Zhang Financial LLC Q3 2024 Filing

Filed October 15, 2024

Portfolio Value

$1.6T

Holdings

276

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (276 positions)

StockValue
VTIVANGUARD INDEX FDS
$134.3B
VOOVANGUARD S&P
$133.3B
DFUSDIMENSIONAL US
$130.2B
DFACDIMENSIONAL US
$85.2B
ITOTISHARES CORE
$83.9B
VXUSVANGUARD STAR FDS
$76.4B
VTVANGUARD INTL EQUITY INDEX F
$65.1B
VBRVANGUARD SMALL
$48.8B
DFAIDIMENSIONAL ETF TRUST
$47.2B
AAPLAPPLE INC
$46.5B
VYMVANGUARD HIGH
$35.2B
BNDVANGUARD TOTAL
$31.8B
SYKSTRYKER CORP
$26.8B
MSFTMICROSOFT CORP
$25.3B
IAU*ISHARES GOLD
$23.9B
BKLCBNY MELLON
$21.6B
VOOVVANGUARD S&P
$19.6B
DFSVDIMENSIONAL US
$18.1B
IWNISHARES RUSSELL
$17.5B
DFAUDIMENSIONAL US
$16.4B
VOVANGUARD MID
$15.3B
AVUSAVANTIS U S
$13.7B
SPTMSPDR PORTFOLIO
$12.5B
IVVISHARES CORE
$12.2B
AVDEAVANTIS INTL
$11.5B
BRK/BBERKSHIRE HATHAWAY
$10.9B
VTVVANGUARD VALUE
$10.1B
SCHBSCHWAB STRATEGIC TR
$9.9B
IBITISHARES BITCOIN TR
$9.9B
VWOVANGUARD INTL EQUITY INDEX F
$9.5B
AMZNAMAZON COM
$9.5B
SPYSPDR S&P 500 ETF TR
$9.5B
NVDANVIDIA CORP
$8.9B
SCHFSCHWAB INTL
$8.5B
VEAVANGUARD TAX-MANAGED INTL FD
$8.0B
GOOGLALPHABET INC
$7.9B
METAFACEBOOK INC
$6.4B
DFASDIMENSIONAL ETF TRUST
$6.2B
SUBISHARES SHORT
$5.9B
VNQVANGUARD REAL
$5.4B
GLDMWORLD GOLD
$5.4B
SPABSPDR PORTFOLIO
$5.3B
SPMDSPDR PORTFOLIO
$5.1B
MGCVANGUARD MEGA
$5.1B
EMXCISHARES MSCI
$5.0B
AMGNAMGEN INC
$4.9B
MGKVANGUARD MEGA
$4.6B
MUBISHARES NATIONAL
$4.4B
EFVISHARES MSCI
$4.3B
PGPROCTER & GAMBLE
$4.2B
IXUSISHARES CORE
$4.2B
HFFGHF FOODS
$4.0B
VONEVANGUARD RUSSELL
$3.9B
VUGVANGUARD GROWTH
$3.9B
IBMINTL BUSINESS
$3.8B
MGVVANGUARD MEGA
$3.8B
ZTSZOETIS INC
$3.8B
AITAPPLIED INDUSTRIAL TECH
$3.7B
AVGOBROADCOM INC
$3.6B
IWVISHARES RUSSELL
$3.5B
VONGVANGUARD RUSSELL
$3.5B
CATCATERPILLAR INC
$3.3B
PEPPEPSICO INC
$3.2B
VCSHVANGUARD SHORT
$3.2B
SCHMSCHWAB US
$3.0B
SPTSSPDR PORTFOLIO
$2.9B
VGTVANGUARD INFORMATION
$2.9B
VYMIVANGUARD INTERNATIONAL
$2.9B
DFUVDIMENSIONAL US
$2.7B
VONVVANGUARD RUSSELL
$2.7B
KLACKLA CORP
$2.7B
VIGVANGUARD SPECIALIZED FUNDS
$2.7B
BKIEBNY MELLON
$2.7B
NDQINVESCO QQQ
$2.6B
AQLTISHARES SELECT
$2.6B
HONHONEYWELL INTL
$2.6B
ABBVABBVIE INC
$2.6B
TIPISHARES TIPS
$2.5B
AXPAMERICAN EXPRESS
$2.4B
AGGISHARES CORE
$2.4B
CSCOCISCO SYSTEMS
$2.3B
MUMICRON TECHNOLOGY INC
$2.3B
GOOGALPHABET INC
$2.3B
JPMJPMORGAN CHASE
$2.3B
APOAPOLLO GLOBAL
$2.3B
SCHXSCHWAB US
$2.2B
MCKMCKESSON CORP
$2.1B
MRKMERCK & COMPANY
$2.1B
BRK-BBERKSHIRE HATHAWAY
$2.1B
GSGOLDMAN SACHS
$2.1B
LOWLOWES COMPANIES
$2.0B
ITBISHARES U S
$2.0B
HDHOME DEPOT
$1.9B
CRMSALESFORCE.COM INC
$1.9B
VRTXVERTEX PHARMACEUTICALS
$1.9B
IJRISHARES CORE
$1.8B
KAIKADANT INC
$1.8B
JNJJOHNSON & JOHNSON
$1.7B
VXFVANGUARD EXTENDED
$1.7B
FFORD MOTOR
$1.7B
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