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CIK: 0001803848
Total reported value
$1.6B
$1.6B
250 檔
19.7%
At the close of Q2 2024, RMR Wealth Builders disclosed equity holdings valued at approximately $1.6B, spread across 250 reported holdings.
During Q2 2024, RMR Wealth Builders's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including VUG, VOO, VTV) accounted for 19.7% of total reported equity market value during Q2 2024.
Showing top 200 holdings (of 250 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 8.57% | +0.61% | +2.44% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 8.25% | +0.18% | +2.56% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 7.54% | +0.02% | +3.62% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 7.46% | -0.38% | +4.83% | |
| 5 | IWF | Ishares Russell 1000 Growth | ETF-Other | 4.65% | -0.29% | -0.40% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.95% | -0.43% | +5.51% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 3.73% | -0.33% | +896.85% | |
| 8 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 3.60% | — | +6.92% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.82% | -0.24% | -3.06% | |
| 10 | IWD | Ishares Russell 1000 Value E | ETF-Other | 2.72% | -0.25% | -0.43% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 2.44% | -0.23% | +0.36% | |
| 12 | SUB | Ishares Short-term National | ETF-Other | 2.39% | -0.40% | +4.11% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.26% | -0.06% | +6.34% | |
| 14 | MUB | Ishares National Muni Bond E | ETF-Other | 1.69% | -0.18% | +5.96% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.52% | -0.04% | +2.27% | |
| 16 | FMB | First Trust Managed Municipa | ETF-Other | 1.48% | -0.21% | +5.28% | |
| 17 | FSMB | First Trust Short Dur Manag | ETF-Other | 1.46% | -0.26% | +5.59% | |
| 18 | AVGO | Broadcom Inc | Stock-Tech | 1.29% | -0.09% | -0.81% | |
| 19 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-Corp Bonds | 1.20% | -0.18% | +7.28% | |
| 20 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.15% | — | +7.62% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.12% | -0.09% | -1.69% | |
| 22 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.87% | -0.10% | +0.94% | |
| 23 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.85% | -0.05% | -1.39% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.73% | -0.03% | +4.12% | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.67% | -0.06% | +4.28% | |
| 26 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.61% | +0.05% | -1.28% | |
| 27 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.56% | -0.07% | +2.83% | |
| 28 | XLK | Ss Technology Select Sector | ETF-Tech | 0.50% | +0.09% | +1.80% | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.49% | — | +3.45% | |
| 30 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.48% | +0.95% | +6.09% | |
| 31 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.47% | -0.06% | +5.50% | |
| 32 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.46% | +0.11% | +7.05% | |
| 33 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.46% | +0.05% | +9.68% | |
| 34 | HD | Home Depot Inc | Stock-Consumer Disc | 0.44% | +0.02% | +6.47% | |
| 35 | V | Visa Inc-class A Shares | Stock-Financials | 0.44% | -0.16% | +4.25% | |
| 36 | XOM | Exxon Mobil CORP | Stock-Energy | 0.42% | -0.49% | EXIT | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.39% | — | -0.80% | |
| 38 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.38% | +0.03% | +1.31% | |
| 39 | NFLX | Netflix Inc | Stock-Comm Services | 0.37% | -0.13% | +6.53% | |
| 40 | ANETEUR | Arista Networks Inc | Stock-Other | 0.33% | — | +6.57% | |
| 41 | CVX | Chevron CORP | Stock-Energy | 0.31% | -0.10% | -7.35% | |
| 42 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.31% | -0.06% | +9.28% | |
| 43 | ADBE | Adobe Inc | Stock-Tech | 0.31% | -0.01% | +4.85% | |
| 44 | PECO | Phillips Edison & Company In | Stock-Real Estate | 0.29% | -0.01% | -5.70% | |
| 45 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.29% | -0.03% | +11.44% | |
| 46 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.28% | -0.04% | +0.01% | |
| 47 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.27% | -0.02% | +8.88% | |
| 48 | BAC | Bank Of America CORP | Stock-Financials | 0.26% | — | +5.09% | |
| 49 | CRM | Salesforce Inc | Stock-Tech | 0.25% | -0.12% | -2.50% | |
| 50 | ASML | ASML Holding N.V. | Stock-Tech | 0.25% | +0.04% | +0.57% |
According to official SEC Form 13F filings, RMR Wealth Builders reported a total U.S. public equity portfolio value of $1.6B across 250 disclosed positions in Q2 2024.
During Q2 2024, RMR Wealth Builders's top holdings by market value included VUG (8.6%)、VOO (8.3%)、VTV (7.5%). The largest single position, VUG, represented 8.6% of total portfolio value.
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In Q2 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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