Zrc Wealth Management »

Amer shares owned by Zrc Wealth Management

Quarter-by-quarter ownership of Amer (UHAL) shares owned by Zrc Wealth Management from 13F filings

Historical chart of Zrc Wealth Management investment in Amer

Tip: Access up to 7 years of quarterly data

All positions including Amer held by Zrc Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Amer by Zrc Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $14k 295 47.78
2025-12-31 $15k 304 50.41

More positions owned by Zrc Wealth Management

Ishares Tr Core Univrsl Usd (IUSB)
Schwab Strategic Tr Fundamental Us L (FNDX)
Ishares Tr Core S&p Us Gwt (IUSG)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Mid Cap Etf (VO)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core S&p Scp Etf (IJR)
Dimensional Etf Trust Us Sustainabilty (DFSU)
Schwab Strategic Tr Us Reit Etf (SCHH)
First Tr Exchange Traded Buywrit Incm Etf (FTHI)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Zrc Wealth Management

Top funds holding Amer

Vanguard Group
Southpoint Capital Advisors
Norges Bank Investment Management
BlackRock
Dimensional Fund Advisors
Yacktman Asset Management
Scharf Investments
Quantinno Capital Management
Arrowpoint Asset Management
D. E. Shaw & Co
Two Sigma Advisers
Two Sigma Investments
Old West Investment Management
State Street Corporation
Geode Capital Management

View all funds holding Amer