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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

ZRC WEALTH MANAGEMENT, LLC

Quarter ended Q3 2023 · Filed July 6, 2023 · Accession 0001976256-23-000002

Total Value
$118.7M
Positions
356
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (356)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR46434V613402,366$18.9M15.92%
2SCHWAB STRATEGIC TR808524771209,994$12.4M10.44%
3ISHARES TR464287671104,211$10.4M8.73%
4AMERICAN CENTY ETF TR025072703125,815$7.2M6.08%
5VANGUARD INDEX FDS92290862927,293$6.0M5.09%
6ISHARES TR46428780443,871$4.4M3.69%
7ISHARES TR46428722641,027$4.2M3.53%
8AMERICAN CENTY ETF TR02507260458,780$3.2M2.66%
9APPLE INCAAPL12,989$2.5M2.12%
10AMERICAN CENTY ETF TR02507288530,797$2.3M1.95%
11SPDR S&P 500 ETF TRSPY5,061$2.2M1.89%
12VANGUARD CHARLOTTE FDS92203J40741,566$2.0M1.71%
13ALPHABET INCGOOG16,247$2.0M1.66%
14ALPHABET INCGOOG15,312$1.8M1.54%
15VANGUARD INDEX FDS9229087697,739$1.8M1.54%
16ISHARES TR4642876146,020$1.7M1.40%
17TESLA INCTSLA5,296$1.4M1.17%
18DIMENSIONAL ETF TRUST25434V50022,971$1.3M1.06%
19DIMENSIONAL ETF TRUST25434V60926,705$1.2M1.04%
20SCHWAB STRATEGIC TR80852475537,761$1.2M1.03%
21ISHARES TR46435G42512,252$1.2M1.01%
22SCHWAB STRATEGIC TR80852478919,863$1.1M0.95%
23SPDR S&P MIDCAP 400 ETF TRMDY1,944$930,8960.78%
24JOHN HANCOCK EXCHANGE TRADED47804J20618,608$924,6400.78%
25AMERICAN CENTY ETF TR02507234915,682$836,6280.70%
26ISHARES TR46435G51610,772$785,5850.66%
27HP INCHPQ22,494$690,7910.58%
28MICROSOFT CORPMSFT1,912$651,0570.55%
29ISHARES TR46432F8427,743$548,0430.46%
30VANGUARD INDEX FDS9229087512,678$532,5580.45%
31ISHARES TR4642871505,284$516,9520.44%
32AGILENT TECHNOLOGIES INCA4,196$504,5690.43%
33MCDONALDS CORPMCD1,660$495,3930.42%
34VANGUARD INDEX FDS9229085535,494$473,0680.40%
35ADOBE SYSTEMS INCORPORATEDADBE954$466,4970.39%
36VANGUARD INDEX FDS9229086112,630$445,2980.38%
37ISHARES TR4642874656,095$441,8880.37%
38WISDOMTREE TRWT10,744$411,1810.35%
39SCHWAB STRATEGIC TR80852480511,471$408,9420.34%
40KEYSIGHT TECHNOLOGIES INCKEYS2,428$406,5690.34%
41ISHARES TR4642878794,141$393,8120.33%
42SCHWAB STRATEGIC TR8085241027,460$385,6690.32%
43HEWLETT PACKARD ENTERPRISE CHPE-PC22,494$377,9000.32%
44SCHWAB STRATEGIC TR8085246077,838$343,2860.29%
45AMAZON COM INCAMZN2,570$335,0650.28%
46SCHWAB CHARLES CORPSCHW-PJ5,617$318,3550.27%
47VANGUARD INTL EQUITY INDEX F9220427422,821$273,5580.23%
48METTLER TOLEDO INTERNATIONALMTD200$262,3280.22%
49SCHWAB STRATEGIC TR8085245083,445$244,6660.21%
50PEPSICO INCPEP1,313$243,1940.20%
51PIMCO ETF TR72201R7752,648$242,6130.20%
52J P MORGAN EXCHANGE TRADED F46641Q6544,770$241,6100.20%
53TARGET CORPTGT1,802$237,6660.20%
54KLA CORPKLAC469$227,4750.19%
55VANGUARD SPECIALIZED FUNDS9219088441,358$220,5270.19%
56MARVELL TECHNOLOGY INCMRVL3,431$205,1230.17%
57ISHARES TR4642888774,164$203,7870.17%
58ABBVIE INCABBV1,484$199,9400.17%
59COSTCO WHSL CORP NEW22160K105364$196,0450.17%
60VANGUARD INTL EQUITY INDEX F9220426764,869$195,6940.16%
61INVESCO QQQ TRIVZ524$193,5770.16%
62VANGUARD BD INDEX FDS9219378272,550$192,7410.16%
63ZOETIS INCZTS1,100$189,4310.16%
64META PLATFORMS INCMETA657$188,5770.16%
65ROPER TECHNOLOGIES INCROP391$187,9930.16%
66CHEVRON CORP NEWCVX1,180$185,5960.16%
67ISHARES TR464287549465$182,6850.15%
68VANGUARD WHITEHALL FDS9219468852,913$181,3750.15%
69CONCENTRIX CORPCNXC2,235$180,4770.15%
70ONTO INNOVATION INCONTO1,539$179,2480.15%
71VISA INCV737$175,0230.15%
72CSX CORPCSX4,734$161,4300.14%
73SCHWAB STRATEGIC TR8085243002,140$160,3930.14%
74PALO ALTO NETWORKS INCPANW618$157,9060.13%
75ISHARES TR464287408965$155,5490.13%
76RAYTHEON TECHNOLOGIES CORPRTX1,587$155,4380.13%
77NEXTERA ENERGY INCNEE-PW2,000$148,4000.13%
78HOME DEPOT INCHD471$146,3120.12%
79DIMENSIONAL ETF TRUST25434V7325,656$136,0270.11%
80ISHARES INC46434G8634,188$132,4580.11%
81JOHNSON & JOHNSONJNJ795$131,6120.11%
82ISHARES TR464287507488$127,6030.11%
83VANGUARD INDEX FDS922908538615$126,6380.11%
84J P MORGAN EXCHANGE TRADED F46641Q8372,495$125,1240.11%
85EXXON MOBIL CORPXOM1,104$118,4040.10%
86SPDR DOW JONES INDL AVERAGE78467X109343$117,9410.10%
87MERCK & CO INCMRK985$113,6280.10%
88MICROCHIP TECHNOLOGY INC.MCHPP1,257$112,6150.09%
89MONDELEZ INTL INC6092071051,537$112,1090.09%
90BIO-TECHNE CORPTECH1,372$111,9970.09%
91VEEVA SYS INCVEEV563$111,3220.09%
92ENPHASE ENERGY INCENPH650$108,8620.09%
93SCHWAB STRATEGIC TR8085247304,056$108,5790.09%
94ISHARES TR4642898591,622$107,6330.09%
95VANGUARD TAX-MANAGED FDS9219438582,324$107,3060.09%
96JPMORGAN CHASE & COVYLD734$106,8170.09%
97VANGUARD INTL EQUITY INDEX F9220427751,910$103,9240.09%
98ISHARES TR4642874991,404$102,5350.09%
99ALPS ETF TR00162Q4522,596$101,8070.09%
100QUANTA SVCS INC74762E102515$101,1720.09%
101THERMO FISHER SCIENTIFIC INCTMO193$100,6980.08%
102ENTERPRISE PRODS PARTNERS L2937921073,819$100,6310.08%
103COMCAST CORP NEWCCZ2,378$98,8060.08%
104VANGUARD WORLD FDS92204A603472$97,0110.08%
105ISHARES TR464287473876$96,2200.08%
106PFIZER INCPFE2,594$95,1400.08%
107ABBOTT LABSABLZF858$93,5400.08%
108BALCHEM CORPBCPC668$90,0540.08%
109ISHARES TR46429B6891,324$89,3530.08%
110HONEYWELL INTL INC438516106430$89,2250.08%
111ARES MANAGEMENT CORPORATIONARES-PB918$88,4500.07%
112AIR PRODS & CHEMS INCAIIR287$85,9660.07%
113AVERY DENNISON CORPAVY500$85,9000.07%
114VANGUARD WHITEHALL FDS9219468101,110$83,3250.07%
115GILEAD SCIENCES INCGILD1,081$83,3130.07%
116REINSURANCE GRP OF AMERICA I759351604600$83,2140.07%
117VANECK ETF TRUST92189F676546$83,1290.07%
118UNITEDHEALTH GROUP INCUNH169$81,2290.07%
119ANALOG DEVICES INCADI400$77,9240.07%
1203M COMMM765$76,5690.06%
121DANAHER CORPORATION235851102319$76,5600.06%
122SCHWAB STRATEGIC TR8085247971,036$75,2180.06%
123ISHARES TR46434V6473,239$74,4000.06%
124STARBUCKS CORPSBUX745$73,7670.06%
125INVESCO EXCH TRADED FD TR IIIVZ2,927$72,1220.06%
126SPDR GOLD TRGLD398$70,9520.06%
127ISHARES TR464287630500$70,4000.06%
128NIKE INCNKE624$68,9100.06%
129ADVANCED MICRO DEVICES INCAMD594$67,6630.06%
130BROADCOM INCAVGO78$67,6600.06%
131INVESCO EXCHANGE TRADED FD TIVZ413$67,5090.06%
132VANGUARD SCOTTSDALE FDS92206C409882$66,7360.06%
133VANGUARD MALVERN FDS9220208051,392$66,0090.06%
134SELECT SECTOR SPDR TR81369Y6051,940$65,3980.06%
135ISHARES TR464287655346$64,7960.05%
136PROCTER AND GAMBLE CO742718109423$64,2060.05%
137SELECT SECTOR SPDR TR81369Y209474$62,9150.05%
138CISCO SYS INCCSCO1,162$60,1340.05%
139ISHARES TR46434V4071,374$56,9500.05%
140ISHARES INC4642865331,022$56,1930.05%
141ISHARES INC4642861032,459$55,4510.05%
142ISHARES TR464287481569$54,9830.05%
143GLOBE LIFE INCGL-PD500$54,8100.05%
144AMERICAN CENTY ETF TR025072877699$54,2470.05%
145WEYERHAEUSER CO MTN BEWY1,600$53,6160.05%
146EATON CORP PLCETN265$53,2920.04%
147DIMENSIONAL ETF TRUST25434V7081,945$52,8190.04%
148ISHARES TR464288273887$52,3160.04%
149VANGUARD INTL EQUITY INDEX F922042718467$51,6350.04%
150MASTERCARD INCORPORATEDMA131$51,5230.04%
151BOEING COBA-PA243$51,3320.04%
152DIMENSIONAL ETF TRUST25434V7992,113$51,2830.04%
153DIMENSIONAL ETF TRUST25434V4011,055$50,8250.04%
154MARTIN MARIETTA MATLS INC573284106110$50,7860.04%
155DXC TECHNOLOGY CODXC1,867$49,8990.04%
156AMEREN CORPAEE606$49,4930.04%
157J P MORGAN EXCHANGE TRADED F46641Q332885$48,9740.04%
158ISHARES TR46435U8531,331$47,0000.04%
159ARES CAPITAL CORPARCC2,500$46,9750.04%
160ISHARES TR464287200105$46,8000.04%
161ISHARES TR46435G102611$46,6930.04%
162AMGEN INCAMGN206$45,7370.04%
163INTEL CORPINTC1,367$45,6990.04%
164SPDR INDEX SHS FDS78463X8631,835$45,4620.04%
165INTERNATIONAL BUSINESS MACHSINTR332$44,4870.04%
166SPDR SER TR78464A870534$44,4290.04%
167ZEBRA TECHNOLOGIES CORPORATIZBRA150$44,3750.04%
168FIRST TR EXCH TRADED FD III33739E1082,776$44,3360.04%
169VANGUARD SCOTTSDALE FDS92206C102755$43,6140.04%
170BRISTOL-MYERS SQUIBB COCELG-RI679$43,4230.04%
171ISHARES TR4642872341,086$42,9630.04%
172ISHARES TR464289867778$40,0340.03%
173VANGUARD INTL EQUITY INDEX F922042858972$39,5560.03%
174DISNEY WALT CO254687106439$39,1640.03%
175GLADSTONE CAPITAL CORPGLAD4,000$39,0400.03%
176ISHARES TR46429B655765$38,8980.03%
177NUSHARES ETF TRNU1,006$37,2120.03%
178CHECK POINT SOFTWARE TECH LTM22465104295$37,0580.03%
179FMC CORPFMC350$36,5190.03%
180SCHWAB STRATEGIC TR8085247061,459$35,9360.03%
181NOVARTIS AGNVSEF350$35,3190.03%
182SELECT SECTOR SPDR TR81369Y803203$35,2940.03%
183TAIWAN SEMICONDUCTOR MFG LTD874039100335$33,8090.03%
184FLEXSHARES TRFLEX625$33,1600.03%
185GALLAGHER ARTHUR J & CO363576109151$33,1560.03%
186ISHARES TR464287705304$32,5680.03%
187DOW INCDOW604$32,1640.03%
188XCEL ENERGY INCXELLL494$30,7120.03%
189ALCON AGALC370$30,3810.03%
190VANGUARD INDEX FDS92290836374$30,1390.03%
191VANGUARD WHITEHALL FDS921946794461$29,1360.02%
192AON PLCAON84$28,9970.02%
193AMERICAN CENTY ETF TR025072281553$28,5660.02%
194PAYPAL HLDGS INCPYPL422$28,1610.02%
195MARSH & MCLENNAN COS INC571748102147$27,6480.02%
196GLOBAL X FDS37954Y889502$27,3120.02%
197HERCULES CAPITAL INCHCXY1,789$26,4800.02%
198FLEXSHARES TRFLEX1,026$26,1660.02%
199TJX COS INC NEW872540109300$25,4370.02%
200SOFI TECHNOLOGIES INCSOFI3,000$25,0200.02%
201CATERPILLAR INCCAT102$24,9950.02%
202HASBRO INCHAS375$24,2890.02%
203JPMORGAN CHASE & COVYLD1,058$24,2390.02%
204INVESCO EXCH TRADED FD TR IIIVZ1,311$23,7110.02%
205TD SYNNEX CORPORATIONSNX250$23,5000.02%
206SCHWAB STRATEGIC TR808524888687$23,2000.02%
207DIMENSIONAL ETF TRUST25434V716808$23,1870.02%
208CLOROX CO DELCLX146$23,1730.02%
209SYNCHRONY FINANCIALSYF-PB636$21,5740.02%
210AMERICAN CENTY ETF TR025072315468$21,5020.02%
211EQUITRANS MIDSTREAM CORP2946001012,174$20,7810.02%
212ISHARES TR464287168179$20,2810.02%
213VANGUARD WORLD FDS92204A207102$19,8060.02%
214L3HARRIS TECHNOLOGIES INCLHX100$19,5770.02%
215ILLUMINA INCILMN103$19,3120.02%
216WISDOMTREE TRWT410$19,0890.02%
217VERIZON COMMUNICATIONS INCVZ509$18,9190.02%
218DAVITA INCDVA187$18,7880.02%
219EBAY INC.EBAY414$18,5020.02%
220VANGUARD STAR FDS921909768326$18,2840.02%
221SPDR SER TR78464A763147$18,0200.02%
222ALTRIA GROUP INCMO396$17,9480.02%
223DUPONT DE NEMOURS INCDD249$17,7750.01%
224BRP GROUP INC05589G102672$16,6530.01%
225BLACKROCK INCBLK23$15,8970.01%
226ISHARES TR46428762264$15,6000.01%
227ACCENTURE PLC IRELANDACN50$15,4290.01%
228ANNALY CAPITAL MANAGEMENT INNLY-PJ750$15,0080.01%
229ON SEMICONDUCTOR CORPON150$14,1870.01%
230VANGUARD WORLD FD92191081660$14,1200.01%
231ECOLAB INCECL75$14,0020.01%
232LAUDER ESTEE COS INC51843910471$13,9430.01%
233SIBANYE STILLWATER LTDSBYSF2,220$13,8530.01%
234INVESCO MORTGAGE CAPITAL INCIVR-PC1,204$13,8130.01%
235MOTOROLA SOLUTIONS INCMSI46$13,4910.01%
236ISHARES TR46435U663360$12,7880.01%
237AMERICAN CENTY ETF TR025072299238$12,2090.01%
238ISHARES TR46434V381210$11,6860.01%
239GENERAL MTRS CO37045V100302$11,6550.01%
240THE NECESSITY RETAIL REIT IN02607T1091,705$11,5240.01%
241INGERSOLL RAND INCIR176$11,5040.01%
242BLUE BIRD CORPBLBD500$11,2400.01%
243ISHARES TR464288448426$11,2170.01%
244INVESCO EXCHANGE TRADED FD TIVZ65$11,1690.01%
245BANK AMERICA CORP060505104388$11,1180.01%
246GOLDMAN SACHS GROUP INCGSCE34$10,9670.01%
247WESTERN ALLIANCE BANCORPWAL-PA300$10,9410.01%
248DIMENSIONAL ETF TRUST25434V807328$10,7750.01%
249VICTORY PORTFOLIOS II92647N824187$10,7650.01%
250SELECT SECTOR SPDR TR81369Y704100$10,7320.01%
251CARVANA COCVNA400$10,3680.01%
252VANGUARD SCOTTSDALE FDS92206C771221$10,1640.01%
253VANGUARD BD INDEX FDS921937835139$10,1040.01%
254TE CONNECTIVITY LTDTEL72$10,0920.01%
255EDITAS MEDICINE INCEDIT1,200$9,8760.01%
256SPDR SER TR78464A10268$9,5480.01%
257ISHARES INC46434G103189$9,3160.01%
258COCA COLA COKO150$9,0630.01%
259EMERSON ELEC COEMR100$9,0390.01%
260INVESCO EXCH TRADED FD TR IIIVZ199$8,9480.01%
261BAXTER INTL INC071813109193$8,7940.01%
262BIOGEN INCBIIB30$8,5460.01%
263CONOCOPHILLIPSCOP75$7,7710.01%
264ONE GAS INCOGS100$7,6810.01%
265VIATRIS INCVTRS708$7,0700.01%
266CVS HEALTH CORPCVS100$6,9130.01%
267CATHAY GEN BANCORP149150104214$6,9040.01%
268GENERAL ELECTRIC CO36960430162$6,8110.01%
269DIMENSIONAL ETF TRUST25434V880291$6,7840.01%
270VANECK ETF TRUST92189F64385$6,7830.01%
271UNITED AIRLS HLDGS INCUNTCW119$6,5300.01%
272LIVE NATION ENTERTAINMENT INLYV70$6,3780.01%
273UGI CORP NEW902681105236$6,3650.01%
274BOSTON BEER INCSAM20$6,1690.01%
275AT&T INCT-PC379$6,0460.01%
276FORD MTR CO DEL345370860395$5,9700.01%
277KIMBERLY-CLARK CORPKMB43$5,9370.01%
278BAIDU INCBAIDF40$5,4770.00%
279SCHWAB STRATEGIC TR808524698124$5,4630.00%
280STONECO LTDSTNE400$5,0960.00%
281PIMCO ETF TR72201R78354$4,9250.00%
282ASYMMETRIC ETFS TRUST04651A101186$4,8720.00%
283CME GROUP INCCME25$4,6330.00%
284PALANTIR TECHNOLOGIES INCPLTR300$4,5990.00%
285VANGUARD INDEX FDS92290874432$4,5480.00%
286SPDR SER TR78464A375134$4,3030.00%
287ISHARES TR46428866137$4,2650.00%
288SCHWAB STRATEGIC TR808524748128$4,2490.00%
289ETF MANAGERS TR26924G5081,333$3,9880.00%
290ISHARES TR46428828146$3,9810.00%
291DOCUSIGN INCDOCU72$3,6790.00%
292BECTON DICKINSON & COBDX13$3,4330.00%
293SCHWAB STRATEGIC TR80852476365$3,2800.00%
294RIVIAN AUTOMOTIVE INCRIVN193$3,2160.00%
295ELASTIC N VESTC50$3,2060.00%
296INSTRUCTURE HLDGS INC457790103115$2,9000.00%
297VIA RENEWABLES INCVIASP373$2,5970.00%
298WELLS FARGO CO NEW94974610160$2,5610.00%
299ISHARES TR46432F33917$2,2930.00%
300COINBASE GLOBAL INCCOIN32$2,2900.00%
301NETFLIX INCNFLX5$2,2030.00%
302NOKIA CORPNOKBF515$2,1430.00%
303ANGLOGOLD ASHANTI LIMITEDAU100$2,1090.00%
304NIKOLA CORPNODK1,500$2,0700.00%
305ASTRAZENECA PLCAZN28$2,0040.00%
306LUCID GROUP INCLCID287$1,9780.00%
307PROSHARES TR74347X79947$1,9580.00%
308SCHWAB STRATEGIC TR80852484797$1,8950.00%
309ORGANON & COOGN83$1,7310.00%
310GE HEALTHCARE TECHNOLOGIES IGEHC20$1,6250.00%
311ADVISORSHARES TR00768Y453290$1,6060.00%
312SPDR SER TR78464A65649$1,2670.00%
313SIREN ETF TR82965820250$1,0790.00%
314SCHWAB STRATEGIC TR80852420120$1,0480.00%
315AMPLIFY ETF TR03210860741$9330.00%
316VINTAGE WINE ESTATES INC92747V1061,000$8560.00%
317NOVO-NORDISK A SNONOF5$8100.00%
318ROKU INCROKU12$7680.00%
319SCHWAB STRATEGIC TR80852487013$6820.00%
320SPIRIT AIRLS INC84857710235$6010.00%
321SCHWAB STRATEGIC TR80852485412$5920.00%
322WARNER BROS DISCOVERY INCWBD44$5520.00%
323KYNDRYL HOLDINGSKD37$4910.00%
324AKERO THERAPEUTICS INC00973Y10810$4670.00%
325DUCKHORN PORTFOLIO INC26414D10628$3640.00%
326SENSEONICS HLDGS INCSENS430$3290.00%
327BIOMARIN PHARMACEUTICAL INCBMRN3$2610.00%
328SVB FINANCIAL GROUP78486Q101500$2590.00%
329GOODYEAR TIRE & RUBR CO38255010115$2060.00%
330FUELCELL ENERGY INCFCELB75$1620.00%
331VIRGIN GALACTIC HOLDINGS INCSPCE38$1480.00%
332ALIGOS THERAPEUTICS INCALGS100$980.00%
333ETSY INCETSY1$920.00%
334ISHARES U S ETF TR46431W6632$810.00%
335ISHARES U S ETF TR46431W6481$560.00%
336CHIPOTLE MEXICAN GRILL INCCMG0$440.00%
337EXPEDIA GROUP INCEXPE0$260.00%
338MCCORMICK & CO INCMKC-V0$260.00%
339GALMED PHARMACEUTICALS LTDGLMD7$210.00%
340OREILLY AUTOMOTIVE INC67103H1070$140.00%
341HERSHEY COHSY0$130.00%
342GENERAL MLS INC3703341040$120.00%
343COGNIZANT TECHNOLOGY SOLUTIOCTSH0$110.00%
344ARCHER DANIELS MIDLAND COADM0$110.00%
345AFLAC INCAFL0$110.00%
346MARRIOTT INTL INC NEW5719032020$110.00%
347AUTODESK INCADSK0$110.00%
348CHURCH & DWIGHT CO INCCHD0$110.00%
349SALESFORCE INCCRM0$110.00%
350COLGATE PALMOLIVE COCL0$100.00%
351IDEANOMICS INC45166V106125$100.00%
352AES CORPAES0$100.00%
353KRAFT HEINZ COKHC0$100.00%
354ELEVANCE HEALTH INCELV0$100.00%
355SOUTHWEST AIRLS CO8447411080$80.00%
356BATH & BODY WORKS INCBBWI0$80.00%