Zhang Financial LLC Q4 2024 Filing
Filed January 16, 2025
Portfolio Value
$1.7T
Holdings
295
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (295 positions)
| Stock | Value |
|---|---|
DFUSDIMENSIONAL US | $151.0B |
VOOVANGUARD S&P | $147.2B |
VTIVANGUARD INDEX FDS | $135.9B |
DFACDIMENSIONAL US | $98.0B |
ITOTISHARES CORE | $85.5B |
VXUSVANGUARD STAR FDS | $74.9B |
VTVANGUARD INTL EQUITY INDEX F | $69.7B |
AAPLAPPLE INC | $49.1B |
VBRVANGUARD SMALL | $48.1B |
DFAIDIMENSIONAL ETF TRUST | $45.8B |
SYKSTRYKER CORP | $41.4B |
BNDVANGUARD TOTAL | $40.3B |
VYMVANGUARD HIGH | $35.7B |
BKLCBNY MELLON | $26.0B |
MSFTMICROSOFT CORP | $25.0B |
IAU*ISHARES GOLD | $23.5B |
DFSVDIMENSIONAL US | $20.4B |
VOOVVANGUARD S&P | $20.4B |
VOVANGUARD MID | $17.7B |
IWNISHARES RUSSELL | $16.9B |
DFAUDIMENSIONAL US | $16.8B |
NVDANVIDIA CORP | $15.8B |
IBITISHARES BITCOIN TR | $15.7B |
AVUSAVANTIS U S | $14.7B |
VCSHVANGUARD SHORT | $14.3B |
AVDEAVANTIS INTL | $14.3B |
IVVISHARES CORE | $14.3B |
SPTMSPDR PORTFOLIO | $13.7B |
BIVVANGUARD INTERMEDIATE | $13.6B |
AMZNAMAZON COM | $12.1B |
BRK/BBERKSHIRE HATHAWAY | $11.2B |
MGKVANGUARD MEGA | $10.8B |
SCHBSCHWAB STRATEGIC TR | $10.0B |
VTVVANGUARD VALUE | $9.8B |
SPYSPDR S&P 500 ETF TR | $9.7B |
GOOGLALPHABET INC | $9.5B |
VWOVANGUARD INTL EQUITY INDEX F | $9.1B |
SCHFSCHWAB INTL | $7.8B |
VEAVANGUARD TAX-MANAGED INTL FD | $7.2B |
SUBISHARES SHORT | $7.0B |
METAFACEBOOK INC | $6.9B |
SPMDSPDR PORTFOLIO | $6.3B |
DFASDIMENSIONAL ETF TRUST | $6.1B |
AVGOBROADCOM INC | $5.6B |
MGCVANGUARD MEGA | $5.5B |
GLDMWORLD GOLD | $5.4B |
VNQVANGUARD REAL | $5.1B |
SPABSPDR PORTFOLIO | $4.8B |
MUBISHARES NATIONAL | $4.8B |
EMXCISHARES MSCI | $4.7B |
AMGNAMGEN INC | $4.2B |
VUGVANGUARD GROWTH | $4.2B |
PGPROCTER & GAMBLE | $4.1B |
VONEVANGUARD RUSSELL | $4.0B |
IBMINTL BUSINESS | $4.0B |
EFVISHARES MSCI | $4.0B |
IXUSISHARES CORE | $3.9B |
VIGVANGUARD SPECIALIZED FUNDS | $3.9B |
VONGVANGUARD RUSSELL | $3.8B |
MGVVANGUARD MEGA | $3.7B |
IWVISHARES RUSSELL | $3.6B |
HFFGHF FOODS | $3.6B |
ABBVABBVIE INC | $3.4B |
CATCATERPILLAR INC | $3.3B |
AITAPPLIED INDUSTRIAL TECH | $3.3B |
SCHMSCHWAB US | $3.2B |
VYMIVANGUARD INTERNATIONAL | $3.1B |
VGTVANGUARD INFORMATION | $3.1B |
AGGISHARES CORE | $3.1B |
NDQINVESCO QQQ | $3.1B |
PEPPEPSICO INC | $3.1B |
APOAPOLLO GLOBAL | $3.1B |
CSCOCISCO SYSTEMS | $3.0B |
JPMJPMORGAN CHASE | $3.0B |
SPTSSPDR PORTFOLIO | $2.9B |
HONHONEYWELL INTL | $2.9B |
ZTSZOETIS INC | $2.8B |
AXPAMERICAN EXPRESS | $2.8B |
GOOGALPHABET INC | $2.8B |
DFUVDIMENSIONAL US | $2.7B |
GSGOLDMAN SACHS | $2.7B |
VONVVANGUARD RUSSELL | $2.6B |
KLACKLA CORP | $2.5B |
AQLTISHARES SELECT | $2.5B |
TSLATESLA INC | $2.4B |
BKIEBNY MELLON | $2.4B |
TIPISHARES TIPS | $2.4B |
CRMSALESFORCE.COM INC | $2.3B |
SCHXSCHWAB US | $2.2B |
MRKMERCK & COMPANY | $2.2B |
SDYSPDR SERIES | $2.2B |
BRK-BBERKSHIRE HATHAWAY | $2.0B |
SCHDSCHWAB US | $2.0B |
VVISA INC | $2.0B |
AVUVAVANTIS U S | $2.0B |
LLYELI LILLY | $2.0B |
BKNGBOOKING HOLDINGS | $1.9B |
ICSHBLACKROCK ULTRA | $1.9B |
LOWLOWES COMPANIES | $1.9B |
VRTXVERTEX PHARMACEUTICALS | $1.9B |
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