Zhang Financial LLC Q1 2023 Filing
Filed May 11, 2023
Portfolio Value
$875.6M
Holdings
229
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (229 positions)
| Stock | Value |
|---|---|
VTIVANGUARD TOTAL | $99.0M |
ITOTISHARES CORE | $62.0M |
VOOVANGUARD S&P | $50.0M |
VBRVANGUARD SMALL | $42.0M |
VTVANGUARD TOTAL | $39.0M |
VXUSVANGUARD TOTAL | $32.0M |
IAU*ISHARES GOLD | $30.0M |
AAPLAPPLE INC | $29.0M |
DFUSDIMENSIONAL US | $28.0M |
DFACDIMENSIONAL US | $23.0M |
DFAIDIMENSIONAL ETF TRUST | $23.0M |
SYKSTRYKER CORP | $17.0M |
IWNISHARES RUSSELL | $17.0M |
BKLCBNY MELLON | $15.0M |
MSFTMICROSOFT CORP | $15.0M |
BNDVANGUARD TOTAL | $14.0M |
VYMVANGUARD HIGH | $14.0M |
DFAUDIMENSIONAL US | $12.0M |
VWOVANGUARD FSTE | $11.0M |
ICSHBLACKROCK ULTRA | $8.0M |
VTVVANGUARD VALUE | $8.0M |
IVVISHARES CORE | $7.0M |
SUBISHARES SHORT | $7.0M |
SCHBSCHWAB US | $7.0M |
BRK/BBERKSHIRE HATHAWAY | $7.0M |
TIPISHARES TIPS | $6.0M |
SPYSPDR S&P | $5.0M |
SCHFSCHWAB INTL | $5.0M |
HFFGHF FOODS | $5.0M |
GLDMWORLD GOLD | $4.0M |
EFVISHARES MSCI | $4.0M |
ZTSZOETIS INC | $4.0M |
AMZNAMAZON COM | $4.0M |
VOVANGUARD MID | $4.0M |
VNQVANGUARD REAL | $4.0M |
VCSHVANGUARD SHORT | $4.0M |
PEPPEPSICO INC | $3.0M |
MUBISHARES NATIONAL | $3.0M |
PFEPFIZER INC | $3.0M |
PGPROCTER & GAMBLE | $3.0M |
JNJJOHNSON & JOHNSON | $3.0M |
DFASDIMENSIONAL ETF TRUST | $3.0M |
GOOGLALPHABET INC | $3.0M |
AITAPPLIED INDUSTRIAL TECH | $3.0M |
VEAVANGUARD FTSE | $3.0M |
BKAGBNY MELLON | $3.0M |
AMGNAMGEN INC | $2.0M |
BKIEBNY MELLON | $2.0M |
VONEVANGUARD RUSSELL | $2.0M |
VUGVANGUARD GROWTH | $2.0M |
NDQINVESCO QQQ | $2.0M |
DFUVDIMENSIONAL US | $2.0M |
IWVISHARES RUSSELL | $2.0M |
AQLTISHARES SELECT | $2.0M |
IBMINTL BUSINESS | $2.0M |
IXUSISHARES CORE | $2.0M |
SCHZSCHWAB AGGREGATE | $2.0M |
SCHPSCHWAB US | $2.0M |
DFSVDIMENSIONAL US | $2.0M |
SCHXSCHWAB US | $2.0M |
VIGVANGUARD DIVIDEND | $2.0M |
FFORD MOTOR | $2.0M |
SHYISHARES 1-3YR | $2.0M |
HONHONEYWELL INTL | $2.0M |
VXFVANGUARD EXTENDED | $1.0M |
MDLZMONDELEZ INTERNATIONAL | $1.0M |
JPMJPMORGAN CHASE | $1.0M |
HDHOME DEPOT | $1.0M |
FSLRFIRST SOLAR | $1.0M |
IJHISHARES CORE | $1.0M |
DFAXDIMENSIONAL WORLD | $1.0M |
ITBISHARES U S | $1.0M |
BSVVANGUARD SHORT | $1.0M |
MCKMCKESSON CORP | $1.0M |
CSCOCISCO SYSTEMS | $1.0M |
CATCATERPILLAR INC | $1.0M |
CMSCMS ENERGY | $1.0M |
MDYSPDR S&P | $1.0M |
LCIILCI INDS | $1.0M |
XOMEXXON MOBIL | $1.0M |
TSLATESLA INC | $1.0M |
IJRISHARES CORE | $1.0M |
DGDOLLAR GENL | $1.0M |
NVDANVIDIA CORP | $1.0M |
VONGVANGUARD RUSSELL | $1.0M |
VSSVANGUARD FTSE | $1.0M |
ABBVABBVIE INC | $1.0M |
VGTVANGUARD INFORMATION | $1.0M |
DFATDIMENSIONAL US | $1.0M |
AGGISHARES CORE | $1.0M |
KAIKADANT INC | $1.0M |
EFAISHARES MSCI | $1.0M |
VYMIVANGUARD INTERNATIONAL | $1.0M |
4I1PHILIP MORRIS | $1.0M |
LOWLOWES COMPANIES | $1.0M |
BXBLACKSTONE INC | $1.0M |
SPTMSPDR PORTFOLIO | $1.0M |
SCHMSCHWAB US | $1.0M |
BKMCBNY MELLON | $1.0M |
KLACKLA CORP | $1.0M |
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