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Home > Institutional Investor > Zrc Wealth Management, Llc > 13F Holdings

Instuitional Investor - Zrc Wealth Management, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 601,013 $27,788,204 10.97%
2.
Ishares Trust
 IEF 120,623 $18,152,937 7.17%
3.
Schwab Strategic Trust
 FNDF 731,430 $17,959,416 7.09%
4.
American Centy Etf Tr - INTL EQT ETF
 159,546 $11,812,462 4.66%
5.
Schwab Strategic Trust
 FNDF 430,989 $10,533,372 4.16%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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