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Home > Institutional Investor > Rmr Wealth Builders > Profile

Instuitional Investor - Rmr Wealth Builders

Fund Profile
Filing Period:
Fund Name: Rmr Wealth Builders
Portfolio Value $711,778,021
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 193,789 $60,245,029 8.46%
2.
Vanguard Index Fds
 136,017 $59,412,264 8.34%
3.
Vanguard Index Fds
 373,743 $55,874,523 7.84%
4.
Ishares Trust
 IEF 201,394 $55,816,434 7.84%
5.
Ishares Trust
 IEF 115,325 $34,963,197 4.91%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)