Zhang Financial LLC Q4 2025 Filing

Filed February 10, 2026

Portfolio Value

$2.7M

Holdings

339

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (339 positions)

StockValue
VOOVANGUARD S&P
$194K
VTIVANGUARD INDEX FDS
$183K
DFUSDIMENSIONAL US
$179K
ITOTISHARES CORE
$156K
VXUSVANGUARD STAR FDS
$141K
DFACDIMENSIONAL US
$131K
BIVVANGUARD INTERMEDIATE
$118K
VTVANGUARD INTL EQUITY INDEX F
$101K
DFAIDIMENSIONAL ETF TRUST
$69K
AAPLAPPLE INC
$58K
BNDVANGUARD TOTAL
$51K
VBRVANGUARD SMALL
$48K
AGGISHARES CORE
$45K
VYMVANGUARD HIGH
$45K
BKLCBNY MELLON
$40K
SYKSTRYKER CORP
$38K
IAU*ISHARES GOLD
$38K
AVDEAVANTIS INTL
$33K
MSFTMICROSOFT CORP
$32K
DFAUDIMENSIONAL US
$31K
VCSHVANGUARD SHORT
$30K
NVDANVIDIA CORP
$27K
VOVANGUARD MID
$26K
VUGVANGUARD GROWTH
$24K
AVUSAVANTIS U S
$23K
VOOVVANGUARD S&P
$21K
SPTMSPDR PORTFOLIO
$21K
DFSVDIMENSIONAL US
$20K
MGKVANGUARD MEGA
$20K
VEAVANGUARD TAX-MANAGED INTL FD
$19K
VCRBVANGUARD MALVERN FDS
$18K
GOOGLALPHABET INC
$18K
IWNISHARES RUSSELL
$18K
SCHBSCHWAB STRATEGIC TR
$17K
IVVISHARES CORE
$17K
AVUVAVANTIS U S
$16K
AMZNAMAZON COM
$16K
IBITISHARES BITCOIN TR
$16K
SPYSPDR S&P 500 ETF TR
$14K
BRK/BBERKSHIRE HATHAWAY
$13K
VTVVANGUARD VALUE
$12K
VWOVANGUARD INTL EQUITY INDEX F
$12K
SCHFSCHWAB INTL
$12K
METAFACEBOOK INC
$11K
SPMDSPDR PORTFOLIO
$10K
MUMICRON TECHNOLOGY INC
$9K
AVGOBROADCOM INC
$8K
EMXCISHARES MSCI
$8K
GLDMWORLD GOLD
$8K
FERGFERGUSON ENTERPRISES INC
$7K
DFATDIMENSIONAL US
$7K
SUBISHARES SHORT
$7K
ABBVABBVIE INC
$6K
SPABSPDR PORTFOLIO
$6K
BRK-BBERKSHIRE HATHAWAY
$6K
IBMINTL BUSINESS
$6K
AMGNAMGEN INC
$6K
DFASDIMENSIONAL ETF TRUST
$6K
CATCATERPILLAR INC
$6K
JPMJPMORGAN CHASE
$6K
SGOVISHARES TR
$6K
VONGVANGUARD RUSSELL
$5K
GSGOLDMAN SACHS
$5K
KLACKLA CORP
$5K
TSLATESLA INC
$5K
VONEVANGUARD RUSSELL
$5K
MGCVANGUARD MEGA
$5K
NDQINVESCO QQQ
$5K
EFVISHARES MSCI
$5K
CSCOCISCO SYSTEMS
$5K
IXUSISHARES CORE
$5K
MUBISHARES NATIONAL
$5K
GOOGALPHABET INC
$4K
VOOGVANGUARD S&P
$4K
XOMEXXON MOBIL
$4K
VIGVANGUARD SPECIALIZED FUNDS
$4K
VGTVANGUARD INFORMATION
$4K
ICSHBLACKROCK ULTRA
$4K
VONVVANGUARD RUSSELL
$4K
WMTWALMART INC
$4K
VYMIVANGUARD INTERNATIONAL
$4K
APOAPOLLO GLOBAL
$4K
BKIEBNY MELLON
$3K
MDTMEDTRONIC PLC
$3K
VNQVANGUARD REAL
$3K
DFUVDIMENSIONAL US
$3K
SPTSSPDR PORTFOLIO
$3K
VVVANGUARD LARGE
$3K
IWVISHARES RUSSELL
$3K
AITAPPLIED INDUSTRIAL TECH
$3K
PGPROCTER & GAMBLE
$3K
XLFSECTOR FINANCIAL
$3K
LLYELI LILLY
$2K
TIPISHARES TIPS
$2K
CRMSALESFORCE.COM INC
$2K
SCHZSCHWAB AGGREGATE
$2K
JNJJOHNSON & JOHNSON
$2K
LMTLOCKHEED MARTIN
$2K
VGSHVANGUARD SHORT
$2K
MGVVANGUARD MEGA
$2K
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