Zhang Financial LLC Q4 2024 Filing
Filed January 16, 2025
Portfolio Value
$1.7B
Holdings
295
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (295 positions)
| Stock | Value |
|---|---|
DFUSDIMENSIONAL US | $151.0T |
VOOVANGUARD S&P | $147.2T |
VTIVANGUARD INDEX FDS | $135.9T |
DFACDIMENSIONAL US | $98.0T |
ITOTISHARES CORE | $85.5T |
VXUSVANGUARD STAR FDS | $74.9T |
VTVANGUARD INTL EQUITY INDEX F | $69.7T |
AAPLAPPLE INC | $49.1T |
VBRVANGUARD SMALL | $48.1T |
DFAIDIMENSIONAL ETF TRUST | $45.8T |
SYKSTRYKER CORP | $41.4T |
BNDVANGUARD TOTAL | $40.3T |
VYMVANGUARD HIGH | $35.7T |
BKLCBNY MELLON | $26.0T |
MSFTMICROSOFT CORP | $25.0T |
IAU*ISHARES GOLD | $23.5T |
DFSVDIMENSIONAL US | $20.4T |
VOOVVANGUARD S&P | $20.4T |
VOVANGUARD MID | $17.7T |
IWNISHARES RUSSELL | $16.9T |
DFAUDIMENSIONAL US | $16.8T |
NVDANVIDIA CORP | $15.8T |
IBITISHARES BITCOIN TR | $15.7T |
AVUSAVANTIS U S | $14.7T |
VCSHVANGUARD SHORT | $14.3T |
AVDEAVANTIS INTL | $14.3T |
IVVISHARES CORE | $14.3T |
SPTMSPDR PORTFOLIO | $13.7T |
BIVVANGUARD INTERMEDIATE | $13.6T |
AMZNAMAZON COM | $12.1T |
BRK/BBERKSHIRE HATHAWAY | $11.2T |
MGKVANGUARD MEGA | $10.8T |
SCHBSCHWAB STRATEGIC TR | $10.0T |
VTVVANGUARD VALUE | $9.8T |
SPYSPDR S&P 500 ETF TR | $9.7T |
GOOGLALPHABET INC | $9.5T |
VWOVANGUARD INTL EQUITY INDEX F | $9.1T |
SCHFSCHWAB INTL | $7.8T |
VEAVANGUARD TAX-MANAGED INTL FD | $7.2T |
SUBISHARES SHORT | $7.0T |
METAFACEBOOK INC | $6.9T |
SPMDSPDR PORTFOLIO | $6.3T |
DFASDIMENSIONAL ETF TRUST | $6.1T |
AVGOBROADCOM INC | $5.6T |
MGCVANGUARD MEGA | $5.5T |
GLDMWORLD GOLD | $5.4T |
VNQVANGUARD REAL | $5.1T |
SPABSPDR PORTFOLIO | $4.8T |
MUBISHARES NATIONAL | $4.8T |
EMXCISHARES MSCI | $4.7T |
AMGNAMGEN INC | $4.2T |
VUGVANGUARD GROWTH | $4.2T |
PGPROCTER & GAMBLE | $4.1T |
VONEVANGUARD RUSSELL | $4.0T |
IBMINTL BUSINESS | $4.0T |
EFVISHARES MSCI | $4.0T |
IXUSISHARES CORE | $3.9T |
VIGVANGUARD SPECIALIZED FUNDS | $3.9T |
VONGVANGUARD RUSSELL | $3.8T |
MGVVANGUARD MEGA | $3.7T |
IWVISHARES RUSSELL | $3.6T |
HFFGHF FOODS | $3.6T |
ABBVABBVIE INC | $3.4T |
CATCATERPILLAR INC | $3.3T |
AITAPPLIED INDUSTRIAL TECH | $3.3T |
SCHMSCHWAB US | $3.2T |
VYMIVANGUARD INTERNATIONAL | $3.1T |
VGTVANGUARD INFORMATION | $3.1T |
AGGISHARES CORE | $3.1T |
NDQINVESCO QQQ | $3.1T |
PEPPEPSICO INC | $3.1T |
APOAPOLLO GLOBAL | $3.1T |
CSCOCISCO SYSTEMS | $3.0T |
JPMJPMORGAN CHASE | $3.0T |
SPTSSPDR PORTFOLIO | $2.9T |
HONHONEYWELL INTL | $2.9T |
ZTSZOETIS INC | $2.8T |
AXPAMERICAN EXPRESS | $2.8T |
GOOGALPHABET INC | $2.8T |
DFUVDIMENSIONAL US | $2.7T |
GSGOLDMAN SACHS | $2.7T |
VONVVANGUARD RUSSELL | $2.6T |
KLACKLA CORP | $2.5T |
AQLTISHARES SELECT | $2.5T |
TSLATESLA INC | $2.4T |
BKIEBNY MELLON | $2.4T |
TIPISHARES TIPS | $2.4T |
CRMSALESFORCE.COM INC | $2.3T |
SCHXSCHWAB US | $2.2T |
MRKMERCK & COMPANY | $2.2T |
SDYSPDR SERIES | $2.2T |
BRK-BBERKSHIRE HATHAWAY | $2.0T |
SCHDSCHWAB US | $2.0T |
VVISA INC | $2.0T |
AVUVAVANTIS U S | $2.0T |
LLYELI LILLY | $2.0T |
BKNGBOOKING HOLDINGS | $1.9T |
ICSHBLACKROCK ULTRA | $1.9T |
LOWLOWES COMPANIES | $1.9T |
VRTXVERTEX PHARMACEUTICALS | $1.9T |
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