Zrc Wealth Management, LLC Purchases in Q4 2024

Zrc Wealth Management, LLC

  • $237 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AVEM
American Centy ETF Tr Avantis

ETFs
206K
+ 327.18%
$58.59 - $66.14 $12.1M - $13.6M
269K $17.5B
FTHI
First Trust Exchange Traded Fd

ETFs
150K
+ 649.21%
$22.89 - $24.02 $3.44M - $3.61M
173K $4.11B
VEA
Vanguard Ftse Developed Market

ETFs
54.2K
+ 2792.58%
$47.57 - $52.44 $2.58M - $2.84M
56.1K $2.68B
TSLA
Tesla, Inc.

Consumer Cyclical
2.34K
+ 37.71%
$213.65 - $479.86 $499K - $1.12M
8.53K $3.44B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
16.8K
New
$100.16 - $100.7 $1.68M - $1.69M
16.8K $1.69B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
10.5K
+ 34.16%
$124.61 - $133.96 $1.31M - $1.41M
41.2K $5.31B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
15.8K
+ 46.58%
$96.64 - $101.23 $1.52M - $1.6M
49.6K $4.81B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
682
+ 0.57%
$129.96 - $144.97 $88.6K - $98.9K
119K $16.6B
DFAE
Dimensional ETF Tr

ETFs
37K
New
$25.36 - $28.15 $938K - $1.04M
37K $939M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
20.1K
+ 1785.35%
$33.92 - $36.6 $682K - $736K
21.2K $734M
VO
Vanguard Mid Cap ETF

ETFs
2.37K
+ 7.36%
$261.5 - $284.63 $619K - $674K
34.6K $9.13B
TFLO
Ishares Treasury Floating Rate

ETFs
9.89K
New
$50.37 - $50.63 $498K - $501K
9.89K $499M
Vanguard Calif Tax Free Fds
4.34K
New
N/A
4.34K $432M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
24.6K
+ 14.76%
$18.62 - $19.05 $458K - $468K
191K $3.57B
SCHX
Schwab Strategic Tr Us Large C

ETFs
243K
+ 206.4%
$22.4 - $68.28 $5.45M - $16.6M
361K $8.37B
AMZN
Amazon Com Inc

Consumer Cyclical
721
+ 11.35%
$180.88 - $232.93 $130K - $168K
7.07K $1.55B
VGT
Vanguard Information Technolog

ETFs
456
+ 383.19%
$571.78 - $647.97 $261K - $295K
575 $358M
SPY
Spdr S&P 500 ETF Trust

ETFs
290
+ 4.36%
$567.81 - $607.81 $165K - $176K
6.94K $4.07B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
2.27K
New
$100.24 - $101.35 $228K - $230K
2.27K $228M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.54K
+ 4.9%
$113.92 - $127.38 $290K - $324K
54.4K $6.27B
BNDX
Vanguard Total International B

ETFs
4.79K
+ 9.66%
$48.91 - $50.61 $234K - $243K
54.4K $2.67B
DFAI
Dimensional ETF Tr

ETFs
5.52K
+ 69.98%
$29.0 - $31.6 $160K - $174K
13.4K $392M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
2.21K
New
$45.39 - $62.98 $100K - $139K
2.21K $125M
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
4.58K
New
$26.01 - $28.19 $119K - $129K
4.58K $120M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
2.34K
New
$50.37 - $50.6 $118K - $118K
2.34K $118M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
81.8K
+ 205.22%
$22.01 - $66.82 $1.8M - $5.47M
122K $2.76B
JPM
Jpmorgan Chase & CO

Financial Services
20
+ 0.61%
$205.18 - $250.29 $4.1K - $5.01K
3.3K $791M
Blackrock Inc
97
New
N/A
97 $99M
VGIT
Vanguard Intermediate Term Tre

ETFs
1.51K
New
$57.78 - $60.4 $87.2K - $91.2K
1.51K $87.6M
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
1.29K
New
$63.23 - $66.65 $81.3K - $85.6K
1.29K $81.4M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
851
New
$91.94 - $100.02 $78.2K - $85.1K
851 $78.8M
FXU
First Tr Exchange Traded Fd Ut

ETFs
2.08K
New
$37.15 - $41.12 $77.3K - $85.6K
2.08K $78.8M
AVGO
Broadcom Inc.

Technology
55
+ 5.29%
$159.67 - $250.0 $8.78K - $13.8K
1.1K $254M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
892
+ 892.0%
$77.02 - $78.58 $68.7K - $70.1K
992 $76.7M
BOTZ
Global X Fds

ETFs
2.11K
New
$31.11 - $34.18 $65.5K - $71.9K
2.11K $67.3M
FXR
First Trust Industrials/Produc

ETFs
827
New
$74.81 - $83.27 $61.9K - $68.9K
827 $61.9M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
1.72K
New
$35.45 - $40.33 $61K - $69.4K
1.72K $61.7M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
938
+ 70.85%
$70.1 - $76.53 $65.8K - $71.8K
2.26K $160M
Grayscale Ethereum Mini Tr E
1.85K
New
N/A
1.85K $58.1M
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
2.05K
New
N/A
2.05K $49.8M
ROBT
First Tr Exchange Traded Fd Vi

ETFs
1.1K
New
$42.89 - $48.05 $47K - $52.6K
1.1K $49.3M
V
Visa Inc.

Financial Services
30
+ 3.3%
$273.87 - $320.91 $8.22K - $9.63K
939 $297M
Grayscale Bitcoin Mini Tr Et
1K
New
N/A
1K $41.9M
Aptiv PLC
601
New
N/A
601 $36.3M
PANW
Palo Alto Networks Inc

Technology
1.56K
+ 100.39%
$181.96 - $405.9 $285K - $635K
3.12K $568M
USFR
Wisdomtree Floating Rate Treas

ETFs
667
New
$50.23 - $50.46 $33.5K - $33.7K
667 $33.6M
DFAT
Dimensional ETF Tr U S Target

ETFs
556
+ 1.35%
$54.54 - $61.04 $30.3K - $33.9K
41.9K $2.33B
KKR
Kkr & Co. Inc.

Financial Services
93
+ 9.07%
$129.87 - $162.87 $12.1K - $15.1K
1.12K $165M
DFAX
Dimensional ETF Tr
1.24K
+ 427.15%
$24.76 - $27.04 $30.8K - $33.6K
1.53K $38.1M
Activity Summary
Buys All Purchases 210 New Holdings 72 Increased Positions 138 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 0 Puts 0
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