Zrc Wealth Management, LLC Purchases in Q2 2025

Zrc Wealth Management, LLC

  • $253 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFSU
Dimensional ETF Tr Dimen Us Su
141K
+ 2698.31%
N/A
146K $5.73B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.21K
+ 1.01%
$113.67 - $150.4 $137K - $182K
121K $18.2B
AVEM
American Centy ETF Tr Avantis

ETFs
22.1K
+ 31.32%
$53.08 - $68.54 $1.17M - $1.52M
92.7K $6.36B
AVDE
American Centy ETF Tr Avantis

ETFs
808
+ 0.51%
$59.32 - $74.36 $47.9K - $60.1K
160K $11.8B
SCHX
Schwab Strategic Tr Us Large C

ETFs
833
+ 0.19%
$19.6 - $24.44 $16.3K - $20.4K
431K $10.5B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
16.7K
+ 2.86%
$45.12 - $46.23 $754K - $773K
601K $27.8B
FNDX
Schwab Fundamental U S Large C

ETFs
3.19K
+ 0.44%
$20.84 - $24.54 $66.5K - $78.4K
731K $17.9B
SCHK
Schwab Strategic Tr 1000 Index

ETFs
24.1K
+ 361.54%
$23.87 - $29.82 $575K - $718K
30.8K $917M
NVDA
Nvidia Corp

Technology
138
+ 0.98%
$94.31 - $157.99 $13K - $21.8K
14.2K $2.24B
DFAU
Dimensional ETF Tr

ETFs
9.69K
+ 16.25%
$34.04 - $42.36 $330K - $411K
69.3K $2.94B
TSLA
Tesla, Inc.

Consumer Cyclical
316
+ 3.72%
$221.86 - $362.89 $70.1K - $115K
8.81K $2.8B
IWF
Ishares Russell 1000 Gr ETF

ETFs
349
+ 5.04%
$320.42 - $421.7 $112K - $147K
7.27K $3.09B
JHMM
John Hancock Multifactor Mid C

ETFs
7.82K
+ 34.0%
$50.32 - $61.13 $394K - $478K
30.8K $1.88B
GOOGL
Alphabet Inc.

Communication Services
1
+ 0.0%
$144.7 - $178.6 $145 - $179
23.5K $4.14B
DFAS
Dimensional ETF Tr U S Small C

ETFs
6.02K
+ 27.89%
$52.31 - $63.72 $315K - $384K
27.6K $1.76B
DFSI
Dimensional ETF Tr Dimen Intl
10.9K
New
N/A
10.9K $429M
AVUV
American Centy ETF Tr Avantis

ETFs
3.87K
New
$75.17 - $91.21 $291K - $353K
3.87K $353M
IWN
Ishares Russell2000 Val ETF

ETFs
1.67K
+ 78.45%
$131.84 - $157.76 $220K - $264K
3.8K $600M
KRE
Spdr S&P Regional Banking ETF

ETFs
4.36K
+ 300.76%
$48.81 - $59.48 $213K - $259K
5.81K $345M
AVUS
American Centy ETF Tr Avantis

ETFs
17
+ 0.06%
$81.38 - $100.82 $1.38K - $1.71K
30.9K $3.12B
VTI
Vanguard Total Stock Market Et

ETFs
96
+ 1.24%
$243.75 - $303.93 $23.4K - $29.2K
7.84K $2.38B
Tortoise Capital Series Trus
24.3K
New
N/A
24.3K $223M
FTHI
First Trust Exchange Traded Fd

ETFs
1.4K
+ 0.75%
$19.66 - $22.85 $27.6K - $32.1K
188K $4.29B
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
7.31K
+ 3.96%
$17.99 - $18.99 $132K - $139K
192K $3.65B
BNDX
Vanguard Total International B

ETFs
2.88K
+ 5.22%
$48.77 - $49.55 $140K - $143K
58K $2.87B
AVLV
American Centy ETF Tr Avantis
1.71K
+ 12.26%
$56.85 - $68.21 $97.2K - $117K
15.6K $1.07B
ESGD
Ishares Trust Ishares Esg Awar

ETFs
360
+ 2.16%
$73.02 - $90.22 $26.3K - $32.5K
17K $1.52B
AIQ
Global X Funds Global X Artifi

ETFs
2.44K
+ 331.7%
$31.5 - $43.69 $76.8K - $107K
3.17K $139M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
144
+ 113.39%
$456.74 - $568.03 $65.8K - $81.8K
271 $154M
SCHA
Schwab Strategic Tr Us Small C

ETFs
662
+ 1.78%
$20.42 - $25.3 $13.5K - $16.7K
37.9K $959M
Global X Fds
1.22K
+ 182.21%
N/A
1.89K $114M
EFA
Ishares Tr Msci Eafe ETF

ETFs
104
+ 1.3%
$72.96 - $90.39 $7.59K - $9.4K
8.13K $727M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
13
+ 0.04%
$22.92 - $28.05 $298 - $365
36.1K $1.01B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
63
+ 0.29%
$29.12 - $35.84 $1.83K - $2.26K
21.5K $770M
PPA
Invesco Exchange Traded Fd Tr

ETFs
282
+ 33.18%
$105.2 - $141.69 $29.7K - $40K
1.13K $160M
ITOT
Ishares Core S&P Total U.S. St

ETFs
9
+ 0.2%
$108.12 - $135.04 $973 - $1.22K
4.45K $601M
VNQI
Vanguard Global Ex U.S. Real

ETFs
478
+ 7.45%
$37.77 - $46.15 $18.1K - $22.1K
6.9K $318M
PAVE
Global X Fds Us Infrastructure

ETFs
1.19K
New
$33.78 - $43.68 $40.3K - $52.2K
1.19K $52M
IFRA
Ishares Tr

ETFs
1.06K
New
$40.97 - $49.19 $43.3K - $51.9K
1.06K $51.9M
DFAI
Dimensional ETF Tr

ETFs
174
+ 1.29%
$28.02 - $34.71 $4.88K - $6.04K
13.6K $471M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
5.36K
+ 2.86%
$18.94 - $21.67 $102K - $116K
193K $4.08B
VNQ
Vanguard Specialized Funds Van

ETFs
561
+ 9.93%
$79.79 - $91.42 $44.8K - $51.3K
6.21K $553M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
86
+ 0.18%
$96.84 - $99.46 $8.33K - $8.55K
47.2K $4.68B
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
73
+ 0.89%
$30.87 - $39.17 $2.25K - $2.86K
8.29K $325M
AOR
Ishares Tr Core Growth Allocat

ETFs
530
+ 63.86%
$53.36 - $61.57 $28.3K - $32.6K
1.36K $83.7M
SCHG
Schwab Strategic Tr Us Large C

ETFs
1
+ 0.01%
$22.27 - $29.21 $22.3 - $29.2
7.95K $232M
IBM
International Business Machines Corp

Technology
1
+ 0.2%
$221.03 - $294.78 $221 - $295
493 $145M
EFV
Msci Eafe Value ETF

ETFs
97
+ 2.18%
$52.4 - $64.65 $5.08K - $6.27K
4.54K $288M
DFUS
Dimensional ETF Tr U S Equity

ETFs
11
+ 0.28%
$53.65 - $67.02 $590 - $737
3.88K $260M
Activity Summary
Buys All Purchases 142 New Holdings 22 Increased Positions 120 Sells All Sells 72 Reductions 70 Sold out 2 Options Calls 0 Puts 0
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