RMR Wealth Builders Q1 2023 Filing

Filed April 11, 2023

Portfolio Value

$525.9M

Holdings

212

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (212 positions)

#StockSharesValue% PortfolioType
201
PEGPUBLIC SVC ENTERPRISE GRP IN
18,877$00.00%
202
XLESELECT SECTOR SPDR TR
17,786$00.00%
203
IWMISHARES TR
43,006$00.00%
204
HYSPIMCO ETF TR
78,009$00.00%
205
ABBVABBVIE INC
11,352$00.00%
206
MRKMERCK & CO INC
14,102$00.00%
207
HONHONEYWELL INTL INC
5,452$00.00%
208
IWDISHARES TR
118,107$00.00%
209
IWFISHARES TR
115,096$00.00%
210
IJHISHARES TR
153,995$00.00%
211
VTVVANGUARD INDEX FDS
297,974$00.00%
212
BRK/BBERKSHIRE HATHAWAY INC DEL
4,418$00.00%
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