Notify me when RMR Wealth Builders files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 275 | $1,249,929,744 | +$119,180,785 | -$75,118,384 | +$44,062,401 | VOO, VUG, VTV, IJH, IEFA | 13F-HR | 29 Jan 2026, 15:56 |
| Q3 2025 | 282 | $1,194,908,237 | +$58,992,585 | -$37,364,873 | +$21,627,712 | VUG, VOO, VTV, IJH, IEFA | 13F-HR | 05 Nov 2025, 10:40 |
| Q2 2025 | 285 | $1,100,245,718 | +$62,208,951 | -$6,546,139 | +$55,662,812 | VUG, VOO, VTV, IJH, IEFA | 13F-HR | 08 Jul 2025, 13:24 |
| Q1 2025 | 259 | $950,114,997 | +$46,253,703 | -$17,947,359 | +$28,306,344 | VOO, VUG, VTV, IJH, IEFA | 13F-HR | 16 Apr 2025, 11:04 |
| Q4 2024 | 256 | $967,487,414 | +$69,063,866 | -$53,330,908 | +$15,732,958 | VUG, VOO, VTV, IJH, IWF | Restatement | 14 Jan 2025, 14:54 |
| Q3 2024 | 260 | $943,658,811 | +$57,011,276 | -$16,013,022 | +$40,998,254 | VOO, VUG, VTV, IJH, IWF | 13F-HR | 21 Oct 2024, 11:41 |
| Q2 2024 | 250 | $871,370,185 | +$60,823,373 | -$10,122,153 | +$50,701,220 | VUG, VOO, VTV, IJH, IWF | 13F-HR | 23 Jul 2024, 12:06 |
| Q1 2024 | 259 | $826,971,898 | +$114,448,947 | -$8,685,678 | +$105,763,269 | VOO, VUG, VTV, IJH, IWF | 13F-HR | 15 Apr 2024, 15:07 |
| Q4 2023 | 232 | $711,778,021 | +$39,026,831 | -$29,097,695 | +$9,929,136 | VUG, VOO, VTV, IJH, IWF | 13F-HR | 06 Feb 2024, 16:25 |
| Q3 2023 | 230 | $626,050,174 | +$62,186,276 | -$3,620,826 | +$58,565,450 | VUG, VOO, VTV, IJH, IWF | 13F-HR | 23 Oct 2023, 10:48 |
| Q2 2023 | 212 | $587,772,360 | +$43,824,138 | -$11,555,309 | +$32,268,829 | VUG, VOO, VTV, IJH, IWF | 13F-HR | 21 Jul 2023, 17:11 |
| Q1 2023 | 212 | $525,918,831 | +$66,392,908 | -$9,509,307 | +$56,883,601 | VOO, VUG, VTV, IJH, IWF | 13F-HR | 11 Apr 2023, 09:05 |
| Q4 2022 | 192 | $441,077,005 | +$21,550,955 | -$15,885,827 | +$5,665,128 | VOO, VTV, IJH, VUG, IWF | Restatement | 15 Feb 2023, 13:48 |
| Q3 2022 | 195 | $408,797,000 | +$56,557,707 | -$24,881,254 | +$31,676,453 | VOO, VTV, VUG, IJH, IWF | 13F-HR | 08 Nov 2022, 10:20 |
| Q2 2022 | 194 | $401,298,000 | +$38,481,921 | -$28,668,373 | +$9,813,548 | VTV, VOO, VUG, IJH, IWF | 13F-HR | 02 Aug 2022, 16:48 |
| Q1 2022 | 205 | $466,233,000 | +$145,163,016 | -$8,724,382 | +$136,438,634 | VOO, VTV, VUG, IJH, IWF | 13F-HR | 13 May 2022, 07:50 |
| Q4 2021 | 122 | $348,211,000 | +$163,392,075 | -$177,303,298 | -$13,911,223 | VOO, IWF, VUG, IJH, VTV | 13F-HR | 02 Feb 2022, 15:53 |
| Q3 2021 | 187 | $340,573,000 | +$40,551,912 | -$3,066,766 | +$37,485,146 | IWF, IWD, EFA, IJH, IWM | 13F-HR | 18 Oct 2021, 15:18 |
| Q2 2021 | 172 | $305,032,000 | +$3,917,700 | -$106,209,158 | -$102,291,458 | IWF, IWD, EFA, IJH, IWM | 13F-HR | 13 Aug 2021, 17:37 |
| Q1 2021 | 781 | $384,863,000 | +$173,851,216 | -$3,397,572 | +$170,453,644 | IWF, IWD, EFA, IJH, IWM | 13F-HR | 13 May 2021, 16:45 |
| Q4 2020 | 512 | $203,545,000 | +$16,066,801 | -$242,472,085 | -$226,405,284 | IWF, IWD, EFA, IJH, AMZN | Restatement | 26 Feb 2021, 16:33 |
| Q3 2020 | 218 | $385,187,000 | +$278,782,786 | -$11,673,000 | +$267,109,786 | IWF, IWD, EFA, IJH, IWM | 13F-HR | 13 Nov 2020, 14:46 |
| Q2 2020 | 439 | $112,158,000 | +$20,244,534 | -$10,783,791 | +$9,460,743 | MSFT, AMZN, IWF, IWD, SHV | 13F-HR | 19 Aug 2020, 16:16 |
| Q4 2019 | 399 | $103,551,000 | $0 | $0 | $0 | MSFT, AMZN, IWF, IWD, EFA | 13F-HR | 03 Mar 2020, 15:01 |