HoldingsChannel.com
Zhang Financial LLC Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
VANGUARD TOTAL (VTI) 326,353 -8,945 $48,982
     VTI326,353-8,945$48,982
VANGUARD SMALL (VBR) 237,226 +3,477 $30,968
     VBR237,226+3,477$30,968
ISHARES RUSSELL (IWN) 186,288 -6,885 $22,448
     IWN186,288-6,885$22,448
ISHARES TIPS (TIP) 110,412 -3,173 $12,752
     TIP110,412-3,173$12,752
STRYKER CORP 61,979 -793 $12,742
     SYK61,979-793$12,742
ISHARES GOLD (IAU) 739,156 +4,607 $9,979
     IAU739,156+4,607$9,979
ISHARES CORE (ITOT) 129,946 -2,038 $8,658
     ITOT129,946-2,038$8,658
VANGUARD TOTAL (VT) 102,411 -2,167 $7,697
     VT102,411-2,167$7,697
ISHARES MSCI (EFV) 130,388 -2,197 $6,267
     EFV130,388-2,197$6,267
VANGUARD S&P (VOO) 20,764 +1,745 $5,589
     VOO20,764+1,745$5,589
BERKSHIRE HATHAWAY      $5,287
     BRK.B20,324+478$4,332
     BRK.A3-1$955
VANGUARD FSTE (VWO) 95,381 +201 $4,057
     VWO95,381+201$4,057
SCHWAB US 46,344 -2,697 $3,268
     SCHB46,344-2,697$3,268
ISHARES 1 3YR (SHY) 35,484 +1 $3,008
     SHY35,484+1$3,008
APPLE INC 14,811 +1,175 $2,932
     AAPL14,811+1,175$2,932
SPDR S&P (SPY) 9,784 -1,407 $2,867
     SPY9,784-1,407$2,867
VANGUARD VALUE (VTV) 24,286 -684 $2,694
     VTV24,286-684$2,694
AMAZON COM 1,360 +43 $2,576
     AMZN1,360+43$2,576
ISHARES SELECT (DVY) 24,277 -1,503 $2,417
     DVY24,277-1,503$2,417
ISHARES RUSSELL (IWV) 12,690 -1,542 $2,187
     IWV12,690-1,542$2,187
ISHARES CORE (IVV) 6,219 +3,286 $1,833
     IVV6,219+3,286$1,833
VANGUARD TOTAL (BND) 19,521 +1,554 $1,622
     BND19,521+1,554$1,622
VANGUARD TOTAL (VXUS) 28,871 +8,454 $1,523
     VXUS28,871+8,454$1,523
PROCTER & GAMBLE 13,699 -184 $1,502
     PG13,699-184$1,502
ISHARES NATIONAL (MUB) 12,797 +1 $1,447
     MUB12,797+1$1,447
VANGUARD REAL (VNQ) 16,048 -3,549 $1,403
     VNQ16,048-3,549$1,403
MICROSOFT CORP 9,598 -2,288 $1,286
     MSFT9,598-2,288$1,286
SCHWAB AGGREGATE 23,614 -264 $1,251
     SCHZ23,614-264$1,251
ISHARES S&P (IJS) 7,965 -251 $1,184
     IJS7,965-251$1,184
PFIZER INC 24,163 +4,228 $1,047
     PFE24,163+4,228$1,047
PHILIP MORRIS 13,259 -324 $1,041
     PM13,259-324$1,041
LCI INDS 11,043 UNCH $994
     LCII11,043UNCH$994
VANGUARD MID (VO) 5,643 +1,147 $943
     VO5,643+1,147$943
ISHARES RUSSELL (IWB) 5,787 -887 $942
     IWB5,787-887$942
JPMORGAN CHASE 8,153 +8,153 $912
     JPM8,153+8,153$912
ALTRIA GROUP 18,077 +5 $856
     MO18,077+5$856
SCHWAB US 13,478 UNCH $759
     SCHP13,478UNCH$759
KELLOGG CO 13,979 -934 $749
     K13,979-934$749
VANGUARD FTSE (VEA) 17,611 +17,611 $735
     VEA17,611+17,611$735
ISHARES MSCI (EFA) 10,648 -63 $700
     EFA10,648-63$700
STEELCASE INC 40,531 UNCH $693
     SCS40,531UNCH$693
AT&T INC 20,640 +6,258 $692
     T20,640+6,258$692
JOHNSON & JOHNSON 4,931 -28 $687
     JNJ4,931-28$687
PEPSICO INC 5,149 -4 $675
     PEP5,149-4$675
VANGUARD DIVIDEND (VIG) 5,729 +2,949 $660
     VIG5,729+2,949$660
EXXON MOBIL 8,488 +813 $650
     XOM8,488+813$650
VISA INC 3,720 +698 $646
     V3,720+698$646
KIMBERLY CLARK 4,827 -481 $643
     KMB4,827-481$643
ISHARES CORE (IJR) 8,178 +2,980 $640
     IJR8,178+2,980$640
EATON CORP 7,537 -188 $628
     ETN7,537-188$628

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 06/30/2019: $239,044
At 03/31/2019: $232,271

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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