Zrc Wealth Management, LLC Incresed Positions in Q1 2025

Zrc Wealth Management, LLC

  • $231 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IUSB
Ishares Core Total Usd Bond Ma

ETFs
16K
+ 2.81%
$44.72 - $46.25 $715K - $740K
584K $26.9B
SCHX
Schwab Strategic Tr Us Large C

ETFs
68.9K
+ 19.08%
$21.75 - $24.28 $1.5M - $1.67M
430K $9.5B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
28.7K
+ 31.34%
$27.01 - $28.54 $776K - $819K
120K $3.36B
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
8.21K
+ 4.58%
$20.2 - $22.24 $166K - $183K
188K $4.03B
IYW
Ishares Dj Us Tech ETF

ETFs
1.59K
+ 3533.33%
$140.44 - $166.79 $223K - $265K
1.64K $230M
DFAU
Dimensional ETF Tr

ETFs
7.92K
+ 15.3%
$37.84 - $42.29 $300K - $335K
59.6K $2.29B
VEA
Vanguard Ftse Developed Market

ETFs
206
+ 0.37%
$47.4 - $52.99 $9.76K - $10.9K
56.3K $2.86B
CSCO
Cisco Systems, Inc.

Technology
1.8K
+ 204.78%
$58.74 - $64.87 $106K - $117K
2.68K $164M
SCHC
Schwab Strategic Tr Intl Small

ETFs
837
+ 1.97%
$33.57 - $37.22 $28.1K - $31.2K
43.3K $1.55B
CVX
Chevron Corp

Energy
3
+ 0.08%
$146.71 - $167.97 $440 - $504
3.99K $668M
IEFA
Ishares Tr

ETFs
369
+ 5.57%
$69.57 - $78.65 $25.7K - $29K
7K $527M
DFIC
Dimensional ETF Tr Dimensional

ETFs
1.95K
+ 92.24%
$25.54 - $28.79 $49.8K - $56.1K
4.06K $113M
MCD
Mcdonalds Corp

Consumer Cyclical
7
+ 0.33%
$279.74 - $321.29 $1.96K - $2.25K
2.11K $658M
FNDX
Schwab Fundamental U S Large C

ETFs
3.91K
+ 0.54%
$23.03 - $25.01 $90K - $97.7K
728K $17.2B
QQQ
Invesco Qqq Trust, Series 1

ETFs
132
+ 22.92%
$468.34 - $539.52 $61.8K - $71.2K
708 $332M
DFAI
Dimensional ETF Tr

ETFs
41
+ 0.31%
$28.88 - $32.4 $1.18K - $1.33K
13.5K $420M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
360
+ 124.57%
$67.08 - $76.14 $24.1K - $27.4K
649 $47.8M
BNDX
Vanguard Total International B

ETFs
711
+ 1.31%
$48.33 - $49.5 $34.4K - $35.2K
55.1K $2.69B
DFAE
Dimensional ETF Tr

ETFs
80
+ 0.22%
$24.64 - $26.86 $1.97K - $2.15K
37.1K $960M
MDLZ
Mondelez International, Inc.

Consumer Defensive
2
+ 0.08%
$56.12 - $68.15 $112 - $136
2.44K $166M
AJG
Arthur J. Gallagher & Co.

Financial Services
20
+ 11.49%
$275.89 - $345.24 $5.52K - $6.9K
194 $67M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
113
+ 0.67%
$100.34 - $100.68 $11.3K - $11.4K
16.9K $1.7B
VNQ
Vanguard Specialized Funds Van

ETFs
91
+ 1.64%
$85.55 - $94.34 $7.79K - $8.58K
5.65K $511M
VO
Vanguard Mid Cap ETF

ETFs
795
+ 2.3%
$251.87 - $277.95 $200K - $221K
35.4K $9.15B
KLAC
Kla Corp

Technology
1
+ 0.35%
$636.62 - $777.63 $637 - $778
287 $195M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
29
+ 16.29%
$208.48 - $244.03 $6.05K - $7.08K
207 $50.5M
BRP
Brp Group, Inc.

Financial Services
161
+ 19.3%
N/A
995 $44.5M
SCHW
Schwab Charles Corp

Financial Services
8
+ 0.32%
$71.24 - $83.64 $570 - $669
2.53K $198M
VNQI
Vanguard Global Ex U.S. Real

ETFs
136
+ 2.16%
$38.22 - $41.19 $5.2K - $5.6K
6.42K $260M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
384
+ 10.4%
$25.35 - $27.46 $9.73K - $10.5K
4.08K $108M
AON
Aon PLC

Financial Services
17
+ 16.67%
$348.44 - $409.32 $5.92K - $6.96K
119 $47.5M
EPD
Enterprise Products Partners L.P.

Energy
51
+ 1.58%
$31.75 - $34.14 $1.62K - $1.74K
3.27K $112M
XLV
Select Sector Spdr Fund Health

ETFs
1
+ 0.09%
$137.61 - $149.68 $138 - $150
1.11K $162M
IBM
International Business Machines Corp

Technology
1
+ 0.2%
$217.4 - $264.74 $217 - $265
492 $117M
IAK
Ishares Tr

ETFs
52
+ 100.0%
$121.85 - $137.9 $6.34K - $7.17K
104 $14.3M
VEU
Vanguard Ftse All World Ex Us

ETFs
6
+ 0.3%
$56.51 - $62.98 $339 - $378
1.98K $120M
PLTR
Palantir Technologies Inc.

Technology
24
+ 4.7%
$64.98 - $124.62 $1.56K - $2.99K
535 $45.2M
DRI
Darden Restaurants Inc

Consumer Cyclical
2
+ 0.85%
$180.02 - $208.56 $360 - $417
237 $49.2M
EQT
Eqt Corp

Energy
1
+ 0.18%
$46.16 - $54.25 $46.2 - $54.3
546 $29.2M
DFSB
Dimensional ETF Tr Dimensional
60
+ 7.6%
N/A
849 $43.7M
XLF
Financial Sector Spdr

ETFs
7
+ 0.36%
$47.32 - $52.19 $331 - $365
1.98K $98.5M
AKRO
Akero Therapeutics, Inc.

Healthcare
28
+ 46.67%
$21.87 - $57.56 $612 - $1.61K
88 $3.56M
KMI
Kinder Morgan, Inc.

Energy
10
+ 1.05%
$26.1 - $31.22 $261 - $312
961 $27.4M
REET
Ishares Global Reit ETF

ETFs
11
+ 0.32%
$23.24 - $25.16 $256 - $277
3.44K $83.6M
DVY
Ishares Tr

ETFs
3
+ 0.65%
$128.58 - $138.1 $386 - $414
467 $62.1M
JEPI
J P Morgan Exchange Traded Fd

ETFs
31
+ 1.8%
$56.17 - $59.71 $1.74K - $1.85K
1.75K $100M
IWD
Ishares Russell 1000 Val ETF

ETFs
1
+ 0.36%
$182.82 - $196.21 $183 - $196
279 $52.5M
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
1
+ 0.5%
$47.39 - $54.26 $47.4 - $54.3
202 $10.5M
VDC
Vanguard Consumer Staples ETF

ETFs
1
+ 0.97%
$206.54 - $226.16 $207 - $226
104 $22.7M
Activity Summary
Buys All Purchases 140 New Holdings 33 Increased Positions 107 Sells All Sells 87 Reductions 84 Sold out 3 Options Calls 0 Puts 0
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