Rmr Wealth Builders ETFs

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
VTEB Vanguard Mun Bd Fds Tax Exempt	$0	$441,000 0.04% of portfolio	9,013	Q1 2024 Added 2.68%
SCHD Schwab Strategic Tr Us Dividen	$0	$431,000 0.04% of portfolio	16,285	Q2 2025 Added 3.29%
VCSH Vanguard Sht Term Corp Bd ETF	$0	$427,000 0.04% of portfolio	5,377	Q2 2025 Reduced 3.57%
XLI Industrial Sector Spdr	$0	$417,000 0.04% of portfolio	2,830	Q2 2025 Reduced 2.95%
SPYG Spdr Portfolio	$0	$410,000 0.04% of portfolio	4,304	Q2 2025 Added 10.3%
AVDE American Centy ETF Tr Avantis	$0	$407,000 0.04% of portfolio	5,511	Q2 2025 New
XSW Spdr S&P Software & Services E	$0	$406,000 0.04% of portfolio	2,144	Q2 2025 Reduced 0.42%
SPSM Spdr Portfolio S&P 600 Small C	$0	$401,000 0.04% of portfolio	9,433	Q2 2025 Added 0.44%
SMLF Ishares Msci Usa Small Cap Mul	$0	$354,000 0.03% of portfolio	5,212	Q2 2025 New
VHT Vanguard Health Care ETF	$0	$349,000 0.03% of portfolio	1,407	Q2 2025 Reduced 0.14%
XLC Select Sector Spdr Tr Communic	$0	$346,000 0.03% of portfolio	3,197	Q2 2025 Reduced 3.38%
DON Wisdomtree Tr U.S. Midcap Divi	$0	$341,000 0.03% of portfolio	6,808	Q2 2025 Reduced 0.71%
XLY Select Sector Spdr Consumer Di	$0	$340,000 0.03% of portfolio	1,566	Q2 2025 Reduced 7.23%
INTF Ishares Tr	$0	$337,000 0.03% of portfolio	9,874	Q2 2025 New
SCHA Schwab Strategic Tr Us Small C	$0	$336,000 0.03% of portfolio	13,317	Q2 2025 New
DGRS Wisdomtree Tr Us Small Cap Qua	$0	$320,000 0.03% of portfolio	6,888	Q2 2025 Added 9.73%
EMXC Ishares Inc Msci Emerging Mkts	$0	$310,000 0.03% of portfolio	4,921	Q2 2025 New
DIVB Ishares Tr U S Divid & Buyback	$0	$280,000 0.03% of portfolio	5,567	Q2 2025 Reduced 2.98%
VXF Vanguard Extended Market ETF	$0	$265,000 0.02% of portfolio	1,377	Q2 2025 Reduced 14.84%
IWV Ishares Russell 3000 ETF	$0	$264,000 0.02% of portfolio	754	Q2 2025 Added 0.13%
SHV Ishares Tr	$0	$264,000 0.02% of portfolio	2,398	Q2 2025 Reduced 9.03%
DNL Wiswisdomtree Tr	$0	$255,000 0.02% of portfolio	6,339	Q2 2025 Reduced 0.13%
FLRN Spdr Bloomberg Investment Grad	$0	$250,000 0.02% of portfolio	8,125	Q1 2025 Reduced 15.85%
BOTZ Global X Fds	$0	$248,000 0.02% of portfolio	7,598	Q2 2025 New
JEPI J P Morgan Exchange Traded Fd	$0	$245,000 0.02% of portfolio	4,321	Q2 2025 Reduced 15.72%
QQQM Invesco Exchange Traded Fd Tr	$0	$232,000 0.02% of portfolio	1,025	Q2 2025 New
RSP Invesco S&P 500 Equal Weight E	$0	$226,000 0.02% of portfolio	1,248	Q2 2025 New
USMF Wisdomtree Tr Us Multifactor F	$0	$226,000 0.02% of portfolio	4,417	Q2 2025 Reduced 0.34%
VO Vanguard Mid Cap ETF	$0	$225,000 0.02% of portfolio	807	Q1 2025 Reduced 8.4%
FDLO Fidelity Covington Tr Low Vola	$0	$222,000 0.02% of portfolio	3,540	Q2 2025 Reduced 6.99%
PFF Ishares Trust Ishares Pfd And	$0	$205,000 0.02% of portfolio	6,709	Q2 2025 Added 0.69%
EPS Wisdomtree U.S. Largecap Fund	$0	$204,000 0.02% of portfolio	3,194	Q2 2025 New
GBTC Grayscale Bitcoin Trust (Btc)	$59.6B	$203,000 0.02% of portfolio	2,400	Q2 2025 New
SPEM Spdr Ser Tr Fds Spdr Portfolio	$0	$200,000 0.02% of portfolio	4,691	Q2 2025 New
VIG Vanguard Dividend Appreciation	$0	$188,000 0.02% of portfolio	1,033	Q2 2025 New
JAGG Jpmorgan Tr Us Aggregate Bond	$0	$0 0.0% of portfolio	21,017	Q2 2025 New

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