Zhang Financial LLC Q2 2024 Filing

Filed July 19, 2024

Portfolio Value

$1.4T

Holdings

267

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (267 positions)

StockValue
VTIVANGUARD INDEX FDS
$128.6B
VOOVANGUARD S&P
$120.2B
DFUSDIMENSIONAL US
$110.4B
ITOTISHARES CORE
$81.7B
DFACDIMENSIONAL US
$71.5B
VXUSVANGUARD STAR FDS
$66.1B
VTVANGUARD INTL EQUITY INDEX F
$59.5B
VBRVANGUARD SMALL
$44.3B
DFAIDIMENSIONAL ETF TRUST
$43.4B
AAPLAPPLE INC
$41.7B
VYMVANGUARD HIGH
$30.2B
MSFTMICROSOFT CORP
$25.8B
SYKSTRYKER CORP
$24.8B
BNDVANGUARD TOTAL
$22.6B
IAU*ISHARES GOLD
$21.6B
BKLCBNY MELLON
$20.6B
IWNISHARES RUSSELL
$16.3B
DFSVDIMENSIONAL US
$15.5B
DFAUDIMENSIONAL US
$15.4B
VOVANGUARD MID
$13.8B
AVUSAVANTIS U S
$13.4B
VOOVVANGUARD S&P
$13.3B
IVVISHARES CORE
$12.3B
AVDEAVANTIS INTL
$10.6B
SPTMSPDR PORTFOLIO
$10.0B
BRK/BBERKSHIRE HATHAWAY
$9.9B
SCHBSCHWAB STRATEGIC TR
$9.6B
NVDANVIDIA CORP
$9.4B
VTVVANGUARD VALUE
$9.2B
VWOVANGUARD INTL EQUITY INDEX F
$9.2B
SPYSPDR S&P 500 ETF TR
$8.9B
AMZNAMAZON COM
$8.7B
IBITISHARES BITCOIN TR
$8.7B
GOOGLALPHABET INC
$8.0B
SCHFSCHWAB INTL
$8.0B
VEAVANGUARD TAX-MANAGED INTL FD
$6.7B
DFASDIMENSIONAL ETF TRUST
$6.0B
SUBISHARES SHORT
$5.8B
METAFACEBOOK INC
$5.4B
VNQVANGUARD REAL
$5.0B
GLDMWORLD GOLD
$4.9B
MGCVANGUARD MEGA
$4.9B
AITAPPLIED INDUSTRIAL TECH
$4.7B
AMGNAMGEN INC
$4.7B
SPABSPDR PORTFOLIO
$4.3B
EMXCISHARES MSCI
$4.3B
EFVISHARES MSCI
$4.2B
PGPROCTER & GAMBLE
$4.0B
MGKVANGUARD MEGA
$4.0B
MUBISHARES NATIONAL
$4.0B
VONEVANGUARD RUSSELL
$3.8B
VUGVANGUARD GROWTH
$3.8B
IXUSISHARES CORE
$3.6B
AVGOBROADCOM INC
$3.6B
MGVVANGUARD MEGA
$3.5B
VONGVANGUARD RUSSELL
$3.4B
ZTSZOETIS INC
$3.4B
SPMDSPDR PORTFOLIO
$3.4B
IWVISHARES RUSSELL
$3.4B
HFFGHF FOODS
$3.3B
PEPPEPSICO INC
$3.1B
SPTSSPDR PORTFOLIO
$3.0B
DFUVDIMENSIONAL US
$3.0B
IBMINTL BUSINESS
$3.0B
MUMICRON TECHNOLOGY INC
$3.0B
VGTVANGUARD INFORMATION
$2.8B
KLACKLA CORP
$2.8B
CATCATERPILLAR INC
$2.7B
TIPISHARES TIPS
$2.6B
HONHONEYWELL INTL
$2.6B
BKIEBNY MELLON
$2.6B
VIGVANGUARD SPECIALIZED FUNDS
$2.6B
VONVVANGUARD RUSSELL
$2.5B
GOOGALPHABET INC
$2.5B
MCKMCKESSON CORP
$2.5B
NDQINVESCO QQQ
$2.4B
SCHMSCHWAB US
$2.4B
AQLTISHARES SELECT
$2.3B
VYMIVANGUARD INTERNATIONAL
$2.3B
MRKMERCK & COMPANY
$2.3B
JPMJPMORGAN CHASE
$2.3B
SCHXSCHWAB US
$2.2B
ABBVABBVIE INC
$2.2B
APOAPOLLO GLOBAL
$2.2B
VCSHVANGUARD SHORT
$2.1B
FFORD MOTOR
$2.0B
CSCOCISCO SYSTEMS
$2.0B
AXPAMERICAN EXPRESS
$1.9B
BRK-BBERKSHIRE HATHAWAY
$1.8B
BKNGBOOKING HOLDINGS
$1.8B
VRTXVERTEX PHARMACEUTICALS
$1.8B
AGGISHARES CORE
$1.8B
VXFVANGUARD EXTENDED
$1.8B
GSGOLDMAN SACHS
$1.8B
DFAEDIMENSIONAL EMERGING
$1.7B
IJRISHARES CORE
$1.7B
LOWLOWES COMPANIES
$1.7B
LLYELI LILLY
$1.6B
KAIKADANT INC
$1.6B
ITBISHARES U S
$1.6B
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