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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | IWF | ISHARES TR | — | 498.0 | $213K | 0.11% | +69.0 | +16.1% | $426.76 | -70.6% |
| 42 | XOM | EXXON MOBIL CORP | Energy | 1,234.0 | $209K | 0.11% | NEW | — | $169.69 | -12.9% |
| 43 | IVV | ISHARES TR | — | 319.0 | $208K | 0.11% | NEW | — | $652.54 | +15.4% |
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
53.3%
Technology
32.9%
Healthcare
7.4%
Energy
6.4%