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RMR Wealth Builders13F | |
| RMR Wealth Builders | |
| Last update 2025-04-16 | 259 Stocks (15 new) |
| Value $950.00 Mil | Turnover 5 % |
RMR Wealth Builders Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VOO | Vanguard S&P 500 ETF | 166,308 | 85,467.6 | +3.27% | 9.000 | +0.29% | 0.010 | +10.08% | +5.37% | 608,831.0 | ||
VUG | Vanguard Growth ETF | 226,662 | 84,050.6 | +3.94% | 8.850 | +0.34% | 0.050 | +15.98% | +5.73% | 149,669.9 | ||
VTV | Vanguard Value ETF | 475,614 | 82,157.6 | +2.64% | 8.650 | +0.22% | 0.060 | +3.61% | +5.47% | 130,982.7 | ||
IJH | iShares Core S&P Mid-Cap ETF | 1,315,097 | 76,735.9 | +8.21% | 8.080 | +0.61% | 0.090 | +7.04% | +0.77% | 96,000.6 | ||
IEFA | iShares Core MSCI EAFE ETF | 546,585 | 41,349.2 | +2.29% | 4.350 | +0.10% | 0.030 | +9.85% | +18.54% | 142,613.8 | ||
IWF | iShares Russell 1000 Growth ETF | 104,060 | 37,575.1 | -2.93% | 3.950 | -0.13% | 0.040 | +15.45% | +4.61% | 110,551.2 | ||
NVDA | NVIDIA Corp | 251,882 | 27,301.5 | -1.51% | 2.870 | -0.05% | 0.000 | +39.18% | +14.17% | 3,738,612.5 | Semiconductors | |
AAPL | Apple Inc | 120,389 | 26,741.9 | +0.94% | 2.810 | +0.03% | 0.000 | -6.76% | -16.81% | 3,103,963.4 | Hardware | |
IWD | iShares Russell 1000 Value ETF | 136,351 | 25,655.9 | -0.78% | 2.700 | -0.02% | 0.040 | +4.33% | +5.89% | 64,169.6 | ||
SUB |
iShares Short-Term National Muni Bond ETF
iShares Short-Term National Muni Bond ETF
| 239,359 | 25,276.3 | +2.34% | 2.660 | +0.06% | 0.290 | +0.58% | +0.65% | 9,916.1 |
RMR Wealth Builders's Historical Top Holdings Breakdowns
RMR Wealth Builders's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
IJH | iShares Core S&P Mid-Cap ETF | 2025-03-31 | Add Add | +0.61% | 57.21 ($62.1) 65.8 | $62.79 | 1.11% | Add 8.21% | 1,315,097 | 99,738 | |
AVGO | Broadcom Inc | 2025-03-31 | Reduce Reduce | -0.37% | 167.43 ($211.65) 244.7 | $264.74 | 25.08% | Reduce -21.82% | 55,013 | -15,357 | |
VUG | Vanguard Growth ETF | 2025-03-31 | Add Add | +0.34% | 369.1 ($404.54) 427.61 | $433.97 | 7.27% | Add 3.94% | 226,662 | 8,597 | |
VOO | Vanguard S&P 500 ETF | 2025-03-31 | Add Add | +0.29% | 507.05 ($540.58) 563.67 | $567.77 | 5.03% | Add 3.27% | 166,308 | 5,271 | |
IJR | iShares Core S&P Small-Cap ETF | 2025-03-31 | Add Add | +0.26% | 102.49 ($112.84) 119.96 | $110.96 | -1.67% | Add 11.66% | 225,726 | 23,574 | |
SCHO | Schwab Short-Term U.S. Treasury ETF | 2025-03-31 | Add Add | +0.24% | 24.1 ($24.21) 24.34 | $24.28 | 0.29% | Add 38.72% | 337,364 | 94,172 | |
FMB | First Trust Managed Municipal ETF | 2025-03-31 | Add Add | +0.23% | 50.17 ($51) 51.47 | $49.88 | -2.20% | Add 15.41% | 328,008 | 43,804 | |
MUB | iShares National Muni Bond ETF | 2025-03-31 | Add Add | +0.22% | 104.71 ($106.35) 107.68 | $104.29 | -1.94% | Add 13.89% | 162,281 | 19,796 | |
VTV | Vanguard Value ETF | 2025-03-31 | Add Add | +0.22% | 167.73 ($174.39) 179.21 | $178.56 | 2.39% | Add 2.64% | 475,614 | 12,235 | |
FSMB |
First Trust Short Duration Managed Municipal ETF
First Trust Short Duration Managed Municipal ETF
| 2025-03-31 | Add Add | +0.21% | 19.8 ($19.91) 19.97 | $19.91 | 0% | Add 14.15% | 813,010 | 100,756 |
RMR Wealth Builders Total Holding History ($B)
RMR Wealth Builders's Asset Allocation
RMR Wealth Builders Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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RMR Wealth Builders's Hypothetical Growth since 2025-03-31
RMR Wealth Builders's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
RMR Wealth Builders's Holdings Heat Map
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RMR Wealth Builders's Holdings Bubble Chart
RMR Wealth Builders News
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