Zhang Financial LLC Q3 2022 Filing
Filed October 18, 2022
Portfolio Value
$663.3M
Holdings
217
Report Date
Q3 2022
Filing Type
13F-HR
All Holdings (217 positions)
| Stock | Value |
|---|---|
VTIVANGUARD TOTAL | $86.2M |
ITOTISHARES CORE | $52.2M |
VBRVANGUARD SMALL | $37.7M |
VTVANGUARD TOTAL | $31.7M |
IAU*ISHARES GOLD | $27.1M |
AAPLAPPLE INC | $26.9M |
VOOVANGUARD S&P | $24.4M |
BKLCBNY MELLON | $23.2M |
VXUSVANGUARD TOTAL | $19.0M |
IWNISHARES RUSSELL | $17.4M |
DFACDIMENSIONAL US | $13.1M |
SYKSTRYKER CORP | $13.1M |
MSFTMICROSOFT CORP | $12.9M |
BNDVANGUARD TOTAL | $10.8M |
DFAUDIMENSIONAL US | $9.4M |
VWOVANGUARD FSTE | $8.9M |
TIPISHARES TIPS | $8.8M |
BKAGBNY MELLON | $7.8M |
VYMVANGUARD HIGH | $6.8M |
BRK/BBERKSHIRE HATHAWAY | $6.8M |
SCHBSCHWAB US | $6.6M |
ICSHBLACKROCK ULTRA | $6.5M |
VCSHVANGUARD SHORT | $6.5M |
SUBISHARES SHORT | $6.0M |
DFAIDIMENSIONAL ETF TRUST | $5.3M |
AMZNAMAZON COM | $5.0M |
VTVVANGUARD VALUE | $4.7M |
SPYSPDR S&P | $4.6M |
SCHPSCHWAB US | $4.5M |
MUBISHARES NATIONAL | $4.4M |
JNJJOHNSON & JOHNSON | $4.3M |
GLDMWORLD GOLD | $4.0M |
IVVISHARES CORE | $3.6M |
ZTSZOETIS INC | $3.6M |
EFVISHARES MSCI | $3.5M |
SCHFSCHWAB INTL | $3.5M |
VNQVANGUARD REAL | $3.4M |
SCHZSCHWAB AGGREGATE | $3.3M |
PFEPFIZER INC | $3.3M |
AGGISHARES CORE | $3.3M |
AITAPPLIED INDUSTRIAL TECH | $3.1M |
BKIEBNY MELLON | $3.1M |
PEPPEPSICO INC | $2.8M |
GOOGLALPHABET INC | $2.8M |
PGPROCTER & GAMBLE | $2.7M |
AMGNAMGEN INC | $2.5M |
SHYISHARES 1-3YR | $2.5M |
NDQINVESCO QQQ | $2.4M |
AQLTISHARES SELECT | $2.3M |
IWVISHARES RUSSELL | $2.2M |
VEAVANGUARD FTSE | $2.1M |
HONHONEYWELL INTL | $2.1M |
IXUSISHARES CORE | $2.0M |
IBMINTL BUSINESS | $2.0M |
VIGVANGUARD DIVIDEND | $1.9M |
MCKMCKESSON CORP | $1.7M |
VOVANGUARD MID | $1.6M |
KELKELLOGG CO | $1.4M |
MRKMERCK & COMPANY | $1.4M |
CMSCMS ENERGY | $1.4M |
DFUSDIMENSIONAL US | $1.4M |
LOWLOWES COMPANIES | $1.4M |
BKMCBNY MELLON | $1.3M |
IJRISHARES CORE | $1.3M |
VONVVANGUARD RUSSELL | $1.2M |
DGDOLLAR GENL | $1.2M |
LCIILCI INDS | $1.2M |
DOWDOW INC | $1.2M |
IJSISHARES S&P | $1.2M |
SCHXSCHWAB US | $1.2M |
MDLZMONDELEZ INTERNATIONAL | $1.1M |
4I1PHILIP MORRIS | $1.1M |
VGSHVANGUARD SHORT | $1.1M |
ABBVABBVIE INC | $1.1M |
DFASDIMENSIONAL ETF TRUST | $1.1M |
IWBISHARES RUSSELL | $1.1M |
DFATDIMENSIONAL US | $1.1M |
BXBLACKSTONE INC | $1.1M |
MUMICRON TECHNOLOGY INC | $1.0M |
HDHOME DEPOT | $1.0M |
DFAXDIMENSIONAL WORLD | $999K |
VGTVANGUARD INFORMATION | $989K |
IJHISHARES CORE | $981K |
EFAISHARES MSCI | $897K |
XOMEXXON MOBIL | $894K |
MDYSPDR S&P | $887K |
CTVACORTEVA INC | $861K |
SCHASCHWAB US | $861K |
PRUPRUDENTIAL FINANCIAL | $859K |
ARKKARK INNOVATION | $859K |
VBVANGUARD SMALL | $852K |
BKEMBNY MELLON | $824K |
BRK-BBERKSHIRE HATHAWAY | $813K |
ITBISHARES U S | $804K |
QCOMQUALCOMM INC | $786K |
TSLATESLA INC | $772K |
DFUVDIMENSIONAL US | $747K |
SCHESCHWAB EMERGING | $739K |
VSSVANGUARD FTSE | $732K |
VVISA INC | $729K |
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