RMR Wealth Builders Q2 2025 Filing
Filed July 8, 2025
Portfolio Value
$1.1T
Holdings
285
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (285 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VUGVANGUARD INDEX FDS | 226,185 | $99.3B | 9.02% | |
| 2 | VOOVANGUARD INDEX FDS | 171,843 | $97.9B | 8.90% | |
| 3 | VTVVANGUARD INDEX FDS | 503,771 | $89.5B | 8.14% | |
| 4 | IJHISHARES TR | 1,381,169 | $85.7B | 7.79% | |
| 5 | AQLTISHARES TR | 576,384 | $48.1B | 4.37% | |
| 6 | IWFISHARES TR | 103,644 | $44.0B | 4.00% | |
| 7 | NVDANVIDIA CORPORATION | 253,243 | $40.0B | 3.64% | |
| 8 | SUBISHARES TR | 255,040 | $27.1B | 2.46% | |
| 9 | IWDISHARES TR | 137,894 | $26.8B | 2.43% | |
| 10 | IJRISHARES TR | 240,711 | $26.3B | 2.39% | |
| 11 | AAPLAPPLE INC | 127,314 | $26.1B | 2.37% | |
| 12 | MSFTMICROSOFT CORP | 50,830 | $25.3B | 2.30% | |
| 13 | MUBISHARES TR | 171,467 | $17.9B | 1.63% | |
| 14 | FMBFIRST TR EXCH TRADED FD III | 349,793 | $17.4B | 1.58% | |
| 15 | FSMBFIRST TR EXCH TRADED FD III | 862,168 | $17.2B | 1.56% | |
| 16 | AMZNAMAZON COM INC | 72,315 | $15.9B | 1.44% | |
| 17 | BNDXVANGUARD CHARLOTTE FDS | 312,452 | $15.5B | 1.41% | |
| 18 | AVGOBROADCOM INC | 56,001 | $15.4B | 1.40% | |
| 19 | HYSPIMCO ETF TR | 159,615 | $15.2B | 1.38% | |
| 20 | SCHOSCHWAB STRATEGIC TR | 445,132 | $10.9B | 0.99% | |
| 21 | JPMJPMORGAN CHASE & CO. | 35,237 | $10.2B | 0.93% | |
| 22 | SPYSPDR S&P 500 ETF TR | 16,129 | $10.0B | 0.91% | |
| 23 | METAMETA PLATFORMS INC | 12,032 | $8.9B | 0.81% | |
| 24 | MDYSPDR S&P MIDCAP 400 ETF TR | 14,686 | $8.3B | 0.76% | |
| 25 | IWMISHARES TR | 36,872 | $8.0B | 0.72% | |
| 26 | NFLXNETFLIX INC | 5,167 | $6.9B | 0.63% | |
| 27 | VVISA INC | 17,524 | $6.2B | 0.57% | |
| 28 | NDQINVESCO QQQ TR | 11,217 | $6.2B | 0.56% | |
| 29 | BRK/BBERKSHIRE HATHAWAY INC DEL | 11,526 | $5.6B | 0.51% | |
| 30 | EFAISHARES TR | 61,008 | $5.5B | 0.50% | |
| 31 | XLKSELECT SECTOR SPDR TR | 20,323 | $5.1B | 0.47% | |
| 32 | COSTCOSTCO WHSL CORP NEW | 4,869 | $4.8B | 0.44% | |
| 33 | HDHOME DEPOT INC | 12,739 | $4.7B | 0.42% | |
| 34 | CRWDCROWDSTRIKE HLDGS INC | 8,901 | $4.5B | 0.41% | |
| 35 | GOOGALPHABET INC | 23,182 | $4.1B | 0.37% | |
| 36 | SCHXSCHWAB STRATEGIC TR | 167,965 | $4.1B | 0.37% | |
| 37 | LLYELI LILLY & CO | 5,194 | $4.0B | 0.37% | |
| 38 | XOMEXXON MOBIL CORP | 37,479 | $4.0B | 0.37% | |
| 39 | TSLATESLA INC | 12,599 | $4.0B | 0.36% | |
| 40 | FTRBFEDERATED HERMES ETF TRUST | 143,234 | $3.6B | 0.33% | |
| 41 | CEGCONSTELLATION ENERGY CORP | 10,939 | $3.5B | 0.32% | |
| 42 | BXBLACKSTONE INC | 23,225 | $3.5B | 0.32% | |
| 43 | ISRGINTUITIVE SURGICAL INC | 6,216 | $3.4B | 0.31% | |
| 44 | BACVERIZON COMMUNICATIONS INC | 75,410 | $3.3B | 0.30% | |
| 45 | ANETARISTA NETWORKS INC | 31,423 | $3.2B | 0.29% | |
| 46 | GOOGLALPHABET INC | 17,932 | $3.2B | 0.29% | |
| 47 | CVXCHEVRON CORP NEW | 21,598 | $3.1B | 0.28% | |
| 48 | WMTWALMART INC | 30,825 | $3.0B | 0.27% | |
| 49 | IBMINTERNATIONAL BUSINESS MACHS | 10,046 | $3.0B | 0.27% | |
| 50 | SPYMSPDR SERIES TRUST | 39,667 | $2.9B | 0.26% | |
| 51 | GSGOLDMAN SACHS GROUP INC | 4,014 | $2.8B | 0.26% | |
| 52 | OEFISHARES TR | 9,098 | $2.8B | 0.25% | |
| 53 | AXPAMERICAN EXPRESS CO | 8,394 | $2.7B | 0.24% | |
| 54 | MAMASTERCARD INCORPORATED | 4,656 | $2.6B | 0.24% | |
| 55 | PGPROCTER AND GAMBLE CO | 16,325 | $2.6B | 0.24% | |
| 56 | CRMSALESFORCE INC | 9,510 | $2.6B | 0.24% | |
| 57 | PSXPHILLIPS 66 | 21,576 | $2.6B | 0.23% | |
| 58 | SHYISHARES TR | 29,501 | $2.4B | 0.22% | |
| 59 | INTUINTUIT | 3,076 | $2.4B | 0.22% | |
| 60 | AMTAMERICAN TOWER CORP NEW | 10,721 | $2.4B | 0.22% | |
| 61 | WMWASTE MGMT INC DEL | 10,152 | $2.3B | 0.21% | |
| 62 | VRTXVERTEX PHARMACEUTICALS INC | 5,100 | $2.3B | 0.21% | |
| 63 | UBERUBER TECHNOLOGIES INC | 24,250 | $2.3B | 0.21% | |
| 64 | ORCLORACLE CORP | 10,307 | $2.3B | 0.20% | |
| 65 | LINLINDE PLC | 4,729 | $2.2B | 0.20% | |
| 66 | MMM3M CO | 14,423 | $2.2B | 0.20% | |
| 67 | BLKBLACKROCK INC | 2,090 | $2.2B | 0.20% | |
| 68 | DONSPDR DOW JONES INDL AVERAGE | 4,828 | $2.1B | 0.19% | |
| 69 | AMDADVANCED MICRO DEVICES INC | 14,924 | $2.1B | 0.19% | |
| 70 | PLTRPALANTIR TECHNOLOGIES INC | 15,436 | $2.1B | 0.19% | |
| 71 | TJXTJX COS INC NEW | 16,822 | $2.1B | 0.19% | |
| 72 | MCDMCDONALDS CORP | 7,104 | $2.1B | 0.19% | |
| 73 | DUKDUKE ENERGY CORP NEW | 17,534 | $2.1B | 0.19% | |
| 74 | MRSHMARSH & MCLENNAN COS INC | 9,433 | $2.1B | 0.19% | |
| 75 | LMTLOCKHEED MARTIN CORP | 4,389 | $2.0B | 0.18% | |
| 76 | MLMMARTIN MARIETTA MATLS INC | 3,654 | $2.0B | 0.18% | |
| 77 | ACNACCENTURE PLC IRELAND | 6,281 | $1.9B | 0.17% | |
| 78 | DGRWWISDOMTREE TR | 22,338 | $1.9B | 0.17% | |
| 79 | NOWSERVICENOW INC | 1,798 | $1.8B | 0.17% | |
| 80 | FISFIDELITY NATL INFORMATION SV | 22,540 | $1.8B | 0.17% | |
| 81 | QCOMQUALCOMM INC | 11,391 | $1.8B | 0.16% | |
| 82 | CMECME GROUP INC | 6,532 | $1.8B | 0.16% | |
| 83 | ASMLASML HOLDING N V | 2,200 | $1.8B | 0.16% | |
| 84 | NEARISHARES U S ETF TR | 34,473 | $1.8B | 0.16% | |
| 85 | PECOPHILLIPS EDISON & CO INC | 49,840 | $1.8B | 0.16% | |
| 86 | HONHONEYWELL INTL INC | 7,452 | $1.7B | 0.16% | |
| 87 | GLWCORNING INC | 32,919 | $1.7B | 0.16% | |
| 88 | CMCSACOMCAST CORP NEW | 46,349 | $1.7B | 0.15% | |
| 89 | PYLDPIMCO ETF TR | 62,194 | $1.7B | 0.15% | |
| 90 | KOCOCA COLA CO | 20,799 | $1.5B | 0.13% | |
| 91 | ABBVABBVIE INC | 7,906 | $1.5B | 0.13% | |
| 92 | TMOTHERMO FISHER SCIENTIFIC INC | 3,574 | $1.4B | 0.13% | |
| 93 | GILDGILEAD SCIENCES INC | 12,970 | $1.4B | 0.13% | |
| 94 | REGNREGENERON PHARMACEUTICALS | 2,734 | $1.4B | 0.13% | |
| 95 | PEGPUBLIC SVC ENTERPRISE GRP IN | 17,022 | $1.4B | 0.13% | |
| 96 | CBCHUBB LIMITED | 4,737 | $1.4B | 0.13% | |
| 97 | XLVSELECT SECTOR SPDR TR | 10,068 | $1.4B | 0.12% | |
| 98 | XLFSELECT SECTOR SPDR TR | 25,524 | $1.3B | 0.12% | |
| 99 | TWLOTWILIO INC | 10,391 | $1.3B | 0.12% | |
| 100 | IWRISHARES TR | 13,793 | $1.3B | 0.12% |
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