# EDGAR Filing Document

**Accession Number:** 0001803848
**File Stem:** 0001420506-23-000210
**Filing Date:** 2023-2
**Character Count:** 9923
**Document Hash:** ba16a6b2906067767f51d1be6f67f26d
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001420506-23-000210.hdr.sgml**: 20230202

**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

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** RMR Wealth Builders<br>**Address:** 111 Grove Street<br>Suite 203<br>Montclair, NJ 07042

**Form 13F File Number:** 028-20194

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Steven Sergio<br>**Title:** Director of Compliance  Operations<br>**Phone:** 2018362460

**Signature, Place, and Date of Signing:**

Steven Sergio Director of Compliance  Operations  Montclair, NJ  02-02-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 65

**Form 13F Information Table Value Total:** $370996

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| 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 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 SCP ETF | 464287804 |  | 9935 | 104982 | SH |  | SOLE |  | 0 | 0 | 104982 |
| ISHARES TR | CORE S 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 500 ETF TR | TR UNIT | 78462F103 |  | 6224 | 16275 | SH |  | SOLE |  | 0 | 0 | 16275 |
| SPDR S MIDCAP 400 ETF TR | UTSER1 S | 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 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 |

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