Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2013 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 18 | Q2 2024 | 14.3% |
ISHARES TR | 18 | Q2 2024 | 8.8% |
ISHARES TR | 18 | Q2 2024 | 9.4% |
MICROSOFT CORP COM | 18 | Q2 2024 | 6.5% |
ISHARES TR | 18 | Q2 2024 | 7.3% |
ISHARES TR | 18 | Q2 2024 | 5.7% |
APPLE INC COM USD0.00001 | 18 | Q2 2024 | 3.6% |
AMAZON COM INC COM | 18 | Q2 2024 | 5.5% |
ISHARES TR | 18 | Q2 2024 | 3.4% |
ISHARES TR | 18 | Q2 2024 | 2.8% |
View RMR Wealth Builders's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-07-23 |
13F-HR | 2024-04-15 |
13F-HR | 2024-02-06 |
13F-HR | 2023-10-23 |
13F-HR | 2023-07-21 |
13F-HR | 2023-04-11 |
13F-HR/A | 2023-02-15 |
13F-HR | 2023-02-02 |
13F-HR | 2022-11-08 |
13F-HR | 2022-08-02 |
View RMR Wealth Builders's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.