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 |
|---|---|---|---|---|---|---|---|---|---|
| ELI LILLY & CO | COM | 51 | $3,245,897 | 4,172 | 0.00 | 0.00 | 650 | 18.46 | 03-31-2024 |
| ALPHABET INC | CAP STK CL C | 52 | $3,050,225 | 20,033 | 0.00 | 0.00 | 1,988 | 11.02 | 03-31-2024 |
| PHILLIPS EDISON & CO INC | COMMON STOCK | 53 | $2,974,048 | 82,679 | 0.00 | 0.00 | -4,469 | -5.13 | 03-31-2024 |
| CHEVRON CORP NEW | COM | 54 | $2,955,730 | 18,738 | 0.00 | 0.00 | 3,367 | 21.90 | 03-31-2024 |
