| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2022 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 3 | Q3 2023 | 16.7% |
| SCHWAB STRATEGIC TR | 3 | Q3 2023 | 10.6% |
| ISHARES TR | 3 | Q3 2023 | 8.7% |
| AMERICAN CENTY ETF TR | 3 | Q3 2023 | 6.4% |
| VANGUARD INDEX FDS | 3 | Q3 2023 | 5.1% |
| ISHARES TR | 3 | Q3 2023 | 3.8% |
| ISHARES TR | 3 | Q3 2023 | 4.1% |
| AMERICAN CENTY ETF TR | 3 | Q3 2023 | 2.8% |
| APPLE INC | 3 | Q3 2023 | 2.1% |
| AMERICAN CENTY ETF TR | 3 | Q3 2023 | 2.0% |
View ZRC WEALTH MANAGEMENT, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-19 |
| 13F-HR | 2024-01-17 |
| 13F-HR | 2023-10-10 |
| 13F-HR | 2023-07-06 |
| 13F-HR | 2023-05-04 |
View ZRC WEALTH MANAGEMENT, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.