Zhang Financial LLC

Q2 2025 13F Holdings

  • Location
    portage, MI
  • Num holdings

    291

  • Value ($000)

    $2,167,334

  • Date Filed
    08/01/2025
  • Form type
    13F-HR
  • CIK
    0001776290
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VOO
VOO

VANGUARD S&P

S&P 500 ETF SHS
$166.79 M
8 %

293,637

VTI
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
$165.95 M
8 %

546,016

DFUS
DFUS

DIMENSIONAL US

US EQUITY ETF
$160.63 M
7 %

2,396,803

ITOT
ITOT

ISHARES CORE

CORE S&P TTL STK
$118.65 M
6 %

878,592

DFAC
DFAC

DIMENSIONAL US

US CORE EQUITY 2
$115.01 M
5 %

3,208,908

---

VANGUARD STAR FDS

VG TL INTL STK F
$107.96 M
5 %

1,562,593

VT
VT

VANGUARD INTL EQUITY INDEX F

TT WRLD ST ETF
$89.26 M
4 %

694,534

BIV
BIV

VANGUARD INTERMEDIATE

INTERMED TERM
$62.22 M
3 %

804,530

DFAI
DFAI

DIMENSIONAL ETF TRUST

INTL CORE EQT MK
$60.05 M
3 %

1,736,995

VBR
VBR

VANGUARD SMALL

SM CP VAL ETF
$46.17 M
2 %

236,780

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