Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Zrc Wealth Management, Llc > Profile

Instuitional Investor - Zrc Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Zrc Wealth Management, Llc
Portfolio Value $236,683,665
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 568,311 $25,687,666 11.57%
2.
Schwab Strategic Trust
 FNDF 724,331 $17,152,168 7.72%
3.
Ishares Trust
 IEF 119,420 $16,641,167 7.49%
4.
Vanguard Index Fds - MID CAP ETF
 34,570 $9,130,903 4.11%
5.
Schwab Strategic Trust
 FNDF 361,226 $8,373,221 3.77%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)