RMR Wealth Builders Q4 2024 Filing
Filed January 10, 2025
Portfolio Value
$961.8B
Holdings
253
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (253 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VUGVANGUARD INDEX FDS | 218,065 | $89.5B | 9.31% | |
| 2 | VOOVANGUARD INDEX FDS | 161,037 | $86.8B | 9.02% | |
| 3 | VTVVANGUARD INDEX FDS | 463,379 | $78.5B | 8.16% | |
| 4 | IJHISHARES TR | 1,215,359 | $75.7B | 7.87% | |
| 5 | IWFISHARES TR | 107,204 | $43.1B | 4.48% | |
| 6 | AQLTISHARES TR | 534,340 | $37.6B | 3.90% | |
| 7 | NVDANVIDIA CORPORATION | 255,738 | $34.3B | 3.57% | |
| 8 | AAPLAPPLE INC | 119,262 | $29.9B | 3.11% | |
| 9 | IWDISHARES TR | 137,418 | $25.4B | 2.65% | |
| 10 | SUBISHARES TR | 233,877 | $24.7B | 2.57% | |
| 11 | IJRISHARES TR | 202,152 | $23.3B | 2.42% | |
| 12 | MSFTMICROSOFT CORP | 49,658 | $20.9B | 2.18% | |
| 13 | AVGOBROADCOM INC | 70,370 | $16.3B | 1.70% | |
| 14 | AMZNAMAZON COM INC | 70,423 | $15.5B | 1.61% | |
| 15 | MUBISHARES TR | 142,485 | $15.2B | 1.58% | |
| 16 | FMBFIRST TR EXCHANGE-TRADED FD | 284,204 | $14.5B | 1.51% | |
| 17 | FSMBFIRST TR EXCH TRADED FD III | 712,254 | $14.1B | 1.47% | |
| 18 | HYSPIMCO ETF TR | 142,346 | $13.3B | 1.39% | |
| 19 | BNDXVANGUARD CHARLOTTE FDS | 262,287 | $12.9B | 1.34% | |
| 20 | SPYSPDR S&P 500 ETF TR | 16,674 | $9.8B | 1.02% | |
| 21 | IWMISHARES TR | 39,260 | $8.7B | 0.90% | |
| 22 | MDYSPDR S&P MIDCAP 400 ETF TR | 14,250 | $8.1B | 0.84% | |
| 23 | JPMJPMORGAN CHASE & CO. | 33,057 | $7.9B | 0.82% | |
| 24 | METAMETA PLATFORMS INC | 11,830 | $6.9B | 0.72% | |
| 25 | TSLATESLA INC | 15,376 | $6.2B | 0.65% | |
| 26 | NDQINVESCO QQQ TR | 11,446 | $5.9B | 0.61% | |
| 27 | SCHOSCHWAB STRATEGIC TR | 243,192 | $5.9B | 0.61% | |
| 28 | VVISA INC | 15,885 | $5.0B | 0.52% | |
| 29 | EFAISHARES TR | 63,312 | $4.8B | 0.50% | |
| 30 | XLKSELECT SECTOR SPDR TR | 20,035 | $4.7B | 0.48% | |
| 31 | HDHOME DEPOT INC | 11,429 | $4.4B | 0.46% | |
| 32 | COSTCOSTCO WHSL CORP NEW | 4,786 | $4.4B | 0.46% | |
| 33 | NFLXNETFLIX INC | 4,863 | $4.3B | 0.45% | |
| 34 | GOOGALPHABET INC | 21,597 | $4.1B | 0.43% | |
| 35 | LLYELI LILLY & CO | 4,686 | $3.6B | 0.38% | |
| 36 | BRK/BBERKSHIRE HATHAWAY INC DEL | 7,767 | $3.5B | 0.37% | |
| 37 | SCHXSCHWAB STRATEGIC TR | 150,851 | $3.5B | 0.36% | |
| 38 | XOMEXXON MOBIL CORP | 32,042 | $3.4B | 0.36% | |
| 39 | GOOGLALPHABET INC | 16,955 | $3.2B | 0.33% | |
| 40 | BXBLACKSTONE INC | 18,271 | $3.2B | 0.33% | |
| 41 | ISRGINTUITIVE SURGICAL INC | 5,699 | $3.0B | 0.31% | |
| 42 | BACVERIZON COMMUNICATIONS INC | 69,163 | $2.8B | 0.29% | |
| 43 | FTRBFEDERATED HERMES ETF TRUST | 111,964 | $2.8B | 0.29% | |
| 44 | SPYMSPDR SER TR | 39,833 | $2.7B | 0.29% | |
| 45 | CRMSALESFORCE INC | 8,210 | $2.7B | 0.29% | |
| 46 | WMTWALMART INC | 29,833 | $2.7B | 0.28% | |
| 47 | CRWDCROWDSTRIKE HLDGS INC | 7,775 | $2.7B | 0.28% | |
| 48 | MRKMERCK & CO INC | 26,636 | $2.6B | 0.28% | |
| 49 | OEFISHARES TR | 9,113 | $2.6B | 0.27% | |
| 50 | CVXCHEVRON CORP NEW | 18,095 | $2.6B | 0.27% | |
| 51 | SHYISHARES TR | 29,987 | $2.5B | 0.26% | |
| 52 | MAMASTERCARD INCORPORATED | 4,526 | $2.4B | 0.25% | |
| 53 | CEGCONSTELLATION ENERGY CORP | 10,461 | $2.3B | 0.24% | |
| 54 | AMDADVANCED MICRO DEVICES INC | 19,122 | $2.3B | 0.24% | |
| 55 | AXPAMERICAN EXPRESS CO | 7,666 | $2.3B | 0.24% | |
| 56 | GSGOLDMAN SACHS GROUP INC | 3,899 | $2.2B | 0.23% | |
| 57 | DONSPDR DOW JONES INDL AVERAGE | 5,187 | $2.2B | 0.23% | |
| 58 | PGPROCTER AND GAMBLE CO | 13,084 | $2.2B | 0.23% | |
| 59 | ADBEADOBE INC | 4,763 | $2.1B | 0.22% | |
| 60 | UNHUNITEDHEALTH GROUP INC | 4,034 | $2.0B | 0.21% | |
| 61 | ACNACCENTURE PLC IRELAND | 5,437 | $1.9B | 0.20% | |
| 62 | PECOPHILLIPS EDISON & CO INC | 49,593 | $1.9B | 0.19% | |
| 63 | MRSHMARSH & MCLENNAN COS INC | 8,637 | $1.8B | 0.19% | |
| 64 | IBMINTERNATIONAL BUSINESS MACHS | 8,089 | $1.8B | 0.18% | |
| 65 | WMWASTE MGMT INC DEL | 8,809 | $1.8B | 0.18% | |
| 66 | ABBVABBVIE INC | 9,909 | $1.8B | 0.18% | |
| 67 | HONHONEYWELL INTL INC | 7,731 | $1.7B | 0.18% | |
| 68 | VRTXVERTEX PHARMACEUTICALS INC | 4,239 | $1.7B | 0.18% | |
| 69 | DUKDUKE ENERGY CORP NEW | 15,594 | $1.7B | 0.17% | |
| 70 | MMM3M CO | 12,982 | $1.7B | 0.17% | |
| 71 | AMTAMERICAN TOWER CORP NEW | 8,998 | $1.7B | 0.17% | |
| 72 | MCDMCDONALDS CORP | 5,611 | $1.6B | 0.17% | |
| 73 | LINLINDE PLC | 3,807 | $1.6B | 0.17% | |
| 74 | INTUINTUIT | 2,511 | $1.6B | 0.16% | |
| 75 | CMCSACOMCAST CORP NEW | 40,922 | $1.5B | 0.16% | |
| 76 | XLVSELECT SECTOR SPDR TR | 11,154 | $1.5B | 0.16% | |
| 77 | SPGIS&P GLOBAL INC | 3,060 | $1.5B | 0.16% | |
| 78 | LMTLOCKHEED MARTIN CORP | 3,124 | $1.5B | 0.16% | |
| 79 | CMECME GROUP INC | 6,492 | $1.5B | 0.16% | |
| 80 | TJXTJX COS INC NEW | 12,347 | $1.5B | 0.16% | |
| 81 | ASMLASML HOLDING N V | 2,104 | $1.5B | 0.15% | |
| 82 | PEGPUBLIC SVC ENTERPRISE GRP IN | 16,980 | $1.4B | 0.15% | |
| 83 | QCOMQUALCOMM INC | 9,173 | $1.4B | 0.15% | |
| 84 | GMGENERAL MTRS CO | 25,147 | $1.3B | 0.14% | |
| 85 | FISFIDELITY NATL INFORMATION SV | 16,344 | $1.3B | 0.14% | |
| 86 | GLWCORNING INC | 27,367 | $1.3B | 0.14% | |
| 87 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 6,548 | $1.3B | 0.13% | |
| 88 | TMOTHERMO FISHER SCIENTIFIC INC | 2,427 | $1.3B | 0.13% | |
| 89 | TTDTHE TRADE DESK INC | 10,613 | $1.2B | 0.13% | |
| 90 | CBCHUBB LIMITED | 4,483 | $1.2B | 0.13% | |
| 91 | MLMMARTIN MARIETTA MATLS INC | 2,391 | $1.2B | 0.13% | |
| 92 | KOCOCA COLA CO | 19,320 | $1.2B | 0.13% | |
| 93 | ORCLORACLE CORP | 7,155 | $1.2B | 0.12% | |
| 94 | CMGCHIPOTLE MEXICAN GRILL INC | 19,634 | $1.2B | 0.12% | |
| 95 | PNCPNC FINL SVCS GROUP INC | 6,076 | $1.2B | 0.12% | |
| 96 | SHOPSHOPIFY INC | 10,846 | $1.2B | 0.12% | |
| 97 | IWRISHARES TR | 13,042 | $1.2B | 0.12% | |
| 98 | PYLDPIMCO ETF TR | 44,453 | $1.2B | 0.12% | |
| 99 | TWLOTWILIO INC | 10,391 | $1.1B | 0.12% | |
| 100 | XLFSELECT SECTOR SPDR TR | 22,861 | $1.1B | 0.11% |
Page 1 of 3Next