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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 $231,325,862
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 584,302 $26,914,877 11.64%
2.
Schwab Strategic Trust
 FNDF 728,237 $17,194,601 7.43%
3.
Ishares Trust
 IEF 119,512 $15,215,926 6.58%
4.
American Centy Etf Tr - INTL EQT ETF
 158,738 $10,517,854 4.55%
5.
Schwab Strategic Trust
 FNDF 430,156 $9,497,848 4.11%
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%
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Returns since its inception in May 2014 (through February 19th, 2025)