RMR Wealth Builders
- SEC CIK
- 0001803848
- 最新申報
- 2026/7/24
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/1/14 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。
- 持股檔數
- 256
- 較 2024 年第 3 季 −4
- 總值
- $9.68 億
- 較 2024 年第 3 季 +$2,385 萬 (+2.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Growth ETF922908736 | ETF | 218,065 | $8,950 萬 | 9.3% | +10,460+5.0% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 161,037 | $8,677 萬 | 9.0% | +10,186+6.8% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 463,379 | $7,845 萬 | 8.1% | +28,386+6.5% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 1,215,359 | $7,573 萬 | 7.8% | +70,632+6.2% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 107,204 | $4,305 萬 | 4.4% | −1,800−1.7% | 減碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 534,340 | $3,755 萬 | 3.9% | +46,766+9.6% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 255,738 | $3,434 萬 | 3.5% | −2,123−0.8% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 119,262 | $2,987 萬 | 3.1% | +786+0.7% | 加碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 137,418 | $2,544 萬 | 2.6% | +1,940+1.4% | 加碼 | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 233,877 | $2,467 萬 | 2.5% | +20,444+9.6% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 202,152 | $2,329 萬 | 2.4% | +12,246+6.4% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 49,658 | $2,093 萬 | 2.2% | +1,739+3.6% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 70,370 | $1,631 萬 | 1.7% | +676+1.0% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 70,423 | $1,545 萬 | 1.6% | +1,690+2.5% | 加碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 142,485 | $1,518 萬 | 1.6% | −7,827−5.2% | 減碼 | – |
| First Tr Exch Traded FD III33739N108 | MANAGD MUN ETF | 284,204 | $1,450 萬 | 1.5% | −90.0% | 減碼 | – |
| First Tr Exch Traded FD III33739P830 | SHRT DUR MNG MUN | 712,254 | $1,413 萬 | 1.5% | +6,133+0.9% | 加碼 | – |
| PIMCO ETF Tr72201R783 | 0-5 HIGH YIELD | 142,346 | $1,333 萬 | 1.4% | +15,528+12.2% | 加碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 262,287 | $1,287 萬 | 1.3% | +31,513+13.7% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 16,674 | $977.2 萬 | 1.0% | −270−1.6% | 減碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 39,260 | $867.5 萬 | 0.9% | +136+0.3% | 加碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 14,250 | $811.6 萬 | 0.8% | +224+1.6% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 33,057 | $792.4 萬 | 0.8% | +1,382+4.4% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 11,830 | $692.7 萬 | 0.7% | +556+4.9% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 15,376 | $620.9 萬 | 0.6% | +6,439+72.0% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 11,446 | $585.2 萬 | 0.6% | +131+1.2% | 加碼 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 243,192 | $585.1 萬 | 0.6% | +53,604+28.3% | 加碼依 2 比 1 拆股換算 | – |
| VVisa Inc. | Stock | 15,885 | $502.0 萬 | 0.5% | +677+4.5% | 加碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 63,312 | $478.7 萬 | 0.5% | +1,424+2.3% | 加碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 20,035 | $465.8 萬 | 0.5% | +29+0.1% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 11,429 | $444.6 萬 | 0.5% | +246+2.2% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 4,786 | $438.6 萬 | 0.5% | +78+1.7% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 4,863 | $433.5 萬 | 0.4% | +221+4.8% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 21,597 | $411.3 萬 | 0.4% | −635−2.9% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 4,686 | $361.8 萬 | 0.4% | +107+2.3% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 7,767 | $352.1 萬 | 0.4% | −359−4.4% | 減碼 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 150,851 | $349.7 萬 | 0.4% | +122,705+436.0% | 加碼依 3 比 1 拆股換算 | – |
| XOMExxonMobil Holdings Corp | COM | 32,042 | $344.7 萬 | 0.4% | +960+3.1% | 加碼 | 歷史 |
| ANETArista Networks, Inc. | Stock | 30,462 | $336.7 萬 | 0.3% | +2,118+7.5% | 加碼依 4 比 1 拆股換算 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 16,955 | $321.0 萬 | 0.3% | −5,229−23.6% | 減碼 | 歷史 |
| BXBlackstone Inc. | COM | 18,271 | $315.0 萬 | 0.3% | +8,371+84.6% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 5,699 | $297.5 萬 | 0.3% | +236+4.3% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 69,163 | $276.6 萬 | 0.3% | +5,176+8.1% | 加碼 | 歷史 |
| Federated Hermes ETF Trust31423L404 | TOTA RETU BD ETF | 111,964 | $276.3 萬 | 0.3% | +49,422+79.0% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 39,833 | $274.6 萬 | 0.3% | +22,161+125.4% | 加碼 | – |
| CRMSalesforce, Inc. | Stock | 8,210 | $274.5 萬 | 0.3% | +440+5.7% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 29,833 | $269.5 萬 | 0.3% | +2,215+8.0% | 加碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 7,775 | $266.0 萬 | 0.3% | +308+4.1% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 26,636 | $265.0 萬 | 0.3% | +451+1.7% | 加碼 | 歷史 |
| iShares S&P 100 ETF464287101 | ETF | 9,113 | $263.2 萬 | 0.3% | +9,113 | 新進 | – |
| CVXChevron Corp | Stock | 18,095 | $262.1 萬 | 0.3% | +391+2.2% | 加碼 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 29,987 | $245.8 萬 | 0.3% | −122−0.4% | 減碼 | – |
| MAMastercard Inc | Stock | 4,526 | $238.3 萬 | 0.2% | +40+0.9% | 加碼 | 歷史 |
| CEGConstellation Energy Corp | Stock | 10,461 | $234.0 萬 | 0.2% | +333+3.3% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 19,122 | $231.0 萬 | 0.2% | −1,681−8.1% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 7,666 | $227.5 萬 | 0.2% | +527+7.4% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 3,899 | $223.2 萬 | 0.2% | +286+7.9% | 加碼 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 5,187 | $220.7 萬 | 0.2% | −90−1.7% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 13,084 | $219.3 萬 | 0.2% | +909+7.5% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 2,084 | $213.6 萬 | 0.2% | +2,084 | 新進 | 歷史 |
| ADBEAdobe Inc. | Stock | 4,763 | $211.8 萬 | 0.2% | +10.0% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 4,034 | $204.0 萬 | 0.2% | +647+19.1% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 5,437 | $191.3 萬 | 0.2% | +203+3.9% | 加碼 | 歷史 |
| PECOPhillips Edison & Company, Inc. | COMMON STOCK | 49,593 | $185.8 萬 | 0.2% | −11,660−19.0% | 減碼 | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 8,637 | $183.5 萬 | 0.2% | −38−0.4% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 8,089 | $177.8 萬 | 0.2% | +5,663+233.4% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 8,809 | $177.8 萬 | 0.2% | +984+12.6% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 9,909 | $176.1 萬 | 0.2% | −375−3.6% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 7,731 | $174.6 萬 | 0.2% | −140−1.8% | 減碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 4,239 | $170.7 萬 | 0.2% | +351+9.0% | 加碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 15,594 | $168.0 萬 | 0.2% | +1,222+8.5% | 加碼 | 歷史 |
| MMM3M Co | Stock | 12,982 | $167.6 萬 | 0.2% | +1,232+10.5% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 8,998 | $165.0 萬 | 0.2% | +1,008+12.6% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 5,611 | $162.6 萬 | 0.2% | +535+10.5% | 加碼 | 歷史 |
| LINLinde PLC | Stock | 3,807 | $159.4 萬 | 0.2% | +287+8.2% | 加碼 | 歷史 |
| INTUIntuit Inc. | Stock | 2,511 | $157.8 萬 | 0.2% | +177+7.6% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 40,922 | $153.6 萬 | 0.2% | −491−1.2% | 減碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 11,154 | $153.4 萬 | 0.2% | −676−5.7% | 減碼 | – |
| SPGIS&P Global Inc. | Stock | 3,060 | $152.4 萬 | 0.2% | +189+6.6% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 3,124 | $151.8 萬 | 0.2% | +296+10.5% | 加碼 | 歷史 |
| CMECME Group Inc. | COM | 6,492 | $150.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TJXTJX Companies Inc | Stock | 12,347 | $149.2 萬 | 0.2% | +8,272+203.0% | 加碼 | 歷史 |
| ASMLASML Holding NV | ADR | 2,104 | $145.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PEGPublic Service Enterprise Group Inc | COM | 16,980 | $143.5 萬 | 0.1% | +356+2.1% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 9,173 | $140.9 萬 | 0.1% | +659+7.7% | 加碼 | 歷史 |
| GMGeneral Motors Co | COM | 25,147 | $134.0 萬 | 0.1% | −221−0.9% | 減碼 | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 16,344 | $132.0 萬 | 0.1% | +2,313+16.5% | 加碼 | 歷史 |
| GLWCorning Inc | COM | 27,367 | $130.0 萬 | 0.1% | +1,661+6.5% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 6,548 | $129.3 萬 | 0.1% | −304−4.4% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 2,427 | $126.3 萬 | 0.1% | +329+15.7% | 加碼 | 歷史 |
| TTDTrade Desk, Inc. | Stock | 10,613 | $124.7 萬 | 0.1% | +89+0.8% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 4,483 | $123.9 萬 | 0.1% | +110+2.5% | 加碼 | 歷史 |
| MLMMartin Marietta Materials Inc | COM | 2,391 | $123.5 萬 | 0.1% | +1,941+431.3% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 19,320 | $120.3 萬 | 0.1% | −17,529−47.6% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 7,155 | $119.2 萬 | 0.1% | +5,675+383.4% | 加碼 | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 19,634 | $118.4 萬 | 0.1% | −50.0% | 減碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 6,076 | $117.2 萬 | 0.1% | +30.0% | 加碼 | 歷史 |
| SHOPShopify Inc. | Stock | 10,846 | $115.3 萬 | 0.1% | +305+2.9% | 加碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 13,042 | $115.3 萬 | 0.1% | −467−3.5% | 減碼 | – |
| PIMCO ETF Tr72201R585 | MULTISECTOR BD | 44,453 | $115.2 萬 | 0.1% | +12,662+39.8% | 加碼 | – |
2024 年第 3 季之後清倉（17 檔）
2024 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 3 季股數 | 2024 年第 3 季市值 | 2024 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| NUENucor Corp | COM | 7,125 | $107.1 萬 | 0.1% | 歷史 |
| ARK Blockchain & Fintech Innovation ETF00214Q708 | ETF | 15,085 | $45.0 萬 | <0.1% | – |
| Global X Lithium & Battery Tech ETF37954Y855 | ETF | 9,308 | $40.6 萬 | <0.1% | – |
| NKENIKE, Inc. | Stock | 3,092 | $27.4 萬 | <0.1% | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 2,163 | $23.0 萬 | <0.1% | 歷史 |
| ALGNAlign Technology Inc | COM | 851 | $21.6 萬 | <0.1% | 歷史 |
| KLACKLA Corp | COM NEW | 273 | $21.1 萬 | <0.1% | 歷史 |
| TELTE Connectivity plc | Stock | 1,385 | $20.9 萬 | <0.1% | 歷史 |
| VanEck ETF Trust92189F692 | PHARMACEUTCL ETF | 2,189 | $20.8 萬 | <0.1% | – |
| STZConstellation Brands, Inc. | Stock | 797 | $20.5 萬 | <0.1% | 歷史 |
| RACEFerrari N.V. | COM | 435 | $20.4 萬 | <0.1% | 歷史 |
| ONOn Semiconductor Corp | Stock | 2,801 | $20.3 萬 | <0.1% | 歷史 |
| BUDAnheuser-Busch InBev SA/NV | ADR | 3,052 | $20.2 萬 | <0.1% | 歷史 |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 1,871 | $20.2 萬 | <0.1% | 歷史 |
| BGCBGC Group, Inc. | CL A | 21,967 | $20.2 萬 | <0.1% | 歷史 |
| PSAPublic Storage | COM | 554 | $20.2 萬 | <0.1% | 歷史 |
| GNWGenworth Financial Inc | COM SHS | 10,761 | $7.37 萬 | <0.1% | 歷史 |