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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 $279,134,457
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 691,129 $31,923,240 11.44%
2.
Schwab Strategic Trust
 FNDF 741,202 $20,642,469 7.4%
3.
Ishares Trust
 IEF 117,845 $18,279,034 6.55%
4.
American Centy Etf Tr - INTL EQT ETF
 172,072 $14,598,618 5.23%
5.
Schwab Strategic Trust
 FNDF 404,108 $10,361,335 3.71%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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