Zrc Wealth Management

Latest statistics and disclosures from Zrc Wealth Management's latest quarterly 13F-HR filing:

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Positions held by Zrc Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Zrc Wealth Management

Zrc Wealth Management holds 512 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Zrc Wealth Management has 512 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Total Usd (IUSB) 11.6 $24M +7% 540k 45.22
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Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 7.6 $16M +2% 241k 66.98
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Ishares Tr Core S&p Us Gwt (IUSG) 7.2 $15M 119k 127.48
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American Centy Etf Tr Intl Eqt Etf (AVDE) 4.2 $8.8M +3% 141k 62.26
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 3.6 $7.7M -9% 120k 64.25
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Vanguard Index Fds Mid Cap Etf (VO) 3.6 $7.6M +4% 31k 242.10
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Apple (AAPL) 3.2 $6.7M 32k 210.62
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Ishares Tr Core S&p Scp Etf (IJR) 2.6 $5.4M +3% 51k 106.66
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Alphabet Cap Stk Cl A (GOOGL) 2.1 $4.3M 24k 182.15
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American Centy Etf Tr Avantis Emgmkt (AVEM) 1.8 $3.8M +2% 62k 61.09
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Schwab Strategic Tr Us Reit Etf (SCHH) 1.7 $3.6M +8% 178k 19.97
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.7 $3.6M +21% 22k 164.28
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Ishares Tr Core Us Aggbd Et (AGG) 1.5 $3.3M -6% 34k 97.07
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.5 $3.3M +3% 6.0k 544.18
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Microsoft Corporation (MSFT) 1.5 $3.2M 7.1k 446.96
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Ishares Tr Esg Awr Msci Usa (ESGU) 1.4 $3.0M +29% 25k 119.32
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American Centy Etf Tr Us Eqt Etf (AVUS) 1.4 $2.9M +3% 32k 90.19
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Alphabet Cap Stk Cl C (GOOG) 1.4 $2.9M 16k 183.41
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First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) 1.4 $2.9M +13% 156k 18.37
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Ishares Tr Iboxx Hi Yd Etf (HYG) 1.3 $2.8M +23% 36k 77.14
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Ishares Tr Rus 1000 Grw Etf (IWF) 1.2 $2.6M 7.1k 364.51
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.2 $2.5M -13% 40k 62.87
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 1.1 $2.4M +2% 49k 48.67
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Vanguard Index Fds Total Stk Mkt (VTI) 1.1 $2.4M -3% 8.8k 267.51
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.0 $2.0M NEW 5.0k 406.81
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NVIDIA Corporation (NVDA) 0.9 $2.0M +922% 16k 123.54
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Ishares Tr Rus 1000 Val Etf (IWD) 0.9 $1.9M +27% 11k 174.47
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.9 $1.9M +17% 24k 77.76
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Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.8 $1.7M +11% 33k 51.87
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Ishares Tr Esg Aw Msci Eafe (ESGD) 0.7 $1.5M +35% 20k 78.78
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.7 $1.5M -4% 20k 77.83
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Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.7 $1.4M +8% 41k 35.58
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Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.6 $1.3M -2% 37k 35.03
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Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.6 $1.3M +28% 34k 37.49
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Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.6 $1.3M 21k 60.08
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Equity Lifestyle Properties (ELS) 0.6 $1.2M 19k 65.13
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Tesla Motors (TSLA) 0.6 $1.2M +5% 6.2k 197.88
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John Hancock Exchange Traded Multifactor Mi (JHMM) 0.6 $1.2M +3% 22k 55.04
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Amazon (AMZN) 0.6 $1.2M +8% 6.1k 193.24
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Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.6 $1.2M +5% 13k 93.81
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.5 $1.0M 1.9k 535.05
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Costco Wholesale Corporation (COST) 0.5 $985k -3% 1.2k 849.90
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Abbvie (ABBV) 0.5 $977k 5.7k 171.52
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.4 $904k 19k 47.45
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American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.4 $896k -4% 14k 62.84
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AvalonBay Communities (AVB) 0.4 $823k 4.0k 206.89
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Hp (HPQ) 0.4 $769k 22k 35.02
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Johnson & Johnson (JNJ) 0.4 $766k -4% 5.2k 146.15
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Schwab Strategic Tr Schwab Fdt Us Bm (FNDB) 0.4 $759k -2% 12k 65.58
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Public Storage (PSA) 0.3 $722k 2.5k 287.65
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JPMorgan Chase & Co. (JPM) 0.3 $663k 3.3k 202.27
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.3 $636k 17k 38.42
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Ishares Tr Msci Eafe Etf (EFA) 0.3 $622k 7.9k 78.33
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Prologis (PLD) 0.3 $608k 5.4k 112.31
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Palo Alto Networks (PANW) 0.3 $605k 1.8k 339.01
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Ishares Tr U.s. Real Es Etf (IYR) 0.3 $598k -2% 6.8k 87.74
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Eli Lilly & Co. (LLY) 0.3 $589k 650.00 905.38
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Eaton Corp SHS (ETN) 0.3 $565k 1.8k 313.55
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $557k +7% 3.7k 150.43
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Ishares Tr Sp Smcp600vl Etf (IJS) 0.3 $551k 5.7k 97.26
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Agilent Technologies Inc C ommon (A) 0.3 $549k 4.2k 129.63
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Chevron Corporation (CVX) 0.3 $543k -2% 3.5k 156.43
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UnitedHealth (UNH) 0.3 $542k -4% 1.1k 509.26
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $537k 4.5k 118.79
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Ishares Tr Core Msci Eafe (IEFA) 0.3 $535k 7.4k 72.64
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McDonald's Corporation (MCD) 0.2 $528k -5% 2.1k 254.81
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Vanguard Index Fds Small Cp Etf (VB) 0.2 $527k -2% 2.4k 218.05
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Adobe Systems Incorporated (ADBE) 0.2 $523k 941.00 555.60
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $483k -3% 2.6k 182.50
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Hewlett Packard Enterprise (HPE) 0.2 $482k 23k 21.17
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $470k -28% 11k 42.59
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Sterling Construction Company (STRL) 0.2 $460k 3.9k 118.34
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Wisdomtree Tr Emer Mkt High Fd (DEM) 0.2 $455k 11k 43.31
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Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $453k -3% 5.4k 83.77
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Invesco Exchange Traded Fd T S&p500 Eql Utl (RSPU) 0.2 $395k 6.8k 58.03
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Pepsi (PEP) 0.2 $375k -4% 2.3k 164.95
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Procter & Gamble Company (PG) 0.2 $345k -3% 2.1k 164.91
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Ishares Esg Awr Msci Em (ESGE) 0.2 $343k +62% 10k 33.53
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Charles Schwab Corporation (SCHW) 0.2 $336k -31% 4.6k 73.70
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Keysight Technologies (KEYS) 0.2 $330k 2.4k 136.75
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Ishares Tr Rus 2000 Val Etf (IWN) 0.2 $325k 2.1k 152.30
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.2 $318k 2.8k 112.62
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Simon Property (SPG) 0.1 $307k 2.0k 151.80
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Home Depot (HD) 0.1 $305k 885.00 344.24
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $286k +12% 596.00 479.31
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Invesco Exchange Traded Fd T S&P MDCP400 VL (RFV) 0.1 $285k 2.6k 111.71
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Meta Platforms Cl A (META) 0.1 $282k 558.00 504.47
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Mettler-Toledo International (MTD) 0.1 $280k 200.00 1397.59
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Walt Disney Company (DIS) 0.1 $278k 2.8k 99.30
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Rexford Industrial Realty Inc reit (REXR) 0.1 $277k 6.2k 44.59
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Abbott Laboratories (ABT) 0.1 $268k -6% 2.6k 103.91
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Alexandria Real Estate Equities (ARE) 0.1 $266k 2.3k 116.97
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Target Corporation (TGT) 0.1 $263k -24% 1.8k 148.08
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Quanta Services (PWR) 0.1 $258k 1.0k 254.09
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Vanguard Specialized Funds Div App Etf (VIG) 0.1 $253k 1.4k 182.59
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Colgate-Palmolive Company (CL) 0.1 $250k -16% 2.6k 97.05
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Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.1 $244k -21% 3.0k 81.97
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Exxon Mobil Corporation (XOM) 0.1 $239k 2.1k 115.12
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Visa Com Cl A (V) 0.1 $239k 909.00 262.47
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Kla Corp Com New (KLAC) 0.1 $235k 285.00 823.18
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Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.1 $233k NEW 7.9k 29.67
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Ishares Tr Eafe Value Etf (EFV) 0.1 $231k +2% 4.4k 53.04
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Dover Corporation (DOV) 0.1 $230k 1.3k 180.45
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Dimensional Etf Trust Us Equity Etf (DFUS) 0.1 $228k +85% 3.9k 58.86
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Roper Industries (ROP) 0.1 $220k 391.00 563.66
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $204k 2.0k 100.83
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Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.1 $196k 4.8k 40.57
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Spdr Ser Tr S&p Regl Bkg (KRE) 0.1 $194k -38% 4.0k 49.10
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Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 0.1 $193k 5.3k 36.66
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Merck & Co (MRK) 0.1 $192k 1.5k 123.82
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Intel Corporation (INTC) 0.1 $191k -7% 6.2k 30.97
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Zoetis Cl A (ZTS) 0.1 $191k 1.1k 173.44
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Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 0.1 $183k -18% 8.2k 22.22
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $181k +111% 462.00 391.13
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Ishares Tr S&p 500 Val Etf (IVE) 0.1 $178k 978.00 182.08
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Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $176k 1.5k 120.71
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Schwab Strategic Tr 1000 Index Etf (SCHK) 0.1 $174k 3.3k 52.33
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Onto Innovation (ONTO) 0.1 $173k 786.00 219.56
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $172k 1.2k 145.70
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Duke Energy Corp Com New (DUK) 0.1 $171k -2% 1.7k 100.23
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Ares Management Corporation Cl A Com Stk (ARES) 0.1 $170k 1.3k 133.33
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Marvell Technology (MRVL) 0.1 $168k -30% 2.4k 69.89
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Broadcom (AVGO) 0.1 $167k 104.00 1605.54
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Vanguard Index Fds Value Etf (VTV) 0.1 $167k NEW 1.0k 160.41
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Raytheon Technologies Corp (RTX) 0.1 $160k 1.6k 100.36
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Mondelez Intl Cl A (MDLZ) 0.1 $160k 2.4k 65.44
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CSX Corporation (CSX) 0.1 $158k 4.7k 33.45
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Pimco Etf Tr Active Bd Etf (BOND) 0.1 $156k -4% 1.7k 91.09
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Laboratory Corp Amer Hldgs Com New 0.1 $155k 760.00 203.51
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Ishares Tr Russell 2000 Etf (IWM) 0.1 $151k 742.00 202.89
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Cigna Corp (CI) 0.1 $149k 451.00 330.57
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Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $146k 561.00 260.70
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Ishares Tr Expnd Tec Sc Etf (IGM) 0.1 $146k 1.5k 94.31
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Nextera Energy (NEE) 0.1 $142k 2.0k 70.81
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J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.1 $142k 2.8k 50.74
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Concentrix Corp (CNXC) 0.1 $141k 2.2k 63.28
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $141k 615.00 229.72
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Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $141k 537.00 262.53
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Reinsurance Grp Of America I Com New (RGA) 0.1 $124k 605.00 205.39
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Pfizer (PFE) 0.1 $124k -31% 4.4k 27.98
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J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.1 $118k 2.3k 50.23
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Equity Residential Sh Ben Int (EQR) 0.1 $117k 1.7k 69.34
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Microchip Technology (MCHP) 0.1 $115k 1.3k 91.50
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Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $114k 1.4k 81.08
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $113k 1.9k 58.64
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Avery Dennison Corporation (AVY) 0.1 $113k +3% 516.00 218.65
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Ishares Tr Intl Sel Div Etf (IDV) 0.1 $111k 4.0k 27.67
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Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $111k 1.9k 58.52
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Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) 0.1 $110k 3.7k 29.57
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Kkr & Co (KKR) 0.1 $108k 1.0k 105.24
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Boston Properties (BXP) 0.1 $108k -5% 1.8k 61.56
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Waste Management (WM) 0.1 $107k 500.00 213.34
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Spdr Gold Tr Gold Shs (GLD) 0.1 $107k -4% 496.00 215.01
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Alps Etf Tr Alerian Mlp (AMLP) 0.0 $105k 2.2k 47.98
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Lowe's Companies (LOW) 0.0 $104k 470.00 220.46
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Ishares Tr Pfd And Incm Sec (PFF) 0.0 $103k 3.3k 31.55
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Veeva Sys Cl A Com (VEEV) 0.0 $103k 563.00 183.01
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Balchem Corporation (BCPC) 0.0 $103k 668.00 153.95
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Dimensional Etf Trust Us Sustainabilty (DFSU) 0.0 $102k +20% 2.9k 34.86
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Cubesmart (CUBE) 0.0 $102k 2.3k 45.17
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $100k 2.0k 49.41
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Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.0 $99k 3.7k 26.73
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Analog Devices (ADI) 0.0 $96k +5% 421.00 228.26
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.0 $94k +76% 1.7k 56.67
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TJX Companies (TJX) 0.0 $93k 847.00 110.10
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Mastercard Incorporated Cl A (MA) 0.0 $92k -5% 208.00 442.16
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Ishares Tr Msci Eafe Min Vl (EFAV) 0.0 $92k +2% 1.3k 69.36
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Honeywell International (HON) 0.0 $92k 430.00 213.54
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Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.0 $91k 1.1k 81.31
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Lamb Weston Hldgs (LW) 0.0 $91k 1.1k 84.08
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Enterprise Products Partners (EPD) 0.0 $90k -16% 3.1k 28.98
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Invesco Exchange Traded Fd T Aerospace Defn (PPA) 0.0 $87k 848.00 102.75
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Ishares Tr Aggres Alloc Etf (AOA) 0.0 $86k 1.2k 74.76
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Coca-cola Europacific Partne SHS (CCEP) 0.0 $83k 1.1k 72.87
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Rhythm Pharmaceuticals (RYTM) 0.0 $81k 2.0k 41.06
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Select Sector Spdr Tr Financial (XLF) 0.0 $80k 2.0k 41.11
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Danaher Corporation (DHR) 0.0 $80k 319.00 249.85
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Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.0 $78k 2.1k 37.94
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3M Company (MMM) 0.0 $78k 765.00 102.19
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Ishares Tr Global Reit Etf (REET) 0.0 $78k 3.3k 23.25
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Deckers Outdoor Corporation (DECK) 0.0 $77k 79.00 967.96
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Vanguard World Industrial Etf (VIS) 0.0 $76k -8% 321.00 235.34
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Cadence Design Systems (CDNS) 0.0 $73k 237.00 307.75
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Skyworks Solutions (SWKS) 0.0 $73k 680.00 106.58
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Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) 0.0 $72k 2.9k 24.67
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Gilead Sciences (GILD) 0.0 $71k 1.0k 68.61
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Federal Rlty Invt Tr Sh Ben Int New (FRT) 0.0 $71k 700.00 100.97
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $70k +20% 405.00 173.81
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Nike CL B (NKE) 0.0 $68k -6% 902.00 75.35
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S&p Global (SPGI) 0.0 $67k 150.00 446.00
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salesforce (CRM) 0.0 $67k 259.00 257.20
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4068594 Enphase Energy (ENPH) 0.0 $65k 650.00 99.71
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International Business Machines (IBM) 0.0 $65k +11% 374.00 172.79
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Amgen (AMGN) 0.0 $64k 206.00 312.45
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Citigroup Com New (C) 0.0 $64k 1.0k 63.46
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $63k 571.00 110.34
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Starbucks Corporation (SBUX) 0.0 $63k -15% 809.00 77.82
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Dow (DOW) 0.0 $62k 1.2k 53.06
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Ishares Msci Aust Etf (EWA) 0.0 $60k 2.5k 24.43
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American Centy Etf Tr Avantis Respon U (AVSU) 0.0 $60k 971.00 61.76
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Ishares Msci Emerg Mrkt (EEMV) 0.0 $60k 1.0k 57.21
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Martin Marietta Materials (MLM) 0.0 $60k 110.00 541.80
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McKesson Corporation (MCK) 0.0 $58k +10% 99.00 584.04
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Ishares Tr Core S&p500 Etf (IVV) 0.0 $58k 105.00 547.24
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Bio-techne Corporation (TECH) 0.0 $57k -41% 800.00 71.65
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Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.0 $57k 482.00 117.41
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Fair Isaac Corporation (FICO) 0.0 $57k 38.00 1488.68
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Ishares Tr Eafe Sml Cp Etf (SCZ) 0.0 $56k 912.00 61.64
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Dimensional Etf Trust Intl Core Equity (DFIC) 0.0 $56k 2.1k 26.29
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Ishares Tr Select Divid Etf (DVY) 0.0 $56k 458.00 121.08
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BlackRock (BLK) 0.0 $54k -50% 68.00 789.51
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Ishares Tr Broad Usd High (USHY) 0.0 $52k 1.4k 36.28
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.0 $52k +19% 103.00 502.17
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First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.0 $51k 3.0k 17.36
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Spdr Ser Tr S&p Biotech (XBI) 0.0 $50k 535.00 92.64
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Ishares Tr Conv Bd Etf (ICVT) 0.0 $49k 625.00 78.66
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Zebra Technologies Corporati Cl A (ZBRA) 0.0 $46k 150.00 308.93
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Exchange Traded Concepts Tru India Internet & (INQQ) 0.0 $46k NEW 3.0k 15.25
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Cintas Corporation (CTAS) 0.0 $46k 66.00 700.27
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Ishares Tr Grwt Allocat Etf (AOR) 0.0 $46k 811.00 56.30
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Weyerhaeuser Co Mtn Be Com New (WY) 0.0 $45k 1.6k 28.39
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $45k -16% 750.00 60.30
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.0 $44k 766.00 57.99
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Boeing Company (BA) 0.0 $44k 243.00 182.08
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Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $44k 94.00 468.72
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Spdr Index Shs Fds Dj Intl Rl Etf (RWX) 0.0 $44k 1.8k 24.00
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Ishares Tr Core Div Grwth (DGRO) 0.0 $44k 762.00 57.60
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Aptiv SHS (APTV) 0.0 $42k 601.00 70.42
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Synopsys (SNPS) 0.0 $42k 70.00 595.07
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Arthur J. Gallagher & Co. (AJG) 0.0 $41k +5% 159.00 259.31
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Globe Life (GL) 0.0 $41k 501.00 82.24
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Applied Industrial Technologies (AIT) 0.0 $41k 212.00 194.00
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Cisco Systems (CSCO) 0.0 $41k -18% 864.00 47.51
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Asml Holding N V N Y Registry Shs (ASML) 0.0 $41k 40.00 1022.75
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Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.0 $40k 1.0k 39.32
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Dimensional Etf Trust Global Sustaina (DFSB) 0.0 $39k +25% 766.00 51.07
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $39k 1.5k 26.56
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Novartis Sponsored Adr (NVS) 0.0 $37k 350.00 106.46
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Digital Realty Trust (DLR) 0.0 $37k 245.00 152.05
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Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.0 $37k 473.00 78.05
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Select Sector Spdr Tr Energy (XLE) 0.0 $37k 400.00 91.15
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Uber Technologies (UBER) 0.0 $36k -28% 500.00 72.68
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.0 $36k 1.1k 32.25
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Chubb (CB) 0.0 $36k 140.00 255.09
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Hercules Technology Growth Capital (HTGC) 0.0 $35k -9% 1.7k 20.46
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Air Products & Chemicals (APD) 0.0 $35k 137.00 258.05
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Darden Restaurants (DRI) 0.0 $35k 233.00 151.32
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Select Sector Spdr Tr Technology (XLK) 0.0 $35k -11% 153.00 226.24
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Flexshares Tr Glb Qlt R/e Idx (GQRE) 0.0 $35k 633.00 54.55
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Ishares Tr S&p Mc 400vl Etf (IJJ) 0.0 $35k 304.00 113.46
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Past Filings by Zrc Wealth Management

SEC 13F filings are viewable for Zrc Wealth Management going back to 2023