Titelia

Holdings of KRM WEALTH MANAGEMENT L.L.C.

41 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 88.9 % of the equity sleeve

Sector breakdown

  • Funds 1.2 %
  • Industrials 0.8 %
  • Technology 0.6 %
  • Energy 0.1 %
  • Unattributed 97.3 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US41187.8M $100.00 %

Positions

RankCompanySharesValueWeight
1Vanguard Total Bond Market ETF 385,73728.4M $
2Schwab Strategic Trust 831,46725.4M $
3Schwab Strategic Trust 831,33224.2M $
4Vanguard FTSE Developed Markets ETF 363,70023.3M $
5VanEck Morningstar Wide Moat ETF 206,30419.9M $
6Schwab Short-Term U.S. Treasury ETF 714,08817.3M $
7Schwab Fundamental International Equity Etf 257,90012.6M $
8Schwab U.S. Small-Cap ETF 233,2046.8M $
9Vanguard Real Estate ETF 52,9904.7M $
10Vanguard International Equity Index Funds 79,0474.3M $
11SCHWAB STRATEGIC TRUST 66,3212.5M $
12Vanguard S&P 500 ETF 2,9371.8M $
13Schwab International Equity ETF 62,1951.5M $
14Vanguard Bond Index Funds 17,4561.3M $
15Caterpillar Inc 1,7911.3M $
16Vanguard Tax-Exempt Bond Index ETF 20,7541M $
17Vanguard Scottsdale Funds 15,388900.8K $
18iShares Trust 7,765878.3K $
19iShares National Muni Bond ETF 7,321777.1K $
20Apple Inc 2,895734.6K $
21iShares Trust 3,448728.1K $
22Schwab US Broad Market ETF 27,142681.3K $
23Schwab U.S. Aggregate Bond ETF 28,693666.3K $
24Dimensional ETF Trust 16,914657.3K $
25Vanguard High Dividend Yield E 4,383649.1K $
26Vanguard Small-Cap ETF 2,245588.1K $
27Vanguard Growth ETF 966422K $
28iShares Short-Term National Muni Bond ETF 3,810405.8K $
29Microsoft Corp 923341.5K $
30SELECT SECTOR SPDR TRUST (THE) 2,443324.6K $
31iShares Russell 2000 ETF 1,160287.7K $
32SPDR Series Trust 4,642262.7K $
33Orion Group Holdings Inc 22,502245.3K $
34Vanguard Information Technology ETF 350244K $
35iShares Core MSCI EAFE ETF 2,668241.5K $
36General Electric Co 814231K $
37Schwab U.S. REIT ETF 10,588227.5K $
38Vanguard Value ETF 1,107217.2K $
39iShares Russell 1000 Growth ETF 498212.5K $
40Exxon Mobil Corp 1,234209.4K $
41iShares Core S&P 500 ETF 319208.2K $