HoldingsChannel.com
Zhang Financial LLC Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
VANGUARD TOTAL (VTI) 318,847 -7,506 $48,160
     VTI318,847-7,506$48,160
VANGUARD SMALL (VBR) 234,102 -3,124 $30,150
     VBR234,102-3,124$30,150
ISHARES RUSSELL (IWN) 183,158 -3,130 $21,870
     IWN183,158-3,130$21,870
STRYKER CORP 61,181 -798 $13,233
     SYK61,181-798$13,233
ISHARES GOLD (IAU) 922,047 +182,891 $13,004
     IAU922,047+182,891$13,004
ISHARES TIPS (TIP) 107,186 -3,226 $12,462
     TIP107,186-3,226$12,462
ISHARES CORE (ITOT) 118,678 -11,268 $7,969
     ITOT118,678-11,268$7,969
VANGUARD TOTAL (VT) 100,956 -1,455 $7,560
     VT100,956-1,455$7,560
ISHARES MSCI (EFV) 123,309 -7,079 $5,845
     EFV123,309-7,079$5,845
VANGUARD S&P (VOO) 19,807 -957 $5,399
     VOO19,807-957$5,399
BERKSHIRE HATHAWAY      $4,911
     BRK.B19,113-1,211$3,976
     BRK.A3UNCH$935
VANGUARD FSTE (VWO) 94,563 -818 $3,807
     VWO94,563-818$3,807
SPDR S&P (SPY) 11,607 +1,823 $3,449
     SPY11,607+1,823$3,449
APPLE INC 14,490 -321 $3,268
     AAPL14,490-321$3,268
SCHWAB US 44,703 -1,641 $3,183
     SCHB44,703-1,641$3,183
ISHARES 1 3YR (SHY) 34,108 -1,376 $2,893
     SHY34,108-1,376$2,893
VANGUARD VALUE (VTV) 24,186 -100 $2,700
     VTV24,186-100$2,700
ISHARES SELECT (DVY) 23,811 -466 $2,428
     DVY23,811-466$2,428
AMAZON COM 1,333 -27 $2,319
     AMZN1,333-27$2,319
ISHARES RUSSELL (IWV) 12,412 -278 $2,157
     IWV12,412-278$2,157
ISHARES CORE (IVV) 6,185 -34 $1,846
     IVV6,185-34$1,846
PROCTER & GAMBLE 14,292 +593 $1,778
     PG14,292+593$1,778
VANGUARD TOTAL (BND) 19,521 UNCH $1,646
     BND19,521UNCH$1,646
VANGUARD TOTAL (VXUS) 28,746 -125 $1,488
     VXUS28,746-125$1,488
ISHARES NATIONAL (MUB) 12,799 +2 $1,460
     MUB12,799+2$1,460
MICROSOFT CORP 10,381 +783 $1,443
     MSFT10,381+783$1,443
VANGUARD REAL (VNQ) 15,123 -925 $1,410
     VNQ15,123-925$1,410
ISHARES S&P (IJS) 7,543 -422 $1,133
     IJS7,543-422$1,133
SCHWAB AGGREGATE 20,675 -2,939 $1,112
     SCHZ20,675-2,939$1,112
LCI INDS 11,043 UNCH $1,014
     LCII11,043UNCH$1,014
ISHARES RUSSELL (IWB) 5,787 UNCH $952
     IWB5,787UNCH$952
PFIZER INC 25,863 +1,700 $929
     PFE25,863+1,700$929
PHILIP MORRIS 11,808 -1,451 $897
     PM11,808-1,451$897
VANGUARD MID (VO) 5,215 -428 $874
     VO5,215-428$874
KELLOGG CO 12,537 -1,442 $807
     K12,537-1,442$807
SCHWAB US 13,478 UNCH $764
     SCHP13,478UNCH$764
VANGUARD FTSE (VEA) 17,611 UNCH $723
     VEA17,611UNCH$723
PEPSICO INC 5,151 +2 $706
     PEP5,151+2$706
ALTRIA GROUP 17,174 -903 $702
     MO17,174-903$702
STEELCASE INC 37,531 -3,000 $691
     SCS37,531-3,000$691
KIMBERLY CLARK 4,827 UNCH $686
     KMB4,827UNCH$686
VANGUARD DIVIDEND (VIG) 5,729 UNCH $685
     VIG5,729UNCH$685
ISHARES MSCI (EFA) 10,300 -348 $672
     EFA10,300-348$672
VISA INC 3,765 +45 $648
     V3,765+45$648
ISHARES CORE (IJR) 8,178 UNCH $637
     IJR8,178UNCH$637
EXXON MOBIL 8,188 -300 $578
     XOM8,188-300$578
JOHNSON & JOHNSON 4,457 -474 $577
     JNJ4,457-474$577
ISHARES RUSS (IWS) 6,404 -302 $574
     IWS6,404-302$574
VANGUARD SHORT (BSV) 6,823 UNCH $551
     BSV6,823UNCH$551
EATON CORP 6,540 -997 $544
     ETN6,540-997$544

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 09/30/2019: $236,697
At 06/30/2019: $239,044

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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