RMR Wealth Builders 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
RW RMR Wealth Builders | Institutional Filer | ▲ 1.60% | $1.27B | 277 |
Current Portfolio Holdings
Showing all 277 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | — | 202K | $120.9M | 9.52% |
| 2 | VUG | VANGUARD INDEX FDS | — | 265K | $115.6M | 9.11% |
| 3 | VTV | VANGUARD INDEX FDS | — | 574K | $112.6M | 8.87% |
| 4 | IJH | ISHARES TR | — | 1.1M | $74.9M | 5.90% |
| 5 | IEFA | ISHARES TR | — | 694K | $62.9M | 4.95% |
| 6 | PRMR | NORTHERN LTS FD TR II | — | 2.3M | $52.8M | 4.16% |
| 7 | NVDA | NVIDIA Corporation | Technology | 249K | $43.5M | 3.43% |
| 8 | IWF | ISHARES TR | — | 100K | $42.6M | 3.36% |
| 9 | AAPL | Apple Inc. | Technology | 154K | $39.1M | 3.08% |
| 10 | SUB | ISHARES TR | — | 295K | $31.4M | 2.47% |
| 11 | IWD | ISHARES TR | — | 137K | $29.3M | 2.31% |
| 12 | FSMB | FIRST TR EXCH TRADED FD III | — | 1.1M | $21.5M | 1.69% |
| 13 | MSFT | Microsoft Corporation | Technology | 54K | $19.9M | 1.56% |
| 14 | SCHO | SCHWAB STRATEGIC TR | — | 796K | $19.3M | 1.52% |
| 15 | HYS | PIMCO ETF TR | — | 205K | $19.1M | 1.50% |
Showing 1 to 15 of 277 holdings