RMR Wealth Builders Q1 2024 Filing
Filed April 15, 2024
Portfolio Value
$827.0M
Holdings
259
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (259 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | AAPLAPPLE INC | 120,567 | $0 | 0.00% | |
| 202 | CBCHUBB LIMITED | 4,352 | $0 | 0.00% | |
| 203 | BNDXVANGUARD CHARLOTTE FDS | 191,226 | $0 | 0.00% | |
| 204 | JPMJPMORGAN CHASE & CO | 30,382 | $0 | 0.00% | |
| 205 | CMECME GROUP INC | 6,492 | $0 | 0.00% | |
| 206 | EFAISHARES TR | 61,085 | $0 | 0.00% | |
| 207 | GOOGALPHABET INC | 20,033 | $0 | 0.00% | |
| 208 | PGPROCTER AND GAMBLE CO | 11,109 | $0 | 0.00% | |
| 209 | DONSPDR DOW JONES INDL AVERAGE | 5,502 | $0 | 0.00% | |
| 210 | MRSHMARSH & MCLENNAN COS INC | 8,674 | $0 | 0.00% | |
| 211 | HDHOME DEPOT INC | 10,555 | $0 | 0.00% | |
| 212 | TXNTEXAS INSTRS INC | 8,788 | $0 | 0.00% | |
| 213 | BACVERIZON COMMUNICATIONS INC | 59,604 | $0 | 0.00% | |
| 214 | GOOGLALPHABET INC | 22,523 | $0 | 0.00% | |
| 215 | IJRISHARES TR | 173,598 | $0 | 0.00% | |
| 216 | VCSHVANGUARD SCOTTSDALE FDS | 380,174 | $0 | 0.00% | |
| 217 | MDYSPDR S&P MIDCAP 400 ETF TR | 14,057 | $0 | 0.00% | |
| 218 | UNHUNITEDHEALTH GROUP INC | 3,494 | $0 | 0.00% | |
| 219 | CVSCVS HEALTH CORP | 15,641 | $0 | 0.00% | |
| 220 | QCOMQUALCOMM INC | 8,983 | $0 | 0.00% | |
| 221 | AMTAMERICAN TOWER CORP NEW | 6,665 | $0 | 0.00% | |
| 222 | FMBFIRST TR EXCH TRADED FD III | 239,188 | $0 | 0.00% | |
| 223 | ULTAULTA BEAUTY INC | 2,949 | $0 | 0.00% | |
| 224 | MUBISHARES TR | 130,490 | $0 | 0.00% | |
| 225 | BXBLACKSTONE INC | 11,283 | $0 | 0.00% | |
| 226 | NVDANVIDIA CORPORATION | 26,375 | $0 | 0.00% | |
| 227 | XLKSELECT SECTOR SPDR TR | 19,090 | $0 | 0.00% | |
| 228 | XOMEXXON MOBIL CORP | 29,899 | $0 | 0.00% | |
| 229 | ASMLASML HOLDING N V | 2,102 | $0 | 0.00% | |
| 230 | SPYSPDR S&P 500 ETF TR | 18,250 | $0 | 0.00% | |
| 231 | VOOVANGUARD INDEX FDS | 140,179 | $0 | 0.00% | |
| 232 | COSTCOSTCO WHSL CORP NEW | 4,579 | $0 | 0.00% | |
| 233 | SUBISHARES TR | 191,101 | $0 | 0.00% | |
| 234 | PEGPUBLIC SVC ENTERPRISE GRP IN | 18,068 | $0 | 0.00% | |
| 235 | GSGOLDMAN SACHS GROUP INC | 3,069 | $0 | 0.00% | |
| 236 | CRWDCROWDSTRIKE HLDGS INC | 4,740 | $0 | 0.00% | |
| 237 | XLESELECT SECTOR SPDR TR | 12,039 | $0 | 0.00% | |
| 238 | IWMISHARES TR | 37,043 | $0 | 0.00% | |
| 239 | HYSPIMCO ETF TR | 105,519 | $0 | 0.00% | |
| 240 | ABBVABBVIE INC | 12,010 | $0 | 0.00% | |
| 241 | MRKMERCK & CO INC | 26,210 | $0 | 0.00% | |
| 242 | HONHONEYWELL INTL INC | 8,204 | $0 | 0.00% | |
| 243 | NUENUCOR CORP | 5,398 | $0 | 0.00% | |
| 244 | BLKCHFBLACKROCK INC | 2,040 | $0 | 0.00% | |
| 245 | IWDISHARES TR | 136,539 | $0 | 0.00% | |
| 246 | WMWASTE MGMT INC DEL | 6,822 | $0 | 0.00% | |
| 247 | BACBANK AMERICA CORP | 53,294 | $0 | 0.00% | |
| 248 | IWFISHARES TR | 111,711 | $0 | 0.00% | |
| 249 | VRTXVERTEX PHARMACEUTICALS INC | 3,748 | $0 | 0.00% | |
| 250 | CEGCONSTELLATION ENERGY CORP | 9,288 | $0 | 0.00% | |
| 251 | INTUINTUIT | 2,236 | $0 | 0.00% | |
| 252 | LMTLOCKHEED MARTIN CORP | 2,365 | $0 | 0.00% | |
| 253 | ANETEURARISTA NETWORKS INC | 7,810 | $0 | 0.00% | |
| 254 | IJHISHARES TR | 1,059,441 | $0 | 0.00% | |
| 255 | UNPUNION PAC CORP | 8,277 | $0 | 0.00% | |
| 256 | VTVVANGUARD INDEX FDS | 395,496 | $0 | 0.00% | |
| 257 | WMTWALMART INC | 22,284 | $0 | 0.00% | |
| 258 | BRK/BBERKSHIRE HATHAWAY INC DEL | 8,334 | $0 | 0.00% | |
| 259 | CSGPCOSTAR GROUP INC | 13,888 | $0 | 0.00% |
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