$348 Million is the total value of RMR Wealth Builders's 122 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $859,000 | +9.6% | 2,872 | 0.0% | 0.25% | +7.4% | |
HLT | HILTON WORLDWIDE HLDGS INC | $582,000 | +18.1% | 3,734 | 0.0% | 0.17% | +15.2% | |
FTNT | FORTINET INC | $340,000 | +22.7% | 947 | 0.0% | 0.10% | +21.0% | |
PSA | PUBLIC STORAGE | $276,000 | +26.0% | 737 | 0.0% | 0.08% | +23.4% | |
BLL | BALL CORP | $263,000 | +6.9% | 2,735 | 0.0% | 0.08% | +5.6% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-02
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.