Instuitional Investor - Rmr Wealth Builders
Fund Profile
Filing Period:
| Fund Name: | Rmr Wealth Builders |
| Portfolio Value | $967,548,505 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - GROWTH ETF | 218,065 | $89,502,605 | 9.25% | |
| 2. | Vanguard Index Fds - S&P 500 ETF SHS | 161,037 | $86,768,578 | 8.96% | |
| 3. | Vanguard Index Fds - VALUE ETF | 463,379 | $78,450,094 | 8.1% | |
| 4. | IEF | 1,215,359 | $75,729,021 | 7.82% | |
| 5. | IEF | 107,204 | $43,051,010 | 4.44% |
