RMR Wealth Builders Q3 2023 Filing
Filed October 23, 2023
Portfolio Value
$626.1M
Holdings
230
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (230 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | UNHUNITEDHEALTH GROUP INC | 2,312 | $0 | 0.00% | |
| 202 | FMBFIRST TR EXCH TRADED FD III | 154,076 | $0 | 0.00% | |
| 203 | XLFSELECT SECTOR SPDR TR | 34,007 | $0 | 0.00% | |
| 204 | MUBISHARES TR | 147,372 | $0 | 0.00% | |
| 205 | BXBLACKSTONE INC | 12,231 | $0 | 0.00% | |
| 206 | DISDISNEY WALT CO | 13,643 | $0 | 0.00% | |
| 207 | NVDANVIDIA CORPORATION | 24,790 | $0 | 0.00% | |
| 208 | XLKSELECT SECTOR SPDR TR | 18,100 | $0 | 0.00% | |
| 209 | XOMEXXON MOBIL CORP | 34,067 | $0 | 0.00% | |
| 210 | ASMLASML HOLDING N V | 2,057 | $0 | 0.00% | |
| 211 | SPYSPDR S&P 500 ETF TR | 19,543 | $0 | 0.00% | |
| 212 | VOOVANGUARD INDEX FDS | 128,971 | $0 | 0.00% | |
| 213 | COSTCOSTCO WHSL CORP NEW | 3,493 | $0 | 0.00% | |
| 214 | SUBISHARES TR | 205,587 | $0 | 0.00% | |
| 215 | PEGPUBLIC SVC ENTERPRISE GRP IN | 18,812 | $0 | 0.00% | |
| 216 | XLESELECT SECTOR SPDR TR | 16,628 | $0 | 0.00% | |
| 217 | IWMISHARES TR | 40,490 | $0 | 0.00% | |
| 218 | HYSPIMCO ETF TR | 93,516 | $0 | 0.00% | |
| 219 | ABBVABBVIE INC | 10,568 | $0 | 0.00% | |
| 220 | MRKMERCK & CO INC | 20,361 | $0 | 0.00% | |
| 221 | HONHONEYWELL INTL INC | 6,925 | $0 | 0.00% | |
| 222 | BLKCHFBLACKROCK INC | 2,026 | $0 | 0.00% | |
| 223 | IWDISHARES TR | 127,105 | $0 | 0.00% | |
| 224 | IWFISHARES TR | 116,554 | $0 | 0.00% | |
| 225 | ANETEURARISTA NETWORKS INC | 6,215 | $0 | 0.00% | |
| 226 | IJHISHARES TR | 181,685 | $0 | 0.00% | |
| 227 | UNPUNION PAC CORP | 5,740 | $0 | 0.00% | |
| 228 | VTVVANGUARD INDEX FDS | 415,240 | $0 | 0.00% | |
| 229 | BRK/BBERKSHIRE HATHAWAY INC DEL | 6,169 | $0 | 0.00% | |
| 230 | CSGPCOSTAR GROUP INC | 13,888 | $0 | 0.00% |
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