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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 $253,192,819
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 601,013 $27,784,818 10.97%
2.
Ishares Trust
 IEF 120,719 $18,156,077 7.17%
3.
Schwab Strategic Trust
 FNDF 731,430 $17,949,303 7.09%
4.
American Centy Etf Tr - INTL EQT ETF
 159,546 $11,808,026 4.66%
5.
Schwab Strategic Trust
 FNDF 430,989 $10,533,372 4.16%
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)