Zhang Financial LLC
Q1 2025 13F Holdings
- Locationportage, MI
- Num holdings
301
- Value ($000)
$1,891,062
- Date Filed04/15/2025
- Form type13F-HR
- CIK0001776290
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFUS DIMENSIONAL US | US EQUITY ETF | 25434V401 | $151.61M | 8 % | 2,506,843 | ||
VOO VANGUARD S&P | S&P 500 ETF SHS | 922908363 | $148.45M | 8 % | 288,860 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $134.23M | 7 % | 488,385 | ||
DFAC DIMENSIONAL US | US CORE EQUITY 2 | 25434V708 | $103.88M | 6 % | 3,148,980 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | $91.32M | 5 % | 1,470,452 | ||
ITOT ISHARES CORE | CORE S&P TTL STK | 464287150 | $90.14M | 5 % | 738,789 | ||
VT VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 | $71.65M | 4 % | 617,939 | ||
DFAI DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $51.87M | 3 % | 1,660,969 | ||
BIV VANGUARD INTERMEDIATE | INTERMED TERM | 921937819 | $50.59M | 3 % | 660,669 | ||
VBR VANGUARD SMALL | SM CP VAL ETF | 922908611 | $45.65M | 2 % | 245,033 |
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