Zhang Financial LLC
Q1 2026 13F Holdings
- Locationportage, MI
- Num holdings
367
- Value ($000)
$2,892,187
- Date Filed 05/06/2026
- 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 Q1 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VANGUARD S&P | S&P 500 ETF SHS | 922908363 | $195.05M | 7 % | 326,411 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $180.75M | 6 % | 563,420 | ||
DIMENSIONAL US | US EQUITY ETF | 25434V401 | $179.65M | 6 % | 2,533,557 | ||
ISHARES CORE | CORE S&P TTL STK | 464287150 | $168.35M | 6 % | 1,181,952 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | $160.59M | 6 % | 2,082,582 | ||
VANGUARD INTERMEDIATE | INTERMED TERM | 921937819 | $145.88M | 5 % | 1,890,146 | ||
DIMENSIONAL US | US CORE EQUITY 2 | 25434V708 | $126.81M | 4 % | 3,263,205 | ||
VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 | $100.13M | 4 % | 723,873 | ||
ISHARES CORE | CORE US AGGBD ET | 464287226 | $89.17M | 3 % | 898,297 | ||
DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $71.83M | 3 % | 1,843,654 |
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