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

Fund Profile
Filing Period:
Fund Name: Krm Wealth Management L.l.c.
Portfolio Value $227,277,741
Filing Period:
No. Security Ticker Shares Value % Port
1. BND 434,192 $31,874,036 14.02%
2. SCHD 885,859 $30,836,737 13.57%
3. SCHD 889,375 $30,096,459 13.24%
4.
Vanguard Tax-Managed Fds
401,505 $28,607,235 12.59%
5. GDX 220,050 $22,876,361 10.07%