CATCaterpillar Inc
What KRM Wealth Management L.L.C. reported holding on Form 13F for the quarter ended Jun 30, 2026.
CIK 2126518 · Filed Aug 7, 2026
Values are as the managers reported them, in dollars.Open the Form 13F on SEC EDGAR
| Security | Shares | Change | Value | Of portfolio |
|---|---|---|---|---|
VANGUARD BD INDEX FDSTOTAL BND MRKT | 434.2K | +12.6% | $31.9M | 14% |
SCHWAB STRATEGIC TRUS LCAP VA ETF | 885.9K | +6.5% | $30.8M | 13.6% |
SCHWAB STRATEGIC TRUS LCAP GR ETF | 889.4K | +7.0% | $30.1M | 13.2% |
VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT |
| 401.5K |
| +10.4% |
| $28.6M |
| 12.6% |
VANECK ETF TRUSTMRNGSTR WDE MOAT | 220.1K | +6.7% | $22.9M | 10.1% |
SCHWAB STRATEGIC TRSHT TM US TRES | 780.8K | +9.3% | $18.8M | 8.3% |
SCHWAB STRATEGIC TRFUNDAMENTAL INTL | 269.2K | +4.4% | $14.2M | 6.2% |
SCHWAB STRATEGIC TRUS SML CAP ETF | 255.6K | +9.6% | $9.2M | 4.1% |
VANGUARD INDEX FDSREAL ESTATE ETF | 57.7K | +8.9% | $5.6M | 2.4% |
VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF | 91.1K | +15.2% | $5.4M | 2.4% |
SCHWAB STRATEGIC TRFUNDAMENTAL US S | 134.3K | +10.6% | $5.1M | 2.2% |
SCHWAB STRATEGIC TRFUND EM EQUI ETF | 69.1K | New | $2.7M | 1.2% |
VANGUARD INDEX FDSS&P 500 ETF SHS | 3K | +1.2% | $2M | 0.9% |
CATCaterpillar Inc | 1.8K | −2.1% | $1.9M | 0.8% |
SCHWAB STRATEGIC TRINTL EQTY ETF | 62K | −0.4% | $1.7M | 0.8% |
VANGUARD BD INDEX FDSINTERMED TERM | 17.6K | +0.6% | $1.3M | 0.6% |
VANGUARD MUN BD FDSTAX EXEMPT BD | 21.2K | +2.3% | $1.1M | 0.5% |
ISHARES TRS&P 500 GRWT ETF | 7.8K | +0.1% | $1.1M | 0.5% |
VANGUARD SCOTTSDALE FDSSHORT TERM TREAS | 15.2K | −1.3% | $883.6K | 0.4% |
AAPLApple Inc. | 2.8K | −1.6% | $824K | 0.4% |
ISHARES TRNATIONAL MUN ETF | 7.5K | +2.0% | $803.4K | 0.4% |
SCHWAB STRATEGIC TRUS BRD MKT ETF | 27.2K | +0.3% | $788.1K | 0.3% |
ISHARES TRS&P 500 VAL ETF | 3.5K | +0.4% | $786K | 0.3% |
DIMENSIONAL ETF TRUSTUS COR EQU 2 ETF | 17K | New | $752.2K | 0.3% |
VANGUARD WHITEHALL FDSHIGH DIV YLD | 4.4K | −0.3% | $690.6K | 0.3% |
SCHWAB STRATEGIC TRUS AGGREGATE B | 29K | +1.0% | $670.5K | 0.3% |
VANGUARD INDEX FDSSMALL CP ETF | 2.2K | −1.7% | $668.5K | 0.3% |
VANGUARD INDEX FDSGROWTH ETF | 5.7K | +485.9% | $487.5K | 0.2% |
SELECT SECTOR SPDR TRST STR TECHN ETF | 2.4K | New | $463.7K | 0.2% |
ISHARES TRSHRT NAT MUN ETF | 3.8K | +0.6% | $408.2K | 0.2% |
UPSUnited Parcel Service Inc | 3.6K | New | $384.4K | 0.2% |
ORNOrion Group Holdings Inc | 22.5K | ±0% | $378.5K | 0.2% |
ISHARES TRRUSSELL 2000 ETF | 1.2K | +0.3% | $349.3K | 0.2% |
MSFTMicrosoft Corp | 928 | +0.5% | $346K | 0.2% |
VANGUARD WORLD FDINF TECH ETF | 2.8K | +700.0% | $334.7K | 0.1% |
GEGeneral Electric Co | 815 | +0.1% | $304.7K | 0.1% |
ISHARES TRCORE S&P500 ETF | 379 | +18.8% | $283.6K | 0.1% |
SPDR SERIES TRUSTST STR P500VAL | 4.6K | New | $280.9K | 0.1% |
ISHARES TRCORE MSCI EAFE | 2.7K | +1.6% | $261.8K | 0.1% |
SCHWAB STRATEGIC TRUS REIT ETF | 10.7K | +0.6% | $252.2K | 0.1% |
VANGUARD INDEX FDSVALUE ETF | 1.1K | ±0% | $241.3K | 0.1% |
ISHARES TRRUS 1000 GRW ETF | 1.9K | +272.1% | $230.1K | 0.1% |
GEVGE Vernova Inc. | 193 | New | $227K | 0.1% |
MDTMedtronic plc | 2.8K | −0.2% | $219.6K | 0.1% |
GOOGAlphabet Inc. | 606 | New | $214.2K | 0.1% |
VANGUARD BD INDEX FDSSHORT TRM BOND | 2.6K | New | $203.8K | 0.1% |
