RMR Wealth Builders: 13F holdings
CIK 18038482026Q2
| Positions | 316 |
|---|---|
| Reported value | $1.6bn |
| Filed | 2026-07-24 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VUG VANGUARD INDEX FDS | 1,816,708 | $156.5m | 9.7% |
| VOO VANGUARD INDEX FDS | 227,464 | $156.2m | 9.7% |
| VTV VANGUARD INDEX FDS | 656,979 | $143.2m | 8.9% |
| IJH ISHARES TR | 1,153,024 | $88.9m | 5.5% |
| IEFA ISHARES TR | 753,130 | $72.7m | 4.5% |
| NORTHERN LTS FD TR II | 2,397,610 | $68.5m | 4.3% |
| NVDA NVIDIA CORPORATION | 249,506 | $49.9m | 3.1% |
| IWF ISHARES TR | 397,795 | $49.4m | 3.1% |
| AAPL APPLE INC | 158,266 | $45.8m | 2.8% |
| SCHO SCHWAB STRATEGIC TR | 1,650,711 | $39.8m | 2.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1803848")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.