ZRC WEALTH MANAGEMENT, LLC
Q3 2024 13F Holdings
- Locationsanta rosa, CA
- Num holdings
479
- Value ($000)
$232,972
- Date Filed10/04/2024
- Form type13F-HR
- CIK0001976256
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IUSB ISHARES TR | CORE TOTAL USD | 46434V613 | $25.84M | 11 % | 548,440 | ||
FNDX SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 808524771 | $17.46M | 8 % | 243,280 | ||
IUSG ISHARES TR | CORE S&P US GWT | 464287671 | $15.66M | 7 % | 118,738 | ||
SCTXX SCHWAB CHARLES FAMILY FD | AMT TAX FREE MNY | 808515530 | $10.23M | 4 % | 10,225,367 | ||
AVDE AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | $9.54M | 4 % | 142,318 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $8.50M | 4 % | 32,201 | ||
SCHX SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | $8.00M | 3 % | 117,893 | ||
AAPL APPLE INC | COM | 037833100 | $7.35M | 3 % | 31,541 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $6.06M | 3 % | 51,847 | ||
SCHH SCHWAB STRATEGIC TR | US REIT ETF | 808524847 | $4.37M | 2 % | 188,729 |
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