Instuitional Investor - Rmr Wealth Builders
Fund Profile
Filing Period:
| Fund Name: | Rmr Wealth Builders |
| Portfolio Value | $950,114,997 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 166,308 | $85,467,569 | 9% | |
| 2. | Vanguard Index Fds - GROWTH ETF | 226,662 | $84,050,646 | 8.85% | |
| 3. | Vanguard Index Fds - VALUE ETF | 475,614 | $82,157,605 | 8.65% | |
| 4. | IEF | 1,315,097 | $76,735,889 | 8.08% | |
| 5. | Ishares Tr - CORE MSCI EAFE | 546,585 | $41,349,177 | 4.35% |
