HoldingsChannel.com
Zhang Financial LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
VANGUARD TOTAL (VTI) 314,409 -4,438 $51,515
     VTI314,409-4,438$51,515
VANGUARD SMALL (VBR) 236,812 +2,710 $32,494
     VBR236,812+2,710$32,494
ISHARES RUSSELL (IWN) 180,432 -2,726 $23,202
     IWN180,432-2,726$23,202
ISHARES GOLD (IAU) 1,236,538 +314,491 $17,966
     IAU1,236,538+314,491$17,966
STRYKER CORP 61,398 +217 $12,890
     SYK61,398+217$12,890
ISHARES TIPS (TIP) 103,527 -3,659 $12,070
     TIP103,527-3,659$12,070
ISHARES CORE (ITOT) 113,042 -5,636 $8,260
     ITOT113,042-5,636$8,260
VANGUARD TOTAL (VT) 95,790 -5,166 $7,773
     VT95,790-5,166$7,773
ISHARES MSCI (EFV) 123,359 +50 $6,160
     EFV123,359+50$6,160
BERKSHIRE HATHAWAY      $5,989
     BRK.B21,927+2,814$4,970
     BRK.A3UNCH$1,019
VANGUARD S&P (VOO) 19,690 -117 $5,824
     VOO19,690-117$5,824
APPLE INC 16,434 +1,944 $4,853
     AAPL16,434+1,944$4,853
VANGUARD FSTE (VWO) 98,430 +3,867 $4,377
     VWO98,430+3,867$4,377
SPDR S&P (SPY) 11,874 +267 $3,840
     SPY11,874+267$3,840
SCHWAB US 42,280 -2,423 $3,288
     SCHB42,280-2,423$3,288
VANGUARD VALUE (VTV) 25,088 +902 $3,010
     VTV25,088+902$3,010
ISHARES 1 3YR (SHY) 34,040 -68 $2,881
     SHY34,040-68$2,881
AMAZON COM 1,490 +157 $2,760
     AMZN1,490+157$2,760
ISHARES SELECT (DVY) 22,945 -866 $2,424
     DVY22,945-866$2,424
ISHARES RUSSELL (IWV) 11,592 -820 $2,185
     IWV11,592-820$2,185
ISHARES CORE (IVV) 6,358 +173 $2,055
     IVV6,358+173$2,055
MICROSOFT CORP 12,075 +1,694 $1,921
     MSFT12,075+1,694$1,921
VANGUARD TOTAL (VXUS) 33,653 +4,907 $1,878
     VXUS33,653+4,907$1,878
VANGUARD TOTAL (BND) 20,757 +1,236 $1,744
     BND20,757+1,236$1,744
PROCTER & GAMBLE 13,290 -1,002 $1,660
     PG13,290-1,002$1,660
ISHARES NATIONAL (MUB) 12,800 +1 $1,458
     MUB12,800+1$1,458
VANGUARD REAL (VNQ) 14,313 -810 $1,328
     VNQ14,313-810$1,328
LCI INDS 11,606 +563 $1,243
     LCII11,606+563$1,243
ISHARES S&P (IJS) 7,546 +3 $1,213
     IJS7,546+3$1,213
PHILIP MORRIS 12,342 +534 $1,050
     PM12,342+534$1,050
ISHARES RUSSELL (IWB) 5,787 UNCH $1,033
     IWB5,787UNCH$1,033
VANGUARD DIVIDEND (VIG) 8,074 +2,345 $1,007
     VIG8,074+2,345$1,007
PFIZER INC 25,631 -232 $1,004
     PFE25,631-232$1,004
ISHARES MSCI (EFA) 14,039 +3,739 $975
     EFA14,039+3,739$975
VISA INC 4,989 +1,224 $952
     V4,989+1,224$952
VANGUARD MID (VO) 5,036 -179 $897
     VO5,036-179$897
KELLOGG CO 12,360 -177 $855
     K12,360-177$855
JOHNSON & JOHNSON 5,750 +1,293 $842
     JNJ5,750+1,293$842
SCHWAB AGGREGATE 15,671 -5,004 $837
     SCHZ15,671-5,004$837
ALTRIA GROUP 16,756 -418 $836
     MO16,756-418$836
VANGUARD FTSE (VEA) 17,611 UNCH $776
     VEA17,611UNCH$776
STEELCASE INC 37,531 UNCH $768
     SCS37,531UNCH$768
SCHWAB US 13,104 -374 $744
     SCHP13,104-374$744
ISHARES CORE (IJR) 8,178 UNCH $686
     IJR8,178UNCH$686
PEPSICO INC 4,981 -170 $681
     PEP4,981-170$681
ALPHABET INC 490 +198 $677
     GOOG490+198$677
KIMBERLY CLARK 4,539 -288 $624
     KMB4,539-288$624
HOME DEPOT 2,837 +598 $620
     HD2,837+598$620
AT&T INC 15,799 +1,445 $617
     T15,799+1,445$617
ALIGN TECHNOLOGY 2,187 UNCH $610
     ALGN2,187UNCH$610

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 12/31/2019: $262,405
At 09/30/2019: $236,697

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

Zhang Financial LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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