account_balance
Investment manager · 13F filer · SEC CIK 1803848
RMR Wealth Builders
Reported value$1.72Bas of Sep 30, 2026
Positions310 21 new, 27 sold out
Top 10 weight54.0%VUG alone is 10%
FiledOct 2222 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VUGVanguard Index FDS
9.9%Added +3%
VOOVanguard Index FDS
9.7%Added +4%
VTVVanguard Index FDS
8.7%Added +5%
IJHiShares Tr
5.1%Added +6%
IEFAiShares Tr
4.5%Added +6%
PRMRNorthern LTS Fd Tr II
4.1%Added +3%
NVDANVIDIA Corp
3.4%
AAPLApple Inc.
3.1%Added +2%
IWFiShares Tr
2.8%−2%
SCHOSchwab Strategic Tr
2.7%+18%
FENIFidelity Covington Trust
2.1%New
SUBiShares Tr
2.0%+6%
VUGVanguard Index FDS
9.9%Added +3%
VOOVanguard Index FDS
9.7%Added +4%
VTVVanguard Index FDS
8.7%+5%
IJHiShares Tr
5.1%+6%
IEFAiShares Tr
4.5%
PRMRNorthern LTS Fd Tr II
4.1%
NVDANVIDIA Corp
3.4%
AAPLApple Inc.
3.1%
IWF2.8%
SCHO
FENI
SUB2.0%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VUG Vanguard Index FDS 9.9% Added +3%
VOO Vanguard Index FDS 9.7% Added +4%
VTV Vanguard Index FDS 8.7% Added +5%
IJH iShares Tr 5.1% Added +6%
IEFA iShares Tr 4.5% Added +6%
PRMR Northern LTS Fd Tr II 4.1% Added +3%
NVDA NVIDIA Corp 3.4% HeldAAPL Apple Inc. 3.1% Added +2%IWF iShares Tr 2.8% Trimmed −2%
SCHO Schwab Strategic Tr 2.7% Added +18%
FENI Fidelity Covington Trust 2.1% New
SUB iShares Tr 2.0% Added +6%
What changed
Biggest moves since Jun 30, 2026
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