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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

RMR Wealth Builders

Quarter ended Q1 2024 · Filed April 15, 2024 · Accession 0001420506-24-000589

Total Value
$827.0M
Positions
259
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (259)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS922908363140,179$67.4M8.15%
2VANGUARD INDEX FDS922908736194,962$67.1M8.11%
3VANGUARD INDEX FDS922908744395,496$64.4M7.79%
4ISHARES TR4642875071,059,441$64.4M7.78%
5ISHARES TR464287614111,711$37.7M4.55%
6ISHARES TR46432F842448,555$33.3M4.03%
7VANGUARD SCOTTSDALE FDS92206C409380,174$29.4M3.55%
8ISHARES TR464287598136,539$24.5M2.96%
9NVIDIA CORPORATIONNVDA26,375$23.8M2.88%
10APPLE INCAAPL120,567$20.7M2.50%
11ISHARES TR464288158191,101$20.0M2.42%
12MICROSOFT CORPMSFT47,394$19.9M2.41%
13ISHARES TR464287804173,598$19.2M2.32%
14ISHARES TR464288414130,490$14.0M1.70%
15FIRST TR EXCH TRADED FD III33739N108239,188$12.3M1.49%
16AMAZON COM INCAMZN66,924$12.1M1.46%
17FIRST TR EXCH TRADED FD III33739P830608,433$12.1M1.46%
18PIMCO ETF TR72201R783105,519$9.9M1.19%
19SPDR S&P 500 ETF TRSPY18,250$9.5M1.15%
20VANGUARD CHARLOTTE FDS92203J407191,226$9.4M1.14%
21BROADCOM INCAVGO7,064$9.4M1.14%
22SPDR S&P MIDCAP 400 ETF TRMDY14,057$7.8M0.95%
23ISHARES TR46428765537,043$7.8M0.94%
24JPMORGAN CHASE & COVYLD30,382$6.1M0.74%
25META PLATFORMS INCMETA11,088$5.4M0.65%
26INVESCO QQQ TRIVZ11,214$5.0M0.60%
27ISHARES TR46428746561,085$4.9M0.59%
28HOME DEPOT INCHD10,555$4.0M0.49%
29SELECT SECTOR SPDR TR81369Y80319,090$4.0M0.48%
30SCHWAB STRATEGIC TR80852486282,267$4.0M0.48%
31VISA INCV14,003$3.9M0.47%
32BERKSHIRE HATHAWAY INC DELBRK-A8,334$3.5M0.42%
33EXXON MOBIL CORPXOM29,899$3.5M0.42%
34MERCK & CO INCMRK26,210$3.5M0.42%
35ALPHABET INCGOOG22,523$3.4M0.41%
36COSTCO WHSL CORP NEW22160K1054,579$3.4M0.41%
37ELI LILLY & COLLY4,172$3.2M0.39%
38ALPHABET INCGOOG20,033$3.1M0.37%
39PHILLIPS EDISON & CO INCPECO82,679$3.0M0.36%
40CHEVRON CORP NEWCVX18,738$3.0M0.36%
41NETFLIX INCNFLX4,474$2.7M0.33%
42SALESFORCE INCCRM8,640$2.6M0.31%
43VERIZON COMMUNICATIONS INCVZ59,604$2.5M0.30%
44ISHARES TR46428745730,104$2.5M0.30%
45ADOBE INCADBE4,594$2.3M0.28%
46ARISTA NETWORKS INCANET7,810$2.3M0.27%
47MASTERCARD INCORPORATEDMA4,693$2.3M0.27%
48SPDR DOW JONES INDL AVERAGE78467X1095,502$2.2M0.26%
49ABBVIE INCABBV12,010$2.2M0.26%
50COCA COLA COKO34,195$2.1M0.25%
51UNION PAC CORPUNP8,277$2.0M0.25%
52INTUITIVE SURGICAL INCISRG5,114$2.0M0.25%
53ASML HOLDING N VASMLF2,102$2.0M0.25%
54BANK AMERICA CORP06050510453,294$2.0M0.25%
55ABBOTT LABSABLZF17,411$2.0M0.24%
56PROCTER AND GAMBLE CO74271810911,109$1.8M0.22%
57MARSH & MCLENNAN COS INC5717481028,674$1.8M0.22%
58SELECT SECTOR SPDR TR81369Y20911,982$1.8M0.21%
59ACCENTURE PLC IRELANDACN5,083$1.8M0.21%
60UNITEDHEALTH GROUP INCUNH3,494$1.7M0.21%
61CONSTELLATION ENERGY CORPCEG9,288$1.7M0.21%
62BLACKROCK INCBLK2,040$1.7M0.21%
63HONEYWELL INTL INC4385161068,204$1.7M0.20%
64VERTEX PHARMACEUTICALS INCVRTX3,748$1.6M0.19%
65LINDE PLCLIN3,341$1.6M0.19%
66ULTA BEAUTY INCULTA2,949$1.5M0.19%
67COMCAST CORP NEWCCZ35,361$1.5M0.19%
68AMERICAN EXPRESS COAXP6,729$1.5M0.19%
69TEXAS INSTRS INC8825081048,788$1.5M0.19%
70QUALCOMM INCQCOM8,983$1.5M0.18%
71CROWDSTRIKE HLDGS INCCRWD4,740$1.5M0.18%
72BLACKSTONE INCBX11,283$1.5M0.18%
73WASTE MGMT INC DEL94106L1096,822$1.5M0.18%
74INTUITINTU2,236$1.5M0.18%
75ISHARES TR46428749917,123$1.4M0.17%
76CME GROUP INCCME6,492$1.4M0.17%
77TESLA INCTSLA7,672$1.3M0.16%
78COSTAR GROUP INCCSGP13,888$1.3M0.16%
79WALMART INCWMT22,284$1.3M0.16%
80MCDONALDS CORPMCD4,676$1.3M0.16%
81AMERICAN TOWER CORP NEW03027X1006,665$1.3M0.16%
82GOLDMAN SACHS GROUP INCGSCE3,069$1.3M0.16%
83THERMO FISHER SCIENTIFIC INCTMO2,183$1.3M0.15%
84CVS HEALTH CORPCVS15,641$1.2M0.15%
85PUBLIC SVC ENTERPRISE GRP IN74457310618,068$1.2M0.15%
86DUKE ENERGY CORP NEWDUKB12,435$1.2M0.15%
87INTEL CORPINTC26,589$1.2M0.14%
88GENERAL MTRS CO37045V10025,161$1.1M0.14%
89SELECT SECTOR SPDR TR81369Y50612,039$1.1M0.14%
90CHUBB LIMITEDCB4,352$1.1M0.14%
91PACCAR INCPCAR8,920$1.1M0.13%
92S&P GLOBAL INCSPGI2,546$1.1M0.13%
93LOCKHEED MARTIN CORPLMT2,365$1.1M0.13%
94NUCOR CORPNUE5,398$1.1M0.13%
95PNC FINL SVCS GROUP INC6934751056,361$1.0M0.12%
96DOW INCDOW17,734$1.0M0.12%
97INTERCONTINENTAL EXCHANGE IN45866F1047,274$999,6850.12%
98FIDELITY NATL INFORMATION SV31620M10613,423$995,6940.12%
99DEERE & CODE2,359$968,7640.12%
100CSX CORPCSX25,801$956,4430.12%
101UBER TECHNOLOGIES INCUBER12,246$942,8200.11%
102CHIPOTLE MEXICAN GRILL INCCMG312$906,9120.11%
103TAIWAN SEMICONDUCTOR MFG LTD8740391006,609$899,1480.11%
104VANECK ETF TRUST92189F6763,995$898,7920.11%
105DISNEY WALT CO2546871067,290$891,9990.11%
106ISHARES TR46428754910,313$888,7890.11%
107MONOLITHIC PWR SYS INC6098391051,302$882,0070.11%
108CATERPILLAR INCCAT2,352$861,7240.10%
109SHOPIFY INCSHOP11,059$853,4230.10%
110JOHNSON & JOHNSONJNJ5,394$853,2520.10%
111ADVANCED MICRO DEVICES INCAMD4,663$841,6250.10%
112CORNING INCGLW24,680$813,4400.10%
113LOWES COS INC5486611073,175$808,7820.10%
114GILEAD SCIENCES INCGILD10,997$805,5380.10%
115MICROCHIP TECHNOLOGY INC.MCHPP8,903$798,7250.10%
116HILTON WORLDWIDE HLDGS INCHLT3,699$789,0340.10%
117PALO ALTO NETWORKS INCPANW2,621$744,7050.09%
118DEXCOM INCDXCM5,309$736,3580.09%
119TRUIST FINL CORP89832Q10918,841$734,4220.09%
120HUMANA INCHUM2,100$728,2430.09%
121NUVEEN NEW YORK AMT QLT MUNINU66,383$724,6700.09%
122WISDOMTREE TRWT9,477$722,0490.09%
123MAIN STR CAP CORP56035L10414,797$700,0540.08%
124CITIGROUP INCC-PR10,686$675,7830.08%
125INTERNATIONAL BUSINESS MACHSINTR3,517$671,6860.08%
126LYONDELLBASELL INDUSTRIES NLYB6,391$653,6710.08%
127VANECK ETF TRUST92189F38729,169$653,6700.08%
128THE TRADE DESK INC88339J1057,421$648,7440.08%
129TWILIO INCTWLO10,391$635,4100.08%
130BERKSHIRE HATHAWAY INC DELBRK-A1$634,4400.08%
131INVESCO EXCH TRADED FD TR IIIVZ21,781$629,6790.08%
132FASTENAL COFAST8,146$628,3820.08%
133PIMCO ETF TR72201R58524,227$624,0880.08%
134SELECT SECTOR SPDR TR81369Y4073,351$616,2550.07%
135NUVEEN NEW JERSEY QULT MUN FNU50,363$610,7260.07%
136SELECT SECTOR SPDR TR81369Y8527,450$608,3400.07%
137BOSTON SCIENTIFIC CORPBSX8,839$605,3830.07%
138BECTON DICKINSON & COBDX2,405$597,4110.07%
139CAPITAL ONE FINL CORP14040H1054,000$595,5600.07%
140TERADYNE INCTER5,111$576,6740.07%
141TREX CO INCTREX5,764$574,9590.07%
142APPLIED MATLS INC0382221052,748$566,7720.07%
143SELECT SECTOR SPDR TR81369Y60513,217$556,6950.07%
144SCHWAB STRATEGIC TR80852480514,252$556,1190.07%
145DOCUSIGN INCDOCU9,175$546,3710.07%
146SPDR SER TR78468R73911,238$533,1310.06%
147SCHWAB CHARLES CORPSCHW-PJ7,348$531,5210.06%
148ICICI BANK LIMITEDIBN20,088$530,5330.06%
149ISHARES TR4642886614,500$521,1450.06%
150ELECTRONIC ARTS INCEA3,924$520,5970.06%
151GUIDEWIRE SOFTWARE INCGWRE4,374$510,4900.06%
152SELECT SECTOR SPDR TR81369Y7044,023$506,7710.06%
153TJX COS INC NEW8725401094,972$504,2170.06%
154ARK ETF TR00214Q70816,113$488,7040.06%
155CONSOLIDATED EDISON INCED5,201$472,3360.06%
156TRANSUNIONTRU5,895$470,4210.06%
157MARVELL TECHNOLOGY INCMRVL6,558$464,8130.06%
158MIDDLEBY CORPMIDD2,867$460,9850.06%
159VANGUARD MUN BD FDS9229077469,013$456,0580.06%
160EATON CORP PLCETN1,440$450,4320.05%
161BOOKING HOLDINGS INCBKNG123$446,2290.05%
162ISHARES TR4642886794,021$444,5030.05%
163VANGUARD SCOTTSDALE FDS92206C7145,553$436,6770.05%
164GLOBAL X FDS37954Y8559,589$434,2910.05%
165MARKETAXESS HLDGS INCMKTX1,965$430,8260.05%
166SNAP INCSNAP37,070$425,5640.05%
167SPDR SER TR78464A4095,817$425,5190.05%
168SMITH A O CORPAOS4,671$417,8680.05%
169KEYSIGHT TECHNOLOGIES INCKEYS2,664$416,5960.05%
170ENBRIDGE INCENNPF11,465$414,8040.05%
171EDWARDS LIFESCIENCES CORPEW4,212$402,4990.05%
172UNIVERSAL DISPLAY CORPOLED2,331$393,5890.05%
173ISHARES TR464287200748$392,9930.05%
174SCHWAB STRATEGIC TR8085247974,812$388,0220.05%
175LAM RESEARCH CORPLRCX397$385,8550.05%
176VANGUARD WORLD FD92204A5041,419$383,7420.05%
177ELANCO ANIMAL HEALTH INCELAN23,203$377,7450.05%
178SHERWIN WILLIAMS COSHW1,086$377,0590.05%
179IRON MTN INC DEL46284V1014,686$376,9430.05%
180ISHARES TR46428868711,678$376,3710.05%
181FRONTLINE PLCFRO15,841$376,2270.05%
182TYLER TECHNOLOGIES INCTYL884$375,7090.05%
183ROYAL GOLD INCRGLD3,069$373,8030.05%
184CISCO SYS INCCSCO7,425$370,5900.04%
185SPDR SER TR78468R20011,871$365,9840.04%
186FISERV INCFISV2,274$363,4310.04%
187DRAFTKINGS INC NEWDKNG7,921$359,6930.04%
188SIMON PPTY GROUP INC NEW8288061092,266$358,9960.04%
189RPM INTL INC7496851032,999$356,7310.04%
190MERCADOLIBRE INCMELI232$350,7750.04%
191IDEX CORP45167R1041,437$350,6570.04%
192ORACLE CORPORCL-PD2,782$349,4470.04%
193MARRIOTT INTL INC NEW5719032021,378$348,3970.04%
194GARTNER INCIT726$346,0620.04%
195OLD DOMINION FREIGHT LINE INODFL1,574$345,2270.04%
196SCOTTS MIRACLE-GRO COSMG4,601$343,1890.04%
197MARATHON PETE CORPMARA1,700$342,5500.04%
198OCCIDENTAL PETE CORP6745991055,262$341,9770.04%
199VANGUARD INDEX FDS9229086521,944$340,7760.04%
200MORGAN STANLEYMS-PQ3,579$336,9750.04%
201NEXTERA ENERGY INCNEE-PW5,195$332,0080.04%
202ANALOG DEVICES INCADI1,670$330,3090.04%
203MONDELEZ INTL INC6092071054,652$325,6530.04%
204MICRON TECHNOLOGY INCMU2,718$320,4360.04%
205ISHARES TR4642871682,573$316,9330.04%
206PAYPAL HLDGS INCPYPL4,702$314,9870.04%
207BRISTOL-MYERS SQUIBB COCELG-RI5,805$314,8320.04%
208WISDOMTREE TRWT6,405$312,3900.04%
209PIMCO ETF TR72201R8333,025$304,1010.04%
210HERCULES CAPITAL INCHCXY16,426$303,0520.04%
211NOVO-NORDISK A SNONOF2,351$302,2340.04%
212NIKE INCNKE3,193$301,3610.04%
213MARTIN MARIETTA MATLS INC573284106488$299,6830.04%
214L3HARRIS TECHNOLOGIES INCLHX1,390$296,2090.04%
215FORTINET INCFTNT4,246$290,0440.04%
216WISDOMTREE TRWT5,755$285,6920.03%
217SELECTIVE INS GROUP INC8163001072,547$278,0800.03%
218ISHARES TR46435U8616,133$272,9390.03%
219CONOCOPHILLIPSCOP2,126$270,5980.03%
220PROLOGIS INC.PLDGP2,045$268,3860.03%
221ALIGN TECHNOLOGY INCALGN818$268,2390.03%
222T-MOBILE US INCTMUSZ1,620$264,4160.03%
223COINBASE GLOBAL INCCOIN959$254,1780.03%
224STMICROELECTRONICS N VSTMEF5,872$253,9140.03%
225BORGWARNER INCBWA7,297$253,4980.03%
226MCKESSON CORPMCK464$249,1230.03%
227ANHEUSER BUSCH INBEV SA/NVBUDFF4,077$247,8020.03%
228KLA CORPKLAC354$247,2940.03%
229TARGET CORPTGT1,384$245,3190.03%
230BOEING COBA-PA1,265$244,1320.03%
231CONSTELLATION BRANDS INCSTZ888$241,4130.03%
232BLACKROCK N Y MUN INCOME TRUBLK22,112$235,3380.03%
233AVERY DENNISON CORPAVY1,053$235,1900.03%
234LABORATORY CORP AMER HLDGS50540R4091,076$235,0630.03%
235PHILIP MORRIS INTL INC7181721092,542$232,8700.03%
236BELPOINTE PREP LLCOZ3,823$232,7820.03%
237WISDOMTREE TRWT5,000$232,7780.03%
238SELECT SECTOR SPDR TR81369Y8863,543$232,6060.03%
239AUTOZONE INCAZO73$230,0700.03%
240DOLLAR TREE INCDLTR1,727$229,9500.03%
241XPO INCXPO1,847$225,3890.03%
242ISHARES TR464287689750$225,0890.03%
243BLOCK INCBSQKZ2,655$224,5600.03%
244TE CONNECTIVITY LTDTEL1,525$221,4910.03%
245CELANESE CORP DELCE1,280$219,9810.03%
246SPDR SER TR78464A8543,541$217,8930.03%
247FIDELITY COVINGTON TRUST3160928243,865$217,1190.03%
248UBS GROUP AGUBS6,980$214,4260.03%
249GLOBAL X FDS37954Y7156,719$213,7280.03%
250VANGUARD INDEX FDS922908629851$212,6160.03%
251INVESCO EXCHANGE TRADED FD TIVZ3,985$202,0400.02%
252POOL CORPPOOL500$201,7500.02%
253AT&T INCT-PC11,153$196,2860.02%
254BGC GROUP INCBGC20,250$157,3430.02%
255BLACKROCK MUNIHLDGS NJ QLTYBLK11,958$139,6650.02%
256FORD MTR CO DEL34537086010,431$138,5260.02%
257BCB BANCORP INCBCBP12,917$134,9810.02%
258GENWORTH FINL INC37247D10610,500$67,5150.01%
259PIMCO HIGH INCOME FD72201410710,775$53,3690.01%