Director of Compliance & Operations

0001420506-21-000134.txt : 20210209 0001420506-21-000134.hdr.sgml : 20210209 20210208201849 ACCESSION NUMBER: 0001420506-21-000134 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210209 DATE AS OF CHANGE: 20210208 EFFECTIVENESS DATE: 20210209 FILER: COMPANY DATA: COMPANY CONFORMED NAME: RMR Wealth Builders CENTRAL INDEX KEY: 0001803848 IRS NUMBER: 112812983 STATE OF INCORPORATION: NJ FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20194 FILM NUMBER: 21603329 BUSINESS ADDRESS: STREET 1: 500 GLENPOINTE CENTRE WEST STREET 2: 4TH FLOOR, SUITE 39 CITY: TEANECK STATE: NJ ZIP: 07666 BUSINESS PHONE: 2018362460 MAIL ADDRESS: STREET 1: 500 GLENPOINTE CENTRE WEST STREET 2: 4TH FLOOR, SUITE 39 CITY: TEANECK STATE: NJ ZIP: 07666 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001803848 XXXXXXXX 12-31-2020 12-31-2020 false RMR Wealth Builders

500 Glenpointe Centre West 4th Floor, Suite 39 Teaneck NJ 07666

13F HOLDINGS REPORT 028-20194 N Steven Sergio Director of Compliance & Operations 2018362460 Steven Sergio, Director of Compliance & Operations Teaneck NJ 02-08-2021 0 146 182677 false INFORMATION TABLE 2 Form13F_InfoTable.xml INFORMATION TABLE FOR RMR WEALTH BUILDERS ABBOTT LABS COM 002824100 484 4091 SH SOLE 0 0 4091 ABIOMED INC COM 003654100 260 683 SH SOLE 0 0 683 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 331 244 SH SOLE 0 0 244 ADOBE SYSTEMS INCORPORATED COM 00724F101 398 721 SH SOLE 0 0 721 ADVANCED MICRO DEVICES INC COM 007903107 293 3100 SH SOLE 0 0 3100 AIR PRODS & CHEMS INC COM 009158106 265 970 SH SOLE 0 0 970 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 330 685 SH SOLE 0 0 685 ALPHABET INC CAP STK CL C 02079K107 1384 594 SH SOLE 0 0 594 ALPHABET INC CAP STK CL A 02079K305 692 221 SH SOLE 0 0 221 ALTRIA GROUP INC COM 02209S103 265 4214 SH SOLE 0 0 4214 AMAZON COM INC COM 023135106 8432 30 SH SOLE 0 0 30 AMERICAN EXPRESS CO COM 025816109 250 792 SH SOLE 0 0 792 AMERICAN TOWER CORP NEW COM 03027X100 540 1848 SH SOLE 0 0 1848 APPLE INC COM 037833100 4048 204 SH SOLE 0 0 204 ASML HOLDING N V N Y REGISTRY SHS N07059210 1564 2928 SH SOLE 0 0 2928 AT&T INC COM 00206R102 405 4719 SH SOLE 0 0 4719 BECTON DICKINSON & CO COM 075887109 239 956 SH SOLE 0 0 956 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 686 2540 SH SOLE 0 0 2540 BERKSHIRE HATHAWAY INC DEL CL A 084670108 348 1 SH SOLE 0 0 1 BK OF AMERICA CORP COM 060505104 317 6395 SH SOLE 0 0 6395 BLACKROCK INC COM 09247X101 1149 1593 SH SOLE 0 0 1593 BLACKSTONE GROUP INC COM CL A 09260D107 546 5487 SH SOLE 0 0 5487 BOEING CO COM 097023105 1320 5919 SH SOLE 0 0 5919 BOSTON SCIENTIFIC CORP COM 101137107 364 1679 SH SOLE 0 0 1679 BRISTOL-MYERS SQUIBB CO COM 110122108 285 200 SH SOLE 0 0 200 BROADCOM INC COM 11135F101 3225 7365 SH SOLE 0 0 7365 CAPITAL ONE FINL CORP COM 14040H105 643 6507 SH SOLE 0 0 6507 CATERPILLAR INC COM 149123101 246 208 SH SOLE 0 0 208 CHARTER COMMUNICATIONS INC N CL A 16119P108 272 411 SH SOLE 0 0 411 CHEVRON CORP NEW COM 166764100 447 1216 SH SOLE 0 0 1216 CHIPOTLE MEXICAN GRILL INC COM 169656105 750 541 SH SOLE 0 0 541 CHUBB LIMITED COM H1467J104 759 3804 SH SOLE 0 0 3804 CIGNA CORP NEW COM 125523100 818 3928 SH SOLE 0 0 3928 CISCO SYS INC COM 17275R102 338 2221 SH SOLE 0 0 2221 CME GROUP INC COM 12572Q105 1441 7462 SH SOLE 0 0 7462 COCA COLA CO COM 191216100 1198 2697 SH SOLE 0 0 2697 COGNEX CORP COM 192422103 398 4803 SH SOLE 0 0 4803 COMCAST CORP NEW CL A 20030N101 2187 38742 SH SOLE 0 0 38742 CONNECTONE BANCORP INC COM 20786W107 1558 3250 SH SOLE 0 0 3250 COSTAR GROUP INC COM 22160N109 865 224 SH SOLE 0 0 224 COSTCO WHSL CORP NEW COM 22160K105 741 1321 SH SOLE 0 0 1321 CSX CORP COM 126408103 823 9070 SH SOLE 0 0 9070 DEXCOM INC COM 252131107 481 1300 SH SOLE 0 0 1300 DISNEY WALT CO COM 254687106 707 427 SH SOLE 0 0 427 DOCUSIGN INC COM 256163106 298 1311 SH SOLE 0 0 1311 DOW INC COM 260557103 353 5696 SH SOLE 0 0 5696 EDWARDS LIFESCIENCES CORP COM 28176E108 655 2973 SH SOLE 0 0 2973 ELECTRONIC ARTS INC COM 285512109 473 452 SH SOLE 0 0 452 EXXON MOBIL CORP COM 30231G102 697 5339 SH SOLE 0 0 5339 FACEBOOK INC CL A 30303M102 1764 5381 SH SOLE 0 0 5381 FASTENAL CO COM 311900104 337 6908 SH SOLE 0 0 6908 FIDELITY NATL INFORMATION SV COM 31620M106 237 532 SH SOLE 0 0 532 FIRST REP BK SAN FRANCISCO C COM 33616C100 272 1853 SH SOLE 0 0 1853 GUIDEWIRE SOFTWARE INC COM 40171V100 327 2537 SH SOLE 0 0 2537 HOME DEPOT INC COM 437076102 2163 410 SH SOLE 0 0 410 HONEYWELL INTL INC COM 438516106 897 1250 SH SOLE 0 0 1250 HUMANA INC COM 444859102 1720 168 SH SOLE 0 0 168 IDEX CORP COM 45167R104 253 1268 SH SOLE 0 0 1268 INTEL CORP COM 458140100 1551 28749 SH SOLE 0 0 28749 INTERCONTINENTAL EXCHANGE IN COM 45866F104 610 2396 SH SOLE 0 0 2396 INTUIT COM 461202103 391 977 SH SOLE 0 0 977 INTUITIVE SURGICAL INC COM NEW 46120E602 1310 580 SH SOLE 0 0 580 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 239 490 SH SOLE 0 0 490 INVESCO QQQ TR UNIT SER 1 46090E103 2581 967 SH SOLE 0 0 967 ISHARES TR CORE S&P MCP ETF 464287507 9297 3872 SH SOLE 0 0 3872 ISHARES TR CORE US AGGBD ET 464287226 2330 275 SH SOLE 0 0 275 ISHARES TR IBOXX INV CP ETF 464287242 289 200 SH SOLE 0 0 200 ISHARES TR MSCI EAFE ETF 464287465 9595 5398 SH SOLE 0 0 5398 ISHARES TR MSCI EAFE MIN VL 46429B689 322 2156 SH SOLE 0 0 2156 ISHARES TR NATIONAL MUN ETF 464288414 656 363 SH SOLE 0 0 363 ISHARES TR PFD AND INCM SEC 464288687 345 2000 SH SOLE 0 0 2000 ISHARES TR RUS 1000 GRW ETF 464287614 21171 2449 SH SOLE 0 0 2449 ISHARES TR RUS 1000 VAL ETF 464287598 12432 2961 SH SOLE 0 0 2961 ISHARES TR RUS MID CAP ETF 464287499 403 205 SH SOLE 0 0 205 ISHARES TR RUSSELL 2000 ETF 464287655 7958 2852 SH SOLE 0 0 2852 ISHARES TR SHORT TREAS BD 464288679 5270 2025 SH SOLE 0 0 2025 ISHARES TR TIPS BD ETF 464287176 435 24 SH SOLE 0 0 24 J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 1542 30364 SH SOLE 0 0 30364 JOHNSON & JOHNSON COM 478160104 625 214 SH SOLE 0 0 214 JOHNSON CTLS INTL PLC SHS G51502105 437 9071 SH SOLE 0 0 9071 JPMORGAN CHASE & CO COM 46625H100 2556 1087 SH SOLE 0 0 1087 KEYSIGHT TECHNOLOGIES INC COM 49338L103 266 2016 SH SOLE 0 0 2016 L3HARRIS TECHNOLOGIES INC COM 502431109 450 1405 SH SOLE 0 0 1405 LABORATORY CORP AMER HLDGS COM NEW 50540R409 213 222 SH SOLE 0 0 222 LOWES COS INC COM 548661107 363 839 SH SOLE 0 0 839 LULULEMON ATHLETICA INC COM 550021109 653 1877 SH SOLE 0 0 1877 MARKETAXESS HLDGS INC COM 57060D108 457 801 SH SOLE 0 0 801 MARSH & MCLENNAN COS INC COM 571748102 1330 337 SH SOLE 0 0 337 MASTERCARD INCORPORATED CL A 57636Q104 1181 3309 SH SOLE 0 0 3309 MAXIM INTEGRATED PRODS INC COM 57772K101 296 3340 SH SOLE 0 0 3340 MCDONALDS CORP COM 580135101 417 709 SH SOLE 0 0 709 MERCADOLIBRE INC COM 58733R102 856 453 SH SOLE 0 0 453 MERCK & CO. INC COM 58933Y105 254 764 SH SOLE 0 0 764 MICROCHIP TECHNOLOGY INC. COM 595017104 452 1161 SH SOLE 0 0 1161 MICROSOFT CORP COM 594918104 8324 472 SH SOLE 0 0 472 MONDELEZ INTL INC CL A 609207105 266 1881 SH SOLE 0 0 1881 MONOLITHIC PWR SYS INC COM 609839105 475 1297 SH SOLE 0 0 1297 NETFLIX INC COM 64110L106 565 960 SH SOLE 0 0 960 NEXTERA ENERGY INC COM 65339F101 309 2368 SH SOLE 0 0 2368 NIKE INC CL B 654106103 241 1459 SH SOLE 0 0 1459 NVIDIA CORPORATION COM 67066G104 731 159 SH SOLE 0 0 159 OREILLY AUTOMOTIVE INC COM 67103H107 266 588 SH SOLE 0 0 588 PALO ALTO NETWORKS INC COM 697435105 242 82 SH SOLE 0 0 82 PAYPAL HLDGS INC COM 70450Y103 889 3060 SH SOLE 0 0 3060 PEPSICO INC COM 713448108 224 418 SH SOLE 0 0 418 PFIZER INC COM 717081103 243 1500 SH SOLE 0 0 1500 PHILIP MORRIS INTL INC COM 718172109 353 1329 SH SOLE 0 0 1329 PIONEER NAT RES CO COM 723787107 299 2621 SH SOLE 0 0 2621 PNC FINL SVCS GROUP INC COM 693475105 1236 246 SH SOLE 0 0 246 PROCTER AND GAMBLE CO COM 742718109 282 930 SH SOLE 0 0 930 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 258 1022 SH SOLE 0 0 1022 ROYAL DUTCH SHELL PLC SPON ADR B 780259107 261 7647 SH SOLE 0 0 7647 SALESFORCE COM INC COM 79466L302 938 161 SH SOLE 0 0 161 SCHLUMBERGER LTD COM 806857108 210 9600 SH SOLE 0 0 9600 SCHWAB CHARLES CORP COM 808513105 576 1293 SH SOLE 0 0 1293 SEAGEN INC COM 81181C104 222 1266 SH SOLE 0 0 1266 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 532 3907 SH SOLE 0 0 3907 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 1586 702 SH SOLE 0 0 702 SERVICENOW INC COM 81762P102 602 1093 SH SOLE 0 0 1093 SHERWIN WILLIAMS CO COM 824348106 462 599 SH SOLE 0 0 599 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 1693 493 SH SOLE 0 0 493 SPDR S&P 500 ETF TR TR UNIT 78462F103 2034 138 SH SOLE 0 0 138 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 1657 131 SH SOLE 0 0 131 SQUARE INC CL A 852234103 698 3074 SH SOLE 0 0 3074 STARBUCKS CORP COM 855244109 217 813 SH SOLE 0 0 813 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 741 5252 SH SOLE 0 0 5252 TERADYNE INC COM 880770102 213 1773 SH SOLE 0 0 1773 TESLA INC COM 88160R101 359 20 SH SOLE 0 0 20 TEXAS INSTRS INC COM 882508104 916 638 SH SOLE 0 0 638 TRACTOR SUPPLY CO COM 892356106 459 3268 SH SOLE 0 0 3268 TRANSUNION COM 89400J107 292 2947 SH SOLE 0 0 2947 TREX CO INC COM 89531P105 270 3226 SH SOLE 0 0 3226 TWILIO INC CL A 90138F102 278 820 SH SOLE 0 0 820 TYLER TECHNOLOGIES INC COM 902252105 259 594 SH SOLE 0 0 594 ULTA BEAUTY INC COM 90384S303 232 807 SH SOLE 0 0 807 UNION PAC CORP COM 907818108 900 3040 SH SOLE 0 0 3040 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 419 70 SH SOLE 0 0 70 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 870 382 SH SOLE 0 0 382 VANGUARD INDEX FDS VALUE ETF 922908744 251 1834 SH SOLE 0 0 1834 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 326 840 SH SOLE 0 0 840 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1111 298 SH SOLE 0 0 298 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 229 1660 SH SOLE 0 0 1660 VERIZON COMMUNICATIONS INC COM 92343V104 1924 25714 SH SOLE 0 0 25714 VISA INC COM CL A 92826C839 1422 807 SH SOLE 0 0 807 WALMART INC COM 931142103 238 1000 SH SOLE 0 0 1000 ZOETIS INC CL A 98978V103 1006 475 SH SOLE 0 0 475