Portfolio (Quarterly)
Guide ↗
RMR Wealth Builders
· CIK 0001803848| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | PFF | ISHARES TR | — | 6,776 | $214K | 0.02% | SOLD |
| 22 | FDLO | FIDELITY COVINGTON TRUST | — | 3,225 | $212K | 0.02% | SOLD |
| 23 | VCIT | VANGUARD SCOTTSDALE FDS | — | 2,525 | $212K | 0.02% | SOLD |
| 24 | NRG | NRG ENERGY INC | Utilities | 1,298 | $210K | 0.02% | SOLD |
| 25 | DKNG | DRAFTKINGS INC NEW | Consumer Cyclical | 5,506 | $206K | 0.02% | SOLD |
| 26 | JEPI | J P MORGAN EXCHANGE TRADED F | — | 3,571 | $204K | 0.02% | SOLD |
| 27 | BCBP | BCB BANCORP INC | Financial Services | 14,175 | $123K | 0.01% | SOLD |
Sector Allocation
Technology
41.1%
Financial Services
19.4%
Consumer Cyclical
9.4%
Communication Services
8.8%
Healthcare
6.8%
Industrials
4.3%
Consumer Defensive
3.3%
Energy
2.5%
Utilities
2.2%
Basic Materials
1.3%