$466 Million is the total value of RMR Wealth Builders's 205 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| HLT | HILTON WORLDWIDE HLDGS INC | $567,000 | -2.6% | 3,734 | 0.0% | 0.12% | -26.9% | |
| FTNT | FORTINET INC | $324,000 | -4.7% | 947 | 0.0% | 0.07% | -29.6% | |
| BLL | BALL CORP | $246,000 | -6.5% | 2,735 | 0.0% | 0.05% | -30.3% | |
| VGT | VANGUARD WORLD FDSinf tech etf | $245,000 | -8.9% | 588 | 0.0% | 0.05% | -31.2% | |
| MAR | MARRIOTT INTL INC NEWcl a | $217,000 | +6.4% | 1,235 | 0.0% | 0.05% | -20.3% | |
| IT | GARTNER INC | $216,000 | -11.1% | 726 | 0.0% | 0.05% | -34.3% | |
| IGSB | ISHARES TR | $205,000 | -4.2% | 3,966 | 0.0% | 0.04% | -27.9% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-13
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.