13F HOLDINGS REPORT
KMT WEALTH MANAGEMENT, LLC
Quarter ended Q4 2024 · Filed February 27, 2025 · Accession 0001104659-25-018014
Total Value
$124.7M
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287200 | 95,626 | $56.3M | 45.14% |
| 2 | VANGUARD INDEX FDS | 922908769 | 168,260 | $48.8M | 39.10% |
| 3 | VANGUARD STAR FDS | 921909768 | 129,571 | $7.6M | 6.12% |
| 4 | DIMENSIONAL ETF TRUST | 25434V500 | 95,461 | $6.2M | 4.98% |
| 5 | VANGUARD INDEX FDS | 922908363 | 3,776 | $2.0M | 1.63% |
| 6 | ISHARES TR | 46429B655 | 23,590 | $1.2M | 0.96% |
| 7 | ISHARES TR | 464287804 | 6,422 | $739,943 | 0.59% |
| 8 | APPLE INC | AAPL | 1,633 | $408,936 | 0.33% |
| 9 | MICROSOFT CORP | MSFT | 896 | $377,664 | 0.30% |
| 10 | FLEXSHARES TR | FLEX | 13,214 | $307,358 | 0.25% |
| 11 | NVIDIA CORPORATION | NVDA | 2,250 | $302,153 | 0.24% |
| 12 | BROADCOM INC | AVGO | 990 | $229,522 | 0.18% |
| 13 | SPDR S&P 500 ETF TR | SPY | 369 | $216,264 | 0.17% |