RMR Wealth Builders Q2 2024 Filing
Filed July 23, 2024
Portfolio Value
$871.4M
Holdings
250
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (250 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | JPMJPMORGAN CHASE & CO. | 31,635 | $0 | 0.00% | |
| 202 | FISFIDELITY NATL INFORMATION SV | 14,873 | $0 | 0.00% | |
| 203 | ADBEADOBE INC | 4,817 | $0 | 0.00% | |
| 204 | NUENUCOR CORP | 6,887 | $0 | 0.00% | |
| 205 | GMGENERAL MTRS CO | 25,342 | $0 | 0.00% | |
| 206 | CRMSALESFORCE INC | 8,424 | $0 | 0.00% | |
| 207 | DEDEERE & CO | 2,984 | $0 | 0.00% | |
| 208 | UBERUBER TECHNOLOGIES INC | 14,349 | $0 | 0.00% | |
| 209 | PECOPHILLIPS EDISON & CO INC | 77,969 | $0 | 0.00% | |
| 210 | MCDMCDONALDS CORP | 5,267 | $0 | 0.00% | |
| 211 | SHYISHARES TR | 30,106 | $0 | 0.00% | |
| 212 | BLKCHFBLACKROCK INC | 2,029 | $0 | 0.00% | |
| 213 | IWDISHARES TR | 135,954 | $0 | 0.00% | |
| 214 | ABTABBOTT LABS | 11,556 | $0 | 0.00% | |
| 215 | WMWASTE MGMT INC DEL | 7,615 | $0 | 0.00% | |
| 216 | MSFTMICROSOFT CORP | 47,565 | $0 | 0.00% | |
| 217 | MAMASTERCARD INCORPORATED | 4,649 | $0 | 0.00% | |
| 218 | BACBANK AMERICA CORP | 56,006 | $0 | 0.00% | |
| 219 | GLWCORNING INC | 27,082 | $0 | 0.00% | |
| 220 | IWFISHARES TR | 111,268 | $0 | 0.00% | |
| 221 | AXPAMERICAN EXPRESS CO | 7,373 | $0 | 0.00% | |
| 222 | FSMBFIRST TR EXCH TRADED FD III | 642,459 | $0 | 0.00% | |
| 223 | IWRISHARES TR | 15,658 | $0 | 0.00% | |
| 224 | SCHOSCHWAB STRATEGIC TR | 87,280 | $0 | 0.00% | |
| 225 | VRTXVERTEX PHARMACEUTICALS INC | 4,232 | $0 | 0.00% | |
| 226 | DUKDUKE ENERGY CORP NEW | 14,601 | $0 | 0.00% | |
| 227 | CEGCONSTELLATION ENERGY CORP | 10,487 | $0 | 0.00% | |
| 228 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 6,611 | $0 | 0.00% | |
| 229 | INTUINTUIT | 2,382 | $0 | 0.00% | |
| 230 | LMTLOCKHEED MARTIN CORP | 2,878 | $0 | 0.00% | |
| 231 | ANETEURARISTA NETWORKS INC | 8,323 | $0 | 0.00% | |
| 232 | IJHISHARES TR | 1,110,572 | $0 | 0.00% | |
| 233 | AVGOBROADCOM INC | 7,007 | $0 | 0.00% | |
| 234 | MPWRMONOLITHIC PWR SYS INC | 1,234 | $0 | 0.00% | |
| 235 | UNPUNION PAC CORP | 8,896 | $0 | 0.00% | |
| 236 | TMOTHERMO FISHER SCIENTIFIC INC | 2,524 | $0 | 0.00% | |
| 237 | VTVVANGUARD INDEX FDS | 409,820 | $0 | 0.00% | |
| 238 | WMTWALMART INC | 27,584 | $0 | 0.00% | |
| 239 | BRK/BBERKSHIRE HATHAWAY INC DEL | 8,267 | $0 | 0.00% | |
| 240 | CSGPCOSTAR GROUP INC | 13,888 | $0 | 0.00% | |
| 241 | VUGVANGUARD INDEX FDS | 199,713 | $0 | 0.00% | |
| 242 | VCSHVANGUARD SCOTTSDALE FDS | 406,488 | $0 | 0.00% | |
| 243 | MDYSPDR S&P MIDCAP 400 ETF TR | 14,189 | $0 | 0.00% | |
| 244 | UNHUNITEDHEALTH GROUP INC | 3,531 | $0 | 0.00% | |
| 245 | IJRISHARES TR | 184,596 | $0 | 0.00% | |
| 246 | GOOGLALPHABET INC | 23,301 | $0 | 0.00% | |
| 247 | QCOMQUALCOMM INC | 9,087 | $0 | 0.00% | |
| 248 | AMTAMERICAN TOWER CORP NEW | 8,196 | $0 | 0.00% | |
| 249 | FMBFIRST TR EXCHANGE-TRADED FD | 251,812 | $0 | 0.00% | |
| 250 | BACVERIZON COMMUNICATIONS INC | 65,134 | $0 | 0.00% |
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