Zrc Wealth Management, LLC Portfolio Holdings

Zrc Wealth Management, LLC has filed its 13F form on October 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $233 Billion distributed in 479 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core Total Usd Bond Ma with a value of $25.8B, Schwab Fundamental U S Large C with a value of $17.5B, Ishares Core S&P U.S Growth Et with a value of $15.7B, Schwab Charles Family Fd with a value of $10.2B, and American Centy ETF Tr Avantis with a value of $9.54B.

Examining the 13F form we can see an increase of $21.8B in the current position value, from $211B to 233B. Also it can be appreciated an additional of 52 stocks purchases and 2 closed positions.

Zrc Wealth Management, LLC is based out at Santa Rosa, CA

Below you can find more details about Zrc Wealth Management, LLC portfolio as well as his latest detailed transactions.