0001420506-23-000210.txt : 20230202 0001420506-23-000210.hdr.sgml : 20230202 20230202165439 ACCESSION NUMBER: 0001420506-23-000210 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230202 DATE AS OF CHANGE: 20230202 EFFECTIVENESS DATE: 20230202 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: 23581915 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 X0202 13F-HR LIVE false true false 0001803848 XXXXXXXX 12-31-2022 12-31-2022 false RMR Wealth Builders

111 Grove Street Suite 203 Montclair NJ 07042

13F HOLDINGS REPORT 028-20194 N Steven Sergio 2018362460 Steven Sergio, Director of Compliance & Operations Montclair NJ 02-02-2023 0 65 370996 false INFORMATION TABLE 2 Form13F_InfoTable.xml INFORMATION TABLE FOR RMR WEALTH BUILDERS (5743) ABBVIE INC COM 00287Y109 1845 11419 SH SOLE 0 0 11419 ALPHABET INC CAP STK CL A 02079K305 906 10272 SH SOLE 0 0 10272 ALPHABET INC CAP STK CL C 02079K107 1769 19938 SH SOLE 0 0 19938 AMAZON COM INC COM 023135106 4390 52265 SH SOLE 0 0 52265 APPLE INC COM 037833100 8441 64963 SH SOLE 0 0 64963 AT&T INC COM 00206R102 355 19265 SH SOLE 0 0 19265 BANK AMERICA CORP COM 060505104 550 16615 SH SOLE 0 0 16615 BGC PARTNERS INC CL A 05541T101 39 10250 SH SOLE 0 0 10250 BLACKSTONE INC COM 09260D107 867 11688 SH SOLE 0 0 11688 CITIGROUP INC COM NEW 172967424 490 10829 SH SOLE 0 0 10829 COCA COLA CO COM 191216100 1233 19384 SH SOLE 0 0 19384 COMCAST CORP NEW CL A 20030N101 1071 30625 SH SOLE 0 0 30625 COSTAR GROUP INC COM 22160N109 1073 13888 SH SOLE 0 0 13888 CSX CORP COM 126408103 793 25599 SH SOLE 0 0 25599 DOW INC COM 260557103 881 17493 SH SOLE 0 0 17493 ELANCO ANIMAL HEALTH INC COM 28414H103 127 10414 SH SOLE 0 0 10414 ENBRIDGE INC COM 29250N105 444 11353 SH SOLE 0 0 11353 EXXON MOBIL CORP COM 30231G102 3219 29185 SH SOLE 0 0 29185 FIRST TR EXCH TRADED FD III MANAGD MUN ETF 33739N108 3770 75238 SH SOLE 0 0 75238 FIRST TR EXCH TRADED FD III SHRT DUR MNG MUN 33739P830 3953 200268 SH SOLE 0 0 200268 FORD MTR CO DEL COM 345370860 124 10647 SH SOLE 0 0 10647 FRONTLINE LTD SHS NEW G3682E192 162 13335 SH SOLE 0 0 13335 GENERAL MTRS CO COM 37045V100 696 20702 SH SOLE 0 0 20702 GILEAD SCIENCES INC COM 375558103 951 11080 SH SOLE 0 0 11080 GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 720 12172 SH SOLE 0 0 12172 HERCULES CAPITAL INC COM 427096508 184 13893 SH SOLE 0 0 13893 ICICI BANK LIMITED ADR 45104G104 421 19251 SH SOLE 0 0 19251 INDEPENDENCE RLTY TR INC COM 45378A106 179 10600 SH SOLE 0 0 10600 INTEL CORP COM 458140100 697 26386 SH SOLE 0 0 26386 INVESCO EXCH TRADED FD TR II NASDAQNXTGEN100 46138G631 613 25640 SH SOLE 0 0 25640 INVESCO QQQ TR UNIT SER 1 46090E103 4282 16082 SH SOLE 0 0 16082 ISHARES TR SHORT TREAS BD 464288679 2888 26274 SH SOLE 0 0 26274 ISHARES TR RUS MID CAP ETF 464287499 1009 14959 SH SOLE 0 0 14959 ISHARES TR MSCI EAFE ETF 464287465 4658 70966 SH SOLE 0 0 70966 ISHARES TR 1 3 YR TREAS BD 464287457 6185 76202 SH SOLE 0 0 76202 ISHARES TR RUSSELL 2000 ETF 464287655 7610 43644 SH SOLE 0 0 43644 ISHARES TR SHRT NAT MUN ETF 464288158 13944 133726 SH SOLE 0 0 133726 ISHARES TR NATIONAL MUN ETF 464288414 9968 94465 SH SOLE 0 0 94465 ISHARES TR CORE MSCI EAFE 46432F842 17143 278111 SH SOLE 0 0 278111 ISHARES TR CORE S&P SCP ETF 464287804 9935 104982 SH SOLE 0 0 104982 ISHARES TR CORE S&P MCP ETF 464287507 34681 143375 SH SOLE 0 0 143375 ISHARES TR RUS 1000 GRW ETF 464287614 23532 109838 SH SOLE 0 0 109838 ISHARES TR PFD AND INCM SEC 464288687 610 19978 SH SOLE 0 0 19978 ISHARES TR RUS 1000 VAL ETF 464287598 17818 117497 SH SOLE 0 0 117497 JPMORGAN CHASE & CO COM 46625H100 3331 24843 SH SOLE 0 0 24843 LLOYDS BANKING GROUP PLC SPONSORED ADR 539439109 28 12700 SH SOLE 0 0 12700 MERCK & CO INC COM 58933Y105 1465 13114 SH SOLE 0 0 13114 MICROSOFT CORP COM 594918104 8281 34529 SH SOLE 0 0 34529 NOKIA CORP SPONSORED ADR 654902204 172 37163 SH SOLE 0 0 37163 NUVEEN NEW JERSEY QULT MUN F COM 67069Y102 203 17965 SH SOLE 0 0 17965 NVIDIA CORPORATION COM 67066G104 1659 11355 SH SOLE 0 0 11355 PFIZER INC COM 717081103 519 10125 SH SOLE 0 0 10125 PHILLIPS EDISON & CO INC COMMON STOCK 71844V201 4488 140553 SH SOLE 0 0 140553 PIMCO ETF TR 0-5 HIGH YIELD 72201R783 5811 64737 SH SOLE 0 0 64737 PIMCO HIGH INCOME FD COM SHS 722014107 49 10398 SH SOLE 0 0 10398 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 849 17602 SH SOLE 0 0 17602 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 3428 25230 SH SOLE 0 0 25230 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 1748 51106 SH SOLE 0 0 51106 SPDR S&P 500 ETF TR TR UNIT 78462F103 6224 16275 SH SOLE 0 0 16275 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 5429 12262 SH SOLE 0 0 12262 VANGUARD INDEX FDS VALUE ETF 922908744 38690 275629 SH SOLE 0 0 275629 VANGUARD INDEX FDS GROWTH ETF 922908736 33689 158082 SH SOLE 0 0 158082 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 39059 111171 SH SOLE 0 0 111171 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 19595 260602 SH SOLE 0 0 260602 VERIZON COMMUNICATIONS INC COM 92343V104 1053 26732 SH SOLE 0 0 26732