StockDriftsStockDriftsTop 43 Krm Wealth Management L.l.c. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BND | VANGUARD BD INDEX FDS | 14.8% | 385.7K | $28.4M | +12.64%(+43.28K) | $74.18(-1.44%) | 2026-03-31 | |
| SCHV | SCHWAB STRATEGIC TR | 13.21% | 831.5K | $25.4M | +3.50%(+28.13K) | $29.38(+17.17%) | 2026-03-31 | |
| SCHG | SCHWAB STRATEGIC TR | 12.62% | 831.3K | $24.2M | +4.95%(+39.18K) | $32.20(+5.96%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 12.14% | 363.7K | $23.3M | +6.26%(+21.42K) | $61.32(+15.48%) | 2026-03-31 | |
| MOAT | VANECK ETF TRUST | 10.39% | 206.3K | $19.9M | +3.10%(+6.21K) | $101.30(+4.93%) | 2026-03-31 | |
| SCHO | SCHWAB STRATEGIC TR | 9.03% | 714.1K | $17.3M | +14.26%(+89.09K) | $24.38(-1.18%) | 2026-03-31 | |
| FNDF | SCHWAB STRATEGIC TR | 6.57% | 257.9K | $12.6M | +0.46%(+1.19K) | $44.10(+19.60%) | 2026-03-31 | |
| SCHA | SCHWAB STRATEGIC TR | 3.53% | 233.2K | $6.8M | +6.31%(+13.85K) | $28.23(+23.72%) | 2026-03-31 | |
| VNQ | VANGUARD INDEX FDS | 2.45% | 53.0K | $4.7M | +4.36%(+2.21K) | $89.90(+9.03%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 2.23% | 79.0K | $4.3M | +13.41%(+9.35K) | $53.96(+9.41%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -3.67% | -10.62% |
| Top 20 Holdings Unweighted | +3.68% | +11.46% |
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