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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
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
AVGOBroadcom Inc
Recent Activity
Increased 0.97%
1.69%
$16.315M
70,370 shares@ $231.85 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 2.46%
1.6%
$15.45M
70,423 shares@ $219.4 avg price
MUBIshares Tr
Recent Activity
Decreased -5.2%
1.57%
$15.182M
142,485 shares@ $106.55 avg price
FMBFirst Tr Exch Traded Fd Iii
Recent Activity
Decreased 0%
1.5%
$14.497M
284,204 shares@ $51.02 avg price
FSMBFirst Tr Exch Traded Fd Iii
Recent Activity
Increased 0.87%
1.47%
$14.131M
712,254 shares@ $19.84 avg price
HYSPimco Etf Tr
Recent Activity
Increased 12.25%
1.38%
$13.335M
142,346 shares@ $93.68 avg price
BNDXVanguard Charlotte Fds
Recent Activity
Increased 13.66%
1.33%
$12.865M
262,287 shares@ $49.05 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -1.59%
1.01%
$9.772M
16,674 shares@ $586.07 avg price