RW
| |
RMR Wealth Builders13F | |
| RMR Wealth Builders | |
| Last update 2025-07-08 | 285 Stocks (33 new) |
| Value $1.10 Bil | Turnover 6 % |
RMR Wealth Builders Top Holdings of 2025-06-30
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VUG | Vanguard Growth ETF | 226,185 | 99,274.2 | -0.21% | 9.020 | -0.02% | 0.060 | +27.39% | +9.44% | 167,011.5 | ||
VOO | Vanguard S&P 500 ETF | 171,843 | 97,912.0 | +3.33% | 8.900 | +0.29% | 0.020 | +19.64% | +7.82% | 661,132.0 | ||
VTV | Vanguard Value ETF | 503,771 | 89,520.4 | +5.92% | 8.140 | +0.45% | 0.070 | +10.61% | +6.30% | 133,098.0 | ||
IJH | iShares Core S&P Mid-Cap ETF | 1,381,169 | 85,660.1 | +5.02% | 7.790 | +0.37% | 0.090 | +16.14% | +2.51% | 97,292.2 | ||
IEFA | iShares Core MSCI EAFE ETF | 576,384 | 48,116.5 | +5.45% | 4.370 | +0.23% | 0.030 | +11.77% | +19.85% | 141,636.2 | ||
IWF | iShares Russell 1000 Growth ETF | 103,644 | 44,005.1 | -0.40% | 4.000 | -0.02% | 0.040 | +27.30% | +8.41% | 113,825.8 | ||
NVDA | NVIDIA Corp | 253,243 | 40,012.3 | +0.54% | 3.640 | +0.02% | 0.000 | +70.47% | +28.85% | 4,219,047.4 | Semiconductors | |
SUB |
iShares Short-Term National Muni Bond ETF
iShares Short-Term National Muni Bond ETF
| 255,040 | 27,121.0 | +6.55% | 2.460 | +0.15% | 0.270 | +1.75% | +2.07% | 9,997.3 | ||
IWD | iShares Russell 1000 Value ETF | 137,894 | 26,783.1 | +1.13% | 2.430 | +0.03% | 0.040 | +11.66% | +6.80% | 62,684.7 | ||
IJR | iShares Core S&P Small-Cap ETF | 240,711 | 26,307.3 | +6.64% | 2.390 | +0.15% | 0.030 | +17.64% | -1.38% | 82,064.6 |
RMR Wealth Builders's Historical Top Holdings Breakdowns
RMR Wealth Builders's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
VTV | Vanguard Value ETF | 2025-06-30 | Add Add | +0.45% | 153.67 ($168.97) 176.74 | $177.95 | 5.31% | Add 5.92% | 503,771 | 28,157 | |
IJH | iShares Core S&P Mid-Cap ETF | 2025-06-30 | Add Add | +0.37% | 51.16 ($58.7) 62.02 | $63.50 | 8.18% | Add 5.02% | 1,381,169 | 66,072 | |
VOO | Vanguard S&P 500 ETF | 2025-06-30 | Add Add | +0.29% | 456.74 ($525.37) 568.03 | $577.18 | 9.86% | Add 3.33% | 171,843 | 5,535 | |
SCHO | Schwab Short-Term U.S. Treasury ETF | 2025-06-30 | Add Add | +0.24% | 24.19 ($24.3) 24.46 | $24.27 | -0.12% | Add 31.94% | 445,132 | 107,768 | |
IEFA | iShares Core MSCI EAFE ETF | 2025-06-30 | Add Add | +0.23% | 67.83 ($79.31) 84.09 | $82.74 | 4.32% | Add 5.45% | 576,384 | 29,799 | |
PSX | Phillips 66 | 2025-06-30 | New Buy New Buy | +0.23% | 92.87 ($112.21) 125.73 | $125.18 | 11.56% | New holding | 21,576 | 21,576 | |
SPGI | S&P Global Inc | 2025-06-30 | Sold Out Sold Out | -0.18% | 438.31 ($499.21) 527.29 | $525.36 | 5.24% | Sold Out | 0 | -3,429 | |
BRK.B | Berkshire Hathaway Inc | 2025-06-30 | Add Add | +0.16% | 483.48 ($508.26) 539.8 | $473.40 | -6.86% | Add 47.26% | 11,526 | 3,699 | |
NEAR |
iShares Short Duration Bond Active ETF
iShares Short Duration Bond Active ETF
| 2025-06-30 | New Buy New Buy | +0.16% | 50.41 ($50.79) 51.17 | $50.91 | 0.23% | New holding | 34,473 | 34,473 | |
IJR | iShares Core S&P Small-Cap ETF | 2025-06-30 | Add Add | +0.15% | 90.56 ($103.39) 109.49 | $112.87 | 9.17% | Add 6.64% | 240,711 | 14,985 |
RMR Wealth Builders Total Holding History ($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
- 1
RMR Wealth Builders's Hypothetical Growth since 2025-06-30
RMR Wealth Builders's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
RMR Wealth Builders's Holdings Heat Map
Size field:
RMR Wealth Builders's Holdings Bubble Chart
RMR Wealth Builders News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers