RMR Wealth Builders
- SEC CIK
- 0001803848
- Latest filing
- Jul 24, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 13, 2021. Long positions only.
- Positions
- 798
- No 13F data for Q4 2020
- Portfolio value
- $384.9M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Russell 1000 Growth ETF464287614 | ETF | 208,249 | $50.6M | 13.1% | – | – | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 235,463 | $35.7M | 9.3% | – | – | – |
| iShares MSCI Eafe ETF464287465 | ETF | 369,869 | $28.1M | 7.3% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 99,093 | $25.8M | 6.7% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 97,290 | $21.5M | 5.6% | – | – | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 122,117 | $13.5M | 3.5% | – | – | – |
| MSFTMicrosoft Corp | Stock | 45,398 | $10.7M | 2.8% | – | – | History |
| AMZNAmazon Com Inc | Stock | 3,051 | $9.44M | 2.5% | – | – | History |
| AAPLApple Inc. | Stock | 73,479 | $8.97M | 2.3% | – | – | History |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 49,721 | $5.66M | 1.5% | – | – | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 10,075 | $4.80M | 1.2% | – | – | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 11,489 | $4.55M | 1.2% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 28,748 | $4.38M | 1.1% | – | – | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 13,396 | $4.28M | 1.1% | – | – | – |
| AVGOBroadcom Inc. | Stock | 7,347 | $3.41M | 0.9% | – | – | History |
| HDHome Depot, Inc. | Stock | 9,427 | $2.88M | 0.7% | – | – | History |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 8,623 | $2.85M | 0.7% | – | – | History |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 52,661 | $2.74M | 0.7% | – | – | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 22,707 | $2.65M | 0.7% | – | – | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 44,158 | $2.52M | 0.7% | – | – | – |
| VZVerizon Communications Inc | Stock | 43,020 | $2.50M | 0.7% | – | – | History |
| iShares Tr464287457 | 1 3 YR TREAS BD | 27,650 | $2.38M | 0.6% | – | – | – |
| CMCSAComcast Corp | Stock | 42,694 | $2.31M | 0.6% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 7,472 | $2.20M | 0.6% | – | – | History |
| ASMLASML Holding NV | ADR | 3,356 | $2.07M | 0.5% | – | – | History |
| VVisa Inc. | Stock | 9,637 | $2.04M | 0.5% | – | – | History |
| INTCIntel Corp | Stock | 31,514 | $2.02M | 0.5% | – | – | History |
| iShares Tr464288661 | 3 7 YR TREAS BD | 15,000 | $1.95M | 0.5% | – | – | – |
| GOOGAlphabet Inc. | Stock | 884 | $1.83M | 0.5% | – | – | History |
| HUMHumana Inc | Stock | 4,320 | $1.81M | 0.5% | – | – | History |
| NVDANVIDIA Corp | Stock | 3,363 | $1.79M | 0.5% | – | – | History |
| XOMExxonMobil Holdings Corp | COM | 30,811 | $1.72M | 0.4% | – | – | History |
| BABoeing Co | Stock | 6,717 | $1.71M | 0.4% | – | – | History |
| iShares Tr464288414 | NATIONAL MUN ETF | 14,501 | $1.68M | 0.4% | – | – | – |
| PYPLPayPal Holdings, Inc. | Stock | 6,898 | $1.68M | 0.4% | – | – | History |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 32,904 | $1.67M | 0.4% | – | – | – |
| CMECME Group Inc. | COM | 7,916 | $1.62M | 0.4% | – | – | History |
| DISWalt Disney Co | Stock | 8,205 | $1.51M | 0.4% | – | – | History |
| PNCPNC Financial Services Group, Inc. | Stock | 8,432 | $1.48M | 0.4% | – | – | History |
| iShares Russell Midcap ETF464287499 | ETF | 19,410 | $1.44M | 0.4% | – | – | – |
| TSLATesla, Inc. | Stock | 2,130 | $1.42M | 0.4% | – | – | History |
| MAMastercard Inc | Stock | 3,903 | $1.39M | 0.4% | – | – | History |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 11,321 | $1.38M | 0.4% | – | – | History |
| ISRGIntuitive Surgical Inc | COM NEW | 1,802 | $1.33M | 0.3% | – | – | History |
| KOCoca Cola Co | Stock | 23,863 | $1.26M | 0.3% | – | – | History |
| BLKBlackRock, Inc. | COM | 1,599 | $1.21M | 0.3% | – | – | History |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 34,141 | $1.16M | 0.3% | – | – | – |
| ADBEAdobe Inc. | Stock | 2,434 | $1.16M | 0.3% | – | – | History |
| TXNTexas Instruments Inc | Stock | 6,106 | $1.15M | 0.3% | – | – | History |
| CRMSalesforce, Inc. | Stock | 5,403 | $1.15M | 0.3% | – | – | History |
| TAT&T Inc. | Stock | 37,417 | $1.13M | 0.3% | – | – | History |
| ABBVAbbVie Inc. | Stock | 10,357 | $1.12M | 0.3% | – | – | History |
| ZTSZoetis Inc. | Stock | 6,678 | $1.05M | 0.3% | – | – | History |
| PEGPublic Service Enterprise Group Inc | COM | 17,296 | $1.04M | 0.3% | – | – | History |
| UNPUnion Pacific Corp | Stock | 4,675 | $1.03M | 0.3% | – | – | History |
| MRKMerck & Co., Inc. | Stock | 13,179 | $1.02M | 0.3% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 489 | $1.01M | 0.3% | – | – | History |
| HONHoneywell International Inc | COM | 4,429 | $961.0K | 0.2% | – | – | History |
| CICigna Group | Stock | 3,928 | $950.0K | 0.2% | – | – | History |
| CSXCSX Corp | Stock | 9,733 | $938.0K | 0.2% | – | – | History |
| Vanguard Short-Term Bond ETF921937827 | ETF | 11,109 | $913.0K | 0.2% | – | – | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 7,435 | $879.0K | 0.2% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 3,337 | $853.0K | 0.2% | – | – | History |
| JNJJohnson & Johnson | Stock | 5,182 | $852.0K | 0.2% | – | – | History |
| ABTAbbott Laboratories | Stock | 6,998 | $839.0K | 0.2% | – | – | History |
| COFCapital One Financial Corp | Stock | 6,507 | $828.0K | 0.2% | – | – | History |
| COSTCostco Wholesale Corp | Stock | 2,346 | $827.0K | 0.2% | – | – | History |
| CBChubb Ltd | Stock | 5,151 | $814.0K | 0.2% | – | – | History |
| XYZBlock, Inc. | CL A | 3,494 | $793.0K | 0.2% | – | – | History |
| MELIMercadolibre Inc | COM | 537 | $791.0K | 0.2% | – | – | History |
| CSGPCostar Group, Inc. | COM | 951 | $782.0K | 0.2% | – | – | History |
| CMGChipotle Mexican Grill Inc | COM | 541 | $769.0K | 0.2% | – | – | History |
| Vanguard Real Estate ETF922908553 | ETF | 8,278 | $760.0K | 0.2% | – | – | – |
| CVXChevron Corp | Stock | 7,107 | $745.0K | 0.2% | – | – | History |
| NFLXNetflix Inc | Stock | 1,399 | $730.0K | 0.2% | – | – | History |
| NEENextera Energy Inc | Stock | 9,620 | $727.0K | 0.2% | – | – | History |
| SCHWSchwab Charles Corp | Stock | 10,893 | $710.0K | 0.2% | – | – | History |
| BXBlackstone Inc. | COM | 9,532 | $710.0K | 0.2% | – | – | History |
| iShares Tr464288687 | PFD AND INCM SEC | 18,480 | $710.0K | 0.2% | – | – | – |
| BDXBecton Dickinson & Co | Stock | 2,903 | $706.0K | 0.2% | – | – | History |
| LOWLowes Companies Inc | Stock | 3,703 | $704.0K | 0.2% | – | – | History |
| INTUIntuit Inc. | Stock | 1,805 | $691.0K | 0.2% | – | – | History |
| BACBank of America Corp | Stock | 17,417 | $674.0K | 0.2% | – | – | History |
| EWEdwards Lifesciences Corp | Stock | 7,518 | $629.0K | 0.2% | – | – | History |
| AMTAmerican Tower Corp | REIT | 2,615 | $625.0K | 0.2% | – | – | History |
| CSCOCisco Systems, Inc. | Stock | 11,801 | $610.0K | 0.2% | – | – | History |
| iShares Tips Bond ETF464287176 | ETF | 4,789 | $601.0K | 0.2% | – | – | – |
| ICEIntercontinental Exchange, Inc. | Stock | 5,288 | $591.0K | 0.2% | – | – | History |
| OLEDUniversal Display Corp | COM | 2,484 | $588.0K | 0.2% | – | – | History |
| TSCOTractor Supply Co | COM | 3,268 | $579.0K | 0.2% | – | – | History |
| LULUlululemon athletica inc. | Stock | 1,877 | $576.0K | 0.1% | – | – | History |
| PGProcter & Gamble Co | Stock | 4,204 | $569.0K | 0.1% | – | – | History |
| JCIJohnson Controls International plc | Stock | 9,389 | $560.0K | 0.1% | – | – | History |
| NOWServiceNow, Inc. | Stock | 1,098 | $549.0K | 0.1% | – | – | History |
| AXPAmerican Express Co | Stock | 3,817 | $540.0K | 0.1% | – | – | History |
| MCDMcDonalds Corp | Stock | 2,323 | $521.0K | 0.1% | – | – | History |
| MCHPMicrochip Technology Inc | Stock | 3,273 | $508.0K | 0.1% | – | – | History |
| DXCMDexcom Inc | COM | 1,406 | $505.0K | 0.1% | – | – | History |
| PFEPfizer Inc | Stock | 13,509 | $489.0K | 0.1% | – | – | History |
| DOCUDocuSign, Inc. | Stock | 2,389 | $484.0K | 0.1% | – | – | History |