Zhang Financial LLC Q2 2022 Filing

Filed July 14, 2022

Portfolio Value

$623.2M

Holdings

215

Report Date

Q2 2022

Filing Type

13F-HR

All Holdings (215 positions)

StockValue
VTIVANGUARD TOTAL
$81.9M
ITOTISHARES CORE
$45.4M
VBRVANGUARD SMALL
$38.6M
IAU*ISHARES GOLD
$29.7M
VTVANGUARD TOTAL
$27.9M
AAPLAPPLE INC
$26.0M
BKLCBNY MELLON
$22.0M
VOOVANGUARD S&P
$19.8M
IWNISHARES RUSSELL
$18.5M
VXUSVANGUARD TOTAL
$17.3M
MSFTMICROSOFT CORP
$14.0M
SYKSTRYKER CORP
$12.8M
DFACDIMENSIONAL US
$10.6M
TIPISHARES TIPS
$9.7M
VWOVANGUARD FSTE
$8.9M
BNDVANGUARD TOTAL
$8.1M
BKAGBNY MELLON
$8.0M
BRK/BBERKSHIRE HATHAWAY
$6.9M
SCHBSCHWAB US
$6.4M
MUBISHARES NATIONAL
$5.9M
DFAUDIMENSIONAL US
$5.8M
VCSHVANGUARD SHORT
$4.9M
JNJJOHNSON & JOHNSON
$4.8M
SPYSPDR S&P
$4.6M
AMZNAMAZON COM
$4.6M
VTVVANGUARD VALUE
$4.5M
SCHPSCHWAB US
$4.5M
GLDMWORLD GOLD
$4.4M
VYMVANGUARD HIGH
$4.2M
ZTSZOETIS INC
$4.2M
EFVISHARES MSCI
$3.8M
PFEPFIZER INC
$3.8M
VNQVANGUARD REAL
$3.5M
BKIEBNY MELLON
$3.5M
AITAPPLIED INDUSTRIAL TECH
$3.4M
SCHZSCHWAB AGGREGATE
$3.3M
GOOGLALPHABET INC
$3.0M
PGPROCTER & GAMBLE
$3.0M
AMGNAMGEN INC
$2.9M
PEPPEPSICO INC
$2.8M
IVVISHARES CORE
$2.6M
SHYISHARES 1-3YR
$2.5M
HONHONEYWELL INTL
$2.4M
VTEBVANGUARD MUNICIPAL
$2.4M
IBMINTL BUSINESS
$2.3M
SCHFSCHWAB INTL
$2.3M
AQLTISHARES SELECT
$2.3M
SUBISHARES SHORT
$2.2M
IWVISHARES RUSSELL
$2.2M
VEAVANGUARD FTSE
$2.1M
NDQINVESCO QQQ
$2.1M
ICSHBLACKROCK ULTRA
$2.0M
VIGVANGUARD DIVIDEND
$2.0M
AGGISHARES CORE
$1.6M
MCKMCKESSON CORP
$1.6M
CMSCMS ENERGY
$1.5M
DOWDOW INC
$1.4M
IJRISHARES CORE
$1.4M
MRKMERCK & COMPANY
$1.4M
4I1PHILIP MORRIS
$1.3M
LCIILCI INDS
$1.3M
VONVVANGUARD RUSSELL
$1.3M
VOVANGUARD MID
$1.3M
MDLZMONDELEZ INTERNATIONAL
$1.3M
VGTVANGUARD INFORMATION
$1.3M
DGDOLLAR GENL
$1.3M
SCHXSCHWAB US
$1.2M
ABBVABBVIE INC
$1.2M
LOWLOWES COMPANIES
$1.2M
IJSISHARES S&P
$1.2M
DFAXDIMENSIONAL WORLD
$1.2M
BKMCBNY MELLON
$1.2M
MUMICRON TECHNOLOGY INC
$1.1M
IWBISHARES RUSSELL
$1.1M
ARKKARK INNOVATION
$1.1M
DFATDIMENSIONAL US
$1.1M
HDHOME DEPOT
$1.1M
BXBLACKSTONE INC
$1.1M
IJHISHARES CORE
$1.0M
EFAISHARES MSCI
$987K
PRUPRUDENTIAL FINANCIAL
$958K
VSSVANGUARD FTSE
$953K
KELKELLOGG CO
$948K
VGSHVANGUARD SHORT
$891K
QCOMQUALCOMM INC
$888K
SCHASCHWAB US
$886K
BSVVANGUARD SHORT
$885K
IXUSISHARES CORE
$883K
XOMEXXON MOBIL
$881K
BKEMBNY MELLON
$879K
MDYSPDR S&P
$871K
VBVANGUARD SMALL
$833K
BRK-BBERKSHIRE HATHAWAY
$818K
DFUVDIMENSIONAL US
$814K
MOALTRIA GROUP
$813K
ITBISHARES U S
$811K
GOOGALPHABET INC
$807K
CTVACORTEVA INC
$798K
VVISA INC
$788K
CSCOCISCO SYSTEMS
$771K
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