RMR Wealth Builders

**RMR Wealth Builders** manages $1.2B across a diversified portfolio of 275 positions. The fund exhibits a significant tilt toward large-cap growth and value, evidenced by top holdings including VOO ($117.7M), VUG ($116.3M), and VTV ($106.2M). Notable allocations further include substantial positions in sector-specific indices like IJH ($74.9M) and IEFA ($58.2M), alongside technology leaders such as NVDA ($47.1M) and AAPL ($36.0M). This structure suggests a core mandate focused on capturing broad market beta while selectively overweighting high-conviction growth and value themes.

📌 Top Holdings