Instuitional Investor - Rmr Wealth Builders
Fund Profile
Filing Period:
| Fund Name: | Rmr Wealth Builders |
| Portfolio Value | $1,100,245,718 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - GROWTH ETF | 226,185 | $99,274,205 | 9.02% | |
| 2. | Vanguard Index Fds - S&P 500 ETF SHS | 171,843 | $97,912,033 | 8.9% | |
| 3. | Vanguard Index Fds - VALUE ETF | 503,771 | $89,520,346 | 8.14% | |
| 4. | IEF | 1,381,169 | $85,660,087 | 7.79% | |
| 5. | Ishares Tr - CORE MSCI EAFE | 576,384 | $48,116,539 | 4.37% |
