Zhang Financial LLC
Q4 2024 13F Holdings
- Locationportage, MI
- Num holdings
295
- Value ($000)
$1,746,678
- Date Filed01/16/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFUS DIMENSIONAL US | US EQUITY ETF | 25434V401 | $151.05M | 9 % | 2,369,405 | ||
VOO VANGUARD S&P | S&P 500 ETF SHS | 922908363 | $147.19M | 8 % | 273,183 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $135.89M | 8 % | 468,885 | ||
DFAC DIMENSIONAL US | US CORE EQUITY 2 | 25434V708 | $98.04M | 6 % | 2,834,248 | ||
ITOT ISHARES CORE | CORE S&P TTL STK | 464287150 | $85.49M | 5 % | 664,668 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | $74.94M | 4 % | 1,271,609 | ||
VT VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 | $69.69M | 4 % | 593,172 | ||
AAPL APPLE INC | COM | 037833100 | $49.08M | 3 % | 196,007 | ||
VBR VANGUARD SMALL | SM CP VAL ETF | 922908611 | $48.08M | 3 % | 242,628 | ||
DFAI DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $45.76M | 3 % | 1,567,205 |
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