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 | MCAP GR IDXVIP | Liquidated | $0 | 0 | 0.00 | 68,424 | +Inf | 12-31-2023 | |
| GENWORTH FINL INC | COM CL A | 552 | $67,515 | 10,500 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
