RMR Wealth Builders

Q4 2019 13F Holdings Report, Stock Holdings

Signature - Title
Steven Sergio - Director of Compliance & Operations
Location
Montclair, NJ
Holdings as of
31 Dec 2019
Value $
$103,551,000
Num holdings
399
Filing time
03 Mar 2020, 15:01:10 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included MSFT, AMZN, IWF, IWD, and EFA.
Next filing
Q2 2020 - 19 Aug 2020
SEC
View on sec.gov
Options Holdings
Showing stock holdings, see here for options holdings
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Steven Sergio Director of Compliance & Operations Teaneck, New Jersey 03 Mar 2020