.81
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 13.2 $30M 889k 33.84
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 12.6 $29M 402k 71.25
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 10.1 $23M 220k 103.96
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 8.3 $19M 781k 24.14
Schwab Strategic Tr Fundamental Intl (FNDF) 6.2 $14M 269k 52.76
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 4.1 $9.2M 256k 36.13
Vanguard Index Fds Real Estate Etf (VNQ) 2.4 $5.6M 58k 96.43
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.4 $5.4M 91k 59.69
Schwab Strategic Tr Fundamental Us S (FNDA) 2.2 $5.1M 134k 38.06
Schwab Strategic Tr Fund Em Equi Etf (FNDE) 1.2 $2.7M 69k 39.68
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.9 $2.0M 3.0k 686.77
Caterpillar (CAT) 0.8 $1.9M 1.8k 1064.73
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.8 $1.7M 62k 27.70
Vanguard Bd Index Fds Intermed Term (BIV) 0.6 $1.3M 18k 76.70
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.5 $1.1M 21k 50.58
Ishares Tr S&p 500 Grwt Etf (IVW) 0.5 $1.1M 7.8k 137.53
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.4 $884k 15k 58.20
Apple (AAPL) 0.4 $824k 2.8k 289.33
Ishares Tr National Mun Etf (MUB) 0.4 $803k 7.5k 107.62
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.3 $788k 27k 28.96
Ishares Tr S&p 500 Val Etf (IVE) 0.3 $786k 3.5k 227.05
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) 0.3 $752k 17k 44.36
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $691k 4.4k 158.03
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.3 $671k 29k 23.13
Vanguard Index Fds Small Cp Etf (VB) 0.3 $669k 2.2k 303.06
Vanguard Index Fds Growth Etf (VUG) 0.2 $488k 5.7k 86.13
Select Sector Spdr Tr St Str Techn Etf (XLK) 0.2 $464k 2.4k 190.49
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $408k 3.8k 106.48
United Parcel Svcs CL B (UPS) 0.2 $384k 3.6k 107.49
Orion Marine (ORN) 0.2 $379k 23k 16.82
Ishares Tr Russell 2000 Etf (IWM) 0.2 $349k 1.2k 300.38
Microsoft Corporation (MSFT) 0.2 $346k 928.00 372.88
Vanguard World Inf Tech Etf (VGT) 0.1 $335k 2.8k 119.52
Ge Aerospace Com New (GE) 0.1 $305k 815.00 373.89
Ishares Tr Core S&p500 Etf (IVV) 0.1 $284k 379.00 748.17
Spdr Series Trust St Str P500val (SPYV) 0.1 $281k 4.6k 60.78
Ishares Tr Core Msci Eafe (IEFA) 0.1 $262k 2.7k 96.59
Schwab Strategic Tr Us Reit Etf (SCHH) 0.1 $252k 11k 23.68
Vanguard Index Fds Value Etf (VTV) 0.1 $241k 1.1k 217.98
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $230k 1.9k 124.16
Ge Vernova (GEV) 0.1 $227k 193.00 1176.23
Medtronic SHS (MDT) 0.1 $220k 2.8k 78.23
Alphabet Cap Stk Cl C (GOOG) 0.1 $214k 606.00 353.49
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $204k 2.6k 77.90