Instuitional Investor - Rmr Wealth Builders
Fund Profile
Filing Period:
| Fund Name: | Rmr Wealth Builders |
| Portfolio Value | $1,249,929,744 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 187,658 | $117,686,206 | 9.42% | |
| 2. | Vanguard Index Fds - GROWTH ETF | 238,376 | $116,294,087 | 9.3% | |
| 3. | Vanguard Index Fds - VALUE ETF | 556,263 | $106,240,656 | 8.5% | |
| 4. | IEF | 1,134,512 | $74,877,768 | 5.99% | |
| 5. | VLUE | 650,800 | $58,220,561 | 4.66% |