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Andrew Kirchner

@Zrc Wealth Management, Llc

Latest period2024 - Q3ReportedManaged Assets$232.972MTotal holdings479
Assets growth rate10.34%Assets growth rate (2-Q avg)7.91%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Zrc Wealth Management, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 479 positions.

Assets under management

The assets under management (AUM) of Zrc Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 232.972M in assets, with a quarterly growth rate of 10.34% and a 2-quarter average growth rate of 7.91%. The portfolio is managed by Andrew Kirchner, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IUSBIshares Tr
Recent Activity
Increased 1.57%
11.1%
$25.842M
548,440 shares@ $47.13 avg price
FNDXSchwab Strategic Tr
Recent Activity
Increased 1.12%
7.5%
$17.458M
243,280 shares@ $71.76 avg price
IUSGIshares Tr
Recent Activity
Decreased -0.2%
6.73%
$15.663M
118,738 shares@ $131.92 avg price
SCTXXSchwab Charles Family Fd
Recent Activity
New Position
4.39%
$10.225M
10.225M shares@ $1.0 avg price
AVDEAmerican Centy Etf Tr
Recent Activity
Increased 0.76%
4.1%
$9.54M
142,318 shares@ $67.04 avg price
VOVanguard Index Fds
Recent Activity
Increased 2.75%
3.65%
$8.496M
32,201 shares@ $263.83 avg price
SCHXSchwab Strategic Tr
Recent Activity
Decreased -1.56%
3.44%
$7.999M
117,893 shares@ $67.85 avg price
AAPLApple Inc
Recent Activity
Decreased -0.73%
3.16%
$7.349M
31,541 shares@ $233.0 avg price
IJRIshares Tr
Recent Activity
Increased 1.53%
2.61%
$6.064M
51,847 shares@ $116.96 avg price
SCHHSchwab Strategic Tr
Recent Activity
Increased 5.79%
1.88%
$4.373M
188,729 shares@ $23.17 avg price