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 |
|---|---|---|---|---|---|---|---|---|---|
| DOLLAR TREE INC | COM | 451 | $229,950 | 1,727 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| XPO INC | COM | 452 | $225,389 | 1,847 | 0.00 | 1,847 | +Inf | 03-31-2024 | |
| ISHARES TR | CORE US AGGBD ET | Liquidated | $0 | 0 | 0.00 | 2,396 | +Inf | 12-31-2023 | |
| ISHARES TR | RUSSELL 3000 ETF | 454 | $225,089 | 750 | 0.00 | 0.00 | 1 | 0.13 | 03-31-2024 |
