Zhang Financial LLC

13F Portfolio Filings

  • Most recent 13F
    Q1 2025
  • Location
    portage, MI
  • CIK
    0001776290
  • All SEC filings
Q1 2025
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

301

$1.89 B
DFUS, VOO, VTI, DFAC
13F-HR
Apr 15, 2025
000177629025000002

295

$1.75 B
DFUS, VOO, VTI, DFAC
13F-HR
Jan 16, 2025
000177629025000001

276

$1.58 B
VTI, VOO, DFUS, DFAC
13F-HR
Oct 15, 2024
000177629024000003

267

$1.43 B
VTI, VOO, DFUS, ITOT
13F-HR
Jul 19, 2024
000177629024000002

266

$1.35 B
VTI, VOO, DFUS, ITOT
13F-HR
Apr 24, 2024
000177629024000001

254

$1.16 B
VTI, VOO, ITOT, DFUS
13F-HR
Jan 31, 2024
000200866024000002

232

$986.70 M
VTI, VOO, ITOT, DFUS
13F-HR
Oct 11, 2023
000177629023000006

247

$974.57 M
VTI, ITOT, VOO, VBR
13F-HR
Jul 18, 2023
000177629023000005

229

$875.62 M
VTI, ITOT, VOO, VBR
13F-HR
May 11, 2023
000177629023000002

227

$784.16 M
VTI, ITOT, VBR, VOO
RESTATEMENT
May 17, 2023
000177629023000003

217

$663.33 M
VTI, ITOT, VBR, VT
13F-HR
Oct 18, 2022
000177629022000004

215

$623.15 M
VTI, ITOT, VBR, IAU
13F-HR
Jul 14, 2022
000177629022000003

218

$592.32 M
VTI, VBR, ITOT, AAPL
13F-HR
Apr 21, 2022
000177629022000002

207

$564.25 M
VTI, VBR, IAU, AAPL
13F-HR
Feb 10, 2022
000177629022000001

165

$432.37 M
VTI, VBR, IAU, IWN
13F-HR
Oct 20, 2021
000177629021000005

143

$407.59 M
VTI, VBR, IAU, IWN
13F-HR
Jul 26, 2021
000177629021000004

128

$372.78 M
VTI, VBR, IGT, IWN
13F-HR
Apr 21, 2021
000177629021000002

110

$324.60 M
VTI, VBR, IGT, IWN
13F-HR
Jan 20, 2021
000177629021000001

97

$277.47 M
VTI, VBR, IGT, IWN
13F-HR
Oct 13, 2020
000177629020000004

92

$259.37 M
VTI, VBR, IGT, IWN
13F-HR
Jul 23, 2020
000177629020000003

90

$225.96 M
VTI, VBR, IGT, IWN
13F-HR
May 6, 2020
000177629020000002

102

$262.40 M
VTI, VBR, IWN, IGT
13F-HR
Jan 21, 2020
000177629020000001

87

$236.70 M
VTI, VBR, IWN, SYK
13F-HR
Oct 17, 2019
000177629019000032

90

$239.04 M
VTI, VBR, IWN, TIP
13F-HR
Jul 24, 2019
000177629019000031

86

$232.27 M
VTI, VBR, IWN, TIP
13F-HR
May 14, 2019
000177629019000002

82

$207.05 M
VTI, VBR, IWN, TIP
13F-HR
May 16, 2019
000177629019000003

78

$209.52 M
VTI, IWN, VBR, TIP
13F-HR
May 24, 2019
000177629019000010

76

$196.41 M
VTI, IWN, VBR, TIP
13F-HR
May 24, 2019
000177629019000009

77

$191.18 M
VTI, IWN, VBR, TIP
13F-HR
May 24, 2019
000177629019000008

82

$204.89 M
VTI, IWN, VBR, TIP
13F-HR
May 23, 2019
000177629019000006

81

$196.74 M
VTI, IWN, VBR, TIP
13F-HR
May 24, 2019
000177629019000007

77

$188.23 M
VTI, IWN, VBR, TIP
13F-HR
May 23, 2019
000177629019000005

79

$200.88 M
VTI, IWN, VBR, TIP
13F-HR
May 23, 2019
000177629019000004

76

$184.42 M
VTI, IWN, VBR, TIP
13F-HR
May 28, 2019
000177629019000017

74

$182.16 M
VTI, IWN, VBR, TIP
13F-HR
May 28, 2019
000177629019000016

75

$182.06 M
VTI, IWN, VBR, TIP
13F-HR
May 28, 2019
000177629019000014

71

$177.07 M
VTI, IWN, TIP, VBR
13F-HR
May 28, 2019
000177629019000013

71

$166.92 M
VTI, IWN, TIP, VBR
13F-HR
May 28, 2019
000177629019000015

67

$157.04 M
VTI, IWN, TIP, VBR
13F-HR
May 24, 2019
000177629019000011

67

$155.58 M
VTI, IWN, TIP, EFV
13F-HR
May 24, 2019
000177629019000012

67

$159.90 M
VTI, IWN, TIP, EFV
13F-HR
May 29, 2019
000177629019000018

66

$153.74 M
VTI, IWN, TIP, EFV
13F-HR
May 31, 2019
000177629019000030

63

$146.36 M
VTI, IWN, TIP, EFV
13F-HR
May 31, 2019
000177629019000029

61

$148.74 M
VTI, IWN, TIP, EFV
13F-HR
May 31, 2019
000177629019000028

54

$139.26 M
IWN, VTI, TIP, EFV
13F-HR
May 31, 2019
000177629019000027

52

$132.43 M
IWN, VTI, TIP, EFV
13F-HR
May 31, 2019
000177629019000026

50

$124.02 M
IWN, VTI, TIP, EFV
13F-HR
May 31, 2019
000177629019000025

49

$116.43 M
IWN, VTI, TIP, EFV
13F-HR
May 31, 2019
000177629019000024

49

$112.92 M
IWN, VTI, TIP, EFV
13F-HR
May 31, 2019
000177629019000023

48

$104.69 M
IWN, VTI, TIP, EFV
13F-HR
May 30, 2019
000177629019000022

44

$95.59 M
IWN, VTI, TIP, EFV
13F-HR
May 30, 2019
000177629019000021

41

$87.30 M
IWN, VTI, TIP, EFV
13F-HR
May 30, 2019
000177629019000020

36

$106.45 M
DGTSX, IWN, VTI, TIP
13F-HR
May 30, 2019
000177629019000019
Zhang Financial Llc 13F Filings