Zhang Financial LLC Q2 2025 Filing
Filed August 1, 2025
Portfolio Value
$2.2T
Holdings
291
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (291 positions)
| Stock | Value |
|---|---|
VOOVANGUARD S&P | $166.8M |
VTIVANGUARD INDEX FDS | $166.0M |
DFUSDIMENSIONAL US | $160.6M |
ITOTISHARES CORE | $118.6M |
DFACDIMENSIONAL US | $115.0M |
VXUSVANGUARD STAR FDS | $108.0M |
VTVANGUARD INTL EQUITY INDEX F | $89.3M |
BIVVANGUARD INTERMEDIATE | $62.2M |
DFAIDIMENSIONAL ETF TRUST | $60.0M |
VBRVANGUARD SMALL | $46.2M |
SYKSTRYKER CORP | $45.1M |
BNDVANGUARD TOTAL | $43.4M |
AAPLAPPLE INC | $41.5M |
VYMVANGUARD HIGH | $39.4M |
BKLCBNY MELLON | $36.1M |
MSFTMICROSOFT CORP | $30.9M |
IAU*ISHARES GOLD | $29.5M |
DFAUDIMENSIONAL US | $26.6M |
VCSHVANGUARD SHORT | $26.2M |
NVDANVIDIA CORP | $21.8M |
AGGISHARES CORE | $21.8M |
AVDEAVANTIS INTL | $21.7M |
VOVANGUARD MID | $21.6M |
VOOVVANGUARD S&P | $20.2M |
SPTMSPDR PORTFOLIO | $19.1M |
IBITISHARES BITCOIN TR | $18.9M |
DFSVDIMENSIONAL US | $18.5M |
IWNISHARES RUSSELL | $16.6M |
IVVISHARES CORE | $16.5M |
MGKVANGUARD MEGA | $16.4M |
AVUSAVANTIS U S | $15.1M |
VEAVANGUARD TAX-MANAGED INTL FD | $14.4M |
SCHBSCHWAB STRATEGIC TR | $13.5M |
AMZNAMAZON COM | $12.9M |
BRK/BBERKSHIRE HATHAWAY | $11.9M |
VTVVANGUARD VALUE | $11.3M |
SCHFSCHWAB INTL | $11.3M |
VWOVANGUARD INTL EQUITY INDEX F | $11.0M |
SPYSPDR S&P 500 ETF TR | $10.9M |
VUGVANGUARD GROWTH | $10.8M |
METAFACEBOOK INC | $9.8M |
GOOGLALPHABET INC | $9.7M |
AVUVAVANTIS U S | $8.8M |
SPMDSPDR PORTFOLIO | $8.3M |
SUBISHARES SHORT | $7.5M |
FERGFERGUSON ENTERPRISES INC | $6.9M |
GLDMWORLD GOLD | $6.9M |
EMXCISHARES MSCI | $6.7M |
SPABSPDR PORTFOLIO | $6.1M |
AVGOBROADCOM INC | $5.9M |
DFASDIMENSIONAL ETF TRUST | $5.7M |
JPMJPMORGAN CHASE | $5.6M |
IBMINTL BUSINESS | $5.6M |
MGCVANGUARD MEGA | $5.6M |
NDQINVESCO QQQ | $5.5M |
IXUSISHARES CORE | $5.2M |
VNQVANGUARD REAL | $4.8M |
ABBVABBVIE INC | $4.6M |
EFVISHARES MSCI | $4.5M |
AMGNAMGEN INC | $4.4M |
CSCOCISCO SYSTEMS | $4.4M |
MUMICRON TECHNOLOGY INC | $4.4M |
VONGVANGUARD RUSSELL | $4.4M |
VONEVANGUARD RUSSELL | $4.4M |
VGTVANGUARD INFORMATION | $4.2M |
GSGOLDMAN SACHS | $4.1M |
VIGVANGUARD SPECIALIZED FUNDS | $4.1M |
PGPROCTER & GAMBLE | $4.1M |
KLACKLA CORP | $4.0M |
VYMIVANGUARD INTERNATIONAL | $4.0M |
CATCATERPILLAR INC | $4.0M |
AXPAMERICAN EXPRESS | $3.9M |
MGVVANGUARD MEGA | $3.9M |
ICSHBLACKROCK ULTRA | $3.7M |
IWVISHARES RUSSELL | $3.6M |
TSLATESLA INC | $3.6M |
APOAPOLLO GLOBAL | $3.6M |
VVVANGUARD LARGE | $3.4M |
HFFGHF FOODS | $3.4M |
MUBISHARES NATIONAL | $3.4M |
VONVVANGUARD RUSSELL | $3.3M |
AITAPPLIED INDUSTRIAL TECH | $3.2M |
PHPARKER-HANNIFIN CORP | $3.0M |
BKIEBNY MELLON | $3.0M |
XOMEXXON MOBIL | $3.0M |
VOOGVANGUARD S&P | $3.0M |
DFUVDIMENSIONAL US | $2.9M |
HONHONEYWELL INTL | $2.9M |
SPTSSPDR PORTFOLIO | $2.8M |
WMTWALMART INC | $2.7M |
CRMSALESFORCE.COM INC | $2.7M |
JNJJOHNSON & JOHNSON | $2.7M |
SCHMSCHWAB US | $2.7M |
GOOGALPHABET INC | $2.7M |
PEPPEPSICO INC | $2.6M |
XLFSECTOR FINANCIAL | $2.6M |
AQLTISHARES SELECT | $2.5M |
BKNGBOOKING HOLDINGS | $2.5M |
SCHXSCHWAB US | $2.5M |
AMATAPPLIED MATERIALS | $2.5M |
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