Zhang Financial LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Portage, MI
CIK
0001776290
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 254 1,164,224 VTI, VOO, ITOT, DFUS 13F-HR 1/31/2024 000200866024000002
Q3 2023 232 986,697 VTI, VOO, ITOT, DFUS 13F-HR 10/11/2023 000177629023000006
Q2 2023 247 974,565 VTI, ITOT, VOO, VBR 13F-HR 7/18/2023 000177629023000005
Q1 2023 229 875,622 VTI, ITOT, VOO, VBR 13F-HR 5/10/2023 000177629023000002
Q4 2022 227 784,159 VTI, ITOT, VBR, VOO RESTATEMENT 5/17/2023 000177629023000003
Q3 2022 217 663,327 VTI, ITOT, VBR, VT 13F-HR 10/18/2022 000177629022000004
Q2 2022 215 623,155 VTI, ITOT, VBR, IAU 13F-HR 7/14/2022 000177629022000003
Q1 2022 218 592,323 VTI, VBR, ITOT, AAPL 13F-HR 4/21/2022 000177629022000002
Q4 2021 207 564,248 VTI, VBR, IAU, AAPL 13F-HR 2/10/2022 000177629022000001
Q3 2021 165 432,374 VTI, VBR, IAU, IWN 13F-HR 10/19/2021 000177629021000005
Q2 2021 143 407,589 VTI, VBR, IAU, IWN 13F-HR 7/26/2021 000177629021000004
Q1 2021 128 372,780 VTI, VBR, IAU, IWN 13F-HR 4/21/2021 000177629021000002
Q4 2020 110 324,595 VTI, VBR, IAU, IWN 13F-HR 1/20/2021 000177629021000001
Q3 2020 97 277,468 VTI, VBR, IAU, IWN 13F-HR 10/13/2020 000177629020000004
Q2 2020 92 259,367 VTI, VBR, IAU, IWN 13F-HR 7/23/2020 000177629020000003
Q1 2020 90 225,957 VTI, VBR, IAU, IWN 13F-HR 5/6/2020 000177629020000002
Q4 2019 102 262,405 VTI, VBR, IWN, IAU 13F-HR 1/21/2020 000177629020000001
Q3 2019 87 236,697 VTI, VBR, IWN, SYK 13F-HR 10/17/2019 000177629019000032
Q2 2019 90 239,044 VTI, VBR, IWN, TIP 13F-HR 7/24/2019 000177629019000031
Q1 2019 86 232,271 VTI, VBR, IWN, TIP 13F-HR 5/14/2019 000177629019000002
Q4 2018 82 207,050 VTI, VBR, IWN, TIP 13F-HR 5/16/2019 000177629019000003
Q3 2018 78 209,521 VTI, IWN, VBR, TIP 13F-HR 5/24/2019 000177629019000010
Q2 2018 76 196,414 VTI, IWN, VBR, TIP 13F-HR 5/24/2019 000177629019000009
Q1 2018 77 191,183 VTI, IWN, VBR, TIP 13F-HR 5/24/2019 000177629019000008
Q4 2017 82 204,892 VTI, IWN, VBR, TIP 13F-HR 5/23/2019 000177629019000006
Q3 2017 81 196,737 VTI, IWN, VBR, TIP 13F-HR 5/24/2019 000177629019000007
Q2 2017 77 188,231 VTI, IWN, VBR, TIP 13F-HR 5/23/2019 000177629019000005
Q1 2017 79 200,885 VTI, IWN, VBR, TIP 13F-HR 5/23/2019 000177629019000004
Q4 2016 76 184,422 VTI, IWN, VBR, TIP 13F-HR 5/28/2019 000177629019000017
Q3 2016 74 182,157 VTI, IWN, VBR, TIP 13F-HR 5/28/2019 000177629019000016
Q2 2016 75 182,055 VTI, IWN, VBR, TIP 13F-HR 5/28/2019 000177629019000014
Q1 2016 71 177,068 VTI, IWN, TIP, VBR 13F-HR 5/28/2019 000177629019000013
Q4 2015 71 166,918 VTI, IWN, TIP, VBR 13F-HR 5/28/2019 000177629019000015
Q3 2015 67 157,041 VTI, IWN, TIP, VBR 13F-HR 5/24/2019 000177629019000011
Q2 2015 67 155,581 VTI, IWN, TIP, EFV 13F-HR 5/24/2019 000177629019000012
Q1 2015 67 159,902 VTI, IWN, TIP, EFV 13F-HR 5/29/2019 000177629019000018
Q4 2014 66 153,742 VTI, IWN, TIP, EFV 13F-HR 5/31/2019 000177629019000030
Q3 2014 63 146,359 VTI, IWN, TIP, EFV 13F-HR 5/31/2019 000177629019000029
Q2 2014 61 148,741 VTI, IWN, TIP, EFV 13F-HR 5/31/2019 000177629019000028
Q1 2014 54 139,258 IWN, VTI, TIP, EFV 13F-HR 5/31/2019 000177629019000027
Q4 2013 52 132,434 IWN, VTI, TIP, EFV 13F-HR 5/31/2019 000177629019000026
Q3 2013 50 124,020 IWN, VTI, TIP, EFV 13F-HR 5/31/2019 000177629019000025
Q2 2013 49 116,433 IWN, VTI, TIP, EFV 13F-HR 5/31/2019 000177629019000024
Q1 2013 49 112,916 IWN, VTI, TIP, EFV 13F-HR 5/31/2019 000177629019000023
Q4 2012 48 104,695 IWN, VTI, TIP, EFV 13F-HR 5/30/2019 000177629019000022
Q3 2012 44 95,588 IWN, VTI, TIP, EFV 13F-HR 5/30/2019 000177629019000021
Q2 2012 41 87,301 IWN, VTI, TIP, EFV 13F-HR 5/30/2019 000177629019000020
Q1 2012 36 106,454 Dimensional Invt Grp Gbl 25 75 Instl Cl, IWN, VTI, TIP 13F-HR 5/30/2019 000177629019000019
Additional filings from Zhang Financial LLC that have since been restated