Sponsored

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

Currently, KRM WEALTH MANAGEMENT L.L.C. holds 43 types of securities in its portfolio with a total value $191.9M. In the most recent quarter, they have increased their positions in BND (+43.3K shares, valued at $3.2M), SCHO (+89.1K shares, valued at $2.2M), VEA (+21.4K shares, valued at $1.4M); decreased their positions in VYM (-327 shares, valued at $48.4K), DFAC (-1.2K shares, valued at $46.9K), FNDE (-386 shares, valued at $14.8K); initiated new positions in ORN (+22.5K shares, valued at $245.3K), VTV (+1.1K shares, valued at $217.2K), XOM (+1.2K shares, valued at $209.4K).

1M P&L

-841.7K-0.41%

3M P&L

+4.0M+1.99%

HY P&L

+2.9M+1.45%

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/A186.9M

98.5%

2Farm & Heavy Construction Machinery1.3M

0.7%

3Consumer Electronics734.6K

0.4%

Top Industries by Stock Count

1N/A35 stocks

87.5%

2Consumer Electronics1 stocks

2.5%

3Farm & Heavy Construction Machinery1 stocks

2.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BND VANGUARD BD INDEX FDS385.7K shares12.64%2026-03-312026-04-23

SCHV SCHWAB STRATEGIC TR831.5K shares3.50%2026-03-312026-04-23

SCHG SCHWAB STRATEGIC TR831.3K shares4.95%2026-03-312026-04-23

VEA VANGUARD TAX-MANAGED FDS363.7K shares6.26%2026-03-312026-04-23

MOAT VANECK ETF TRUST206.3K shares3.10%2026-03-312026-04-23

SCHO SCHWAB STRATEGIC TR714.1K shares14.26%2026-03-312026-04-23

FNDF SCHWAB STRATEGIC TR257.9K shares0.46%2026-03-312026-04-23

SCHA SCHWAB STRATEGIC TR233.2K shares6.31%2026-03-312026-04-23

Sponsored

VNQ VANGUARD INDEX FDS53.0K shares4.36%2026-03-312026-04-23

VWO VANGUARD INTL EQUITY INDEX F79.0K shares13.41%2026-03-312026-04-23

FNDA SCHWAB STRATEGIC TR121.4K shares4.55%2026-03-312026-04-23

FNDE SCHWAB STRATEGIC TR66.3K shares-0.58%2026-03-312026-04-23

VANGUARD INDEX FDS VANGUARD INDEX FDS2.9K shares1.21%2026-03-312026-04-23

SCHF SCHWAB STRATEGIC TR62.2K shares0.26%2026-03-312026-04-23

BIV VANGUARD BD INDEX FDS17.5K shares-0.37%2026-03-312026-04-23

CAT CATERPILLAR INC1.8K shares0.22%2026-03-312026-04-23

Sponsored

VTEB VANGUARD MUN BD FDS20.8K shares1.24%2026-03-312026-04-23

VGSH VANGUARD SCOTTSDALE FDS15.4K shares-0.88%2026-03-312026-04-23

IVW ISHARES TR7.8K shares0.22%2026-03-312026-04-23

MUB ISHARES TR7.3K shares0.54%2026-03-312026-04-23

AAPL APPLE INC2.9K shares11.30%2026-03-312026-04-23

IVE ISHARES TR3.4K shares-0.92%2026-03-312026-04-23

SCHB SCHWAB STRATEGIC TR27.1K shares0.19%2026-03-312026-04-23

SCHZ SCHWAB STRATEGIC TR28.7K shares0.69%2026-03-312026-04-23

Sponsored

DFAC DIMENSIONAL ETF TRUST16.9K shares-6.67%2026-03-312026-04-23

VYM VANGUARD WHITEHALL FDS4.4K shares-6.94%2026-03-312026-04-23

VB VANGUARD INDEX FDS2.2K shares0.36%2026-03-312026-04-23

VUG VANGUARD INDEX FDS966 shares57.07%2026-03-312026-04-23

SUB ISHARES TR3.8K shares0.42%2026-03-312026-04-23

MSFT MICROSOFT CORP923 shares0.65%2026-03-312026-04-23

XLK SELECT SECTOR SPDR TR2.4K shares0.12%2026-03-312026-04-23

IWM ISHARES TR1.2K shares0.17%2026-03-312026-04-23

Sponsored

SPYV SPDR SERIES TRUST4.6K shares0.37%2026-03-312026-04-23

ORN ORION GROUP HLDGS INC22.5K sharesnew addition2026-03-312026-04-23

VGT VANGUARD WORLD FD350 shares0.29%2026-03-312026-04-23

MEDTRONIC PLC MEDTRONIC PLC2.8K shares-0.78%2026-03-312026-04-23

IEFA ISHARES TR2.7K shares1.37%2026-03-312026-04-23

GE AEROSPACE GE AEROSPACE814 shares0.12%2026-03-312026-04-23

SCHH SCHWAB STRATEGIC TR10.6K shares1.13%2026-03-312026-04-23

VTV VANGUARD INDEX FDS1.1K sharesnew addition2026-03-312026-04-23

Sponsored

IWF ISHARES TR498 shares16.08%2026-03-312026-04-23

XOM EXXON MOBIL CORP1.2K sharesnew addition2026-03-312026-04-23

IVV ISHARES TR319 sharesnew addition2026-03-312026-04-23

BND

VANGUARD BD INDEX FDS

12.64%

Shares385.7K

Event2026-03-31

Filed2026-04-23

SCHV

SCHWAB STRATEGIC TR

3.50%

Shares831.5K

Event2026-03-31

Filed2026-04-23

SCHG

SCHWAB STRATEGIC TR

4.95%

Shares831.3K

Event2026-03-31

Filed2026-04-23

VEA

VANGUARD TAX-MANAGED FDS

6.26%

Shares363.7K

Event2026-03-31

Filed2026-04-23

MOAT

VANECK ETF TRUST

3.10%

Shares206.3K

Event2026-03-31

Filed2026-04-23

SCHO

SCHWAB STRATEGIC TR

14.26%

Shares714.1K

Event2026-03-31

Filed2026-04-23

FNDF

SCHWAB STRATEGIC TR

0.46%

Shares257.9K

Event2026-03-31

Filed2026-04-23

SCHA

SCHWAB STRATEGIC TR

6.31%

Shares233.2K

Event2026-03-31

Filed2026-04-23

VNQ

VANGUARD INDEX FDS

4.36%

Shares53.0K

Event2026-03-31

Filed2026-04-23

VWO

VANGUARD INTL EQUITY INDEX F

13.41%

Shares79.0K

Event2026-03-31

Filed2026-04-23

FNDA

SCHWAB STRATEGIC TR

4.55%

Shares121.4K

Event2026-03-31

Filed2026-04-23

FNDE

SCHWAB STRATEGIC TR

-0.58%

Shares66.3K

Event2026-03-31

Filed2026-04-23

VANGUARD INDEX FDS

1.21%

Shares2.9K

Event2026-03-31

Filed2026-04-23

SCHF

SCHWAB STRATEGIC TR

0.26%

Shares62.2K

Event2026-03-31

Filed2026-04-23

BIV

VANGUARD BD INDEX FDS

-0.37%

Shares17.5K

Event2026-03-31

Filed2026-04-23

CAT

CATERPILLAR INC

0.22%

Shares1.8K

Event2026-03-31

Filed2026-04-23

VTEB

VANGUARD MUN BD FDS

1.24%

Shares20.8K

Event2026-03-31

Filed2026-04-23

VGSH

VANGUARD SCOTTSDALE FDS

-0.88%

Shares15.4K

Event2026-03-31

Filed2026-04-23

IVW

ISHARES TR

0.22%

Shares7.8K

Event2026-03-31

Filed2026-04-23

MUB

ISHARES TR

0.54%

Shares7.3K

Event2026-03-31

Filed2026-04-23

AAPL

APPLE INC

11.30%

Shares2.9K

Event2026-03-31

Filed2026-04-23

IVE

ISHARES TR

-0.92%

Shares3.4K

Event2026-03-31

Filed2026-04-23

SCHB

SCHWAB STRATEGIC TR

0.19%

Shares27.1K

Event2026-03-31

Filed2026-04-23

SCHZ

SCHWAB STRATEGIC TR

0.69%

Shares28.7K

Event2026-03-31

Filed2026-04-23

DFAC

DIMENSIONAL ETF TRUST

-6.67%

Shares16.9K

Event2026-03-31

Filed2026-04-23

VYM

VANGUARD WHITEHALL FDS

-6.94%

Shares4.4K

Event2026-03-31

Filed2026-04-23

VANGUARD INDEX FDS

0.36%

Shares2.2K

Event2026-03-31

Filed2026-04-23

VUG

VANGUARD INDEX FDS

57.07%

Shares966

Event2026-03-31

Filed2026-04-23

SUB

ISHARES TR

0.42%

Shares3.8K

Event2026-03-31

Filed2026-04-23

MSFT

MICROSOFT CORP

0.65%

Shares923

Event2026-03-31

Filed2026-04-23

XLK

SELECT SECTOR SPDR TR

0.12%

Shares2.4K

Event2026-03-31

Filed2026-04-23

IWM

ISHARES TR

0.17%

Shares1.2K

Event2026-03-31

Filed2026-04-23

SPYV

SPDR SERIES TRUST

0.37%

Shares4.6K

Event2026-03-31

Filed2026-04-23

ORN

ORION GROUP HLDGS INC

New

Shares22.5K

Event2026-03-31

Filed2026-04-23

VGT

VANGUARD WORLD FD

0.29%

Shares350

Event2026-03-31

Filed2026-04-23

MEDTRONIC PLC

-0.78%

Shares2.8K

Event2026-03-31

Filed2026-04-23

IEFA

ISHARES TR

1.37%

Shares2.7K

Event2026-03-31

Filed2026-04-23

GE AEROSPACE

0.12%

Shares814

Event2026-03-31

Filed2026-04-23

SCHH

SCHWAB STRATEGIC TR

1.13%

Shares10.6K

Event2026-03-31

Filed2026-04-23

VTV

VANGUARD INDEX FDS

New

Shares1.1K

Event2026-03-31

Filed2026-04-23

IWF

ISHARES TR

16.08%

Shares498

Event2026-03-31

Filed2026-04-23

XOM

EXXON MOBIL CORP

New

Shares1.2K

Event2026-03-31

Filed2026-04-23

IVV

ISHARES TR

New

Shares319

Event2026-03-31

Filed2026-04-23

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available