Zhang Financial LLC Q4 2023 Filing

Filed January 31, 2024

Portfolio Value

$1.2T

Holdings

254

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (254 positions)

StockValue
VTIVANGUARD TOTAL
$117K
VOOVANGUARD S&P
$89K
ITOTISHARES CORE
$73K
DFUSDIMENSIONAL US
$72K
VXUSVANGUARD TOTAL
$53K
VTVANGUARD TOTAL
$50K
DFACDIMENSIONAL US
$49K
VBRVANGUARD SMALL
$44K
DFAIDIMENSIONAL ETF TRUST
$37K
AAPLAPPLE INC
$36K
IAU*ISHARES GOLD
$26K
VYMVANGUARD HIGH
$23K
SYKSTRYKER CORP
$23K
MSFTMICROSOFT CORP
$22K
BNDVANGUARD TOTAL
$21K
BKLCBNY MELLON
$18K
IWNISHARES RUSSELL
$18K
DFAUDIMENSIONAL US
$14K
DFSVDIMENSIONAL US
$11K
VOVANGUARD MID
$11K
VWOVANGUARD FSTE
$10K
IVVISHARES CORE
$10K
VTVVANGUARD VALUE
$9K
BRK/BBERKSHIRE HATHAWAY
$9K
SCHBSCHWAB US
$9K
AVUSAVANTIS U S
$7K
SCHFSCHWAB INTL
$7K
AVDEAVANTIS INTL
$7K
SPYSPDR S&P
$6K
VNQVANGUARD REAL
$6K
HFFGHF FOODS
$6K
AMZNAMAZON COM
$6K
DFASDIMENSIONAL ETF TRUST
$6K
SUBISHARES SHORT
$6K
GOOGLALPHABET INC
$6K
VEAVANGUARD FTSE
$5K
EFVISHARES MSCI
$4K
AITAPPLIED INDUSTRIAL TECH
$4K
JNJJOHNSON & JOHNSON
$4K
GLDMWORLD GOLD
$4K
SPTMSPDR PORTFOLIO
$4K
ZTSZOETIS INC
$4K
AMGNAMGEN INC
$4K
VOOVVANGUARD S&P
$4K
MUBISHARES NATIONAL
$4K
PGPROCTER & GAMBLE
$4K
NVDANVIDIA CORP
$3K
SPTSSPDR PORTFOLIO
$3K
TIPISHARES TIPS
$3K
VUGVANGUARD GROWTH
$3K
MGCVANGUARD MEGA
$3K
PEPPEPSICO INC
$3K
MGVVANGUARD MEGA
$3K
IXUSISHARES CORE
$3K
MGKVANGUARD MEGA
$3K
IWVISHARES RUSSELL
$3K
VONEVANGUARD RUSSELL
$3K
VONGVANGUARD RUSSELL
$3K
DFUVDIMENSIONAL US
$3K
HONHONEYWELL INTL
$3K
METAMETA PLATFORMS
$3K
BKIEBNY MELLON
$2K
SCHXSCHWAB US
$2K
AVGOBROADCOM INC
$2K
AQLTISHARES SELECT
$2K
VIGVANGUARD DIVIDEND
$2K
VONVVANGUARD RUSSELL
$2K
MCKMCKESSON CORP
$2K
SPABSPDR PORTFOLIO
$2K
PFEPFIZER INC
$2K
MUMICRON TECHNOLOGY INC
$2K
CATCATERPILLAR INC
$2K
FFORD MOTOR
$2K
IBMINTL BUSINESS
$2K
MRKMERCK & COMPANY
$2K
SCHMSCHWAB US
$2K
VGTVANGUARD INFORMATION
$2K
VYMIVANGUARD INTERNATIONAL
$2K
BKAGBNY MELLON
$2K
VSSVANGUARD FTSE
$2K
JPMJPMORGAN CHASE
$2K
NDQINVESCO QQQ
$2K
KLACKLA CORP
$2K
SPMDSPDR PORTFOLIO
$2K
DFAEDIMENSIONAL EMERGING
$2K
EMXCISHARES MSCI
$2K
IJRISHARES CORE
$2K
VCSHVANGUARD SHORT
$2K
LOWLOWES COMPANIES
$2K
TSLATESLA INC
$2K
APOAPOLLO GLOBAL
$2K
BRK-BBERKSHIRE HATHAWAY
$2K
VXFVANGUARD EXTENDED
$2K
ITBISHARES U S
$2K
KAIKADANT INC
$2K
CSCOCISCO SYSTEMS
$2K
LCIILCI INDS
$1K
BXBLACKSTONE INC
$1K
ABBVABBVIE INC
$1K
HDHOME DEPOT
$1K
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