Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RMR WEALTH BUILDERS | 04-15-2024 | 03-31-2024 | 259 | 826,971,898 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 1 | $67,383,942 | 140,179 | 0.01 | 0.01 | 4,162 | 3.06 | 03-31-2024 |
| VANGUARD INDEX FDS | GROWTH ETF | 2 | $67,105,999 | 194,962 | 0.01 | 0.01 | 1,173 | 0.61 | 03-31-2024 |
| VANGUARD INDEX FDS | VALUE ETF | 3 | $64,410,526 | 395,496 | 0.01 | 0.01 | 21,753 | 5.82 | 03-31-2024 |
| ISHARES TR | CORE S&P MCP ETF | 4 | $64,350,417 | 1,059,441 | 0.01 | 0.01 | 858,047 | 426.05 | 03-31-2024 |
