ZRC WEALTH MANAGEMENT, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Santa Rosa, CA
CIK
0001976256
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 446 166,743 IUSB, FNDX, IUSG, AVDE 13F-HR 1/16/2024 000197625624000001
Q3 2023 349 115,776 IUSB, FNDX, IUSG, AVDE 13F-HR 10/10/2023 000197625623000003
Q2 2023 356 118,706 IUSB, FNDX, IUSG, AVDE 13F-HR 7/6/2023 000197625623000002
Q1 2023 352 109,242 IUSB, FNDX, IUSG, AVDE 13F-HR 5/4/2023 000197625623000001