Zhang Financial LLC
Q3 2025 13F Holdings
- Locationportage, MI
- Num holdings
316
- Value ($000)
$2,461,368
- Date Filed 11/10/2025
- Form type13F-HR
- CIK 0001776290
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
V VANGUARD S&P | S&P 500 ETF SHS | 922908363 | $185.65M | 8 % | 303,156 | ||
V VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $180.48M | 7 % | 549,958 | ||
D DIMENSIONAL US | US EQUITY ETF | 25434V401 | $174.10M | 7 % | 2,403,369 | ||
I ISHARES CORE | CORE S&P TTL STK | 464287150 | $141.27M | 6 % | 969,900 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | $127.86M | 5 % | 1,740,574 | ||
D DIMENSIONAL US | US CORE EQUITY 2 | 25434V708 | $126.92M | 5 % | 3,290,591 | ||
V VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 | $98.20M | 4 % | 712,620 | ||
B VANGUARD INTERMEDIATE | INTERMED TERM | 921937819 | $88.75M | 4 % | 1,136,494 | ||
D DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $64.90M | 3 % | 1,785,546 | ||
A APPLE INC | COM | 037833100 | $52.19M | 2 % | 204,959 |
Rows Per Page
10
- 10
- 50
- 100