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 |
|---|---|
LLYELI LILLY | $2.1M |
BKNGBOOKING HOLDINGS | $2.1M |
TIPISHARES TIPS | $2.1M |
MRKMERCK & COMPANY | $2.1M |
VVISA INC | $2.0M |
SCHDSCHWAB US | $2.0M |
AMATAPPLIED MATERIALS | $2.0M |
MCKMCKESSON CORP | $2.0M |
SPDWSPDR PORTFOLIO | $2.0M |
VGSHVANGUARD SHORT | $1.9M |
IWBISHARES RUSSELL | $1.9M |
4I1PHILIP MORRIS | $1.8M |
HDHOME DEPOT | $1.8M |
KKRKKR & CO | $1.8M |
LOWLOWES COMPANIES | $1.8M |
KAIKADANT INC | $1.7M |
VXFVANGUARD EXTENDED | $1.7M |
BXBLACKSTONE INC | $1.7M |
IJRISHARES CORE | $1.7M |
FFORD MOTOR | $1.7M |
IWRISHARES RUSSELL | $1.7M |
ITBISHARES U S | $1.6M |
DFIVDIMENSIONAL INTL | $1.6M |
VSSVANGUARD FTSE | $1.6M |
VBVANGUARD SMALL | $1.6M |
DFAEDIMENSIONAL EMERGING | $1.5M |
IJHISHARES CORE | $1.5M |
MLB1MERCADOLIBRE INC | $1.5M |
CLCOLGATE-PALMOLIVE | $1.5M |
COSTCOSTCO WHOLESALE | $1.4M |
IJSISHARES S&P | $1.4M |
KELKELLOGG CO | $1.4M |
XLKSECTOR TECHNOLOGY | $1.4M |
LMTLOCKHEED MARTIN | $1.3M |
QQQMINVESCO NASDAQ | $1.3M |
SPIBSPDR PORTFOLIO | $1.3M |
UBERUBER TECHNOLOGIES | $1.3M |
ETNEATON CORP | $1.3M |
BKAGBNY MELLON | $1.3M |
LINLINDE PLC | $1.3M |
MDYSPDR S&P | $1.3M |
EFAISHARES MSCI | $1.2M |
VOEVANGUARD MID | $1.2M |
SPSBSPDR PORTFOLIO | $1.2M |
BKMCBNY MELLON | $1.2M |
IVWISHARES S&P | $1.2M |
DFATDIMENSIONAL US | $1.2M |
MOALTRIA GROUP | $1.1M |
MAMASTERCARD INC | $1.1M |
IWFISHARES RUSSELL | $1.1M |
INTUINTUIT INC | $1.1M |
SUSLISHARES ESG | $1.1M |
MDLZMONDELEZ INTERNATIONAL | $1.1M |
XHBSPDR SERIES | $1.1M |
IVEISHARES S&P | $1.1M |
LCIILCI INDS | $1.0M |
XLFSECTOR FINANCIAL | $979K |
IVOOVANGUARD ADMIRAL FDS INC | $974K |
DONSPDR DOW | $967K |
DFAXDIMENSIONAL WORLD | $965K |
SKYSKYLINE CHAMPION CORPORATION | $948K |
VISVANGUARD INDUSTRIALS | $929K |
SLVISHARES SILVER | $927K |
MCDMCDONALDS CORP | $926K |
SHYISHARES 1-3YR | $924K |
CVXCHEVRON CORP | $921K |
ORCLORACLE CORP | $919K |
BLKBLACKROCK INC | $916K |
NFLXNETFLIX INC | $908K |
IYWISHARES TECHNOLOGY | $891K |
CGCARLYLE GROUP | $886K |
DFLVDIMENSIONAL US | $876K |
FTNTFORTINET INC | $855K |
SHOPSHOPIFY INC | $853K |
QCOMQUALCOMM INC | $847K |
BCPCBALCHEM CORP | $830K |
ESGVVANGUARD ESG | $823K |
PHPARKER-HANNIFIN CORP | $822K |
SUSAISHARES MSCI | $810K |
BACBANK AMERICA | $803K |
VVVANGUARD LARGE | $793K |
ABTABBOTT LABORATORIES | $787K |
VEUVANGUARD FTSE | $768K |
ARESARES MANAGEMENT | $740K |
KOCOCA COLA COMPANY | $739K |
DSIISHARES TR | $722K |
PFEPFIZER INC | $681K |
VTEBVANGUARD MUNICIPAL | $676K |
GLTRABRDN PRECIOUS METALS BASKET | $666K |
VRTXVERTEX PHARMACEUTICALS | $638K |
VGITVANGUARD INTERMEDIATE | $636K |
ADBEADOBE INC | $636K |
NUENUCOR CORP | $624K |
CTVACORTEVA INC | $621K |
SHWSHERWIN WILLIAMS | $592K |
PRUPRUDENTIAL FINANCIAL | $585K |
KMBKIMBERLY CLARK | $579K |
BSVVANGUARD SHORT | $573K |
ITWILLINOIS TOOL | $556K |
SCHASCHWAB US | $548K |