RMR Wealth Builders Q4 2020 Filing
Filed February 9, 2021
Portfolio Value
$182.7M
Holdings
146
Report Date
Q4 2020
Filing Type
13F-HR
All Holdings (146 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | GWREGUIDEWIRE SOFTWARE INC | 2,537 | $327K | 0.18% | |
| 102 | VNQVANGUARD INDEX FDS | 840 | $326K | 0.18% | |
| 103 | EFAVISHARES TR | 2,156 | $322K | 0.18% | |
| 104 | BACBK OF AMERICA CORP | 6,395 | $317K | 0.17% | |
| 105 | NEENEXTERA ENERGY INC | 2,368 | $309K | 0.17% | |
| 106 | PXDEURPIONEER NAT RES CO | 2,621 | $299K | 0.16% | |
| 107 | DOCUDOCUSIGN INC | 1,311 | $298K | 0.16% | |
| 108 | MXIMMAXIM INTEGRATED PRODS INC | 3,340 | $296K | 0.16% | |
| 109 | AMDADVANCED MICRO DEVICES INC | 3,100 | $293K | 0.16% | |
| 110 | TRUTRANSUNION | 2,947 | $292K | 0.16% | |
| 111 | LQDISHARES TR | 200 | $289K | 0.16% | |
| 112 | BMYBRISTOL-MYERS SQUIBB CO | 200 | $285K | 0.16% | |
| 113 | PGPROCTER AND GAMBLE CO | 930 | $282K | 0.15% | |
| 114 | TWLOTWILIO INC | 820 | $278K | 0.15% | |
| 115 | FRCBFIRST REP BK SAN FRANCISCO C | 1,853 | $272K | 0.15% | |
| 116 | CHTRCHARTER COMMUNICATIONS INC N | 411 | $272K | 0.15% | |
| 117 | TREXTREX CO INC | 3,226 | $270K | 0.15% | |
| 118 | MDLZMONDELEZ INTL INC | 1,881 | $266K | 0.15% | |
| 119 | ORLYOREILLY AUTOMOTIVE INC | 588 | $266K | 0.15% | |
| 120 | KEYSKEYSIGHT TECHNOLOGIES INC | 2,016 | $266K | 0.15% | |
| 121 | APDAIR PRODS & CHEMS INC | 970 | $265K | 0.15% | |
| 122 | MOALTRIA GROUP INC | 4,214 | $265K | 0.15% | |
| 123 | R6C2ROYAL DUTCH SHELL PLC | 7,647 | $261K | 0.14% | |
| 124 | ABMDEURABIOMED INC | 683 | $260K | 0.14% | |
| 125 | TYLTYLER TECHNOLOGIES INC | 594 | $259K | 0.14% | |
| 126 | PEGPUBLIC SVC ENTERPRISE GRP IN | 1,022 | $258K | 0.14% | |
| 127 | MRKMERCK & CO. INC | 764 | $254K | 0.14% | |
| 128 | IEXIDEX CORP | 1,268 | $253K | 0.14% | |
| 129 | VTVVANGUARD INDEX FDS | 1,834 | $251K | 0.14% | |
| 130 | AXPAMERICAN EXPRESS CO | 792 | $250K | 0.14% | |
| 131 | CATCATERPILLAR INC | 208 | $246K | 0.13% | |
| 132 | PFEPFIZER INC | 1,500 | $243K | 0.13% | |
| 133 | PANWPALO ALTO NETWORKS INC | 82 | $242K | 0.13% | |
| 134 | NKENIKE INC | 1,459 | $241K | 0.13% | |
| 135 | BDXBECTON DICKINSON & CO | 956 | $239K | 0.13% | |
| 136 | SPLVINVESCO EXCH TRADED FD TR II | 490 | $239K | 0.13% | |
| 137 | WMTWALMART INC | 1,000 | $238K | 0.13% | |
| 138 | FISFIDELITY NATL INFORMATION SV | 532 | $237K | 0.13% | |
| 139 | ULTAULTA BEAUTY INC | 807 | $232K | 0.13% | |
| 140 | VONVVANGUARD SCOTTSDALE FDS | 1,660 | $229K | 0.13% | |
| 141 | PEPPEPSICO INC | 418 | $224K | 0.12% | |
| 142 | SGENUSDSEAGEN INC | 1,266 | $222K | 0.12% | |
| 143 | SBUXSTARBUCKS CORP | 813 | $217K | 0.12% | |
| 144 | TERTERADYNE INC | 1,773 | $213K | 0.12% | |
| 145 | —LABORATORY CORP AMER HLDGS | 222 | $213K | 0.12% | |
| 146 | SLBSCHLUMBERGER LTD | 9,600 | $210K | 0.11% |
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