Portfolio (Quarterly)
Guide ↗
RMR Wealth Builders
· CIK 0001803848| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 121 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 8,405.0 | $280K | 0.02% | +99.0 | +1.2% | $33.29 | +34.1% |
| 122 | VO | VANGUARD INDEX FDS | — | 3,283.0 | $264K | 0.02% | +2K | +253.8% | $80.56 | +2.8% |
| 123 | TEL | TE CONNECTIVITY PLC | Technology | 1,233.0 | $249K | 0.01% | +111.0 | +9.9% | $201.63 | +0.4% |
| 124 | VGK | VANGUARD INTL EQUITY INDEX F | — | 2,696.0 | $239K | 0.01% | +284.0 | +11.8% | $88.54 | +4.6% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
46.9%
Financial Services
17.4%
Consumer Cyclical
8.8%
Healthcare
6.4%
Communication Services
5.6%
Industrials
5.0%
Consumer Defensive
3.7%
Utilities
2.2%
Energy
1.6%
Basic Materials
1.2%