RMR Wealth Builders
278 holdingsFiling period: 2026-03-31Current AUM: $1.44Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 202.3K | $120.9M | $138.9M | 9.68% | +14.6K | 2026-03-31 |
| 2 | VUG | VANGUARD INDEX FDS | 264.7K | $115.6M | $135.3M | 9.43% | +26.3K | 2026-03-31 |
| 3 | VTV | VANGUARD INDEX FDS | 574.0K | $112.6M | $126.2M | 8.80% | +17.7K | 2026-03-31 |
| 4 | IJH | ISHARES TR | 1.11M | $74.9M | $83.5M | 5.82% | -25,087 | 2026-03-31 |
| 5 | IEFA | ISHARES TR | 694.5K | $62.9M | $68.2M | 4.75% | +43.7K | 2026-03-31 |
| 6 | PRMR | NORTHERN LTS FD TR II | 2.26M | $52.8M | $62.5M | 4.35% | +454.4K | 2026-03-31 |
| 7 | NVDA | NVIDIA CORPORATION | 249.4K | $43.5M | $50.1M | 3.49% | -3,250 | 2026-03-31 |
| 8 | IWF | ISHARES TR | 100.0K | $42.6M | $47.3M | 3.30% | -625 | 2026-03-31 |
| 9 | AAPL | APPLE INC | 154.1K | $39.1M | $47.6M | 3.32% | +21.5K | 2026-03-31 |
| 10 | SUB | ISHARES TR | 294.6K | $31.4M | $31.3M | 2.18% | +6.6K | 2026-03-31 |
| 11 | IWD | ISHARES TR | 137.2K | $29.3M | $34.5M | 2.41% | -1,264 | 2026-03-31 |
| 12 | FSMB | FIRST TR EXCH TRADED FD III | 1.08M | $21.5M | $21.4M | 1.49% | +54.0K | 2026-03-31 |
| 13 | MSFT | MICROSOFT CORP | 53.6K | $19.9M | $24.9M | 1.74% | +2.4K | 2026-03-31 |
| 14 | SCHO | SCHWAB STRATEGIC TR | 796.4K | $19.3M | $19.2M | 1.34% | +139.6K | 2026-03-31 |
| 15 | HYS | PIMCO ETF TR | 204.9K | $19.1M | $19.0M | 1.32% | +16.0K | 2026-03-31 |
| 16 | FMB | FIRST TR EXCH TRADED FD III | 333.1K | $16.9M | $16.7M | 1.17% | +17.4K | 2026-03-31 |
| 17 | MUB | ISHARES TR | 152.2K | $16.2M | $16.1M | 1.12% | +8.2K | 2026-03-31 |
| 18 | AMZN | AMAZON COM INC | 76.3K | $15.9M | $20.7M | 1.44% | +2.4K | 2026-03-31 |
| 19 | AVGO | BROADCOM INC | 45.6K | $14.1M | $17.7M | 1.24% | -529 | 2026-03-31 |
| 20 | JPM | JPMORGAN CHASE & CO | 38.9K | $11.5M | $13.7M | 0.95% | +1.4K | 2026-03-31 |
| 21 | SPY | STATE STR SPDR S&P 500 ETF T | 17.5K | $11.4M | $13.1M | 0.91% | -82 | 2026-03-31 |
| 22 | CGMU | CAPITAL GRP FIXED INCM ETF T | 385.6K | $10.5M | $10.4M | 0.73% | +47.7K | 2026-03-31 |
| 23 | GOOG | ALPHABET INC | 31.7K | $9.1M | $11.3M | 0.79% | +961 | 2026-03-31 |
| 24 | MDY | STATE STR SPDR S&P MIDCAP 40 | 14.0K | $8.6M | $9.6M | 0.67% | -429 | 2026-03-31 |
| 25 | META | META PLATFORMS INC | 14.1K | $8.0M | $7.8M | 0.55% | +570 | 2026-03-31 |
← Scroll →
Page 1 of 12