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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 $166,743,144
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 443,224 $19,412,847 11.64%
2.
Schwab Strategic Trust
 FNDF 219,653 $12,325,497 7.39%
3.
Ishares Trust
 IEF 108,266 $10,289,613 6.17%
4.
American Centy Etf Tr
 131,816 $7,337,960 4.4%
5.
Schwab Strategic Trust
 FNDF 122,694 $6,208,340 3.72%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)