$385 Million is the total value of RMR Wealth Builders's 799 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 2.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SHY | ISHARES TR1 3 yr treas bd | $2,385,000 | -0.1% | 27,650 | 0.0% | 0.62% | -47.1% | |
| IEI | ISHARES TR3 7 yr treas bd | $1,948,000 | -2.4% | 15,000 | 0.0% | 0.51% | -48.4% | |
| CME | CME GROUP INC | $1,617,000 | +12.2% | 7,916 | 0.0% | 0.42% | -40.7% | |
| CI | CIGNA CORP NEW | $950,000 | +16.1% | 3,928 | 0.0% | 0.25% | -38.6% | |
| COF | CAPITAL ONE FINL CORP | $828,000 | +28.8% | 6,507 | 0.0% | 0.22% | -32.0% | |
| CMG | CHIPOTLE MEXICAN GRILL INC | $769,000 | +2.5% | 541 | 0.0% | 0.20% | -45.7% | |
| TSCO | TRACTOR SUPPLY CO | $579,000 | +26.1% | 3,268 | 0.0% | 0.15% | -33.3% | |
| LULU | LULULEMON ATHLETICA INC | $576,000 | -11.8% | 1,877 | 0.0% | 0.15% | -53.3% | |
| JCI | JOHNSON CTLS INTL PLC | $560,000 | +28.1% | 9,389 | 0.0% | 0.14% | -32.6% | |
| MCHP | MICROCHIP TECHNOLOGY INC. | $508,000 | +12.4% | 3,273 | 0.0% | 0.13% | -40.5% | |
| LHX | L3HARRIS TECHNOLOGIES INC | $483,000 | +7.3% | 2,383 | 0.0% | 0.12% | -43.4% | |
| MPWR | MONOLITHIC PWR SYS INC | $458,000 | -3.6% | 1,297 | 0.0% | 0.12% | -48.9% | |
| EA | ELECTRONIC ARTS INC | $446,000 | -5.7% | 3,297 | 0.0% | 0.12% | -50.0% | |
| PXD | PIONEER NAT RES CO | $416,000 | +39.1% | 2,621 | 0.0% | 0.11% | -26.5% | |
| CGNX | COGNEX CORP | $411,000 | +3.3% | 4,957 | 0.0% | 0.11% | -45.4% | |
| MKTX | MARKETAXESS HLDGS INC | $399,000 | -12.7% | 801 | 0.0% | 0.10% | -53.6% | |
| BSX | BOSTON SCIENTIFIC CORP | $391,000 | +7.4% | 10,121 | 0.0% | 0.10% | -43.0% | |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $386,000 | +10.9% | 1 | 0.0% | 0.10% | -41.5% | |
| ACN | ACCENTURE PLC IRELAND | $350,000 | +5.7% | 1,268 | 0.0% | 0.09% | -44.2% | |
| FAST | FASTENAL CO | $347,000 | +3.0% | 6,908 | 0.0% | 0.09% | -45.8% | |
| FRC | FIRST REP BK SAN FRANCISCO C | $309,000 | +13.6% | 1,853 | 0.0% | 0.08% | -40.3% | |
| MXIM | MAXIM INTEGRATED PRODS INC | $305,000 | +3.0% | 3,340 | 0.0% | 0.08% | -45.5% | |
| ORLY | OREILLY AUTOMOTIVE INC | $298,000 | +12.0% | 588 | 0.0% | 0.08% | -41.2% | |
| TREX | TREX CO INC | $295,000 | +9.3% | 3,226 | 0.0% | 0.08% | -42.1% | |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $289,000 | +8.6% | 2,016 | 0.0% | 0.08% | -42.7% | |
| LH | LABORATORY CORP AMER HLDGS | $267,000 | +25.4% | 1,048 | 0.0% | 0.07% | -34.3% | |
| TRU | TRANSUNION | $265,000 | -9.2% | 2,947 | 0.0% | 0.07% | -51.7% | |
| IEX | IDEX CORP | $265,000 | +4.7% | 1,268 | 0.0% | 0.07% | -44.4% | |
| GWRE | GUIDEWIRE SOFTWARE INC | $258,000 | -21.1% | 2,537 | 0.0% | 0.07% | -58.4% | |
| CHTR | CHARTER COMMUNICATIONS INC Ncl a | $254,000 | -6.6% | 411 | 0.0% | 0.07% | -50.7% | |
| ULTA | ULTA BEAUTY INC | $250,000 | +7.8% | 807 | 0.0% | 0.06% | -43.0% | |
| TYL | TYLER TECHNOLOGIES INC | $252,000 | -2.7% | 594 | 0.0% | 0.06% | -48.8% | |
| SIVB | SVB FINANCIAL GROUP | $237,000 | +27.4% | 480 | 0.0% | 0.06% | -31.9% | |
| FIS | FIDELITY NATL INFORMATION SV | $236,000 | -0.4% | 1,677 | 0.0% | 0.06% | -47.4% | |
| MIDD | MIDDLEBY CORP | $234,000 | +28.6% | 1,409 | 0.0% | 0.06% | -31.5% | |
| SMG | SCOTTS MIRACLE-GRO COcl a | $234,000 | +23.2% | 956 | 0.0% | 0.06% | -34.4% | |
| PANW | PALO ALTO NETWORKS INC | $219,000 | -9.5% | 680 | 0.0% | 0.06% | -52.1% | |
| AOS | SMITH A O CORP | $206,000 | +23.4% | 3,042 | 0.0% | 0.05% | -34.1% | |
| VMC | VULCAN MATLS CO | $209,000 | +13.6% | 1,240 | 0.0% | 0.05% | -40.0% | |
| STM | STMICROELECTRONICS N Vny registry | $201,000 | +3.1% | 5,255 | 0.0% | 0.05% | -45.8% | |
| ADI | ANALOG DEVICES INC | $197,000 | +4.8% | 1,270 | 0.0% | 0.05% | -44.6% | |
| RPM | RPM INTL INC | $194,000 | +1.0% | 2,111 | 0.0% | 0.05% | -46.8% | |
| BWA | BORGWARNER INC | $184,000 | +20.3% | 3,972 | 0.0% | 0.05% | -36.0% | |
| MSI | MOTOROLA SOLUTIONS INC | $182,000 | +10.3% | 968 | 0.0% | 0.05% | -42.0% | |
| SGEN | SEAGEN INC | $176,000 | -20.7% | 1,266 | 0.0% | 0.05% | -57.8% | |
| AXTA | AXALTA COATING SYS LTD | $177,000 | +3.5% | 5,990 | 0.0% | 0.05% | -45.2% | |
| ANET | ARISTA NETWORKS INC | $171,000 | +3.6% | 567 | 0.0% | 0.04% | -45.7% | |
| TT | TRANE TECHNOLOGIES PLC | $169,000 | +14.2% | 1,020 | 0.0% | 0.04% | -39.7% | |
| ANTM | ANTHEM INC | $154,000 | +12.4% | 428 | 0.0% | 0.04% | -40.3% | |
| CL | COLGATE PALMOLIVE CO | $152,000 | -7.9% | 1,927 | 0.0% | 0.04% | -51.9% | |
| UCTT | ULTRA CLEAN HLDGS INC | $139,000 | +85.3% | 2,400 | 0.0% | 0.04% | -2.7% | |
| IT | GARTNER INC | $133,000 | +14.7% | 726 | 0.0% | 0.04% | -38.6% | |
| LOGI | LOGITECH INTL S A | $135,000 | +7.1% | 1,295 | 0.0% | 0.04% | -43.5% | |
| WEC | WEC ENERGY GROUP INC | $131,000 | +2.3% | 1,395 | 0.0% | 0.03% | -46.0% | |
| IR | INGERSOLL RAND INC | $130,000 | +8.3% | 2,639 | 0.0% | 0.03% | -42.4% | |
| AVLR | AVALARA INC | $124,000 | -19.0% | 929 | 0.0% | 0.03% | -57.3% | |
| PLD | PROLOGIS INC. | $125,000 | +5.9% | 1,182 | 0.0% | 0.03% | -44.8% | |
| CONE | CYRUSONE INC | $121,000 | -7.6% | 1,786 | 0.0% | 0.03% | -51.6% | |
| PROSPECT CAP CORPnote 6.375% 3/0 | $108,000 | +4.9% | 100,000 | 0.0% | 0.03% | -45.1% | ||
| IBN | ICICI BANK LIMITEDadr | $103,000 | +7.3% | 6,437 | 0.0% | 0.03% | -42.6% | |
| DRE | DUKE REALTY CORP | $97,000 | +4.3% | 2,324 | 0.0% | 0.02% | -45.7% | |
| SAP | SAP SEspon adr | $96,000 | -5.9% | 785 | 0.0% | 0.02% | -50.0% | |
| PKG | PACKAGING CORP AMER | $94,000 | -2.1% | 696 | 0.0% | 0.02% | -48.9% | |
| HSY | HERSHEY CO | $90,000 | +3.4% | 572 | 0.0% | 0.02% | -46.5% | |
| CERN | CERNER CORP | $88,000 | -8.3% | 1,226 | 0.0% | 0.02% | -51.1% | |
| MTD | METTLER TOLEDO INTERNATIONAL | $86,000 | +2.4% | 74 | 0.0% | 0.02% | -46.3% | |
| XEL | XCEL ENERGY INC | $82,000 | -1.2% | 1,240 | 0.0% | 0.02% | -48.8% | |
| LDUR | PIMCO ETF TRenhncd lw dur ac | $76,000 | 0.0% | 744 | 0.0% | 0.02% | -45.9% | |
| VLO | VALERO ENERGY CORP | $72,000 | +26.3% | 1,000 | 0.0% | 0.02% | -32.1% | |
| ICLR | ICON PLC | $73,000 | 0.0% | 372 | 0.0% | 0.02% | -47.2% | |
| TMUS | T-MOBILE US INC | $67,000 | -6.9% | 534 | 0.0% | 0.02% | -51.4% | |
| INFY | INFOSYS LTDsponsored adr | $65,000 | +10.2% | 3,470 | 0.0% | 0.02% | -41.4% | |
| APTV | APTIV PLC | $64,000 | +6.7% | 464 | 0.0% | 0.02% | -41.4% | |
| ROST | ROSS STORES INC | $67,000 | -2.9% | 561 | 0.0% | 0.02% | -50.0% | |
| EQIX | EQUINIX INC | $67,000 | -5.6% | 99 | 0.0% | 0.02% | -51.4% | |
| CBSH | COMMERCE BANCSHARES INC | $62,000 | +17.0% | 811 | 0.0% | 0.02% | -38.5% | |
| IQV | IQVIA HLDGS INC | $60,000 | +9.1% | 309 | 0.0% | 0.02% | -40.7% | |
| BIO | BIO RAD LABS INCcl a | $57,000 | -1.7% | 100 | 0.0% | 0.02% | -46.4% | |
| VV | VANGUARD INDEX FDSlarge cap etf | $57,000 | +5.6% | 309 | 0.0% | 0.02% | -44.4% | |
| BKR | BAKER HUGHES COMPANYcl a | $58,000 | +3.6% | 2,703 | 0.0% | 0.02% | -46.4% | |
| IHG | INTERCONTINENTAL HOTELS GROUsponsored ads | $55,000 | +5.8% | 803 | 0.0% | 0.01% | -46.2% | |
| UBS AG LONDON BRANCHen lg cp grwth | $53,000 | +1.9% | 94 | 0.0% | 0.01% | -46.2% | ||
| MPC | MARATHON PETE CORP | $53,000 | +29.3% | 1,000 | 0.0% | 0.01% | -30.0% | |
| AER | AERCAP HOLDINGS NV | $51,000 | +27.5% | 871 | 0.0% | 0.01% | -35.0% | |
| MINT | PIMCO ETF TRenhan shrt ma ac | $48,000 | 0.0% | 470 | 0.0% | 0.01% | -50.0% | |
| QURE | UNIQURE NV | $46,000 | -8.0% | 1,377 | 0.0% | 0.01% | -52.0% | |
| ROK | ROCKWELL AUTOMATION INC | $45,000 | +4.7% | 170 | 0.0% | 0.01% | -42.9% | |
| GIS | GENERAL MLS INC | $45,000 | +2.3% | 740 | 0.0% | 0.01% | -45.5% | |
| ITA | ISHARES TRus aer def etf | $42,000 | +10.5% | 400 | 0.0% | 0.01% | -42.1% | |
| SHM | SPDR SER TRnuveen blmbrg sr | $42,000 | 0.0% | 852 | 0.0% | 0.01% | -47.6% | |
| CLLS | CELLECTIS S Aspon ads | $41,000 | -25.5% | 2,035 | 0.0% | 0.01% | -59.3% | |
| TOTL | SSGA ACTIVE ETF TRspdr tr tactic | $39,000 | 0.0% | 800 | 0.0% | 0.01% | -47.4% | |
| RIO | RIO TINTO PLCsponsored adr | $37,000 | +2.8% | 473 | 0.0% | 0.01% | -44.4% | |
| PSK | SPDR SER TRwells fg pfd etf | $37,000 | -2.6% | 858 | 0.0% | 0.01% | -47.4% | |
| ABB | ABB LTDsponsored adr | $40,000 | +8.1% | 1,316 | 0.0% | 0.01% | -44.4% | |
| PAGS | PAGSEGURO DIGITAL LTD | $37,000 | -19.6% | 800 | 0.0% | 0.01% | -56.5% | |
| GRFS | GRIFOLS S Asp adr rep b nvt | $38,000 | -5.0% | 2,178 | 0.0% | 0.01% | -50.0% | |
| SQM | SOCIEDAD QUIMICA Y MINERA DEspon adr ser b | $33,000 | +6.5% | 624 | 0.0% | 0.01% | -40.0% | |
| IHI | ISHARES TRu.s. med dvc etf | $33,000 | 0.0% | 100 | 0.0% | 0.01% | -43.8% | |
| SYY | SYSCO CORP | $36,000 | +5.9% | 453 | 0.0% | 0.01% | -47.1% | |
| TTE | TOTAL SEsponsored ads | $36,000 | +12.5% | 763 | 0.0% | 0.01% | -43.8% | |
| GLPG | GALAPAGOS NVspon adr | $33,000 | -23.3% | 434 | 0.0% | 0.01% | -57.1% | |
| REGN | REGENERON PHARMACEUTICALS | $33,000 | -2.9% | 70 | 0.0% | 0.01% | -47.1% | |
| PPL | PPL CORP | $34,000 | +3.0% | 1,178 | 0.0% | 0.01% | -43.8% | |
| VEEV | VEEVA SYS INC | $31,000 | -6.1% | 120 | 0.0% | 0.01% | -50.0% | |
| ERIC | ERICSSONadr b sek 10 | $31,000 | +10.7% | 2,382 | 0.0% | 0.01% | -42.9% | |
| DHR | DANAHER CORPORATION | $26,000 | 0.0% | 116 | 0.0% | 0.01% | -46.2% | |
| MRVI | MARAVAI LIFESCIENCES HLDGS I | $28,000 | +27.3% | 787 | 0.0% | 0.01% | -36.4% | |
| GDS | GDS HLDGS LTDsponsored ads | $24,000 | -14.3% | 300 | 0.0% | 0.01% | -57.1% | |
| GWPH | GW PHARMACEUTICALS PLCads | $22,000 | +83.3% | 100 | 0.0% | 0.01% | 0.0% | |
| PAVE | GLOBAL X FDSus infr dev etf | $25,000 | +19.0% | 1,000 | 0.0% | 0.01% | -40.0% | |
| ILCG | ISHARES TRmorningstar grwt | $24,000 | 0.0% | 83 | 0.0% | 0.01% | -50.0% | |
| IWN | ISHARES TRrus 2000 val etf | $23,000 | +21.1% | 145 | 0.0% | 0.01% | -33.3% | |
| TLK | P T TELEKOMUNIKASI INDONESIAsponsored adr | $25,000 | 0.0% | 1,047 | 0.0% | 0.01% | -50.0% | |
| RF | REGIONS FINANCIAL CORP NEW | $19,000 | +35.7% | 896 | 0.0% | 0.01% | -28.6% | |
| SLCA | U S SILICA HLDGS INC | $19,000 | +72.7% | 1,557 | 0.0% | 0.01% | 0.0% | |
| CHD | CHURCH & DWIGHT INC | $19,000 | 0.0% | 214 | 0.0% | 0.01% | -44.4% | |
| GD | GENERAL DYNAMICS CORP | $21,000 | +16.7% | 118 | 0.0% | 0.01% | -44.4% | |
| BAX | BAXTER INTL INC | $19,000 | +5.6% | 220 | 0.0% | 0.01% | -44.4% | |
| DGX | QUEST DIAGNOSTICS INC | $18,000 | +5.9% | 140 | 0.0% | 0.01% | -37.5% | |
| ILMN | ILLUMINA INC | $21,000 | +5.0% | 55 | 0.0% | 0.01% | -50.0% | |
| SYF | SYNCHRONY FINANCIAL | $20,000 | +17.6% | 488 | 0.0% | 0.01% | -37.5% | |
| EFG | ISHARES TReafe grwth etf | $20,000 | -4.8% | 204 | 0.0% | 0.01% | -50.0% | |
| THCX | SPINNAKER ETF SERIEScannabis etf | $20,000 | +53.8% | 1,000 | 0.0% | 0.01% | -16.7% | |
| SEDG | SOLAREDGE TECHNOLOGIES INC | $14,000 | -12.5% | 50 | 0.0% | 0.00% | -50.0% | |
| IWS | ISHARES TRrus mdcp val etf | $14,000 | +16.7% | 126 | 0.0% | 0.00% | -33.3% | |
| SNN | SMITH & NEPHEW PLCspdn adr new | $15,000 | -11.8% | 408 | 0.0% | 0.00% | -50.0% | |
| YNDX | YANDEX N V | $16,000 | -5.9% | 250 | 0.0% | 0.00% | -50.0% | |
| NXPI | NXP SEMICONDUCTORS N V | $14,000 | +27.3% | 70 | 0.0% | 0.00% | -20.0% | |
| TOL | TOLL BROTHERS INC | $17,000 | +30.8% | 300 | 0.0% | 0.00% | -33.3% | |
| HMC | HONDA MOTOR LTD | $16,000 | +6.7% | 525 | 0.0% | 0.00% | -42.9% | |
| TAL | TAL EDUCATION GROUPsponsored ads | $17,000 | -26.1% | 320 | 0.0% | 0.00% | -63.6% | |
| IX | ORIX CORPsponsored adr | $12,000 | +9.1% | 140 | 0.0% | 0.00% | -40.0% | |
| EL | LAUDER ESTEE COS INCcl a | $12,000 | +9.1% | 40 | 0.0% | 0.00% | -40.0% | |
| JD | JD.COM INCspon adr cl a | $10,000 | 0.0% | 113 | 0.0% | 0.00% | -40.0% | |
| VYM | VANGUARD WHITEHALL FDShigh div yld | $13,000 | +8.3% | 130 | 0.0% | 0.00% | -50.0% | |
| PLCE | CHILDRENS PL INC NEW | $10,000 | +42.9% | 146 | 0.0% | 0.00% | 0.0% | |
| ALKS | ALKERMES PLC | $11,000 | -8.3% | 597 | 0.0% | 0.00% | -50.0% | |
| PETS | PETMED EXPRESS INC | $7,000 | +16.7% | 200 | 0.0% | 0.00% | -33.3% | |
| FCEL | FUELCELL ENERGY INC | $7,000 | +16.7% | 500 | 0.0% | 0.00% | -33.3% | |
| TW | TRADEWEB MKTS INCcl a | $7,000 | +16.7% | 101 | 0.0% | 0.00% | -33.3% | |
| KEP | KOREA ELECTRIC PWRsponsored adr | $6,000 | -14.3% | 596 | 0.0% | 0.00% | -33.3% | |
| TCOM | TRIP COM GROUP LTDads | $6,000 | +20.0% | 160 | 0.0% | 0.00% | 0.0% | |
| ESLT | ELBIT SYS LTDord | $7,000 | 0.0% | 50 | 0.0% | 0.00% | -33.3% | |
| LDOS | LEIDOS HOLDINGS INC | $7,000 | -12.5% | 76 | 0.0% | 0.00% | -50.0% | |
| VALE | VALE S Asponsored ads | $7,000 | 0.0% | 400 | 0.0% | 0.00% | -33.3% | |
| IXJ | ISHARES TRglob hlthcre etf | $8,000 | 0.0% | 100 | 0.0% | 0.00% | -50.0% | |
| VNM | VANECK VECTORS ETF TRvietnam etf | $9,000 | 0.0% | 507 | 0.0% | 0.00% | -50.0% | |
| ITW | ILLINOIS TOOL WKS INC | $7,000 | 0.0% | 33 | 0.0% | 0.00% | -33.3% | |
| SIMO | SILICON MOTION TECHNOLOGY COsponsored adr | $7,000 | +16.7% | 126 | 0.0% | 0.00% | -33.3% | |
| SYNH | SYNEOS HEALTH INCcl a | $9,000 | 0.0% | 125 | 0.0% | 0.00% | -50.0% | |
| IWO | ISHARES TRrus 2000 grw etf | $7,000 | +16.7% | 22 | 0.0% | 0.00% | -33.3% | |
| NVCR | NOVOCURE LTD | $8,000 | -27.3% | 62 | 0.0% | 0.00% | -60.0% | |
| DBX | DROPBOX INCcl a | $7,000 | +16.7% | 250 | 0.0% | 0.00% | -33.3% | |
| XPEV | XPENG INCads | $9,000 | -18.2% | 253 | 0.0% | 0.00% | -60.0% | |
| VB | VANGUARD INDEX FDSsmall cp etf | $4,000 | 0.0% | 20 | 0.0% | 0.00% | -50.0% | |
| VIAC | VIACOMCBS INCcl b | $5,000 | +25.0% | 100 | 0.0% | 0.00% | -50.0% | |
| LITE | LUMENTUM HLDGS INC | $5,000 | -16.7% | 60 | 0.0% | 0.00% | -66.7% | |
| LAZR | LUMINAR TECHNOLOGIES INC | $5,000 | -28.6% | 200 | 0.0% | 0.00% | -66.7% | |
| NBEV | NEWAGE INC | $2,000 | 0.0% | 650 | 0.0% | 0.00% | 0.0% | |
| CE | CELANESE CORP DEL | $5,000 | +25.0% | 33 | 0.0% | 0.00% | -50.0% | |
| CCL | CARNIVAL CORPunit 99/99/9999 | $5,000 | +25.0% | 207 | 0.0% | 0.00% | -50.0% | |
| HII | HUNTINGTON INGALLS INDS INC | $2,000 | 0.0% | 11 | 0.0% | 0.00% | 0.0% | |
| ADNT | ADIENT PLC | $3,000 | +50.0% | 68 | 0.0% | 0.00% | 0.0% | |
| ACGL | ARCH CAP GROUP LTDord | $3,000 | 0.0% | 72 | 0.0% | 0.00% | 0.0% | |
| PAA | PLAINS ALL AMERN PIPELINE Lunit ltd partn | $4,000 | +33.3% | 400 | 0.0% | 0.00% | 0.0% | |
| LB | L BRANDS INC | $4,000 | +100.0% | 65 | 0.0% | 0.00% | 0.0% | |
| TPTX | TURNING POINT THERAPEUTICS I | $3,000 | -25.0% | 33 | 0.0% | 0.00% | -50.0% | |
| AYX | ALTERYX INC | $4,000 | -20.0% | 45 | 0.0% | 0.00% | -50.0% | |
| PNW | PINNACLE WEST CAP CORP | $5,000 | 0.0% | 57 | 0.0% | 0.00% | -50.0% | |
| TEL | TE CONNECTIVITY LTD | $3,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| ALSK | ALASKA COMMUNICATIONS SYS GR | $2,000 | 0.0% | 625 | 0.0% | 0.00% | 0.0% | |
| OPK | OPKO HEALTH INC | $4,000 | +33.3% | 850 | 0.0% | 0.00% | 0.0% | |
| PGP | PIMCO GLOBAL STOCKSPLS INCM | $2,000 | 0.0% | 155 | 0.0% | 0.00% | 0.0% | |
| EPD | ENTERPRISE PRODS PARTNERS L | $4,000 | 0.0% | 200 | 0.0% | 0.00% | -50.0% | |
| HSBC | HSBC HLDGS PLCspon adr new | $2,000 | 0.0% | 83 | 0.0% | 0.00% | 0.0% | |
| VBR | VANGUARD INDEX FDSsm cp val etf | $4,000 | 0.0% | 27 | 0.0% | 0.00% | -50.0% | |
| DRI | DARDEN RESTAURANTS INC | $5,000 | +25.0% | 35 | 0.0% | 0.00% | -50.0% | |
| SJM | SMUCKER J M CO | $1,000 | 0.0% | 6 | 0.0% | 0.00% | – | |
| SPH | SUBURBAN PROPANE PARTNERS Lunit ltd partn | $1,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| REV | REVLON INCcl a new | $1,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| FLIR | FLIR SYS INC | $1,000 | – | 10 | 0.0% | 0.00% | – | |
| NKTR | NEKTAR THERAPEUTICS | $1,000 | 0.0% | 67 | 0.0% | 0.00% | – | |
| CARA | CARA THERAPEUTICS INC | $1,000 | – | 30 | 0.0% | 0.00% | – | |
| BVXV | BIONDVAX PHARMACEUTICALS LTDspond ads | $1,000 | 0.0% | 225 | 0.0% | 0.00% | – | |
| PBT | PERMIAN BASIN RTY TRunit ben int | $1,000 | 0.0% | 275 | 0.0% | 0.00% | – | |
| ARCT | ARCTURUS THERAPEUTICS HLDGS | $1,000 | 0.0% | 28 | 0.0% | 0.00% | – | |
| ONTX | ONCONOVA THERAPEUTICS INC | $0 | – | 16 | 0.0% | 0.00% | – | |
| ADXS | ADVAXIS INC | $1,000 | – | 1,320 | 0.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-05-13
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.