RMR Wealth Builders Q4 2023 Filing
Filed February 6, 2024
Portfolio Value
$711.8M
Holdings
232
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (232 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | GOOGLALPHABET INC | 22,513 | $0 | 0.00% | |
| 202 | IJRISHARES TR | 156,650 | $0 | 0.00% | |
| 203 | VCSHVANGUARD SCOTTSDALE FDS | 337,485 | $0 | 0.00% | |
| 204 | MDYSPDR S&P MIDCAP 400 ETF TR | 13,979 | $0 | 0.00% | |
| 205 | UNHUNITEDHEALTH GROUP INC | 2,682 | $0 | 0.00% | |
| 206 | CVSCVS HEALTH CORP | 13,497 | $0 | 0.00% | |
| 207 | CMECME GROUP INC | 6,513 | $0 | 0.00% | |
| 208 | AMTAMERICAN TOWER CORP NEW | 5,651 | $0 | 0.00% | |
| 209 | JPMJPMORGAN CHASE & CO | 28,856 | $0 | 0.00% | |
| 210 | BNDXVANGUARD CHARLOTTE FDS | 166,985 | $0 | 0.00% | |
| 211 | FMBFIRST TR EXCH TRADED FD III | 194,086 | $0 | 0.00% | |
| 212 | AAPLAPPLE INC | 114,520 | $0 | 0.00% | |
| 213 | ULTAULTA BEAUTY INC | 2,713 | $0 | 0.00% | |
| 214 | AQLTISHARES TR | 414,264 | $0 | 0.00% | |
| 215 | MUBISHARES TR | 130,880 | $0 | 0.00% | |
| 216 | BXBLACKSTONE INC | 10,745 | $0 | 0.00% | |
| 217 | DISDISNEY WALT CO | 14,357 | $0 | 0.00% | |
| 218 | INTCINTEL CORP | 26,096 | $0 | 0.00% | |
| 219 | NVDANVIDIA CORPORATION | 25,381 | $0 | 0.00% | |
| 220 | XLKSELECT SECTOR SPDR TR | 18,528 | $0 | 0.00% | |
| 221 | XOMEXXON MOBIL CORP | 24,734 | $0 | 0.00% | |
| 222 | ASMLASML HOLDING N V | 2,094 | $0 | 0.00% | |
| 223 | SPYSPDR S&P 500 ETF TR | 17,540 | $0 | 0.00% | |
| 224 | KOCOCA COLA CO | 30,751 | $0 | 0.00% | |
| 225 | VOOVANGUARD INDEX FDS | 136,017 | $0 | 0.00% | |
| 226 | ADBEADOBE INC | 4,252 | $0 | 0.00% | |
| 227 | CRMSALESFORCE INC | 6,243 | $0 | 0.00% | |
| 228 | COSTCOSTCO WHSL CORP NEW | 3,862 | $0 | 0.00% | |
| 229 | SUBISHARES TR | 187,671 | $0 | 0.00% | |
| 230 | PECOPHILLIPS EDISON & CO INC | 87,148 | $0 | 0.00% | |
| 231 | PEGPUBLIC SVC ENTERPRISE GRP IN | 18,090 | $0 | 0.00% | |
| 232 | MCDMCDONALDS CORP | 3,838 | $0 | 0.00% |
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