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Steven Sergio

@Rmr Wealth Builders

Latest period2024 - Q4ReportedManaged Assets$967.549MTotal holdings256
Assets growth rate2.53%Assets growth rate (2-Q avg)5.42%Continuous growth in asset value10 quarters

Portfolio positions

This chart displays the top 10 holdings in Rmr Wealth Builders's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 256 positions.

Assets under management

The assets under management (AUM) of Rmr Wealth Builders over the past 10 years (40 quarters) show continuous growth in total asset value over the last 10 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 967.549M in assets, with a quarterly growth rate of 2.53% and a 2-quarter average growth rate of 5.42%. The portfolio is managed by Steven Sergio, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VUGVanguard Index Fds
Recent Activity
Increased 5.04%
9.26%
$89.503M
218,065 shares@ $410.45 avg price
VOOVanguard Index Fds
Recent Activity
Increased 6.76%
8.97%
$86.769M
161,037 shares@ $538.82 avg price
VTVVanguard Index Fds
Recent Activity
Increased 6.53%
8.11%
$78.45M
463,379 shares@ $169.31 avg price
IJHIshares Tr
Recent Activity
Increased 6.18%
7.83%
$75.729M
1.215M shares@ $62.32 avg price
IEFAIshares Tr
Recent Activity
Increased 9.6%
3.89%
$37.553M
534,340 shares@ $70.28 avg price
AAPLApple Inc
Recent Activity
Increased 0.67%
3.09%
$29.866M
119,262 shares@ $250.42 avg price
IWDIshares Tr
Recent Activity
Increased 1.44%
2.63%
$25.44M
137,418 shares@ $185.13 avg price
SUBIshares Tr
Recent Activity
Increased 9.58%
2.55%
$24.669M
233,877 shares@ $105.49 avg price
IJRIshares Tr
Recent Activity
Increased 6.45%
2.41%
$23.292M
202,152 shares@ $115.22 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 3.63%
2.17%
$20.931M
49,658 shares@ $421.51 avg price