Zhang Financial LLC
Q4 2025 13F Holdings
- Locationportage, MI
- Num holdings
339
- Value ($000)
$2,681,655
- Date Filed02/10/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VANGUARD S&P | S&P 500 ETF SHS | 922908363 | $194.95M | 7 % | 310,861 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $183.69M | 7 % | 547,888 | ||
DIMENSIONAL US | US EQUITY ETF | 25434V401 | $179.33M | 7 % | 2,417,863 | ||
ISHARES CORE | CORE S&P TTL STK | 464287150 | $156.4M | 6 % | 1,051,877 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | $141.85M | 5 % | 1,880,287 | ||
DIMENSIONAL US | US CORE EQUITY 2 | 25434V708 | $131.49M | 5 % | 3,321,411 | ||
VANGUARD INTERMEDIATE | INTERMED TERM | 921937819 | $118.39M | 4 % | 1,520,153 | ||
VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 | $101.14M | 4 % | 716,978 | ||
DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $69.54M | 3 % | 1,824,816 | ||
APPLE INC | COM | 037833100 | $58.91M | 2 % | 216,708 |
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