Zhang Financial Llc
13F Holdings
Filed: 2025-01-16
Portfolio Value
1.89B
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8.27%
Number of Holdings
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info
Reporting Date
2024-12-31
Key Stats trending_flat
CIK
0001776290
Filing Date
2025-01-16 00:00:00
Address
5931 Oakland Dr.
Portage
MI
Prior Value
1.75B
Top 10 Holdings %
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File Number
028-19517
Portfolio Value
Holdings
(13F - 2024-12-31)
| Company | Ticker | Shares | Value | Portfolio % | Reporting Period | Filing Date |
|---|
Top Holdings
(13F - 2024-12-31)
Dimensional Us
DFUS
2025-04-14
Value
151.61M
Shares
Portfolio %
8.02%
Vanguard S&p
VOO
2025-04-14
Value
148.45M
Shares
Portfolio %
7.85%
Vanguard Index Fds
VTI
2025-04-14
Value
134.23M
Shares
Portfolio %
7.10%
Dimensional Us
DFAC
2025-04-14
Value
103.88M
Shares
Portfolio %
5.49%
Vanguard Star Fds
VXUS
2025-04-14
Value
91.32M
Shares
Portfolio %
4.83%
Ishares Core
ITOT
2025-04-14
Value
90.14M
Shares
Portfolio %
4.77%
Vanguard Intl Equity Index F
VT
2025-04-14
Value
71.65M
Shares
Portfolio %
3.79%
Dimensional Etf Trust
DFAI
2025-04-14
Value
51.87M
Shares
Portfolio %
2.74%
Vanguard Intermediate
BIV
2025-04-14
Value
50.59M
Shares
Portfolio %
2.68%
Vanguard Small
VBR
2025-04-14
Value
45.65M
Shares
Portfolio %
2.41%