Instuitional Investor - Rmr Wealth Builders
Fund Profile
Filing Period:
| Fund Name: | Rmr Wealth Builders |
| Portfolio Value | $1,269,917,201 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 202,306 | $120,887,719 | 9.52% | |
| 2. | Vanguard Index Fds - GROWTH ETF | 264,722 | $115,628,127 | 9.11% | |
| 3. | Vanguard Index Fds - VALUE ETF | 573,956 | $112,610,170 | 8.87% | |
| 4. | IEF | 1,109,425 | $74,919,442 | 5.9% | |
| 5. | VLUE | 694,475 | $62,870,841 | 4.95% |