Zhang Financial LLC Q4 2023 Filing
Filed January 31, 2024
Portfolio Value
$1.2B
Holdings
254
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (254 positions)
| Stock | Value |
|---|---|
VTIVANGUARD TOTAL | $116.5B |
VOOVANGUARD S&P | $88.5B |
ITOTISHARES CORE | $73.1B |
DFUSDIMENSIONAL US | $72.0B |
VXUSVANGUARD TOTAL | $52.7B |
VTVANGUARD TOTAL | $49.7B |
DFACDIMENSIONAL US | $48.8B |
VBRVANGUARD SMALL | $44.2B |
DFAIDIMENSIONAL ETF TRUST | $36.9B |
AAPLAPPLE INC | $35.5B |
IAU*ISHARES GOLD | $25.5B |
VYMVANGUARD HIGH | $23.2B |
SYKSTRYKER CORP | $22.5B |
MSFTMICROSOFT CORP | $21.5B |
BNDVANGUARD TOTAL | $21.1B |
BKLCBNY MELLON | $18.1B |
IWNISHARES RUSSELL | $17.5B |
DFAUDIMENSIONAL US | $13.6B |
DFSVDIMENSIONAL US | $11.0B |
VOVANGUARD MID | $10.7B |
VWOVANGUARD FSTE | $9.7B |
IVVISHARES CORE | $9.5B |
VTVVANGUARD VALUE | $8.8B |
BRK/BBERKSHIRE HATHAWAY | $8.6B |
SCHBSCHWAB US | $8.6B |
AVUSAVANTIS U S | $7.0B |
SCHFSCHWAB INTL | $7.0B |
AVDEAVANTIS INTL | $6.6B |
SPYSPDR S&P | $6.4B |
VNQVANGUARD REAL | $6.1B |
HFFGHF FOODS | $5.9B |
AMZNAMAZON COM | $5.9B |
DFASDIMENSIONAL ETF TRUST | $5.8B |
SUBISHARES SHORT | $5.8B |
GOOGLALPHABET INC | $5.5B |
VEAVANGUARD FTSE | $4.7B |
EFVISHARES MSCI | $4.5B |
AITAPPLIED INDUSTRIAL TECH | $4.2B |
JNJJOHNSON & JOHNSON | $4.1B |
GLDMWORLD GOLD | $4.1B |
SPTMSPDR PORTFOLIO | $4.0B |
ZTSZOETIS INC | $4.0B |
AMGNAMGEN INC | $3.9B |
VOOVVANGUARD S&P | $3.8B |
MUBISHARES NATIONAL | $3.6B |
PGPROCTER & GAMBLE | $3.5B |
NVDANVIDIA CORP | $3.3B |
SPTSSPDR PORTFOLIO | $3.3B |
TIPISHARES TIPS | $3.3B |
VUGVANGUARD GROWTH | $3.3B |
MGCVANGUARD MEGA | $3.2B |
PEPPEPSICO INC | $3.2B |
MGVVANGUARD MEGA | $3.1B |
IXUSISHARES CORE | $3.0B |
MGKVANGUARD MEGA | $3.0B |
IWVISHARES RUSSELL | $3.0B |
VONEVANGUARD RUSSELL | $2.8B |
VONGVANGUARD RUSSELL | $2.8B |
DFUVDIMENSIONAL US | $2.5B |
HONHONEYWELL INTL | $2.5B |
METAMETA PLATFORMS | $2.5B |
BKIEBNY MELLON | $2.5B |
SCHXSCHWAB US | $2.3B |
AVGOBROADCOM INC | $2.3B |
AQLTISHARES SELECT | $2.3B |
VIGVANGUARD DIVIDEND | $2.2B |
VONVVANGUARD RUSSELL | $2.1B |
MCKMCKESSON CORP | $2.1B |
SPABSPDR PORTFOLIO | $2.1B |
PFEPFIZER INC | $2.1B |
MUMICRON TECHNOLOGY INC | $2.0B |
CATCATERPILLAR INC | $1.9B |
FFORD MOTOR | $1.9B |
IBMINTL BUSINESS | $1.9B |
MRKMERCK & COMPANY | $1.9B |
SCHMSCHWAB US | $1.9B |
VGTVANGUARD INFORMATION | $1.9B |
VYMIVANGUARD INTERNATIONAL | $1.9B |
BKAGBNY MELLON | $1.8B |
VSSVANGUARD FTSE | $1.8B |
JPMJPMORGAN CHASE | $1.8B |
NDQINVESCO QQQ | $1.8B |
KLACKLA CORP | $1.8B |
SPMDSPDR PORTFOLIO | $1.7B |
EMXCISHARES MSCI | $1.7B |
DFAEDIMENSIONAL EMERGING | $1.7B |
IJRISHARES CORE | $1.7B |
VCSHVANGUARD SHORT | $1.7B |
LOWLOWES COMPANIES | $1.7B |
TSLATESLA INC | $1.7B |
APOAPOLLO GLOBAL | $1.6B |
BRK-BBERKSHIRE HATHAWAY | $1.6B |
VXFVANGUARD EXTENDED | $1.6B |
ITBISHARES U S | $1.6B |
KAIKADANT INC | $1.5B |
CSCOCISCO SYSTEMS | $1.5B |
LCIILCI INDS | $1.5B |
BXBLACKSTONE INC | $1.5B |
ABBVABBVIE INC | $1.4B |
HDHOME DEPOT | $1.4B |
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