HoldingsChannel.com
Zhang Financial LLC Top Holdings
As of  03/31/2019

   EntityAmountChange
 12/31/2018 to 03/31/2019
Position Size
($ in 1000's)
VANGUARD TOTAL (VTI) 335,298 -3,978 $48,521
     VTI335,298-3,978$48,521
VANGUARD SMALL (VBR) 233,749 +5,483 $30,091
     VBR233,749+5,483$30,091
ISHARES RUSSELL (IWN) 193,173 -1,027 $23,161
     IWN193,173-1,027$23,161
ISHARES TIPS (TIP) 113,585 -3,182 $12,843
     TIP113,585-3,182$12,843
STRYKER CORP 62,772 -3,185 $12,399
     SYK62,772-3,185$12,399
ISHARES GOLD (IAU) 734,549 +20,323 $9,094
     IAU734,549+20,323$9,094
ISHARES CORE (ITOT) 131,984 -4,936 $8,500
     ITOT131,984-4,936$8,500
VANGUARD TOTAL (VT) 104,578 +2,021 $7,652
     VT104,578+2,021$7,652
ISHARES MSCI (EFV) 132,585 -2,953 $6,481
     EFV132,585-2,953$6,481
BERKSHIRE HATHAWAY      $5,192
     BRK.B19,846-422$3,987
     BRK.A4UNCH$1,205
VANGUARD S&P (VOO) 19,019 -381 $4,936
     VOO19,019-381$4,936
VANGUARD FSTE (VWO) 95,180 +1,135 $4,045
     VWO95,180+1,135$4,045
SCHWAB US 49,041 +7,137 $3,337
     SCHB49,041+7,137$3,337
SPDR S&P (SPY) 11,191 +60 $3,161
     SPY11,191+60$3,161
ISHARES 1 3YR (SHY) 35,483 -451 $2,985
     SHY35,483-451$2,985
VANGUARD VALUE (VTV) 24,970 UNCH $2,688
     VTV24,970UNCH$2,688
APPLE INC 13,636 +410 $2,590
     AAPL13,636+410$2,590
ISHARES SELECT (DVY) 25,780 -522 $2,531
     DVY25,780-522$2,531
ISHARES RUSSELL (IWV) 14,232 UNCH $2,372
     IWV14,232UNCH$2,372
AMAZON COM 1,317 +50 $2,345
     AMZN1,317+50$2,345
VANGUARD REAL (VNQ) 19,597 UNCH $1,703
     VNQ19,597UNCH$1,703
VANGUARD TOTAL (BND) 17,967 +719 $1,459
     BND17,967+719$1,459
PROCTER & GAMBLE 13,883 +99 $1,445
     PG13,883+99$1,445
ISHARES NATIONAL (MUB) 12,796 -297 $1,423
     MUB12,796-297$1,423
MICROSOFT CORP 11,886 +5,276 $1,402
     MSFT11,886+5,276$1,402
SCHWAB AGGREGATE 23,878 +1,155 $1,239
     SCHZ23,878+1,155$1,239
ISHARES S&P (IJS) 8,216 +2 $1,212
     IJS8,216+2$1,212
PHILIP MORRIS 13,583 -557 $1,201
     PM13,583-557$1,201
VANGUARD TOTAL (VXUS) 20,417 +1,250 $1,060
     VXUS20,417+1,250$1,060
ISHARES RUSSELL (IWB) 6,674 +5,103 $1,050
     IWB6,674+5,103$1,050
ALTRIA GROUP 18,072 -53 $1,038
     MO18,072-53$1,038
KELLOGG CO 14,913 -1,387 $856
     K14,913-1,387$856
LCI INDS 11,043 +3,650 $848
     LCII11,043+3,650$848
PFIZER INC 19,935 +437 $847
     PFE19,935+437$847
ISHARES CORE (IVV) 2,933 +44 $835
     IVV2,933+44$835
SCHWAB INTL 25,251 +1,354 $791
     SCHF25,251+1,354$791
SCHWAB US 13,478 +560 $741
     SCHP13,478+560$741
VANGUARD MID (VO) 4,496 -237 $723
     VO4,496-237$723
ISHARES MSCI (EFA) 10,711 UNCH $695
     EFA10,711UNCH$695
JOHNSON & JOHNSON 4,959 +32 $693
     JNJ4,959+32$693
VANGUARD SHORT (BSV) 8,505 UNCH $677
     BSV8,505UNCH$677
KIMBERLY CLARK 5,308 -375 $658
     KMB5,308-375$658
PEPSICO INC 5,153 +812 $632
     PEP5,153+812$632
EATON CORP 7,725 +3 $622
     ETN7,725+3$622
EXXON MOBIL 7,675 -1,926 $620
     XOM7,675-1,926$620
STEELCASE INC 40,531 UNCH $590
     SCS40,531UNCH$590
ISHARES RUSS (IWS) 6,706 UNCH $582
     IWS6,706UNCH$582
CHEVRON CORP 4,645 -1,333 $572
     CVX4,645-1,333$572
DOWDUPONT INC 8,933 UNCH $476
     DWDP8,933UNCH$476
VISA INC 3,022 +677 $472
     V3,022+677$472

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 03/31/2019: $232,271
At 12/31/2018: $207,050

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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