Zhang Financial LLC Q2 2024 Filing

Filed July 19, 2024

Portfolio Value

$1.4B

Holdings

267

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (267 positions)

#StockSharesValue% PortfolioType
201
SCHPSCHWAB US
8,014$416.8B29151.56%
202
RSPINVESCO S&P
2,530$415.7B29070.93%
203
GISGENERAL MILLS
6,569$415.6B29063.37%
204
CHCOCITY HOLDING COMPANY
3,773$400.9B28035.20%
205
RSPTINVESCO S&P
10,680$391.5B27381.18%
206
LRCXEURLAM RESEARCH CORPORATION
367$390.8B27330.41%
207
SOSOUTHERN COMPANY
4,948$383.8B26839.96%
208
IVWISHARES S&P
4,038$373.7B26132.72%
209
METMETLIFE INC
5,285$371.0B25943.55%
210
ALSALLSTATE CORP
2,305$368.0B25736.82%
211
VCITVANGUARD INTERMEDIATE
4,537$362.6B25361.00%
212
NVONOVO NORDISK
2,537$362.1B25325.19%
213
IWDISHARES RUSSELL
2,053$358.2B25047.90%
214
ABTABBOTT LABORATORIES
3,404$353.7B24735.93%
215
BACBANK AMERICA
8,573$340.9B23842.87%
216
DGROISHARES CORE
5,718$329.4B23038.91%
217
QUALISHARES MSCI
1,914$326.9B22861.77%
218
ESGVVANGUARD ESG
3,287$317.6B22210.40%
219
NEENEXTERA ENERGY
4,427$313.5B21924.16%
220
0E41ENLINK MIDSTREAM
22,753$313.1B21895.00%
221
TEVATEVA PHARMACEUTICAL
19,000$308.8B21592.12%
222
SLVISHARES SILVER
11,519$306.1B21403.99%
223
IJJISHARES S&P
2,685$304.7B21307.49%
224
SCHESCHWAB EMERGING
11,458$304.3B21283.01%
225
DWDMORGAN STANLEY
3,094$300.7B21030.55%
226
VOTVANGUARD MID
1,266$290.6B20321.07%
227
UNHUNITEDHEALTH GROUP
565$287.6B20112.73%
228
SMHVANECK VECTORS
1,087$283.4B19818.03%
229
GJBSTEELCASE INC
21,531$279.0B19514.52%
230
GQ9SPDR GOLD
1,295$278.4B19472.28%
231
FRMEFIRST MERCHANTS
8,258$274.9B19225.48%
232
SPLVINVESCO EXCHANGE
4,227$274.5B19199.96%
233
BABOEING CO
1,499$272.8B19080.23%
234
CMICUMMINS INC
967$267.8B18727.76%
235
VLOVALERO ENERGY
1,653$259.1B18121.57%
236
NFLXNETFLIX INC
374$252.4B17651.69%
237
EFIVSPDR SERIES
4,744$251.9B17616.86%
238
MUSAMURPHY USA
529$248.3B17367.75%
239
SNYSANOFI
5,000$242.6B16965.91%
240
STTSTATE STREET
3,247$240.3B16803.60%
241
ORLYO REILLY AUTOMOTIVE
226$238.7B16691.07%
242
DGXQUEST DIAGNOSTICS
1,733$237.2B16589.25%
243
WTHWORTHINGTON INDUSTRIES
5,000$236.7B16549.88%
244
HOMZETF SER SOLUTIONS
5,489$234.7B16413.16%
245
RTXRAYTHEON TECHNOLOGIES
2,294$230.3B16108.52%
246
SBUXSTARBUCKS CORP
2,891$225.1B15739.76%
247
SOXXISHARES SEMICONDUCTOR
904$223.0B15591.99%
248
VTRSVIATRIS INC
20,854$221.7B15502.97%
249
AVYAVERY DENNISON CORP
1,007$220.2B15398.13%
250
VSGXVANGUARD ESG
3,835$219.6B15359.60%
251
TJXTJX COS
1,994$219.6B15355.54%
252
WFCWELLS FARGO
3,674$218.2B15258.41%
253
COKECOCA-COLA CONSOLIDATED
200$217.0B15175.67%
254
VPLVANGUARD FTSE
2,920$216.6B15150.57%
255
MTRNMATERION CORP
2,000$216.3B15123.92%
256
TSNTYSON FOODS
3,700$211.4B14785.30%
257
VFHVANGUARD FINANCIALS
2,114$211.1B14766.28%
258
RSPHINVESCO S&P
6,900$207.2B14490.81%
259
TMOTHERMO FISHER
374$206.8B14463.89%
260
DISWALT DISNEY
2,078$206.3B14428.99%
261
BKEMBNY MELLON
3,413$204.1B14275.83%
262
NSCNORFOLK SOUTHERN
949$203.8B14255.62%
263
GBTCGRAYSCALE BITCOIN TR BTC
3,819$203.3B14219.26%
264
PAYXPAYCHEX INC
1,690$200.4B14012.46%
265
SHYFSHYFT GROUP
11,216$133.0B9303.04%
266
XCHYXCALAMOS CONVERTIBLE
11,845$132.2B9244.57%
267
TLSATIZIANA LIFE
55,887$51.4B3591.88%
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