Portfolio (Quarterly)
Guide ↗
KRM WEALTH MANAGEMENT L.L.C.
· CIK 0002126518| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | CAT | CATERPILLAR INC | Industrials | 1,754.0 | $1.9M | 0.82% | -37.0 | -2.1% | $1064.73 | -23.6% |
| 2 | VGSH | VANGUARD SCOTTSDALE FDS | — | 15,182.0 | $884K | 0.39% | -206.0 | -1.3% | $58.20 | -0.5% |
| 3 | AAPL | APPLE INC | Technology | 2,848.0 | $824K | 0.36% | -47.0 | -1.6% | $289.33 | +10.6% |
| 4 | VB | VANGUARD INDEX FDS | — | 2,206.0 | $669K | 0.29% | -39.0 | -1.7% | $303.06 | -1.0% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Industrials
64.5%
Technology
25.7%
Utilities
5.0%
Healthcare
4.8%