HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 VANGUARD INDEX FDS (VTI) |
488,885 | -2,264 | $127,061 |
| VTI | 488,885 | -2,264 | $127,061 |
| VANGUARD S&P (VOO) |
226,909 | +24,205 | $109,075 |
| VOO | 226,909 | +24,205 | $109,075 |
| DIMENSIONAL US |
1,640,761 | +250,913 | $93,491 |
| DFUS | 1,640,761 | +250,913 | $93,491 |
| ISHARES CORE (ITOT) |
689,437 | -4,819 | $79,492 |
| ITOT | 689,437 | -4,819 | $79,492 |
| DIMENSIONAL US |
1,954,195 | +284,470 | $62,437 |
| DFAC | 1,954,195 | +284,470 | $62,437 |
| VANGUARD STAR FDS (VXUS) |
1,020,460 | +110,480 | $61,534 |
| VXUS | 1,020,460 | +110,480 | $61,534 |
| VANGUARD INTL EQUITY INDEX F (VT) |
508,608 | +25,996 | $56,201 |
| VT | 508,608 | +25,996 | $56,201 |
| VANGUARD SMALL (VBR) |
241,496 | -3,999 | $46,338 |
| VBR | 241,496 | -3,999 | $46,338 |
| DIMENSIONAL ETF TRUST (DFAI) |
1,409,253 | +121,182 | $42,588 |
| DFAI | 1,409,253 | +121,182 | $42,588 |
| APPLE INC |
198,743 | +14,272 | $34,081 |
| AAPL | 198,743 | +14,272 | $34,081 |
| VANGUARD HIGH (VYM) |
241,829 | +33,909 | $29,259 |
| VYM | 241,829 | +33,909 | $29,259 |
| STRYKER CORP |
72,458 | -2,843 | $25,930 |
| SYK | 72,458 | -2,843 | $25,930 |
| MICROSOFT CORP |
57,308 | +122 | $24,111 |
| MSFT | 57,308 | +122 | $24,111 |
| VANGUARD TOTAL (BND) |
294,642 | +7,472 | $21,400 |
| BND | 294,642 | +7,472 | $21,400 |
| ISHARES GOLD (IAU) |
506,712 | -146,932 | $21,287 |
| IAU | 506,712 | -146,932 | $21,287 |
| BNY MELLON |
199,907 | -36 | $19,951 |
| BKLC | 199,907 | -36 | $19,951 |
| ISHARES RUSSELL (IWN) |
110,189 | -2,519 | $17,499 |
| IWN | 110,189 | -2,519 | $17,499 |
| DIMENSIONAL US |
411,193 | +3,042 | $15,025 |
| DFAU | 411,193 | +3,042 | $15,025 |
| DIMENSIONAL US |
485,602 | +109,035 | $14,617 |
| DFSV | 485,602 | +109,035 | $14,617 |
| VANGUARD MID (VO) |
52,237 | +6,306 | $13,052 |
| VO | 52,237 | +6,306 | $13,052 |
| AVANTIS U S |
143,143 | +57,541 | $12,811 |
| AVUS | 143,143 | +57,541 | $12,811 |
 BERKSHIRE HATHAWAY |
$12,110 | ||
| BRK.B | 24,272 | +40 | $10,207 |
| BRK.A | 3 | UNCH | $1,903 |
| ISHARES CORE (IVV) |
21,052 | +1,128 | $11,068 |
| IVV | 21,052 | +1,128 | $11,068 |
| AVANTIS INTL |
163,368 | +53,844 | $10,413 |
| AVDE | 163,368 | +53,844 | $10,413 |
| VANGUARD VALUE (VTV) |
57,155 | -1,995 | $9,308 |
| VTV | 57,155 | -1,995 | $9,308 |
| SCHWAB STRATEGIC TR |
152,390 | -1,475 | $9,303 |
| SCHB | 152,390 | -1,475 | $9,303 |
| VANGUARD INTL EQUITY INDEX F (VWO) |
208,271 | -27,769 | $8,700 |
| VWO | 208,271 | -27,769 | $8,700 |
| SPDR PORTFOLIO (SPTM) |
135,559 | +67,295 | $8,696 |
| SPTM | 135,559 | +67,295 | $8,696 |
| VANGUARD S&P (VOOV) |
47,527 | +24,935 | $8,577 |
| VOOV | 47,527 | +24,935 | $8,577 |
| AMAZON COM |
43,375 | +4,607 | $7,824 |
| AMZN | 43,375 | +4,607 | $7,824 |
| SCHWAB INTL |
193,757 | +5,150 | $7,560 |
| SCHF | 193,757 | +5,150 | $7,560 |
| SPDR S&P 500 ETF TR (SPY) |
14,176 | +644 | $7,415 |
| SPY | 14,176 | +644 | $7,415 |
| NVIDIA CORP |
7,286 | +650 | $6,583 |
| NVDA | 7,286 | +650 | $6,583 |
| ALPHABET INC |
42,599 | +3,111 | $6,429 |
| GOOGL | 42,599 | +3,111 | $6,429 |
| DIMENSIONAL ETF TRUST (DFAS) |
98,190 | +941 | $6,121 |
| DFAS | 98,190 | +941 | $6,121 |
| VANGUARD REAL (VNQ) |
67,840 | -650 | $5,867 |
| VNQ | 67,840 | -650 | $5,867 |
| ISHARES SHORT (SUB) |
55,866 | +1,058 | $5,851 |
| SUB | 55,866 | +1,058 | $5,851 |
| GRAYSCALE BITCOIN TR BTC |
84,907 | +84,907 | $5,364 |
| GBTC | 84,907 | +84,907 | $5,364 |
| VANGUARD TAX MANAGED INTL FD (VEA) |
106,789 | +8,385 | $5,358 |
| VEA | 106,789 | +8,385 | $5,358 |
| FACEBOOK INC |
10,372 | +3,304 | $5,036 |
| META | 10,372 | +3,304 | $5,036 |
| APPLIED INDUSTRIAL TECH |
24,293 | UNCH | $4,799 |
| AIT | 24,293 | UNCH | $4,799 |
| WORLD GOLD |
104,574 | +4,218 | $4,606 |
| GLDM | 104,574 | +4,218 | $4,606 |
| ISHARES MSCI (EFV) |
84,050 | -1,657 | $4,572 |
| EFV | 84,050 | -1,657 | $4,572 |
| VANGUARD MEGA (MGC) |
23,392 | +4,336 | $4,371 |
| MGC | 23,392 | +4,336 | $4,371 |
| SPDR PORTFOLIO (SPAB) |
166,365 | +85,911 | $4,206 |
| SPAB | 166,365 | +85,911 | $4,206 |
| AMGEN INC |
14,789 | +1,309 | $4,205 |
| AMGN | 14,789 | +1,309 | $4,205 |
| ISHARES MSCI (EMXC) |
68,968 | +38,097 | $3,970 |
| EMXC | 68,968 | +38,097 | $3,970 |
| PROCTER & GAMBLE |
24,223 | +97 | $3,930 |
| PG | 24,223 | +97 | $3,930 |
| HF FOODS |
1,110,712 | UNCH | $3,887 |
| HFFG | 1,110,712 | UNCH | $3,887 |
| ISHARES NATIONAL (MUB) |
35,227 | +2,093 | $3,790 |
| MUB | 35,227 | +2,093 | $3,790 |
See Full List: All Stocks Held By Zhang Financial LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Zhang Financial LLC
|
Size ($ in 1000's)
At 03/31/2024: $1,349,764 At 12/31/2023: $1,164,223 Zhang Financial LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Zhang Financial LLC 13F filings. Link to 13F filings: SEC filings |
