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CIK: 0001803848
Total reported value
$1.6B
$1.6B
259 檔
18.7%
According to the latest 13F quarterly dataset, RMR Wealth Builders managed an equity portfolio of $1.6B at the end of Q1 2024, spanning 259 distinct U.S. exchange-listed positions.
During Q1 2024, RMR Wealth Builders's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 259 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 8.15% | +0.18% | +3.06% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 8.11% | +0.61% | +0.61% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 7.79% | +0.02% | +5.82% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 7.78% | -0.38% | +426.05% | |
| 5 | IWF | Ishares Russell 1000 Growth | ETF-Other | 4.55% | -0.29% | -3.13% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.03% | -0.43% | +8.28% | |
| 7 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 3.55% | — | +12.65% | |
| 8 | IWD | Ishares Russell 1000 Value E | ETF-Other | 2.96% | -0.25% | +0.38% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 2.88% | -0.33% | +3.92% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.50% | -0.24% | +5.28% | |
| 11 | SUB | Ishares Short-term National | ETF-Other | 2.42% | -0.40% | +1.83% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 2.41% | -0.23% | +4.85% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.32% | -0.06% | +10.82% | |
| 14 | MUB | Ishares National Muni Bond E | ETF-Other | 1.70% | -0.18% | -0.30% | |
| 15 | FMB | First Trust Managed Municipa | ETF-Other | 1.49% | -0.21% | +23.24% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.46% | -0.04% | +6.68% | |
| 17 | FSMB | First Trust Short Dur Manag | ETF-Other | 1.46% | -0.26% | +26.93% | |
| 18 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-Corp Bonds | 1.19% | -0.18% | +11.89% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.15% | -0.09% | +4.05% | |
| 20 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.14% | — | +14.52% | |
| 21 | AVGO | Broadcom Inc | Stock-Tech | 1.14% | -0.09% | +7.85% | |
| 22 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.95% | -0.10% | +0.56% | |
| 23 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.94% | -0.05% | -2.37% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.74% | -0.03% | +5.29% | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.65% | -0.06% | +7.45% | |
| 26 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.60% | +0.05% | +0.45% | |
| 27 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.59% | -0.07% | -1.38% | |
| 28 | HD | Home Depot Inc | Stock-Consumer Disc | 0.49% | +0.02% | +4.30% | |
| 29 | XLK | Ss Technology Select Sector | ETF-Tech | 0.48% | +0.09% | +3.03% | |
| 30 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.48% | +0.95% | +43.68% | |
| 31 | V | Visa Inc-class A Shares | Stock-Financials | 0.47% | -0.16% | +5.33% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.42% | — | +43.12% | |
| 33 | XOM | Exxon Mobil CORP | Stock-Energy | 0.42% | -0.49% | EXIT | |
| 34 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.42% | +0.03% | +22.16% | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.41% | — | +0.04% | |
| 36 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.41% | -0.06% | +18.57% | |
| 37 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.39% | +0.11% | +18.46% | |
| 38 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.37% | +0.05% | +11.02% | |
| 39 | PECO | Phillips Edison & Company In | Stock-Real Estate | 0.36% | -0.01% | -5.13% | |
| 40 | CVX | Chevron CORP | Stock-Energy | 0.36% | -0.10% | +21.90% | |
| 41 | NFLX | Netflix Inc | Stock-Comm Services | 0.33% | -0.13% | +82.31% | |
| 42 | CRM | Salesforce Inc | Stock-Tech | 0.31% | -0.12% | +38.40% | |
| 43 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.30% | -0.06% | +57.87% | |
| 44 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.30% | -0.04% | +0.00% | |
| 45 | ADBE | Adobe Inc | Stock-Tech | 0.28% | -0.01% | +8.04% | |
| 46 | ANETEUR | Arista Networks Inc | Stock-Other | 0.27% | — | +12.08% | |
| 47 | MA | Mastercard Inc - A | Stock-Financials | 0.27% | -0.03% | +14.69% | |
| 48 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.26% | -0.03% | +0.22% | |
| 49 | ABBV | Abbvie Inc | Stock-Healthcare | 0.26% | -0.01% | +11.41% | |
| 50 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.25% | -0.02% | +11.20% |
According to official SEC Form 13F filings, RMR Wealth Builders reported a total U.S. public equity portfolio value of $1.6B across 259 disclosed positions in Q1 2024.
During Q1 2024, RMR Wealth Builders's top holdings by market value included VOO (8.2%)、VUG (8.1%)、VTV (7.8%). The largest single position, VOO, represented 8.2% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, VUG, VTV) accounted for 18.7% of total reported equity market value during Q1 2024.
In Q1 2024, RMR Wealth Builders made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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