Zhang Financial LLC Q1 2025 Filing
Filed April 15, 2025
Portfolio Value
$1.9B
Holdings
301
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (301 positions)
| Stock | Value |
|---|---|
DFUSDIMENSIONAL US | $151.6M |
VOOVANGUARD S&P | $148.4M |
VTIVANGUARD INDEX FDS | $134.2M |
DFACDIMENSIONAL US | $103.9M |
VXUSVANGUARD STAR FDS | $91.3M |
ITOTISHARES CORE | $90.1M |
VTVANGUARD INTL EQUITY INDEX F | $71.7M |
DFAIDIMENSIONAL ETF TRUST | $51.9M |
BIVVANGUARD INTERMEDIATE | $50.6M |
VBRVANGUARD SMALL | $45.6M |
AAPLAPPLE INC | $44.4M |
SYKSTRYKER CORP | $42.5M |
BNDVANGUARD TOTAL | $42.2M |
VYMVANGUARD HIGH | $37.0M |
BKLCBNY MELLON | $30.0M |
IAU*ISHARES GOLD | $28.0M |
VCSHVANGUARD SHORT | $24.3M |
MSFTMICROSOFT CORP | $23.1M |
VOOVVANGUARD S&P | $20.1M |
DFSVDIMENSIONAL US | $19.6M |
VOVANGUARD MID | $18.1M |
SPTMSPDR PORTFOLIO | $18.1M |
AVDEAVANTIS INTL | $17.3M |
DFAUDIMENSIONAL US | $17.2M |
NVDANVIDIA CORP | $17.2M |
IWNISHARES RUSSELL | $15.6M |
IBITISHARES BITCOIN TR | $14.6M |
AGGISHARES CORE | $14.4M |
AVUSAVANTIS U S | $14.3M |
IVVISHARES CORE | $14.1M |
MGKVANGUARD MEGA | $13.4M |
BRK/BBERKSHIRE HATHAWAY | $13.1M |
AMZNAMAZON COM | $11.0M |
SCHBSCHWAB STRATEGIC TR | $10.6M |
VTVVANGUARD VALUE | $10.3M |
VWOVANGUARD INTL EQUITY INDEX F | $9.7M |
SPYSPDR S&P 500 ETF TR | $9.3M |
SCHFSCHWAB INTL | $8.6M |
GOOGLALPHABET INC | $8.4M |
VEAVANGUARD TAX-MANAGED INTL FD | $8.2M |
SUBISHARES SHORT | $7.5M |
METAFACEBOOK INC | $7.3M |
SPMDSPDR PORTFOLIO | $7.3M |
GLDMWORLD GOLD | $6.5M |
MUBISHARES NATIONAL | $6.2M |
MGCVANGUARD MEGA | $5.8M |
SPABSPDR PORTFOLIO | $5.6M |
DFASDIMENSIONAL ETF TRUST | $5.5M |
HFFGHF FOODS | $5.4M |
VUGVANGUARD GROWTH | $5.3M |
VNQVANGUARD REAL | $5.1M |
AMGNAMGEN INC | $5.1M |
ABBVABBVIE INC | $5.1M |
JPMJPMORGAN CHASE | $4.8M |
IBMINTL BUSINESS | $4.8M |
EMXCISHARES MSCI | $4.7M |
IXUSISHARES CORE | $4.5M |
EFVISHARES MSCI | $4.2M |
VONEVANGUARD RUSSELL | $4.1M |
PGPROCTER & GAMBLE | $4.1M |
CSCOCISCO SYSTEMS | $4.0M |
VIGVANGUARD SPECIALIZED FUNDS | $3.9M |
MGVVANGUARD MEGA | $3.8M |
NDQINVESCO QQQ | $3.8M |
VYMIVANGUARD INTERNATIONAL | $3.7M |
AVGOBROADCOM INC | $3.7M |
APOAPOLLO GLOBAL | $3.5M |
CATCATERPILLAR INC | $3.5M |
VONGVANGUARD RUSSELL | $3.4M |
AVUVAVANTIS U S | $3.4M |
IWVISHARES RUSSELL | $3.3M |
AXPAMERICAN EXPRESS | $3.2M |
XOMEXXON MOBIL | $3.2M |
GSGOLDMAN SACHS | $3.1M |
KLACKLA CORP | $3.1M |
AITAPPLIED INDUSTRIAL TECH | $3.1M |
MUMICRON TECHNOLOGY INC | $3.1M |
VGTVANGUARD INFORMATION | $3.0M |
SCHMSCHWAB US | $3.0M |
PEPPEPSICO INC | $3.0M |
JNJJOHNSON & JOHNSON | $2.9M |
DFUVDIMENSIONAL US | $2.9M |
SPTSSPDR PORTFOLIO | $2.9M |
TSLATESLA INC | $2.8M |
ZTSZOETIS INC | $2.8M |
VONVVANGUARD RUSSELL | $2.7M |
HONHONEYWELL INTL | $2.7M |
BKIEBNY MELLON | $2.6M |
AQLTISHARES SELECT | $2.6M |
CRMSALESFORCE.COM INC | $2.5M |
WMTWALMART INC | $2.4M |
BRK-BBERKSHIRE HATHAWAY | $2.4M |
VOOGVANGUARD S&P | $2.3M |
GOOGALPHABET INC | $2.3M |
ICSHBLACKROCK ULTRA | $2.3M |
SDYSPDR SERIES | $2.3M |
SCHZSCHWAB AGGREGATE | $2.2M |
MDTMEDTRONIC PLC | $2.2M |
SCHXSCHWAB US | $2.1M |
A4SAMERIPRISE FINANCIAL | $2.1M |
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