Zhang Financial LLC
Q2 2025 13F Holdings
- Locationportage, MI
- Num holdings
291
- Value ($000)
$2,167,334
- Date Filed08/01/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
---|---|---|---|---|---|---|---|
VOO VANGUARD S&P | S&P 500 ETF SHS | 922908363 | $166.79 M | 8 % | 293,637 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $165.95 M | 8 % | 546,016 | ||
DFUS DIMENSIONAL US | US EQUITY ETF | 25434V401 | $160.63 M | 7 % | 2,396,803 | ||
ITOT ISHARES CORE | CORE S&P TTL STK | 464287150 | $118.65 M | 6 % | 878,592 | ||
DFAC DIMENSIONAL US | US CORE EQUITY 2 | 25434V708 | $115.01 M | 5 % | 3,208,908 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | $107.96 M | 5 % | 1,562,593 | ||
VT VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 | $89.26 M | 4 % | 694,534 | ||
BIV VANGUARD INTERMEDIATE | INTERMED TERM | 921937819 | $62.22 M | 3 % | 804,530 | ||
DFAI DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $60.05 M | 3 % | 1,736,995 | ||
VBR VANGUARD SMALL | SM CP VAL ETF | 922908611 | $46.17 M | 2 % | 236,780 |
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