Zhang Financial LLC Q1 2023 Filing
Filed May 11, 2023
Portfolio Value
$875.6B
Holdings
229
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (229 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VTIVANGUARD TOTAL | 485,918 | $99K | 0.00% | |
| 2 | ITOTISHARES CORE | 685,187 | $62K | 0.00% | |
| 3 | VOOVANGUARD S&P | 133,564 | $50K | 0.00% | |
| 4 | VBRVANGUARD SMALL | 265,719 | $42K | 0.00% | |
| 5 | VTVANGUARD TOTAL | 426,457 | $39K | 0.00% | |
| 6 | VXUSVANGUARD TOTAL | 588,078 | $32K | 0.00% | |
| 7 | IAU*ISHARES GOLD | 823,110 | $30K | 0.00% | |
| 8 | AAPLAPPLE INC | 179,831 | $29K | 0.00% | |
| 9 | DFUSDIMENSIONAL US | 650,489 | $28K | 0.00% | |
| 10 | DFACDIMENSIONAL US | 938,719 | $23K | 0.00% | |
| 11 | DFAIDIMENSIONAL ETF TRUST | 857,795 | $23K | 0.00% | |
| 12 | SYKSTRYKER CORP | 61,579 | $17K | 0.00% | |
| 13 | IWNISHARES RUSSELL | 128,147 | $17K | 0.00% | |
| 14 | BKLCBNY MELLON | 205,368 | $15K | 0.00% | |
| 15 | MSFTMICROSOFT CORP | 53,042 | $15K | 0.00% | |
| 16 | BNDVANGUARD TOTAL | 194,065 | $14K | 0.00% | |
| 17 | VYMVANGUARD HIGH | 134,031 | $14K | 0.00% | |
| 18 | DFAUDIMENSIONAL US | 441,905 | $12K | 0.00% | |
| 19 | VWOVANGUARD FSTE | 286,126 | $11K | 0.00% | |
| 20 | ICSHBLACKROCK ULTRA | 167,688 | $8K | 0.00% | |
| 21 | VTVVANGUARD VALUE | 58,727 | $8K | 0.00% | |
| 22 | SCHBSCHWAB US | 156,340 | $7K | 0.00% | |
| 23 | SUBISHARES SHORT | 73,052 | $7K | 0.00% | |
| 24 | IVVISHARES CORE | 18,284 | $7K | 0.00% | |
| 25 | BRK/BBERKSHIRE HATHAWAY | 24,851 | $7K | 0.00% | |
| 26 | TIPISHARES TIPS | 59,607 | $6K | 0.00% | |
| 27 | SCHFSCHWAB INTL | 167,044 | $5K | 0.00% | |
| 28 | HFFGHF FOODS | 1,494,152 | $5K | 0.00% | |
| 29 | SPYSPDR S&P | 13,365 | $5K | 0.00% | |
| 30 | GLDMWORLD GOLD | 119,733 | $4K | 0.00% | |
| 31 | AMZNAMAZON COM | 39,255 | $4K | 0.00% | |
| 32 | VNQVANGUARD REAL | 54,637 | $4K | 0.00% | |
| 33 | VCSHVANGUARD SHORT | 61,691 | $4K | 0.00% | |
| 34 | VOVANGUARD MID | 19,819 | $4K | 0.00% | |
| 35 | EFVISHARES MSCI | 88,103 | $4K | 0.00% | |
| 36 | ZTSZOETIS INC | 25,244 | $4K | 0.00% | |
| 37 | JNJJOHNSON & JOHNSON | 25,158 | $3K | 0.00% | |
| 38 | VEAVANGUARD FTSE | 77,184 | $3K | 0.00% | |
| 39 | BKAGBNY MELLON | 74,824 | $3K | 0.00% | |
| 40 | AITAPPLIED INDUSTRIAL TECH | 26,293 | $3K | 0.00% | |
| 41 | PFEPFIZER INC | 78,689 | $3K | 0.00% | |
| 42 | PEPPEPSICO INC | 18,395 | $3K | 0.00% | |
| 43 | PGPROCTER & GAMBLE | 21,257 | $3K | 0.00% | |
| 44 | MUBISHARES NATIONAL | 32,678 | $3K | 0.00% | |
| 45 | DFASDIMENSIONAL ETF TRUST | 65,640 | $3K | 0.00% | |
| 46 | GOOGLALPHABET INC | 30,761 | $3K | 0.00% | |
| 47 | DFUVDIMENSIONAL US | 83,296 | $2K | 0.00% | |
| 48 | IBMINTL BUSINESS | 16,779 | $2K | 0.00% | |
| 49 | NDQINVESCO QQQ | 8,985 | $2K | 0.00% | |
| 50 | IXUSISHARES CORE | 45,582 | $2K | 0.00% | |
| 51 | BKIEBNY MELLON | 41,123 | $2K | 0.00% | |
| 52 | IWVISHARES RUSSELL | 10,380 | $2K | 0.00% | |
| 53 | SHYISHARES 1-3YR | 27,436 | $2K | 0.00% | |
| 54 | SCHXSCHWAB US | 48,543 | $2K | 0.00% | |
| 55 | HONHONEYWELL INTL | 14,249 | $2K | 0.00% | |
| 56 | SCHPSCHWAB US | 47,357 | $2K | 0.00% | |
| 57 | AMGNAMGEN INC | 12,291 | $2K | 0.00% | |
| 58 | FFORD MOTOR | 175,370 | $2K | 0.00% | |
| 59 | VUGVANGUARD GROWTH | 10,536 | $2K | 0.00% | |
| 60 | SCHZSCHWAB AGGREGATE | 56,304 | $2K | 0.00% | |
| 61 | VIGVANGUARD DIVIDEND | 13,652 | $2K | 0.00% | |
| 62 | AQLTISHARES SELECT | 20,469 | $2K | 0.00% | |
| 63 | VONEVANGUARD RUSSELL | 12,320 | $2K | 0.00% | |
| 64 | DFSVDIMENSIONAL US | 102,389 | $2K | 0.00% | |
| 65 | BRK-BBERKSHIRE HATHAWAY | 3 | $1K | 0.00% | |
| 66 | AVGOBROADCOM INC | 1,971 | $1K | 0.00% | |
| 67 | SPTMSPDR PORTFOLIO | 21,267 | $1K | 0.00% | |
| 68 | LOWLOWES COMPANIES | 6,942 | $1K | 0.00% | |
| 69 | TSLATESLA INC | 5,913 | $1K | 0.00% | |
| 70 | MDLZMONDELEZ INTERNATIONAL | 21,607 | $1K | 0.00% | |
| 71 | JPMJPMORGAN CHASE | 7,912 | $1K | 0.00% | |
| 72 | FSLRFIRST SOLAR | 5,000 | $1K | 0.00% | |
| 73 | ITBISHARES U S | 15,450 | $1K | 0.00% | |
| 74 | MCKMCKESSON CORP | 5,008 | $1K | 0.00% | |
| 75 | CATCATERPILLAR INC | 4,912 | $1K | 0.00% | |
| 76 | MDYSPDR S&P | 2,228 | $1K | 0.00% | |
| 77 | LCIILCI INDS | 11,844 | $1K | 0.00% | |
| 78 | XOMEXXON MOBIL | 10,187 | $1K | 0.00% | |
| 79 | VSSVANGUARD FTSE | 12,982 | $1K | 0.00% | |
| 80 | AGGISHARES CORE | 18,910 | $1K | 0.00% | |
| 81 | VYMIVANGUARD INTERNATIONAL | 16,854 | $1K | 0.00% | |
| 82 | SCHMSCHWAB US | 26,048 | $1K | 0.00% | |
| 83 | DOWDOW INC | 27,609 | $1K | 0.00% | |
| 84 | IJSISHARES S&P | 13,612 | $1K | 0.00% | |
| 85 | VONVVANGUARD RUSSELL | 21,601 | $1K | 0.00% | |
| 86 | VXFVANGUARD EXTENDED | 8,750 | $1K | 0.00% | |
| 87 | MUMICRON TECHNOLOGY INC | 22,764 | $1K | 0.00% | |
| 88 | VGSHVANGUARD SHORT | 25,261 | $1K | 0.00% | |
| 89 | KELKELLOGG CO | 21,624 | $1K | 0.00% | |
| 90 | DFAEDIMENSIONAL EMERGING | 58,250 | $1K | 0.00% | |
| 91 | KLACKLA CORP | 2,674 | $1K | 0.00% | |
| 92 | BKMCBNY MELLON | 16,250 | $1K | 0.00% | |
| 93 | BXBLACKSTONE INC | 13,114 | $1K | 0.00% | |
| 94 | 4I1PHILIP MORRIS | 12,640 | $1K | 0.00% | |
| 95 | EFAISHARES MSCI | 16,027 | $1K | 0.00% | |
| 96 | KAIKADANT INC | 5,516 | $1K | 0.00% | |
| 97 | DFATDIMENSIONAL US | 27,497 | $1K | 0.00% | |
| 98 | ABBVABBVIE INC | 6,837 | $1K | 0.00% | |
| 99 | NVDANVIDIA CORP | 5,260 | $1K | 0.00% | |
| 100 | IJRISHARES CORE | 15,552 | $1K | 0.00% |
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