KRM WEALTH MANAGEMENT L.L.C.
Nilai portofolio QoQ: +18.4% 13F tidak mengungkapkan kas
Bobot 10 kepemilikan teratas86,93%
Bobot 25 kepemilikan teratas96,83%
Posisi di atas 1%12
Jumlah posisi efektif10,4
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 0,14% Perkiraan pembelian $18.357.222 · penjualan $298.107
Posisi baru4
Meningkat31
Menurun9
Tertutup1
Nilai Portofolio
$227.3M
Posisi
46
Per tanggal
30 Juni 2026 Data per Q2 2026
Rincian sektor
Portofolio lengkap 46 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| BND | $31.874.036 | 14,02% | 434.192 | $3.468.362 | Naik ×2 | ||
| SCHV | $30.836.737 | 13,57% | 885.859 | $5.476.991 | Naik ×2 | ||
| SCHG | $30.096.459 | 13,24% | 889.375 | $5.879.765 | Naik ×2 | ||
| VEA | $28.607.235 | 12,59% | 401.505 | $5.301.321 | Naik ×2 | ||
| MOAT | $22.876.361 | 10,07% | 220.050 | $2.926.767 | Naik ×2 | ||
| SCHO | $18.848.020 | 8,29% | 780.780 | $1.517.095 | Naik ×2 | ||
| FNDF | $14.201.008 | 6,25% | 269.162 | $1.581.954 | Naik ×2 | ||
| SCHA | $9.233.189 | 4,06% | 255.555 | $2.451.603 | Naik ×2 | ||
| VNQ | $5.562.082 | 2,45% | 57.680 | $861.860 | Naik ×2 | ||
| VWO | $5.437.513 | 2,39% | 91.096 | $1.165.029 | Naik ×2 | ||
| FNDA | $5.109.591 | 2,25% | 134.251 | $1.172.076 | Naik ×2 | ||
| FNDE | $2.743.097 | 1,21% | 69.130 | $205.652 | Naik ×1 | ||
| VOO | $2.041.075 | 0,90% | 2.972 | $285.834 | Naik ×2 | ||
| CAT | $1.867.530 | 0,82% | 1.754 | $599.006 | Turun ×1 | ||
| SCHF | $1.716.490 | 0,76% | 61.967 | $177.168 | Turun ×1 | ||
| BIV | $1.346.357 | 0,59% | 17.554 | $-881 | Naik ×1 | ||
| VTEB | $1.073.688 | 0,47% | 21.228 | $38.251 | Naik ×2 | ||
| IVW | $1.068.914 | 0,47% | 7.772 | $190.607 | Naik ×2 | ||
| VGSH | $883.568 | 0,39% | 15.182 | $-17.262 | Turun ×2 | ||
| AAPL | $824.022 | 0,36% | 2.848 | $89.379 | Turun ×1 | ||
| MUB | $803.392 | 0,35% | 7.465 | $26.306 | Naik ×2 | ||
| SCHB | $788.095 | 0,35% | 27.213 | $106.832 | Naik ×2 | ||
| IVE | $786.034 | 0,35% | 3.462 | $57.965 | Naik ×1 | ||
| DFAC | $752.166 | 0,33% | 16.956 | $94.870 | Naik ×1 | ||
| VYM | $690.594 | 0,30% | 4.370 | $41.458 | Turun ×2 | ||
| SCHZ | $670.517 | 0,30% | 28.989 | $4.263 | Naik ×2 | ||
| VB | $668.540 | 0,29% | 2.206 | $80.460 | Turun ×1 | ||
| VUG | $487.513 | 0,21% | 5.660 | $65.481 | Naik ×2 | ||
| XLK | $463.656 | 0,20% | 2.434 | $139.031 | Turun ×1 | ||
| SUB | $408.235 | 0,18% | 3.834 | $2.465 | Naik ×2 | ||
| UPS | $384.371 | 0,17% | 3.576 | Naik ×1 | |||
| ORN | $378.484 | 0,17% | 22.502 | $133.212 | |||
| IWM | $349.339 | 0,15% | 1.163 | $61.668 | Naik ×2 | ||
| MSFT | $346.034 | 0,15% | 928 | $4.491 | Naik ×2 | ||
| VGT | $334.668 | 0,15% | 2.800 | $90.661 | Naik ×2 | ||
| GE | $304.717 | 0,13% | 815 | $73.733 | Naik ×2 | ||
| IVV | $283.558 | 0,12% | 379 | $75.398 | Naik ×1 | ||
| SPYV | $280.884 | 0,12% | 4.621 | $18.226 | Turun ×1 | ||
| IEFA | $261.768 | 0,12% | 2.710 | $20.263 | Naik ×2 | ||
| SCHH | $252.236 | 0,11% | 10.652 | $24.699 | Naik ×2 | ||
| VTV | $241.300 | 0,11% | 1.107 | $24.107 | |||
| IWF | $230.061 | 0,10% | 1.853 | $17.535 | Naik ×2 | ||
| GEV | $227.013 | 0,10% | 193 | Naik ×1 | |||
| MDT | $219.592 | 0,10% | 2.807 | $-24.241 | Turun ×2 | ||
| GOOG | $214.214 | 0,09% | 606 | Naik ×1 | |||
| BSV | $203.788 | 0,09% | 2.616 | ||||
| Tidak ada hasil | |||||||
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| SCHG | Beli lebih banyak | +58K | +$5.9M |
| SCHV | Beli lebih banyak | +54K | +$5.5M |
| VEA | Beli lebih banyak | +38K | +$5.3M |
| BND | Beli lebih banyak | +48K | +$3.5M |
| MOAT | Beli lebih banyak | +14K | +$2.9M |
| SCHA | Beli lebih banyak | +22K | +$2.5M |
| FNDF | Beli lebih banyak | +11K | +$1.6M |
| SCHO | Beli lebih banyak | +67K | +$1.5M |
| FNDA | Beli lebih banyak | +13K | +$1.2M |
| VWO | Beli lebih banyak | +12K | +$1.2M |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.