Director of Compliance & Operations

0001420506-22-001985.txt : 20221108 0001420506-22-001985.hdr.sgml : 20221108 20221108102015 ACCESSION NUMBER: 0001420506-22-001985 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221108 DATE AS OF CHANGE: 20221108 EFFECTIVENESS DATE: 20221108 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: 221367619 BUSINESS ADDRESS: STREET 1: 111 GROVE STREET STREET 2: SUITE 203 CITY: MONTCLAIR STATE: NJ ZIP: 07042 BUSINESS PHONE: 2018362460 MAIL ADDRESS: STREET 1: 111 GROVE STREET STREET 2: SUITE 203 CITY: MONTCLAIR STATE: NJ ZIP: 07042 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001803848 XXXXXXXX 09-30-2022 09-30-2022 false RMR Wealth Builders

111 Grove Street Suite 203 Montclair NJ 07042

13F HOLDINGS REPORT 028-20194 N Steven Sergio Director of Compliance & Operations 2018362460 Steven Sergio, Director of Compliance & Operations Montclair NJ 11-08-2022 0 195 408797 false INFORMATION TABLE 2 Form13F_InfoTable.xml INFORMATION TABLE FOR RMR WEALTH BUILDERS ABBOTT LABS COM 002824100 953 9851 SH SOLE Discretionary 0 0 9851 ABBVIE INC COM 00287Y109 1493 11127 SH SOLE Discretionary 0 0 11127 ABIOMED INC COM 003654100 343 1398 SH SOLE Discretionary 0 0 1398 ADOBE SYSTEMS INCORPORATED COM 00724F101 525 1909 SH SOLE Discretionary 0 0 1909 ALIGN TECHNOLOGY INC COM 016255101 236 1141 SH SOLE Discretionary 0 0 1141 ALPHABET INC CAP STK CL A 02079K305 886 9260 SH SOLE Discretionary 0 0 9260 ALPHABET INC CAP STK CL C 02079K107 1957 20355 SH SOLE Discretionary 0 0 20355 AMAZON COM INC COM 023135106 6168 54580 SH SOLE Discretionary 0 0 54580 AMERICAN EXPRESS CO COM 025816109 222 1649 SH SOLE Discretionary 0 0 1649 AMERICAN TOWER CORP NEW COM 03027X100 377 1757 SH SOLE Discretionary 0 0 1757 APPLE INC COM 037833100 9222 66727 SH SOLE Discretionary 0 0 66727 ARISTA NETWORKS INC COM 040413106 372 3295 SH SOLE Discretionary 0 0 3295 ARK ETF TR FINTECH INNOVA 00214Q708 280 18212 SH SOLE Discretionary 0 0 18212 ASML HOLDING N V N Y REGISTRY SHS N07059210 929 2236 SH SOLE Discretionary 0 0 2236 AT&T INC COM 00206R102 301 19605 SH SOLE Discretionary 0 0 19605 BECTON DICKINSON & CO COM 075887109 679 3046 SH SOLE Discretionary 0 0 3046 BERKSHIRE HATHAWAY INC DEL CL A 084670108 406 1 SH SOLE Discretionary 0 0 1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 772 2893 SH SOLE Discretionary 0 0 2893 BGC PARTNERS INC CL A 05541T101 32 10250 SH SOLE Discretionary 0 0 10250 BK OF AMERICA CORP COM 060505104 463 15330 SH SOLE Discretionary 0 0 15330 BLACKROCK INC COM 09247X101 822 1493 SH SOLE Discretionary 0 0 1493 BLACKSTONE INC COM 09260D107 824 9848 SH SOLE Discretionary 0 0 9848 BOOKING HOLDINGS INC COM 09857L108 209 127 SH SOLE Discretionary 0 0 127 BORGWARNER INC COM 099724106 227 7229 SH SOLE Discretionary 0 0 7229 BOSTON SCIENTIFIC CORP COM 101137107 383 9878 SH SOLE Discretionary 0 0 9878 BRISTOL-MYERS SQUIBB CO COM 110122108 413 5803 SH SOLE Discretionary 0 0 5803 BROADCOM INC COM 11135F101 2597 5849 SH SOLE Discretionary 0 0 5849 CAPITAL ONE FINL CORP COM 14040H105 369 4000 SH SOLE Discretionary 0 0 4000 CATERPILLAR INC COM 149123101 359 2188 SH SOLE Discretionary 0 0 2188 CHEVRON CORP NEW COM 166764100 1259 8765 SH SOLE Discretionary 0 0 8765 CHIPOTLE MEXICAN GRILL INC COM 169656105 765 509 SH SOLE Discretionary 0 0 509 CHUBB LIMITED COM H1467J104 819 4484 SH SOLE Discretionary 0 0 4484 CIGNA CORP NEW COM 125523100 868 3128 SH SOLE Discretionary 0 0 3128 CISCO SYS INC COM 17275R102 334 8360 SH SOLE Discretionary 0 0 8360 CITIGROUP INC COM NEW 172967424 446 10714 SH SOLE Discretionary 0 0 10714 CME GROUP INC COM 12572Q105 938 5298 SH SOLE Discretionary 0 0 5298 COCA COLA CO COM 191216100 1098 19455 SH SOLE Discretionary 0 0 19455 COMCAST CORP NEW CL A 20030N101 907 30916 SH SOLE Discretionary 0 0 30916 CONOCOPHILLIPS COM 20825C104 293 2824 SH SOLE Discretionary 0 0 2824 COSTAR GROUP INC COM 22160N109 967 13888 SH SOLE Discretionary 0 0 13888 COSTCO WHSL CORP NEW COM 22160K105 1314 2782 SH SOLE Discretionary 0 0 2782 CROWDSTRIKE HLDGS INC CL A 22788C105 407 2471 SH SOLE Discretionary 0 0 2471 CSX CORP COM 126408103 682 25599 SH SOLE Discretionary 0 0 25599 CVS HEALTH CORP COM 126650100 760 7973 SH SOLE Discretionary 0 0 7973 DEXCOM INC COM 252131107 438 5442 SH SOLE Discretionary 0 0 5442 DISNEY WALT CO COM 254687106 673 7137 SH SOLE Discretionary 0 0 7137 DOCUSIGN INC COM 256163106 458 8572 SH SOLE Discretionary 0 0 8572 DOW INC COM 260557103 765 17419 SH SOLE Discretionary 0 0 17419 EDWARDS LIFESCIENCES CORP COM 28176E108 373 4509 SH SOLE Discretionary 0 0 4509 ELANCO ANIMAL HEALTH INC COM 28414H103 129 10414 SH SOLE Discretionary 0 0 10414 ELECTRONIC ARTS INC COM 285512109 454 3924 SH SOLE Discretionary 0 0 3924 ENBRIDGE INC COM 29250N105 421 11351 SH SOLE Discretionary 0 0 11351 EXXON MOBIL CORP COM 30231G102 2595 29724 SH SOLE Discretionary 0 0 29724 FASTENAL CO COM 311900104 375 8146 SH SOLE Discretionary 0 0 8146 FIRST REP BK SAN FRANCISCO C COM 33616C100 257 1966 SH SOLE Discretionary 0 0 1966 FIRST TR EXCH TRADED FD III SHRT DUR MNG MUN 33739P830 4554 233588 SH SOLE Discretionary 0 0 233588 FIRST TR EXCH TRADED FD III MANAGD MUN ETF 33739N108 4220 86613 SH SOLE Discretionary 0 0 86613 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 6424 135674 SH SOLE Discretionary 0 0 135674 FORD MTR CO DEL COM 345370860 119 10596 SH SOLE Discretionary 0 0 10596 FORTINET INC COM 34959E109 274 5585 SH SOLE Discretionary 0 0 5585 FRONTLINE LTD SHS NEW G3682E192 146 13150 SH SOLE Discretionary 0 0 13150 GARTNER INC COM 366651107 201 726 SH SOLE Discretionary 0 0 726 GENERAL MTRS CO COM 37045V100 664 20702 SH SOLE Discretionary 0 0 20702 GILEAD SCIENCES INC COM 375558103 778 12609 SH SOLE Discretionary 0 0 12609 GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 810 12250 SH SOLE Discretionary 0 0 12250 GUIDEWIRE SOFTWARE INC COM 40171V100 269 4374 SH SOLE Discretionary 0 0 4374 HERCULES CAPITAL INC COM 427096508 156 13455 SH SOLE Discretionary 0 0 13455 HILTON WORLDWIDE HLDGS INC COM 43300A203 462 3832 SH SOLE Discretionary 0 0 3832 HOME DEPOT INC COM 437076102 1810 6558 SH SOLE Discretionary 0 0 6558 HONEYWELL INTL INC COM 438516106 960 5750 SH SOLE Discretionary 0 0 5750 HUMANA INC COM 444859102 1137 2343 SH SOLE Discretionary 0 0 2343 ICICI BANK LIMITED ADR 45104G104 343 16351 SH SOLE Discretionary 0 0 16351 IDEX CORP COM 45167R104 287 1437 SH SOLE Discretionary 0 0 1437 INDEPENDENCE RLTY TR INC COM 45378A106 177 10600 SH SOLE Discretionary 0 0 10600 INTEL CORP COM 458140100 674 26147 SH SOLE Discretionary 0 0 26147 INTERCONTINENTAL EXCHANGE IN COM 45866F104 658 7278 SH SOLE Discretionary 0 0 7278 INTERNATIONAL BUSINESS MACHS COM 459200101 470 3957 SH SOLE Discretionary 0 0 3957 INTUIT COM 461202103 410 1060 SH SOLE Discretionary 0 0 1060 INTUITIVE SURGICAL INC COM NEW 46120E602 766 4087 SH SOLE Discretionary 0 0 4087 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 279 4829 SH SOLE Discretionary 0 0 4829 INVESCO EXCH TRADED FD TR II NASDAQNXTGEN100 46138G631 557 25150 SH SOLE Discretionary 0 0 25150 INVESCO QQQ TR UNIT SER 1 46090E103 4523 16922 SH SOLE Discretionary 0 0 16922 ISHARES TR 3 7 YR TREAS BD 464288661 514 4500 SH SOLE Discretionary 0 0 4500 ISHARES TR NATIONAL MUN ETF 464288414 11247 109645 SH SOLE Discretionary 0 0 109645 ISHARES TR RUS 1000 VAL ETF 464287598 14986 110196 SH SOLE Discretionary 0 0 110196 ISHARES TR SHRT NAT MUN ETF 464288158 14025 136619 SH SOLE Discretionary 0 0 136619 ISHARES TR CORE S&P SCP ETF 464287804 8801 100938 SH SOLE Discretionary 0 0 100938 ISHARES TR RUSSELL 2000 ETF 464287655 7027 42611 SH SOLE Discretionary 0 0 42611 ISHARES TR RUS 1000 GRW ETF 464287614 21505 102211 SH SOLE Discretionary 0 0 102211 ISHARES TR CORE US AGGBD ET 464287226 759 7878 SH SOLE Discretionary 0 0 7878 ISHARES TR CORE S&P MCP ETF 464287507 30250 137962 SH SOLE Discretionary 0 0 137962 ISHARES TR RUS MID CAP ETF 464287499 695 11184 SH SOLE Discretionary 0 0 11184 ISHARES TR MSCI EAFE ETF 464287465 3736 66710 SH SOLE Discretionary 0 0 66710 ISHARES TR 1 3 YR TREAS BD 464287457 2271 27966 SH SOLE Discretionary 0 0 27966 ISHARES TR TIPS BD ETF 464287176 284 2710 SH SOLE Discretionary 0 0 2710 ISHARES TR US AER DEF ETF 464288760 214 2350 SH SOLE Discretionary 0 0 2350 ISHARES TR CORE MSCI EAFE 46432F842 13637 258905 SH SOLE Discretionary 0 0 258905 ISHARES TR SHORT TREAS BD 464288679 1996 18143 SH SOLE Discretionary 0 0 18143 ISHARES TR PFD AND INCM SEC 464288687 648 20467 SH SOLE Discretionary 0 0 20467 JOHNSON & JOHNSON COM 478160104 624 3823 SH SOLE Discretionary 0 0 3823 JPMORGAN CHASE & CO COM 46625H100 2583 24722 SH SOLE Discretionary 0 0 24722 KEYSIGHT TECHNOLOGIES INC COM 49338L103 391 2482 SH SOLE Discretionary 0 0 2482 L3HARRIS TECHNOLOGIES INC COM 502431109 299 1440 SH SOLE Discretionary 0 0 1440 LABORATORY CORP AMER HLDGS COM NEW 50540R409 210 1026 SH SOLE Discretionary 0 0 1026 LILLY ELI & CO COM 532457108 227 703 SH SOLE Discretionary 0 0 703 LLOYDS BANKING GROUP PLC SPONSORED ADR 539439109 23 12700 SH SOLE Discretionary 0 0 12700 LOWES COS INC COM 548661107 284 1511 SH SOLE Discretionary 0 0 1511 LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 534 7097 SH SOLE Discretionary 0 0 7097 MARKETAXESS HLDGS INC COM 57060D108 435 1957 SH SOLE Discretionary 0 0 1957 MARSH & MCLENNAN COS INC COM 571748102 1320 8842 SH SOLE Discretionary 0 0 8842 MARVELL TECHNOLOGY INC COM 573874104 219 5103 SH SOLE Discretionary 0 0 5103 MASTERCARD INCORPORATED CL A 57636Q104 762 2678 SH SOLE Discretionary 0 0 2678 MCDONALDS CORP COM 580135101 250 1081 SH SOLE Discretionary 0 0 1081 MEDTRONIC PLC SHS G5960L103 272 3346 SH SOLE Discretionary 0 0 3346 MERCADOLIBRE INC COM 58733R102 269 325 SH SOLE Discretionary 0 0 325 MERCK & CO INC COM 58933Y105 1176 13550 SH SOLE Discretionary 0 0 13550 META PLATFORMS INC CL A 30303M102 1007 7420 SH SOLE Discretionary 0 0 7420 MICROCHIP TECHNOLOGY INC. COM 595017104 353 5787 SH SOLE Discretionary 0 0 5787 MICROSOFT CORP COM 594918104 8186 35150 SH SOLE Discretionary 0 0 35150 MIDDLEBY CORP COM 596278101 367 2867 SH SOLE Discretionary 0 0 2867 MONDELEZ INTL INC CL A 609207105 230 4172 SH SOLE Discretionary 0 0 4172 MONOLITHIC PWR SYS INC COM 609839105 474 1302 SH SOLE Discretionary 0 0 1302 MORGAN STANLEY COM NEW 617446448 491 6212 SH SOLE Discretionary 0 0 6212 NETFLIX INC COM 64110L106 263 1119 SH SOLE Discretionary 0 0 1119 NIKE INC CL B 654106103 286 3433 SH SOLE Discretionary 0 0 3433 NOKIA CORP SPONSORED ADR 654902204 159 37158 SH SOLE Discretionary 0 0 37158 NORFOLK SOUTHN CORP COM 655844108 217 1035 SH SOLE Discretionary 0 0 1035 NUVEEN NEW JERSEY QULT MUN F COM 67069Y102 205 18495 SH SOLE Discretionary 0 0 18495 NVIDIA CORPORATION COM 67066G104 1422 11717 SH SOLE Discretionary 0 0 11717 PACCAR INC COM 693718108 570 6810 SH SOLE Discretionary 0 0 6810 PALO ALTO NETWORKS INC COM 697435105 310 1890 SH SOLE Discretionary 0 0 1890 PAYPAL HLDGS INC COM 70450Y103 539 6261 SH SOLE Discretionary 0 0 6261 PFIZER INC COM 717081103 467 10670 SH SOLE Discretionary 0 0 10670 PHILLIPS EDISON & CO INC COMMON STOCK 71844V201 4994 177424 SH SOLE Discretionary 0 0 177424 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 668 6762 SH SOLE Discretionary 0 0 6762 PIMCO ETF TR 0-5 HIGH YIELD 72201R783 5412 61952 SH SOLE Discretionary 0 0 61952 PNC FINL SVCS GROUP INC COM 693475105 889 5952 SH SOLE Discretionary 0 0 5952 PROCTER AND GAMBLE CO COM 742718109 696 5513 SH SOLE Discretionary 0 0 5513 PROSHARES TR S&P 500 DV ARIST 74348A467 258 3221 SH SOLE Discretionary 0 0 3221 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 564 10036 SH SOLE Discretionary 0 0 10036 REALTY INCOME CORP COM 756109104 319 5459 SH SOLE Discretionary 0 0 5459 ROYAL GOLD INC COM 780287108 282 3010 SH SOLE Discretionary 0 0 3010 RPM INTL INC COM 749685103 250 2999 SH SOLE Discretionary 0 0 2999 SALESFORCE INC COM 79466L302 667 4636 SH SOLE Discretionary 0 0 4636 SCHWAB CHARLES CORP COM 808513105 474 6599 SH SOLE Discretionary 0 0 6599 SEAGEN INC COM 81181C104 218 1593 SH SOLE Discretionary 0 0 1593 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 3140 25931 SH SOLE Discretionary 0 0 25931 SELECT SECTOR SPDR TR ENERGY 81369Y506 777 10786 SH SOLE Discretionary 0 0 10786 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 1608 52968 SH SOLE Discretionary 0 0 52968 SELECTIVE INS GROUP INC COM 816300107 203 2499 SH SOLE Discretionary 0 0 2499 SHERWIN WILLIAMS CO COM 824348106 230 1123 SH SOLE Discretionary 0 0 1123 SIMON PPTY GROUP INC NEW COM 828806109 225 2504 SH SOLE Discretionary 0 0 2504 SMITH A O CORP COM 831865209 227 4671 SH SOLE Discretionary 0 0 4671 SORRENTO THERAPEUTICS INC COM NEW 83587F202 63 40250 SH SOLE Discretionary 0 0 40250 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 2497 8692 SH SOLE Discretionary 0 0 8692 SPDR S&P 500 ETF TR TR UNIT 78462F103 5429 15200 SH SOLE Discretionary 0 0 15200 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 4693 11683 SH SOLE Discretionary 0 0 11683 SPDR SER TR S&P DIVID ETF 78464A763 251 2249 SH SOLE Discretionary 0 0 2249 STMICROELECTRONICS N V NY REGISTRY 861012102 215 6954 SH SOLE Discretionary 0 0 6954 SVB FINANCIAL GROUP COM 78486Q101 273 814 SH SOLE Discretionary 0 0 814 T-MOBILE US INC COM 872590104 211 1576 SH SOLE Discretionary 0 0 1576 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 320 4638 SH SOLE Discretionary 0 0 4638 TERADYNE INC COM 880770102 366 4875 SH SOLE Discretionary 0 0 4875 TESLA INC COM 88160R101 1207 4549 SH SOLE Discretionary 0 0 4549 TEXAS INSTRS INC COM 882508104 688 4442 SH SOLE Discretionary 0 0 4442 TRANSUNION COM 89400J107 270 4540 SH SOLE Discretionary 0 0 4540 TREX CO INC COM 89531P105 231 5266 SH SOLE Discretionary 0 0 5266 TRUIST FINL CORP COM 89832Q109 406 9325 SH SOLE Discretionary 0 0 9325 TWILIO INC CL A 90138F102 523 7565 SH SOLE Discretionary 0 0 7565 TWITTER INC COM 90184L102 334 7626 SH SOLE Discretionary 0 0 7626 TYLER TECHNOLOGIES INC COM 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