$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IEI | ISHARES TR3 7 yr treas bd | $1,995,000 | -0.4% | 15,000 | 0.0% | 0.98% | +88.5% | |
| CME | CME GROUP INC | $1,441,000 | +8.8% | 7,916 | 0.0% | 0.71% | +105.8% | |
| CMG | CHIPOTLE MEXICAN GRILL INC | $750,000 | +11.4% | 541 | 0.0% | 0.37% | +110.3% | |
| NOW | SERVICENOW INC | $602,000 | +13.6% | 1,093 | 0.0% | 0.30% | +114.5% | |
| DXCM | DEXCOM INC | $481,000 | -10.3% | 1,300 | 0.0% | 0.24% | +69.8% | |
| MPWR | MONOLITHIC PWR SYS INC | $475,000 | +30.9% | 1,297 | 0.0% | 0.23% | +147.9% | |
| EA | ELECTRONIC ARTS INC | $473,000 | +10.0% | 3,297 | 0.0% | 0.23% | +107.1% | |
| TSCO | TRACTOR SUPPLY CO | $459,000 | -1.9% | 3,268 | 0.0% | 0.22% | +86.0% | |
| MKTX | MARKETAXESS HLDGS INC | $457,000 | +18.4% | 801 | 0.0% | 0.22% | +124.0% | |
| MCHP | MICROCHIP TECHNOLOGY INC. | $452,000 | +34.5% | 3,273 | 0.0% | 0.22% | +155.2% | |
| LHX | L3HARRIS TECHNOLOGIES INC | $450,000 | +11.1% | 2,383 | 0.0% | 0.22% | +110.5% | |
| BSX | BOSTON SCIENTIFIC CORP | $364,000 | -5.9% | 10,121 | 0.0% | 0.18% | +79.0% | |
| ACN | ACCENTURE PLC IRELAND | $331,000 | +15.3% | 1,268 | 0.0% | 0.16% | +117.3% | |
| GWRE | GUIDEWIRE SOFTWARE INC | $327,000 | +23.4% | 2,537 | 0.0% | 0.16% | +133.3% | |
| PXD | PIONEER NAT RES CO | $299,000 | +32.9% | 2,621 | 0.0% | 0.15% | +153.4% | |
| MXIM | MAXIM INTEGRATED PRODS INC | $296,000 | +31.0% | 3,340 | 0.0% | 0.14% | +145.8% | |
| TRU | TRANSUNION | $292,000 | +17.7% | 2,947 | 0.0% | 0.14% | +123.4% | |
| FRC | FIRST REP BK SAN FRANCISCO C | $272,000 | +34.7% | 1,853 | 0.0% | 0.13% | +157.7% | |
| TREX | TREX CO INC | $270,000 | +16.9% | 3,226 | 0.0% | 0.13% | +121.7% | |
| ORLY | OREILLY AUTOMOTIVE INC | $266,000 | -1.8% | 588 | 0.0% | 0.13% | +87.1% | |
| TYL | TYLER TECHNOLOGIES INC | $259,000 | +25.1% | 594 | 0.0% | 0.13% | +135.2% | |
| IEX | IDEX CORP | $253,000 | +9.5% | 1,268 | 0.0% | 0.12% | +106.7% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2021-02-26
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
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.