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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
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 11.14%
1.64%
$3.814M
6,647 shares@ $573.74 avg price
AGGIshares Tr
Recent Activity
Increased 0.52%
1.48%
$3.427M
33,844 shares@ $101.27 avg price
FPEIFirst Tr Exch Traded Fd Iii
Recent Activity
Increased 6.75%
1.37%
$3.177M
166,571 shares@ $19.08 avg price
SCHBSchwab Strategic Tr
Recent Activity
Increased 0.17%
1.14%
$2.653M
39,875 shares@ $66.53 avg price
IWFIshares Tr
Recent Activity
Increased 0.02%
1.14%
$2.652M
7,065 shares@ $375.4 avg price
BNDXVanguard Charlotte Fds
Recent Activity
Increased 0.9%
1.08%
$2.494M
49,593 shares@ $50.29 avg price
SCHDSchwab Strategic Tr
Recent Activity
Increased 20.89%
1.07%
$2.478M
29,318 shares@ $84.53 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 0.81%
1%
$2.306M
5,011 shares@ $460.28 avg price
DFATDimensional Etf Trust
Recent Activity
Increased 24.13%
0.99%
$2.297M
41,297 shares@ $55.64 avg price
ESGDIshares Tr
Recent Activity
Increased 9.69%
0.78%
$1.797M
21,353 shares@ $84.18 avg price