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RMR Wealth Builders

All holdings · as of Dec 31, 2025

275 positions

CompanyClassValueShares% of portfolio
VANGUARD INDEX FDS$117.69M187,6589.4%
VANGUARD INDEX FDS$116.29M238,3769.3%
VANGUARD INDEX FDS$106.24M556,2638.5%
ISHARES TR$74.88M1,134,5126.0%
ISHARES TR$58.22M650,8004.7%
ISHARES TR$47.61M100,6023.8%
NVIDIA Corp$47.12M252,6693.8%
NORTHERN LTS FD TR II$44.89M1,802,8863.6%
Apple Inc.$36.03M132,5232.9%
iShares MSCI UAE ETF$30.73M288,0382.5%
ISHARES TR$29.12M138,4482.3%
MICROSOFT CORP$24.79M51,2612.0%
FIRST TR EXCH TRADED FD III$20.51M1,023,2221.6%
PIMCO ETF TR$17.91M188,8631.4%
Amazon.com Inc$17.06M73,9061.4%
FIRST TR EXCH TRADED FD III$16.14M315,6931.3%
SCHWAB STRATEGIC TR$16.01M656,8041.3%
Broadcom Inc.$15.96M46,1061.3%
ISHARES TR$15.43M144,0511.2%
JPMORGAN CHASE & CO$12.09M37,5271.0%
SPDR S&P 500 ETF TR$11.98M17,5681.0%
Alphabet Inc.$9.64M30,7080.8%
CAPITAL GRP FIXED INCM ETF T$9.25M337,8910.7%
Meta Platforms Inc$8.90M13,4840.7%
SPDR S&P MIDCAP 400 ETF TR$8.68M14,3950.7%
INVESCO QQQ TR$7.73M12,5870.6%
ISHARES TR$7.25M29,4670.6%
Tesla Inc$6.75M15,0030.5%
Warren E. Buffett$6.65M13,2230.5%
ISHARES TR$6.31M52,4710.5%
Visa Inc$6.10M17,4030.5%
Alphabet Inc.$6.06M19,3590.5%
ELI LILLY & Co$6.02M5,6040.5%
ISHARES TR$5.91M61,5570.5%
SELECT SECTOR SPDR TR$5.82M40,4480.5%
ADVANCED MICRO DEVICES INC$5.34M24,9470.4%
FEDERATED HERMES ETF TRUST$5.28M207,7880.4%
Netflix Inc$5.13M54,7010.4%
COSTCO WHOLESALE CORP /NEW$5.03M5,8370.4%
EXXON MOBIL CORP$4.79M39,7850.4%
HOME DEPOT, INC.$4.60M13,3790.4%
Intuitive Surgical Inc$4.59M8,1090.4%
Walmart Inc.$4.56M40,9510.4%
SCHWAB STRATEGIC TR$4.44M165,0140.4%
CrowdStrike Holdings, Inc.$4.41M9,4130.4%
Constellation Energy Corp$4.13M11,6930.3%
Arista Networks, Inc.ANETCommon Stock$4.00M30,5310.3%
THE GOLDMAN SACHS GROUP, INC.$3.94M4,4800.3%
CHEVRON CORP$3.74M24,5080.3%
AMERICAN EXPRESS CO$3.56M9,6140.3%
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