RMR Wealth Builders

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Montclair, NJ
CIK
0001803848
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 232 711,778 VUG, VOO, VTV, IJH 13F-HR 2/6/2024 000142050624000149
Q3 2023 230 626,141 VUG, VOO, VTV, IJH 13F-HR 10/23/2023 000142050623001858
Q2 2023 212 587,864 VUG, VOO, VTV, IJH 13F-HR 7/21/2023 000142050623001309
Q1 2023 212 525,918 VOO, VUG, VTV, IJH 13F-HR 4/11/2023 000142050623000776
Q4 2022 192 441,077 VOO, VTV, IJH, VUG RESTATEMENT 2/15/2023 000142050623000724
Q3 2022 195 408,797 VOO, VTV, VUG, IJH 13F-HR 11/8/2022 000142050622001985
Q2 2022 194 401,298 VTV, VOO, VUG, IJH 13F-HR 8/2/2022 000142050622001366
Q1 2022 205 466,233 VOO, VTV, VUG, IJH 13F-HR 5/13/2022 000142050622000859
Q4 2021 122 348,211 VOO, IWF, VUG, IJH 13F-HR 2/2/2022 000142050622000112
Q3 2021 187 340,573 IWF, IWD, EFA, IJH 13F-HR 10/18/2021 000142050621001384
Q2 2021 172 305,032 IWF, IWD, EFA, IJH 13F-HR 8/16/2021 000142050621001155
Q1 2021 799 384,894 IWF, IWD, EFA, IJH 13F-HR 5/13/2021 000142050621000612
Q4 2020 530 203,568 IWF, IWD, EFA, IJH RESTATEMENT 2/26/2021 000142050621000358
Q3 2020 221 385,187 IWF, IWD, EFA, IJH 13F-HR 11/13/2020 000142050620001258
Q2 2020 452 112,179 MSFT, AMZN, IWF, IWD 13F-HR 8/19/2020 000142050620000998
Q4 2019 424 103,807 MSFT, AMZN, IWF, IWD 13F-HR 3/3/2020 000180384820000002
Additional filings from RMR Wealth Builders that have since been restated