StockDriftsStockDriftsTop 17 Kmt Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 50.8% | 291.4K | $93.5M | +2.98%(+8.42K) | $288.12(+27.52%) | 2026-03-31 | |
| IVV | ISHARES TR | 35.53% | 100.1K | $65.4M | +0.02%(+25) | $583.37(+28.83%) | 2026-03-31 | |
| VXUS | VANGUARD STAR FDS | 5.03% | 120.2K | $9.3M | +0.00%(+0) | $61.83(+37.49%) | 2026-03-31 | |
| DFAS | DIMENSIONAL ETF TRUST | 3.5% | 90.5K | $6.4M | +0.00%(+0) | $64.97(+18.36%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 1.3% | 4.0K | $2.4M | +8.53%(+315) | $547.76(+25.55%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 1.17% | 3.3K | $2.2M | +63.57%(+1.29K) | $609.48(+22.76%) | 2026-03-31 | |
| IJR | ISHARES TR | 0.57% | 8.4K | $1.0M | +28.14%(+1.84K) | $116.31(+17.05%) | 2026-03-31 | |
| VTEB | VANGUARD MUN BD FDS | 0.55% | 20.3K | $1.0M | new | $50.09(-0.08%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 0.3% | 1.5K | $549K | -8.62%(-140) | $412.55(-0.76%) | 2026-03-31 | |
| AAPL | APPLE INC | 0.27% | 1.9K | $495K | -15.22%(-350) | $232.32(+28.36%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.22% | +57.00% |
| Top 20 Holdings Unweighted | +12.37% | +41.90% |
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