Zhang Financial LLC Purchases in Q3 2024

Zhang Financial LLC

  • $1.57 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DFUS
Dimensional ETF Tr U S Equity

ETFs
218K
+ 11.62%
$56.04 - $62.2 $12.2M - $13.6M
2.09M $130M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
267K
+ 12.05%
$31.05 - $34.29 $8.3M - $9.17M
2.48M $85.2M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
12.4K
+ 5.18%
$475.2 - $527.7 $5.91M - $6.56M
253K $133M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
83.8K
+ 7.64%
$58.03 - $65.37 $4.86M - $5.48M
1.18M $76.4M
BND
Vanguard Bd Index Fd Inc Total

ETFs
109K
+ 34.81%
$71.45 - $75.64 $7.82M - $8.28M
424K $31.8M
VOOV
Vanguard S&P 500 Value ETF

ETFs
27.1K
+ 35.71%
$175.0 - $190.72 $4.74M - $5.17M
103K $19.6M
VT
Vanguard Total World Stk Index

ETFs
15.4K
+ 2.91%
$107.72 - $119.96 $1.66M - $1.85M
544K $65.1M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
19.9K
+ 7.83%
$117.9 - $128.2 $2.35M - $2.56M
274K $35.2M
AAPL
Apple Inc.

Technology
1.7K
+ 0.86%
$207.23 - $234.82 $352K - $399K
200K $46.5M
DFAI
Dimensional ETF Tr

ETFs
22.7K
+ 1.55%
$28.69 - $32.06 $652K - $728K
1.49M $47.2M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
26.7K
+ 17.68%
$63.28 - $70.06 $1.69M - $1.87M
178K $12.5M
SYK
Stryker Corp

Healthcare
1.19K
+ 1.63%
$315.94 - $371.96 $376K - $442K
74.1K $26.8M
SPMD
Spdr Portfolio

ETFs
27.3K
+ 41.43%
$50.29 - $54.92 $1.37M - $1.5M
93.3K $5.1M
VO
Vanguard Mid Cap ETF

ETFs
1.16K
+ 2.04%
$237.84 - $263.83 $276K - $306K
58.1K $15.3M
VEA
Vanguard Ftse Developed Market

ETFs
16.7K
+ 12.36%
$47.6 - $53.31 $794K - $890K
152K $8.01M
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
11.4K
New
$91.41 - $101.59 $1.05M - $1.16M
11.4K $1.16M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
13.8K
+ 52.15%
$76.94 - $79.54 $1.07M - $1.1M
40.4K $3.21M
META
Meta Platforms, Inc.

Communication Services
381
+ 3.56%
$453.41 - $572.44 $173K - $218K
11.1K $6.35M
DFAU
Dimensional ETF Tr

ETFs
966
+ 0.23%
$35.8 - $39.69 $34.6K - $38.3K
413K $16.4M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
28.9K
+ 16.68%
$24.86 - $26.33 $718K - $761K
202K $5.28M
CRM
Salesforce, Inc.

Technology
3.06K
+ 80.57%
$238.42 - $276.53 $731K - $847K
6.87K $1.88M
IBM
International Business Machines Corp

Technology
74
+ 0.43%
$175.1 - $223.38 $13K - $16.5K
17.4K $3.84M
VTV
Vanguard Value ETF

ETFs
199
+ 0.35%
$159.75 - $174.57 $31.8K - $34.7K
57.8K $10.1M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
7.05K
New
$108.44 - $120.37 $764K - $848K
7.05K $848K
AVDE
American Centy ETF Tr Avantis

ETFs
190
+ 0.11%
$60.09 - $67.67 $11.4K - $12.9K
171K $11.5M
AMZN
Amazon Com Inc

Consumer Cyclical
5.83K
+ 12.88%
$161.02 - $200.0 $938K - $1.17M
51.1K $9.52M
DSI
Ishares Msci Kld 400 Social Et

ETFs
7.05K
New
$97.81 - $108.79 $690K - $767K
7.05K $767K
NKE
Nike, Inc.

Consumer Cyclical
8.37K
New
$71.09 - $89.44 $595K - $748K
8.37K $739K
WEC
Wec Energy Group, Inc.

Utilities
7.47K
New
$77.68 - $96.19 $580K - $719K
7.47K $718K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
8.46K
+ 11.63%
$56.04 - $62.99 $474K - $533K
81.2K $4.96M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
5.75K
+ 18.93%
$75.47 - $83.18 $434K - $478K
36.1K $3M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
420
+ 0.2%
$36.98 - $41.55 $15.5K - $17.5K
208K $8.54M
IXUS
Ishares Tr

ETFs
4.14K
+ 7.81%
$64.9 - $73.35 $269K - $304K
57.2K $4.16M
CAT
Caterpillar Inc

Industrials
227
+ 2.77%
$316.8 - $391.12 $71.9K - $88.8K
8.42K $3.29M
SPY
Spdr S&P 500 ETF Trust

ETFs
127
+ 0.77%
$517.38 - $573.86 $65.7K - $72.9K
16.6K $9.5M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
5.35K
+ 15.8%
$66.31 - $74.08 $355K - $397K
39.2K $2.88M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
4.6K
+ 24.57%
$96.25 - $101.98 $443K - $469K
23.3K $2.36M
MGK
Vanguard Mega Cap Growth ETF

ETFs
1.37K
+ 10.66%
$285.48 - $330.24 $391K - $453K
14.2K $4.58M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
5.12K
+ 155.73%
$91.37 - $101.65 $468K - $520K
8.41K $854K
SOXX
Ishares Semiconductor ETF

ETFs
2.17K
+ 239.71%
$199.29 - $265.49 $432K - $575K
3.07K $708K
TSLA
Tesla, Inc.

Consumer Cyclical
290
+ 4.79%
$191.76 - $263.26 $55.6K - $76.3K
6.34K $1.66M
AXP
American Express CO

Financial Services
373
+ 4.47%
$225.92 - $271.17 $84.3K - $101K
8.72K $2.37M
HD
Home Depot, Inc.

Consumer Cyclical
401
+ 9.27%
$333.64 - $405.2 $134K - $162K
4.73K $1.91M
MUB
Ishares National Muni Bond ETF

ETFs
3.06K
+ 8.1%
$106.13 - $108.7 $325K - $332K
40.8K $4.43M
ABBV
Abb Vie Inc.

Healthcare
406
+ 3.22%
$163.84 - $199.33 $66.5K - $80.9K
13K $2.57M
CSCO
Cisco Systems, Inc.

Technology
3.05K
+ 7.42%
$44.74 - $53.22 $136K - $162K
44.1K $2.35M
LOW
Lowes Companies Inc

Consumer Cyclical
19
+ 0.25%
$213.3 - $270.78 $4.05K - $5.14K
7.57K $2.05M
DFS
Discover Financial Services

Financial Services
2.64K
New
$123.41 - $144.72 $325K - $381K
2.64K $369K
COST
Costco Wholesale Corp

Consumer Defensive
332
+ 32.42%
$801.83 - $917.05 $266K - $304K
1.36K $1.2M
Activity Summary
Buys All Purchases 136 New Holdings 14 Increased Positions 122 Sells All Sells 88 Reductions 88 Sold out 0 Options Calls 0 Puts 0
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