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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 Q2 2024 · Filed July 23, 2024 · Accession 0001420506-24-001151

Total Value
$871.4M
Positions
250
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (250)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS922908736199,713$74.7M8.57%
2VANGUARD INDEX FDS922908363143,763$71.9M8.25%
3VANGUARD INDEX FDS922908744409,820$65.7M7.54%
4ISHARES TR4642875071,110,572$65.0M7.46%
5ISHARES TR464287614111,268$40.6M4.65%
6ISHARES TR46432F842473,269$34.4M3.95%
7NVIDIA CORPORATIONNVDA262,918$32.5M3.73%
8VANGUARD SCOTTSDALE FDS92206C409406,488$31.4M3.60%
9APPLE INCAAPL116,875$24.6M2.82%
10ISHARES TR464287598135,954$23.7M2.72%
11MICROSOFT CORPMSFT47,565$21.3M2.44%
12ISHARES TR464288158198,964$20.8M2.39%
13ISHARES TR464287804184,596$19.7M2.26%
14ISHARES TR464288414138,269$14.7M1.69%
15AMAZON COM INCAMZN68,446$13.2M1.52%
16FIRST TR EXCHANGE-TRADED FD33739N108251,812$12.9M1.48%
17FIRST TR EXCH TRADED FD III33739P830642,459$12.7M1.46%
18BROADCOM INCAVGO7,007$11.2M1.29%
19PIMCO ETF TR72201R783113,196$10.5M1.20%
20VANGUARD CHARLOTTE FDS92203J407205,793$10.0M1.15%
21SPDR S&P 500 ETF TRSPY17,941$9.8M1.12%
22SPDR S&P MIDCAP 400 ETF TRMDY14,189$7.6M0.87%
23ISHARES TR46428765536,527$7.4M0.85%
24JPMORGAN CHASE & CO.VYLD31,635$6.4M0.73%
25META PLATFORMS INCMETA11,563$5.8M0.67%
26INVESCO QQQ TRIVZ11,070$5.3M0.61%
27ISHARES TR46428746562,816$4.9M0.56%
28SELECT SECTOR SPDR TR81369Y80319,434$4.4M0.50%
29ALPHABET INCGOOG23,301$4.2M0.49%
30SCHWAB STRATEGIC TR80852486287,280$4.2M0.48%
31COSTCO WHSL CORP NEW22160K1054,831$4.1M0.47%
32ELI LILLY & COLLY4,466$4.0M0.46%
33ALPHABET INCGOOG21,972$4.0M0.46%
34HOME DEPOT INCHD11,238$3.9M0.44%
35VISA INCV14,598$3.8M0.44%
36EXXON MOBIL CORPXOM31,590$3.6M0.42%
37BERKSHIRE HATHAWAY INC DELBRK-A8,267$3.4M0.39%
38MERCK & CO INCMRK26,554$3.3M0.38%
39NETFLIX INCNFLX4,766$3.2M0.37%
40ARISTA NETWORKS INCANET8,323$2.9M0.33%
41CHEVRON CORP NEWCVX17,360$2.7M0.31%
42VERIZON COMMUNICATIONS INCVZ65,134$2.7M0.31%
43ADOBE INCADBE4,817$2.7M0.31%
44PHILLIPS EDISON & CO INCPECO77,969$2.6M0.29%
45INTUITIVE SURGICAL INCISRG5,699$2.5M0.29%
46ISHARES TR46428745730,106$2.5M0.28%
47COCA COLA COKO37,233$2.4M0.27%
48BANK AMERICA CORP06050510456,006$2.2M0.26%
49SALESFORCE INCCRM8,424$2.2M0.25%
50ASML HOLDING N VASMLF2,114$2.2M0.25%
51SPDR DOW JONES INDL AVERAGE78467X1095,371$2.1M0.24%
52CONSTELLATION ENERGY CORPCEG10,487$2.1M0.24%
53MASTERCARD INCORPORATEDMA4,649$2.1M0.24%
54UNION PAC CORPUNP8,896$2.0M0.23%
55VERTEX PHARMACEUTICALS INCVRTX4,232$2.0M0.23%
56PROCTER AND GAMBLE CO74271810911,992$2.0M0.23%
57CROWDSTRIKE HLDGS INCCRWD5,126$2.0M0.23%
58WALMART INCWMT27,584$1.9M0.21%
59MARSH & MCLENNAN COS INC5717481028,674$1.8M0.21%
60ABBVIE INCABBV10,562$1.8M0.21%
61QUALCOMM INCQCOM9,087$1.8M0.21%
62UNITEDHEALTH GROUP INCUNH3,531$1.8M0.21%
63SELECT SECTOR SPDR TR81369Y20911,810$1.7M0.20%
64AMERICAN EXPRESS COAXP7,373$1.7M0.20%
65HONEYWELL INTL INC4385161067,893$1.7M0.19%
66TESLA INCTSLA8,481$1.7M0.19%
67ACCENTURE PLC IRELANDACN5,512$1.7M0.19%
68WASTE MGMT INC DEL94106L1097,615$1.6M0.19%
69LINDE PLCLIN3,681$1.6M0.19%
70BLACKROCK INCBLK2,029$1.6M0.18%
71AMERICAN TOWER CORP NEW03027X1008,196$1.6M0.18%
72INTUITINTU2,382$1.6M0.18%
73GOLDMAN SACHS GROUP INCGSCE3,432$1.6M0.18%
74DUKE ENERGY CORP NEWDUKB14,601$1.5M0.17%
75ULTA BEAUTY INCULTA3,627$1.4M0.16%
76THERMO FISHER SCIENTIFIC INCTMO2,524$1.4M0.16%
77S&P GLOBAL INCSPGI3,015$1.3M0.15%
78LOCKHEED MARTIN CORPLMT2,878$1.3M0.15%
79MCDONALDS CORPMCD5,267$1.3M0.15%
80PUBLIC SVC ENTERPRISE GRP IN74457310618,110$1.3M0.15%
81COMCAST CORP NEWCCZ33,101$1.3M0.15%
82CME GROUP INCCME6,492$1.3M0.15%
83ISHARES TR46428749915,658$1.3M0.15%
84TEXAS INSTRS INC8825081046,507$1.3M0.15%
85ABBOTT LABSABLZF11,556$1.2M0.14%
86BLACKSTONE INCBX9,538$1.2M0.14%
87GENERAL MTRS CO37045V10025,342$1.2M0.14%
88CHIPOTLE MEXICAN GRILL INCCMG18,630$1.2M0.13%
89TAIWAN SEMICONDUCTOR MFG LTD8740391006,611$1.1M0.13%
90SELECT SECTOR SPDR TR81369Y50612,463$1.1M0.13%
91FIDELITY NATL INFORMATION SV31620M10614,873$1.1M0.13%
92CHUBB LIMITEDCB4,373$1.1M0.13%
93DEERE & CODE2,984$1.1M0.13%
94NUCOR CORPNUE6,887$1.1M0.12%
95CORNING INCGLW27,082$1.1M0.12%
96UBER TECHNOLOGIES INCUBER14,349$1.0M0.12%
97VANECK ETF TRUST92189F6763,963$1.0M0.12%
98COSTAR GROUP INCCSGP13,888$1.0M0.12%
99MONOLITHIC PWR SYS INC6098391051,234$1.0M0.12%
100SELECT SECTOR SPDR TR81369Y60524,431$1.0M0.12%
101INTERCONTINENTAL EXCHANGE IN45866F1047,274$995,7670.11%
102PNC FINL SVCS GROUP INC6934751056,068$943,4920.11%
103PACCAR INCPCAR8,889$914,9950.11%
104ISHARES TR4642875499,670$911,9930.10%
105CVS HEALTH CORPCVS15,009$886,4090.10%
106DOW INCDOW16,496$875,1130.10%
107CSX CORPCSX25,801$863,0430.10%
108THE TRADE DESK INC88339J1058,482$828,3890.10%
109INTEL CORPINTC26,454$819,2940.09%
110SELECT SECTOR SPDR TR81369Y7046,576$801,3680.09%
111HILTON WORLDWIDE HLDGS INCHLT3,665$799,7030.09%
112HUMANA INCHUM2,076$775,8390.09%
113NUVEEN NEW YORK AMT QLT MUNINU69,693$772,8950.09%
114MAIN STR CAP CORP56035L10414,952$754,9280.09%
115TERADYNE INCTER5,075$752,5720.09%
116WISDOMTREE TRWT9,551$745,4650.09%
117VANECK ETF TRUST92189F38733,182$742,2920.09%
118MICROCHIP TECHNOLOGY INC.MCHPP8,080$739,2810.08%
119PIMCO ETF TR72201R58528,583$732,8590.08%
120TRUIST FINL CORP89832Q10918,841$731,9730.08%
121CITIGROUP INCC-PR11,297$716,9080.08%
122JOHNSON & JOHNSONJNJ4,890$714,6820.08%
123GILEAD SCIENCES INCGILD10,347$709,8860.08%
124LOWES COS INC5486611073,167$698,1660.08%
125ADVANCED MICRO DEVICES INCAMD4,274$693,2860.08%
126CATERPILLAR INCCAT2,068$688,8510.08%
127BOSTON SCIENTIFIC CORPBSX8,903$685,6200.08%
128PALO ALTO NETWORKS INCPANW1,981$671,6910.08%
129SHOPIFY INCSHOP10,153$670,6060.08%
130NEXTERA ENERGY INCNEE-PW9,465$670,2280.08%
131APPLIED MATLS INC0382221052,729$644,0770.07%
132SNAP INCSNAP37,070$615,7330.07%
133BERKSHIRE HATHAWAY INC DELBRK-A1$612,2410.07%
134DEXCOM INCDXCM5,363$608,0570.07%
135INVESCO EXCH TRADED FD TR IIIVZ21,668$603,8900.07%
136NUVEEN NEW JERSEY QULT MUN FNU49,421$603,4320.07%
137GUIDEWIRE SOFTWARE INCGWRE4,374$603,1310.07%
138LYONDELLBASELL INDUSTRIES NLYB6,290$601,7010.07%
139SPDR SER TR78468R73912,684$598,5580.07%
140DISNEY WALT CO2546871065,988$594,5710.07%
141ICICI BANK LIMITEDIBN20,588$593,1500.07%
142TWILIO INCTWLO10,391$590,3130.07%
143BECTON DICKINSON & COBDX2,384$557,0790.06%
144CAPITAL ONE FINL CORP14040H1054,000$553,8000.06%
145SCHWAB CHARLES CORPSCHW-PJ7,433$547,7210.06%
146SELECT SECTOR SPDR TR81369Y8526,392$547,5810.06%
147SCHWAB STRATEGIC TR80852480514,080$540,9590.06%
148ELECTRONIC ARTS INCEA3,870$539,2070.06%
149ISHARES TR4642886614,500$519,6150.06%
150FASTENAL COFAST8,146$511,8950.06%
151BOOKING HOLDINGS INCBKNG124$491,2260.06%
152DOCUSIGN INCDOCU9,175$490,8630.06%
153UNIVERSAL DISPLAY CORPOLED2,331$490,0930.06%
154SPDR SER TR78464A4095,820$466,3510.05%
155MARVELL TECHNOLOGY INCMRVL6,649$464,7580.05%
156TJX COS INC NEW8725401094,182$460,4310.05%
157SPDR SER TR78468R20014,779$455,9320.05%
158VANGUARD MUN BD FDS9229077469,013$451,6410.05%
159ARK ETF TR00214Q70816,167$450,4090.05%
160TYLER TECHNOLOGIES INCTYL871$437,9210.05%
161TRANSUNIONTRU5,895$437,1730.05%
162TREX CO INCTREX5,764$427,2280.05%
163VANGUARD SCOTTSDALE FDS92206C7145,518$422,5030.05%
164FRONTLINE PLCFRO16,092$414,5380.05%
165ISHARES TR464287200749$409,6840.05%
166EATON CORP PLCETN1,303$408,5560.05%
167ENBRIDGE INCENNPF11,465$408,0390.05%
168INTERNATIONAL BUSINESS MACHSINTR2,325$402,0620.05%
169LAM RESEARCH CORPLRCX375$398,9930.05%
170NOVO-NORDISK A SNONOF2,790$398,2760.05%
171MARKETAXESS HLDGS INCMKTX1,965$394,0410.05%
172ISHARES TR4642886793,506$387,3790.04%
173ROYAL GOLD INCRGLD3,079$385,3370.04%
174EDWARDS LIFESCIENCES CORPEW4,167$384,9060.04%
175SMITH A O CORPAOS4,671$381,9940.04%
176MERCADOLIBRE INCMELI232$381,2690.04%
177MICRON TECHNOLOGY INCMU2,863$376,5070.04%
178GLOBAL X FDS37954Y8559,637$374,0160.04%
179ISHARES TR46428868711,775$371,5120.04%
180IRON MTN INC DEL46284V1014,144$371,4100.04%
181SELECT SECTOR SPDR TR81369Y4071,954$356,3770.04%
182MIDDLEBY CORPMIDD2,867$351,5230.04%
183MORGAN STANLEYMS-PQ3,600$349,9300.04%
184HERCULES CAPITAL INCHCXY16,997$347,5920.04%
185ELANCO ANIMAL HEALTH INCELAN23,203$334,8190.04%
186OLD DOMINION FREIGHT LINE INODFL1,855$327,6760.04%
187FISERV INCFISV2,179$324,7580.04%
188SHERWIN WILLIAMS COSHW1,086$324,0360.04%
189RPM INTL INC7496851032,999$322,9320.04%
190OCCIDENTAL PETE CORP6745991055,110$322,0830.04%
191VANGUARD INDEX FDS9229086521,898$320,2960.04%
192GARTNER INCIT712$319,7310.04%
193L3HARRIS TECHNOLOGIES INCLHX1,390$312,1660.04%
194CONSOLIDATED EDISON INCED3,447$308,2490.04%
195ISHARES TR4642871682,534$306,5350.04%
196SCHWAB STRATEGIC TR8085247973,942$306,4930.04%
197PIMCO ETF TR72201R8333,029$304,9020.03%
198CONOCOPHILLIPSCOP2,663$304,5940.03%
199MARATHON PETE CORPMARA1,751$303,7630.03%
200WISDOMTREE TRWT6,493$303,6580.03%
201COINBASE GLOBAL INCCOIN1,350$299,9500.03%
202ISHARES TR4642876221,006$299,4510.03%
203SCOTTS MIRACLE-GRO COSMG4,601$299,3410.03%
204DRAFTKINGS INC NEWDKNG7,794$297,4970.03%
205KEYSIGHT TECHNOLOGIES INCKEYS2,165$296,0640.03%
206MONDELEZ INTL INC6092071054,454$291,4910.03%
207IDEX CORP45167R1041,437$289,1240.03%
208CISCO SYS INCCSCO5,996$284,8820.03%
209MCKESSON CORPMCK479$279,5100.03%
210WISDOMTREE TRWT5,856$275,8580.03%
211T-MOBILE US INCTMUSZ1,561$275,0170.03%
212ISHARES TR46435U8616,074$268,7320.03%
213AT&T INCT-PC14,020$267,9200.03%
214MARRIOTT INTL INC NEW5719032021,103$266,5870.03%
215MARTIN MARIETTA MATLS INC573284106475$257,4350.03%
216PHILIP MORRIS INTL INC7181721092,528$256,1890.03%
217PAYPAL HLDGS INCPYPL4,331$251,3280.03%
218PROLOGIS INC.PLDGP2,221$249,4460.03%
219NIKE INCNKE3,188$240,3080.03%
220SELECTIVE INS GROUP INC8163001072,556$239,8710.03%
221BRISTOL-MYERS SQUIBB COCELG-RI5,756$239,0470.03%
222KLA CORPKLAC288$237,4590.03%
223BLACKROCK N Y MUN INCOME TRUBLK22,112$236,8200.03%
224ISHARES TR4642888104,214$236,1470.03%
225BORGWARNER INCBWA7,288$234,9650.03%
226BOEING COBA-PA1,288$234,4290.03%
227ISHARES TR464287689751$231,7610.03%
228GLOBAL X FDS37954Y7157,486$230,9400.03%
229STMICROELECTRONICS N VSTMEF5,872$230,6600.03%
230TE CONNECTIVITY LTDTEL1,525$229,4060.03%
231AVERY DENNISON CORPAVY1,038$227,0650.03%
232WISDOMTREE TRWT4,987$226,6110.03%
233FORTINET INCFTNT3,756$226,3740.03%
234PINTEREST INCPINS5,100$224,7570.03%
235ORACLE CORPORCL-PD1,549$218,7190.03%
236BLOCK INCBSQKZ3,391$218,6860.03%
237FIDELITY COVINGTON TRUST3160928243,785$215,9090.02%
238CONSTELLATION BRANDS INCSTZ826$212,4690.02%
239UBS GROUP AGUBS6,980$206,1890.02%
240VANGUARD INDEX FDS922908629851$206,0130.02%
241TARGET CORPTGT1,389$205,6530.02%
242ALIGN TECHNOLOGY INCALGN840$202,8010.02%
243FIBROBIOLOGICS INCFBLG37,360$186,4260.02%
244BGC GROUP INCBGC21,967$182,3260.02%
245BCB BANCORP INCBCBP13,116$139,4260.02%
246FORD MTR CO DEL34537086010,923$136,9760.02%
247BLACKROCK MUNIHLDGS NJ QLTYBLK11,649$132,6860.02%
248GENWORTH FINL INC37247D10612,620$76,2250.01%
249PIMCO HIGH INCOME FD72201410711,021$53,1210.01%
250PATHWARD FINANCIAL INCCASH13,400$29,2370.00%