Zrc Wealth Management, LLC has filed its 13F form on January 28, 2025 for Q4 2024 where it was disclosed a total value porftolio of $237 Billion distributed in 509 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 $25.7B, American Centy ETF Tr Avantis with a value of $17.5B, Schwab Fundamental U S Large C with a value of $17.2B, Ishares Core S&P U.S Growth Et with a value of $16.6B, and Vanguard Mid Cap ETF with a value of $9.13B.
Examining the 13F form we can see an increase of $3.71B in the current position value, from $233B to 237B.
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.
