Instuitional Investor - Krm Wealth Management L.l.c.

Fund Profile
Filing Period:
Fund Name: Krm Wealth Management L.l.c.
Portfolio Value $191,948,292
Filing Period:
No. Security Ticker Shares Value % Port
1. BND 385,737 $28,405,674 14.8%
2. FNDF 831,467 $25,359,746 13.21%
3. FNDF 831,332 $24,216,694 12.62%
4.
Vanguard Tax-Managed Fds
363,700 $23,305,914 12.14%
5. SMH 206,304 $19,949,594 10.39%