KRM WEALTH MANAGEMENT L.L.C.: 13F holdings
CIK 21265182026Q2
| Positions | 46 |
|---|
| Reported value | $227.3m |
|---|
| Filed | 2026-08-07 |
|---|
Change since last quarter
| Positions | 46 (+3 vs prior quarter) |
|---|
| Reported value | $227.3m (+18.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| BND VANGUARD BD INDEX FDS | 434,192 | $31.9m | 14.0% |
| SCHV SCHWAB STRATEGIC TR | 885,859 | $30.8m | 13.6% |
| SCHG SCHWAB STRATEGIC TR | 889,375 | $30.1m | 13.2% |
| VEA VANGUARD TAX-MANAGED FDS | 401,505 | $28.6m | 12.6% |
| MOAT VANECK ETF TRUST | 220,050 | $22.9m | 10.1% |
| SCHO SCHWAB STRATEGIC TR | 780,780 | $18.8m | 8.3% |
| EWU SCHWAB STRATEGIC TR | 269,162 | $14.2m | 6.2% |
| SCHA SCHWAB STRATEGIC TR | 255,555 | $9.2m | 4.1% |
| VNQ VANGUARD INDEX FDS | 57,680 | $5.6m | 2.4% |
| VWO VANGUARD INTL EQUITY INDEX F | 91,096 | $5.4m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2126518")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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