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The Analysis of KRM WEALTH MANAGEMENT L.L.C.'s Holdings & P&L

Currently, KRM WEALTH MANAGEMENT L.L.C. holds 46 types of securities in its portfolio with a total value $227.3M. In the most recent quarter, they have increased their positions in BND (+48.5K shares, valued at $3.6M), VEA (+37.8K shares, valued at $2.7M), SCHG (+58.0K shares, valued at $2.0M); decreased their positions in CAT (-37 shares, valued at $39.4K), AAPL (-47 shares, valued at $13.6K), VGSH (-206 shares, valued at $12.0K); initiated new positions in UPS (+3.6K shares, valued at $384.4K), GEV (+193 shares, valued at $227.0K), GOOG (+606 shares, valued at $214.2K).

1M P&L

-3.2M-1.39%

3M P&L

+3.7M+1.66%

HY P&L

+21.0M+10.14%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A222.0M

98.0%

2Farm & Heavy Construction Machinery1.9M

0.8%

3Consumer Electronics824.0K

0.4%

Top Industries by Stock Count

1N/A35 stocks

81.4%

2Internet Content & Information1 stocks

2.3%

3Consumer Electronics1 stocks

2.3%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BND VANGUARD BD INDEX FDS434.2K shares12.56%2026-06-302026-08-07

SCHV SCHWAB STRATEGIC TR885.9K shares6.54%2026-06-302026-08-07

SCHG SCHWAB STRATEGIC TR889.4K shares6.98%2026-06-302026-08-07

VEA VANGUARD TAX-MANAGED FDS401.5K shares10.39%2026-06-302026-08-07

MOAT VANECK ETF TRUST220.1K shares6.66%2026-06-302026-08-07

SCHO SCHWAB STRATEGIC TR780.8K shares9.34%2026-06-302026-08-07

FNDF SCHWAB STRATEGIC TR269.2K shares4.37%2026-06-302026-08-07

SCHA SCHWAB STRATEGIC TR255.6K shares9.58%2026-06-302026-08-07

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VNQ VANGUARD INDEX FDS57.7K shares8.85%2026-06-302026-08-07

VWO VANGUARD INTL EQUITY INDEX F91.1K shares15.24%2026-06-302026-08-07

FNDA SCHWAB STRATEGIC TR134.3K shares10.57%2026-06-302026-08-07

FNDE SCHWAB STRATEGIC TR69.1K shares4.24%2026-06-302026-08-07

VOO VANGUARD INDEX FDS3.0K shares1.19%2026-06-302026-08-07

CAT CATERPILLAR INC1.8K shares-2.07%2026-06-302026-08-07

SCHF SCHWAB STRATEGIC TR62.0K shares-0.37%2026-06-302026-08-07

BIV VANGUARD BD INDEX FDS17.6K shares0.56%2026-06-302026-08-07

Sponsored

VTEB VANGUARD MUN BD FDS21.2K shares2.28%2026-06-302026-08-07

IVW ISHARES TR7.8K shares0.09%2026-06-302026-08-07

VGSH VANGUARD SCOTTSDALE FDS15.2K shares-1.34%2026-06-302026-08-07

AAPL APPLE INC2.8K shares-1.62%2026-06-302026-08-07

MUB ISHARES TR7.5K shares1.97%2026-06-302026-08-07

SCHB SCHWAB STRATEGIC TR27.2K shares0.26%2026-06-302026-08-07

IVE ISHARES TR3.5K shares0.41%2026-06-302026-08-07

DFAC DIMENSIONAL ETF TRUST17.0K shares0.25%2026-06-302026-08-07

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VYM VANGUARD WHITEHALL FDS4.4K shares-0.30%2026-06-302026-08-07

SCHZ SCHWAB STRATEGIC TR29.0K shares1.03%2026-06-302026-08-07

VB VANGUARD INDEX FDS2.2K shares-1.74%2026-06-302026-08-07

VUG VANGUARD INDEX FDS5.7K shares485.92%2026-06-302026-08-07

XLK SELECT SECTOR SPDR TR2.4K shares-0.37%2026-06-302026-08-07

SUB ISHARES TR3.8K shares0.63%2026-06-302026-08-07

UPS UNITED PARCEL SVCS INC3.6K sharesnew addition2026-06-302026-08-07

ORN ORION GROUP HLDGS INC22.5K shares0.00%2026-06-302026-08-07

Sponsored

IWM ISHARES TR1.2K shares0.26%2026-06-302026-08-07

MSFT MICROSOFT CORP928 shares0.54%2026-06-302026-08-07

VGT VANGUARD WORLD FD2.8K shares700.00%2026-06-302026-08-07

GE GE AEROSPACE815 shares0.12%2026-06-302026-08-07

ISHARES TR ISHARES TR379 shares18.81%2026-06-302026-08-07

SPYV SPDR SERIES TRUST4.6K shares-0.45%2026-06-302026-08-07

ISHARES TR ISHARES TR2.7K shares1.57%2026-06-302026-08-07

SCHH SCHWAB STRATEGIC TR10.7K shares0.60%2026-06-302026-08-07

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VTV VANGUARD INDEX FDS1.1K shares0.00%2026-06-302026-08-07

IWF ISHARES TR1.9K shares272.09%2026-06-302026-08-07

GEV GE VERNOVA INC193 sharesnew addition2026-06-302026-08-07

MEDTRONIC PLC MEDTRONIC PLC2.8K shares-0.25%2026-06-302026-08-07

GOOG ALPHABET INC606 sharesnew addition2026-06-302026-08-07

BSV VANGUARD BD INDEX FDS2.6K sharesnew addition2026-06-302026-08-07

BND

VANGUARD BD INDEX FDS

12.56%

Shares434.2K

Event2026-06-30

Filed2026-08-07

SCHV

SCHWAB STRATEGIC TR

6.54%

Shares885.9K

Event2026-06-30

Filed2026-08-07

SCHG

SCHWAB STRATEGIC TR

6.98%

Shares889.4K

Event2026-06-30

Filed2026-08-07

VEA

VANGUARD TAX-MANAGED FDS

10.39%

Shares401.5K

Event2026-06-30

Filed2026-08-07

MOAT

VANECK ETF TRUST

6.66%

Shares220.1K

Event2026-06-30

Filed2026-08-07

SCHO

SCHWAB STRATEGIC TR

9.34%

Shares780.8K

Event2026-06-30

Filed2026-08-07

FNDF

SCHWAB STRATEGIC TR

4.37%

Shares269.2K

Event2026-06-30

Filed2026-08-07

SCHA

SCHWAB STRATEGIC TR

9.58%

Shares255.6K

Event2026-06-30

Filed2026-08-07

VNQ

VANGUARD INDEX FDS

8.85%

Shares57.7K

Event2026-06-30

Filed2026-08-07

VWO

VANGUARD INTL EQUITY INDEX F

15.24%

Shares91.1K

Event2026-06-30

Filed2026-08-07

FNDA

SCHWAB STRATEGIC TR

10.57%

Shares134.3K

Event2026-06-30

Filed2026-08-07

FNDE

SCHWAB STRATEGIC TR

4.24%

Shares69.1K

Event2026-06-30

Filed2026-08-07

VOO

VANGUARD INDEX FDS

1.19%

Shares3.0K

Event2026-06-30

Filed2026-08-07

CAT

CATERPILLAR INC

-2.07%

Shares1.8K

Event2026-06-30

Filed2026-08-07

SCHF

SCHWAB STRATEGIC TR

-0.37%

Shares62.0K

Event2026-06-30

Filed2026-08-07

BIV

VANGUARD BD INDEX FDS

0.56%

Shares17.6K

Event2026-06-30

Filed2026-08-07

VTEB

VANGUARD MUN BD FDS

2.28%

Shares21.2K

Event2026-06-30

Filed2026-08-07

IVW

ISHARES TR

0.09%

Shares7.8K

Event2026-06-30

Filed2026-08-07

VGSH

VANGUARD SCOTTSDALE FDS

-1.34%

Shares15.2K

Event2026-06-30

Filed2026-08-07

AAPL

APPLE INC

-1.62%

Shares2.8K

Event2026-06-30

Filed2026-08-07

MUB

ISHARES TR

1.97%

Shares7.5K

Event2026-06-30

Filed2026-08-07

SCHB

SCHWAB STRATEGIC TR

0.26%

Shares27.2K

Event2026-06-30

Filed2026-08-07

IVE

ISHARES TR

0.41%

Shares3.5K

Event2026-06-30

Filed2026-08-07

DFAC

DIMENSIONAL ETF TRUST

0.25%

Shares17.0K

Event2026-06-30

Filed2026-08-07

VYM

VANGUARD WHITEHALL FDS

-0.30%

Shares4.4K

Event2026-06-30

Filed2026-08-07

SCHZ

SCHWAB STRATEGIC TR

1.03%

Shares29.0K

Event2026-06-30

Filed2026-08-07

VANGUARD INDEX FDS

-1.74%

Shares2.2K

Event2026-06-30

Filed2026-08-07

VUG

VANGUARD INDEX FDS

485.92%

Shares5.7K

Event2026-06-30

Filed2026-08-07

XLK

SELECT SECTOR SPDR TR

-0.37%

Shares2.4K

Event2026-06-30

Filed2026-08-07

SUB

ISHARES TR

0.63%

Shares3.8K

Event2026-06-30

Filed2026-08-07

UPS

UNITED PARCEL SVCS INC

New

Shares3.6K

Event2026-06-30

Filed2026-08-07

ORN

ORION GROUP HLDGS INC

0.00%

Shares22.5K

Event2026-06-30

Filed2026-08-07

IWM

ISHARES TR

0.26%

Shares1.2K

Event2026-06-30

Filed2026-08-07

MSFT

MICROSOFT CORP

0.54%

Shares928

Event2026-06-30

Filed2026-08-07

VGT

VANGUARD WORLD FD

700.00%

Shares2.8K

Event2026-06-30

Filed2026-08-07

GE AEROSPACE

0.12%

Shares815

Event2026-06-30

Filed2026-08-07

ISHARES TR

18.81%

Shares379

Event2026-06-30

Filed2026-08-07

SPYV

SPDR SERIES TRUST

-0.45%

Shares4.6K

Event2026-06-30

Filed2026-08-07

ISHARES TR

1.57%

Shares2.7K

Event2026-06-30

Filed2026-08-07

SCHH

SCHWAB STRATEGIC TR

0.60%

Shares10.7K

Event2026-06-30

Filed2026-08-07

VTV

VANGUARD INDEX FDS

0.00%

Shares1.1K

Event2026-06-30

Filed2026-08-07

IWF

ISHARES TR

272.09%

Shares1.9K

Event2026-06-30

Filed2026-08-07

GEV

GE VERNOVA INC

New

Shares193

Event2026-06-30

Filed2026-08-07

MEDTRONIC PLC

-0.25%

Shares2.8K

Event2026-06-30

Filed2026-08-07

GOOG

ALPHABET INC

New

Shares606

Event2026-06-30

Filed2026-08-07

BSV

VANGUARD BD INDEX FDS

New

Shares2.6K

Event2026-06-30

Filed2026-08-07

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available