RMR Wealth Builders - Q4 2020 holdings

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$204 Million is the total value of RMR Wealth Builders's 530 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 25.4% .

All

			Value		Shares		↓ Weighting
IWF	Sell	ISHARES TRrus 1000 grw etf	$21,157,000	-55.6%	87,739	-60.0%	10.39%	-15.9%
IWD	Sell	ISHARES TRrus 1000 val etf	$12,425,000	-57.0%	90,874	-62.8%	6.10%	-18.6%
EFA	Sell	ISHARES TRmsci eafe etf	$9,579,000	-61.3%	131,291	-66.2%	4.71%	-26.8%
IJH	Sell	ISHARES TRcore s&p mcp etf	$9,297,000	-52.2%	40,453	-61.4%	4.57%	-9.5%
AMZN	Sell	AMAZON COM INC	$8,432,000	-22.6%	2,589	-25.2%	4.14%	+46.4%
MSFT	Sell	MICROSOFT CORP	$8,324,000	-37.5%	37,423	-40.9%	4.09%	+18.2%
IWM	Sell	ISHARES TRrussell 2000 etf	$7,949,000	-47.7%	40,546	-60.0%	3.90%	-1.0%
SHV	Sell	ISHARES TRshort treas bd	$5,270,000	-60.4%	47,681	-60.3%	2.59%	-25.1%
AAPL	Sell	APPLE INC	$4,048,000	-70.8%	30,510	-74.5%	1.99%	-44.7%
AVGO	Sell	BROADCOM INC	$3,225,000	+11.7%	7,365	-7.1%	1.58%	+111.2%
QQQ	Sell	INVESCO QQQ TRunit ser 1	$2,576,000	-45.3%	8,209	-51.6%	1.26%	+3.3%
JPM	Sell	JPMORGAN CHASE & CO	$2,556,000	-16.5%	20,116	-36.8%	1.26%	+58.0%
SHY	Sell	ISHARES TR1 3 yr treas bd	$2,388,000	-8.0%	27,650	-7.8%	1.17%	+74.0%
AGG	Sell	ISHARES TRcore us aggbd et	$2,327,000	-63.9%	19,692	-64.0%	1.14%	-31.8%
CMCSA	Sell	COMCAST CORP NEWcl a	$2,187,000	+1.9%	41,737	-10.0%	1.07%	+92.8%
HD	Sell	HOME DEPOT INC	$2,163,000	-26.1%	8,144	-22.7%	1.06%	+39.9%
SPY	Sell	SPDR S&P 500 ETF TRtr unit	$2,030,000	-65.3%	5,429	-68.9%	1.00%	-34.4%
VZ	Sell	VERIZON COMMUNICATIONS INC	$1,924,000	-51.5%	32,747	-50.9%	0.94%	-8.3%
FB	Sell	FACEBOOK INCcl a	$1,764,000	-32.2%	6,457	-35.0%	0.87%	+28.4%
HUM	Sell	HUMANA INC	$1,720,000	-3.8%	4,192	-3.0%	0.84%	+82.1%
DIA	Sell	SPDR DOW JONES INDL AVERAGEut ser 1	$1,693,000	-21.8%	5,537	-29.1%	0.83%	+48.0%
MDY	Sell	SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp	$1,657,000	-55.6%	3,947	-64.1%	0.81%	-15.9%
XLV	Sell	SELECT SECTOR SPDR TRsbi healthcare	$1,586,000	-27.5%	13,981	-32.6%	0.78%	+37.1%
ASML	Sell	ASML HOLDING N V	$1,564,000	+26.2%	3,206	-4.5%	0.77%	+138.5%
CNOB	Sell	CONNECTONE BANCORP INC	$1,558,000	+38.6%	78,750	-1.4%	0.76%	+162.0%
INTC	Sell	INTEL CORP	$1,551,000	-18.8%	31,129	-15.6%	0.76%	+53.6%
V	Sell	VISA INC	$1,422,000	-46.1%	6,501	-50.8%	0.70%	+2.0%
GOOG	Sell	ALPHABET INCcap stk cl c	$1,384,000	-4.7%	790	-20.1%	0.68%	+80.4%
BA	Sell	BOEING CO	$1,320,000	+10.5%	6,166	-14.7%	0.65%	+109.0%
ISRG	Sell	INTUITIVE SURGICAL INC	$1,310,000	-1.2%	1,601	-14.3%	0.64%	+87.2%
PNC	Sell	PNC FINL SVCS GROUP INC	$1,236,000	+28.1%	8,292	-5.6%	0.61%	+141.8%
KO	Sell	COCA COLA CO	$1,198,000	-1.1%	21,851	-10.9%	0.59%	+87.6%
MA	Sell	MASTERCARD INCORPORATEDcl a	$1,181,000	-28.8%	3,309	-32.5%	0.58%	+34.9%
BLK	Sell	BLACKROCK INC	$1,149,000	+27.8%	1,593	-0.2%	0.56%	+142.1%
VWO	Sell	VANGUARD INTL EQUITY INDEX Fftse emr mkt etf	$1,111,000	-58.2%	22,169	-64.0%	0.55%	-21.0%
ZTS	Sell	ZOETIS INCcl a	$1,006,000	-11.8%	6,081	-11.9%	0.49%	+66.9%
CRM	Sell	SALESFORCE COM INC	$938,000	-33.3%	4,214	-24.7%	0.46%	+26.3%
UNP	Sell	UNION PAC CORP	$900,000	-6.8%	4,323	-11.9%	0.44%	+76.1%
HON	Sell	HONEYWELL INTL INC	$897,000	+22.5%	4,219	-5.2%	0.44%	+132.1%
PYPL	Sell	PAYPAL HLDGS INC	$889,000	-63.4%	3,794	-69.2%	0.44%	-30.6%
BNDX	Sell	VANGUARD CHARLOTTE FDSintl bd idx etf	$870,000	-72.3%	14,853	-72.4%	0.43%	-47.5%
CSGP	Sell	COSTAR GROUP INC	$865,000	+7.2%	936	-1.6%	0.42%	+102.4%
MELI	Sell	MERCADOLIBRE INC	$856,000	+44.4%	511	-6.8%	0.42%	+172.7%
CSX	Sell	CSX CORP	$823,000	+8.9%	9,070	-6.8%	0.40%	+106.1%
CI	Sell	CIGNA CORP NEW	$818,000	+16.4%	3,928	-5.3%	0.40%	+119.7%
CB	Sell	CHUBB LIMITED	$759,000	+23.0%	4,933	-7.2%	0.37%	+133.1%
TSM	Sell	TAIWAN SEMICONDUCTOR MFG LTDsponsored ads	$741,000	+13.0%	6,799	-16.0%	0.36%	+114.1%
COST	Sell	COSTCO WHSL CORP NEW	$741,000	-26.6%	1,966	-30.8%	0.36%	+38.9%
NVDA	Sell	NVIDIA CORPORATION	$731,000	-72.2%	1,400	-71.2%	0.36%	-47.4%
DIS	Sell	DISNEY WALT CO	$707,000	-57.2%	3,901	-70.7%	0.35%	-19.1%
SQ	Sell	SQUARE INCcl a	$698,000	+27.8%	3,209	-4.5%	0.34%	+141.5%
XOM	Sell	EXXON MOBIL CORP	$697,000	-64.8%	16,916	-70.6%	0.34%	-33.5%
GOOGL	Sell	ALPHABET INCcap stk cl a	$692,000	-32.4%	395	-43.4%	0.34%	+27.8%
BRKB	Sell	BERKSHIRE HATHAWAY INC DELcl b new	$686,000	-9.5%	2,957	-17.0%	0.34%	+71.1%
MUB	Sell	ISHARES TRnational mun etf	$656,000	-58.4%	5,599	-58.8%	0.32%	-21.3%
EW	Sell	EDWARDS LIFESCIENCES CORP	$655,000	+9.2%	7,176	-4.5%	0.32%	+106.4%
LULU	Sell	LULULEMON ATHLETICA INC	$653,000	+5.5%	1,877	-0.1%	0.32%	+99.4%
COF	Sell	CAPITAL ONE FINL CORP	$643,000	+32.3%	6,507	-3.8%	0.32%	+150.8%
JNJ	Sell	JOHNSON & JOHNSON	$625,000	-63.0%	3,973	-65.0%	0.31%	-30.1%
ICE	Sell	INTERCONTINENTAL EXCHANGE IN	$610,000	+11.1%	5,287	-3.7%	0.30%	+109.8%
NFLX	Sell	NETFLIX INC	$565,000	-42.3%	1,045	-46.6%	0.28%	+9.4%
BX	Sell	BLACKSTONE GROUP INC	$546,000	-16.4%	8,421	-32.7%	0.27%	+57.6%
AMT	Sell	AMERICAN TOWER CORP NEW	$540,000	-16.3%	2,406	-9.9%	0.26%	+58.7%
ABT	Sell	ABBOTT LABS	$484,000	-45.1%	4,421	-45.4%	0.24%	+3.9%
SHW	Sell	SHERWIN WILLIAMS CO	$462,000	+5.5%	628	-0.2%	0.23%	+99.1%
CVX	Sell	CHEVRON CORP NEW	$447,000	-23.6%	5,291	-34.8%	0.22%	+44.7%
JCI	Sell	JOHNSON CTLS INTL PLC	$437,000	+1.2%	9,389	-11.3%	0.22%	+92.0%
TIP	Sell	ISHARES TRtips bd etf	$435,000	-28.6%	3,406	-29.3%	0.21%	+35.4%
BSV	Sell	VANGUARD BD INDEX FDSshort trm bond	$419,000	-55.9%	5,055	-55.8%	0.21%	-16.6%
MCD	Sell	MCDONALDS CORP	$417,000	-50.5%	1,944	-49.3%	0.20%	-6.4%
T	Sell	AT&T INC	$405,000	-81.8%	14,074	-81.9%	0.20%	-65.5%
ADBE	Sell	ADOBE SYSTEMS INCORPORATED	$398,000	-68.2%	795	-68.8%	0.20%	-39.7%
CGNX	Sell	COGNEX CORP	$398,000	+23.2%	4,957	-0.0%	0.20%	+133.3%
INTU	Sell	INTUIT	$391,000	-37.4%	1,030	-46.2%	0.19%	+18.5%
IWR	Sell	ISHARES TRrus mid cap etf	$389,000	-65.2%	5,678	-70.8%	0.19%	-34.1%
LOW	Sell	LOWES COS INC	$363,000	-56.4%	2,261	-55.0%	0.18%	-17.6%
TSLA	Sell	TESLA INC	$359,000	-60.6%	509	-76.0%	0.18%	-25.7%
DOW	Sell	DOW INC	$353,000	+3.8%	6,369	-11.8%	0.17%	+96.6%
PM	Sell	PHILIP MORRIS INTL INC	$353,000	-9.0%	4,268	-17.4%	0.17%	+71.3%
BRKA	Sell	BERKSHIRE HATHAWAY INC DELcl a	$348,000	-45.6%	1	-50.0%	0.17%	+3.0%
PFF	Sell	ISHARES TRpfd and incm sec	$345,000	-66.5%	8,948	-68.3%	0.17%	-36.7%
CSCO	Sell	CISCO SYS INC	$338,000	-35.1%	7,542	-43.0%	0.17%	+23.0%
FAST	Sell	FASTENAL CO	$337,000	-19.8%	6,908	-25.8%	0.17%	+52.3%
BABA	Sell	ALIBABA GROUP HLDG LTDsponsored ads	$330,000	-39.8%	1,418	-23.9%	0.16%	+14.1%
VNQ	Sell	VANGUARD INDEX FDSreal estate etf	$325,000	-52.5%	3,827	-55.8%	0.16%	-10.1%
EFAV	Sell	ISHARES TRmsci eafe min vl	$322,000	-33.6%	4,387	-38.4%	0.16%	+25.4%
BAC	Sell	BK OF AMERICA CORP	$317,000	-24.9%	10,459	-40.2%	0.16%	+41.8%
DOCU	Sell	DOCUSIGN INC	$298,000	-46.8%	1,342	-48.4%	0.15%	+0.7%
AMD	Sell	ADVANCED MICRO DEVICES INC	$293,000	+7.3%	3,200	-4.0%	0.14%	+102.8%
LQD	Sell	ISHARES TRiboxx inv cp etf	$289,000	-52.0%	2,089	-53.3%	0.14%	-9.0%
BMY	Sell	BRISTOL-MYERS SQUIBB CO	$285,000	-58.2%	4,598	-59.3%	0.14%	-20.9%
PG	Sell	PROCTER AND GAMBLE CO	$282,000	-67.5%	2,027	-67.5%	0.14%	-38.2%
TWLO	Sell	TWILIO INCcl a	$278,000	+26.9%	820	-7.3%	0.14%	+140.4%
CHTR	Sell	CHARTER COMMUNICATIONS INC Ncl a	$272,000	+5.4%	411	-0.7%	0.13%	+100.0%
MDLZ	Sell	MONDELEZ INTL INCcl a	$266,000	-44.0%	4,548	-45.0%	0.13%	+6.5%
APD	Sell	AIR PRODS & CHEMS INC	$265,000	-12.3%	970	-4.2%	0.13%	+66.7%
MO	Sell	ALTRIA GROUP INC	$265,000	-53.0%	6,471	-55.7%	0.13%	-11.0%
RDSB	Sell	ROYAL DUTCH SHELL PLCspon adr b	$261,000	+26.1%	7,768	-9.0%	0.13%	+137.0%
ABMD	Sell	ABIOMED INC	$260,000	-14.5%	803	-26.7%	0.13%	+62.0%
PEG	Sell	PUBLIC SVC ENTERPRISE GRP IN	$258,000	-92.1%	4,425	-92.5%	0.13%	-85.0%
MRK	Sell	MERCK & CO. INC	$254,000	-89.0%	3,104	-88.8%	0.12%	-79.1%
AXP	Sell	AMERICAN EXPRESS CO	$250,000	-37.5%	2,070	-48.2%	0.12%	+18.3%
VTV	Sell	VANGUARD INDEX FDSvalue etf	$251,000	-24.6%	2,113	-33.7%	0.12%	+43.0%
CAT	Sell	CATERPILLAR INC	$246,000	+9.8%	1,349	-10.4%	0.12%	+108.6%
PFE	Sell	PFIZER INC	$243,000	-66.9%	6,615	-67.0%	0.12%	-37.7%
NKE	Sell	NIKE INCcl b	$241,000	-5.5%	1,701	-16.2%	0.12%	+78.8%
WMT	Sell	WALMART INC	$238,000	-29.8%	1,652	-31.7%	0.12%	+33.0%
SPLV	Sell	INVESCO EXCH TRADED FD TR IIs&p500 low vol	$239,000	-36.4%	4,250	-39.4%	0.12%	+19.4%
BDX	Sell	BECTON DICKINSON & CO	$239,000	-34.2%	956	-38.7%	0.12%	+24.5%
PEP	Sell	PEPSICO INC	$224,000	-52.1%	1,510	-55.3%	0.11%	-9.1%
SBUX	Sell	STARBUCKS CORP	$217,000	-19.6%	2,032	-35.4%	0.11%	+52.9%
LH	Sell	LABORATORY CORP AMER HLDGS	$213,000	+2.9%	1,048	-4.6%	0.10%	+94.4%
NXJ	Sell	NUVEEN NEW JERSEY QULT MUN F	$200,000	-84.8%	13,913	-85.7%	0.10%	-71.3%
C	Sell	CITIGROUP INC	$197,000	-15.5%	3,199	-40.7%	0.10%	+61.7%
IJR	Sell	ISHARES TRcore s&p scp etf	$168,000	-68.5%	1,823	-76.0%	0.08%	-40.3%
TLT	Sell	ISHARES TR20 yr tr bd etf	$166,000	-69.7%	1,054	-68.6%	0.08%	-42.3%
MDT	Sell	MEDTRONIC PLC	$153,000	-35.4%	1,302	-42.8%	0.08%	+21.0%
IBM	Sell	INTERNATIONAL BUSINESS MACHS	$152,000	-70.1%	1,205	-71.1%	0.08%	-43.2%
SPG	Sell	SIMON PPTY GROUP INC NEW	$148,000	-35.7%	1,735	-51.3%	0.07%	+21.7%
ABBV	Sell	ABBVIE INC	$140,000	-85.3%	1,306	-88.0%	0.07%	-72.1%
CWB	Sell	SPDR SER TRblmbrg brc cnvrt	$130,000	-36.3%	1,571	-47.0%	0.06%	+20.8%
NSC	Sell	NORFOLK SOUTHN CORP	$126,000	-38.2%	529	-44.6%	0.06%	+17.0%
JNK	Sell	SPDR SER TRbloomberg brclys	$115,000	-58.6%	1,058	-60.3%	0.06%	-22.2%
OLED	Sell	UNIVERSAL DISPLAY CORP	$104,000	-76.8%	454	-81.7%	0.05%	-56.4%
MAIN	Sell	MAIN STR CAP CORP	$98,000	-87.6%	3,029	-88.6%	0.05%	-76.6%
DVY	Sell	ISHARES TRselect divid etf	$84,000	-67.1%	871	-72.2%	0.04%	-37.9%
O	Sell	REALTY INCOME CORP	$77,000	-74.0%	1,236	-74.6%	0.04%	-50.6%
VUG	Sell	VANGUARD INDEX FDSgrowth etf	$68,000	-66.2%	268	-69.7%	0.03%	-36.5%
SRE	Sell	SEMPRA ENERGY	$65,000	-67.7%	509	-70.0%	0.03%	-38.5%
LJPC	Sell	LA JOLLA PHARMACEUTICAL CO	$36,000	-58.1%	9,400	-56.1%	0.02%	-18.2%
SDY	Sell	SPDR SER TRs&p divid etf	$37,000	-95.3%	350	-95.9%	0.02%	-91.2%
NLY	Sell	ANNALY CAPITAL MANAGEMENT IN	$37,000	-54.3%	4,360	-61.5%	0.02%	-14.3%
XLY	Sell	SELECT SECTOR SPDR TRsbi cons discr	$28,000	-90.9%	177	-91.5%	0.01%	-82.5%
IEF	Sell	ISHARES TRbarclays 7 10 yr	$24,000	-93.5%	200	-93.4%	0.01%	-87.5%
KMB	Sell	KIMBERLY-CLARK CORP	$23,000	-93.3%	169	-92.7%	0.01%	-87.6%
GE	Sell	GENERAL ELECTRIC CO	$20,000	-75.0%	1,810	-85.9%	0.01%	-52.4%
IWN	Sell	ISHARES TRrus 2000 val etf	$19,000	-91.5%	145	-93.6%	0.01%	-84.5%
MMM	Sell	3M CO	$15,000	-92.8%	85	-93.4%	0.01%	-87.0%
WATT	Sell	ENERGOUS CORP	$14,000	-76.7%	7,950	-60.9%	0.01%	-56.2%
VYM	Sell	VANGUARD WHITEHALL FDShigh div yld	$12,000	-99.9%	130	-99.9%	0.01%	-99.8%
D	Sell	DOMINION ENERGY INC	$7,000	-97.0%	94	-96.9%	0.00%	-95.1%
ORCL	Sell	ORACLE CORP	$6,000	-97.8%	94	-98.0%	0.00%	-95.8%
VBR	Sell	VANGUARD INDEX FDSsm cp val etf	$4,000	-99.9%	27	-99.9%	0.00%	-99.8%
OXYWS	Sell	OCCIDENTAL PETE CORP*w exp 08/03/202	$0	–	19	-51.3%	0.00%	–
BMYRT	Sell	BRISTOL-MYERS SQUIBB COright 99/99/9999	$0	-100.0%	293	-73.2%	0.00%	-100.0%
AIGWS	Sell	AMERICAN INTL GROUP INC*w exp 01/19/202	$0	–	80	-5.9%	0.00%	–
VSTWSA	Sell	VISTRA CORP*w exp 02/02/202	$0	–	181	-24.9%	0.00%	–
AIKI	Exit	AIKIDO PHARMA INC	$0	–	-10,400	-100.0%	-0.00%	–
GNW	Exit	GENWORTH FINL INC	$0	–	-18,000	-100.0%	-0.02%	–
SIRI	Exit	SIRIUS XM HOLDINGS INC	$0	–	-13,285	-100.0%	-0.02%	–
BGCP	Exit	BGC PARTNERS INCcl a	$0	–	-31,545	-100.0%	-0.02%	–
FRO	Exit	FRONTLINE LTD	$0	–	-13,154	-100.0%	-0.02%	–
SRNE	Exit	SORRENTO THERAPEUTICS INC	$0	–	-10,300	-100.0%	-0.03%	–
CDMO	Exit	AVID BIOSERVICES INC	$0	–	-25,100	-100.0%	-0.05%	–
SPDW	Exit	SPDR INDEX SHS FDSportfolio devlpd	$0	–	-6,885	-100.0%	-0.05%	–
IJS	Exit	ISHARES TRsp smcp600vl etf	$0	–	-1,646	-100.0%	-0.05%	–
SCHD	Exit	SCHWAB STRATEGIC TRus dividend eq	$0	–	-3,686	-100.0%	-0.05%	–
LLY	Exit	LILLY ELI & CO	$0	–	-1,399	-100.0%	-0.05%	–
ES	Exit	EVERSOURCE ENERGY	$0	–	-2,502	-100.0%	-0.05%	–
FDM	Exit	FIRST TR DOW JONES SELECT MI	$0	–	-5,804	-100.0%	-0.06%	–
BNY	Exit	BLACKROCK N Y MUN INCOME TRsh ben int	$0	–	-16,090	-100.0%	-0.06%	–
DUK	Exit	DUKE ENERGY CORP NEW	$0	–	-2,685	-100.0%	-0.06%	–
GLD	Exit	SPDR GOLD TR	$0	–	-1,336	-100.0%	-0.06%	–
SGEN	Exit	SEATTLE GENETICS INC	$0	–	-1,266	-100.0%	-0.06%	–
ZM	Exit	ZOOM VIDEO COMMUNICATIONS INcl a	$0	–	-532	-100.0%	-0.06%	–
BLL	Exit	BALL CORP	$0	–	-3,074	-100.0%	-0.07%	–
VGIT	Exit	VANGUARD SCOTTSDALE FDSinter term treas	$0	–	-3,743	-100.0%	-0.07%	–
DNKN	Exit	DUNKIN BRANDS GROUP INC	$0	–	-3,280	-100.0%	-0.07%	–
LSI	Exit	LIFE STORAGE INC	$0	–	-2,600	-100.0%	-0.07%	–
IGSB	Exit	ISHARES TR	$0	–	-5,082	-100.0%	-0.07%	–
BOND	Exit	PIMCO ETF TRactive bd etf	$0	–	-2,484	-100.0%	-0.07%	–
MUJ	Exit	BLACKROCK MUNIHLDGS NJ QLTY	$0	–	-20,989	-100.0%	-0.07%	–
HLT	Exit	HILTON WORLDWIDE HLDGS INC	$0	–	-3,444	-100.0%	-0.08%	–
DGRW	Exit	WISDOMTREE TRus qtly div grt	$0	–	-6,289	-100.0%	-0.08%	–
SPYD	Exit	SPDR SER TRprtflo s&p500 hi	$0	–	-12,210	-100.0%	-0.09%	–
RGLD	Exit	ROYAL GOLD INC	$0	–	-3,000	-100.0%	-0.09%	–
NVG	Exit	NUVEEN AMT FREE MUN CR INC F	$0	–	-24,550	-100.0%	-0.10%	–
CHGG	Exit	CHEGG INC	$0	–	-7,100	-100.0%	-0.13%	–
DBA	Exit	INVESCO DB MULTI-SECTOR COMMagriculture fd	$0	–	-37,000	-100.0%	-0.14%	–
SLYV	Exit	SPDR SER TRs&p 600 smcp val	$0	–	-11,437	-100.0%	-0.15%	–
GLTR	Exit	ABERDEEN STD PRECIOUS METALSphyscl pm basket	$0	–	-6,450	-100.0%	-0.16%	–
EXPD	Exit	EXPEDITORS INTL WASH INC	$0	–	-7,025	-100.0%	-0.16%	–
IAU	Exit	ISHARES GOLD TRUSTishares	$0	–	-36,425	-100.0%	-0.17%	–
IJJ	Exit	ISHARES TRs&p mc 400vl etf	$0	–	-5,685	-100.0%	-0.20%	–
BAB	Exit	INVESCO EXCH TRADED FD TR IItaxable mun bd	$0	–	-23,890	-100.0%	-0.21%	–
NRK	Exit	NUVEEN NEW YORK AMT QLT MUNI	$0	–	-70,479	-100.0%	-0.24%	–
SFIX	Exit	STITCH FIX INC	$0	–	-34,060	-100.0%	-0.24%	–
ED	Exit	CONSOLIDATED EDISON INC	$0	–	-17,804	-100.0%	-0.36%	–
RWR	Exit	SPDR SER TRdj reit etf	$0	–	-21,096	-100.0%	-0.43%	–
XLK	Exit	SELECT SECTOR SPDR TRtechnology	$0	–	-17,292	-100.0%	-0.52%	–
RWO	Exit	SPDR INDEX SHS FDSdj glb rl es etf	$0	–	-96,549	-100.0%	-0.99%	–
MDYV	Exit	SPDR SER TRs&p 400 mdcp val	$0	–	-134,430	-100.0%	-1.51%	–

Original filings

The following EDGAR filing(s) were analyzed to create this report:

View 13F-HR/A filed 2021-02-26

Signatures

The EDGAR filing(s) were signed by:

Steven Sergio — Director of Compliance & Operations

Top long-term holdings

Name	Quarters owned	Latest quarter owned	Max weighting
ISHARES TR	15	Q3 2023	14.3%
ISHARES TR	15	Q3 2023	8.8%
ISHARES TR	15	Q3 2023	9.4%
MICROSOFT CORP COM	15	Q3 2023	6.5%
ISHARES TR	15	Q3 2023	7.3%
ISHARES TR	15	Q3 2023	5.7%
APPLE INC COM USD0.00001	15	Q3 2023	3.6%
AMAZON COM INC COM	15	Q3 2023	5.5%
ISHARES TR SHORT TREAS BD	15	Q3 2023	3.5%
ISHARES TR	15	Q3 2023	3.4%

View RMR Wealth Builders's complete holdings history.

Latest filings

Type	Filed
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
13F-HR	2022-05-13

View RMR Wealth Builders's complete filings history.

All filings

View complete filings history.

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Issues

The following issues were detected while analyzing the report:

The reported has been restated
The reported has been amended

Export RMR Wealth Builders's holdings