Zhang Financial LLC Purchases in Q2 2025

Zhang Financial LLC

  • $2.13 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VEU
Vanguard Ftse All World Ex Us

ETFs
371
+ 2.93%
$54.19 - $67.22 $20.1K - $24.9K
13K $876K
FTNT
Fortinet, Inc.

Technology
160
+ 1.8%
$84.71 - $108.69 $13.6K - $17.4K
9.05K $956K
COST
Costco Wholesale Corp

Consumer Defensive
36
+ 2.42%
$908.13 - $1056.85 $32.7K - $38K
1.53K $1.51M
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.06K
+ 6.59%
$22.27 - $29.21 $23.5K - $30.9K
17.1K $499K
IWS
Ishares Russell Midcap Value E

ETFs
368
+ 10.43%
$110.58 - $132.14 $40.7K - $48.6K
3.9K $514K
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
743
+ 15.66%
$47.24 - $58.55 $35.1K - $43.5K
5.49K $321K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
4
+ 0.04%
$86.58 - $104.98 $346 - $420
9.87K $1.04M
DFAT
Dimensional ETF Tr U S Target

ETFs
88
+ 0.39%
$44.8 - $53.97 $3.94K - $4.75K
22.6K $1.22M
RTX
Raytheon Technologies Corp

Industrials
189
+ 7.84%
$113.75 - $148.48 $21.5K - $28.1K
2.6K $379K
DIS
Walt Disney CO

Communication Services
18
+ 0.82%
$81.72 - $124.01 $1.47K - $2.23K
2.23K $275K
SCHV
Schwab Strategic Tr Us Large C

ETFs
1.05K
+ 6.28%
$23.55 - $27.67 $24.7K - $29.1K
17.8K $491K
QUAL
Ishares Msci Usa Quality Facto

ETFs
127
+ 6.04%
$152.42 - $182.82 $19.4K - $23.2K
2.23K $407K
WM
Waste Management Inc

Industrials
208
+ 14.84%
$216.47 - $242.1 $45K - $50.4K
1.61K $368K
MCD
Mcdonalds Corp

Consumer Cyclical
341
+ 11.5%
$285.55 - $321.23 $97.4K - $110K
3.31K $966K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
409
+ 3.66%
$82.21 - $83.12 $33.6K - $34K
11.6K $959K
VIG
Vanguard Dividend Appreciation

ETFs
179
+ 0.9%
N/A
20.1K $3.67M
MA
Mastercard Inc

Financial Services
5
+ 0.25%
$479.92 - $590.74 $2.4K - $2.95K
2.03K $1.14M
ABT
Abbott Laboratories

Healthcare
64
+ 1.08%
$123.95 - $138.08 $7.93K - $8.84K
6K $815K
AVSC
American Centy ETF Tr Avantis
2
+ 0.02%
$42.39 - $51.76 $84.8 - $104
8.71K $449K
CVX
Chevron Corp

Energy
1.11K
+ 20.08%
$133.73 - $168.51 $148K - $186K
6.61K $946K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
100
+ 0.58%
$12.82 - $18.15 $1.28K - $1.81K
17.3K $289K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
512
+ 0.53%
$22.68 - $23.28 $11.6K - $11.9K
97.4K $2.26M
PG
Procter & Gamble CO

Consumer Defensive
1.81K
+ 7.53%
$157.66 - $172.39 $285K - $311K
25.8K $4.11M
TJX
Tjx Companies Inc

Consumer Cyclical
138
+ 6.22%
$119.13 - $135.03 $16.4K - $18.6K
2.36K $290K
CHCO
City Holding CO

Financial Services
20
+ 0.71%
$108.93 - $123.42 $2.18K - $2.47K
2.85K $348K
KO
Coca Cola CO

Consumer Defensive
370
+ 3.59%
$68.37 - $73.9 $25.3K - $27.3K
10.7K $755K
SPIB
Spdr Portfolio Intermediate Te

ETFs
43
+ 0.11%
$32.62 - $33.58 $1.4K - $1.44K
39.8K $1.34M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
2
+ 0.07%
$103.88 - $123.68 $208 - $247
2.69K $332K
SCHP
Schwab Strategic Us Tips ETF

ETFs
471
+ 3.28%
$26.18 - $26.93 $12.3K - $12.7K
14.8K $395K
VCIT
Vanguard Intermediate Term Cor

ETFs
58
+ 1.28%
$79.56 - $82.92 $4.61K - $4.81K
4.6K $381K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
224
+ 1.65%
$48.13 - $49.85 $10.8K - $11.2K
13.8K $678K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
4
+ 0.05%
$77.74 - $78.78 $311 - $315
7.32K $576K
ADP
Automatic Data Processing Inc

Industrials
1
+ 0.12%
$276.76 - $326.81 $277 - $327
843 $259K
MET
Metlife Inc

Financial Services
1
+ 0.02%
$68.42 - $82.49 $68.4 - $82.5
5.35K $430K
DGX
Quest Diagnostics Inc

Healthcare
7
+ 0.55%
N/A
1.29K $176K
TXN
Texas Instruments Inc

Technology
3
+ 0.11%
N/A
2.74K $532K
Dimensional Us
28.3K
+ 98.8%
N/A
57K $0
Blackrock Inc
84
+ 8.68%
N/A
1.05K $0
Ge Vernova
433
New
N/A
433 $0
Ferguson Enterprises Inc
31.7K
New
N/A
31.7K $0
Linde PLC
1
+ 0.04%
N/A
2.77K $0
Vanguard Malvern Fds
1.01K
+ 36.34%
N/A
3.78K $0
Rlj Lodging
247
+ 1.99%
N/A
12.7K $0
VUSB
Vanguard Bd Index Fds
12K
+ 195.4%
N/A
18.1K $0
Northpointe Bancshares Inc.
101K
New
N/A
101K $0
ITW
Illinois Tool Works Inc

Industrials
1
+ 0.04%
$218.41 - $252.43 $218 - $252
2.24K $554K
SCS
Steelcase Inc

Industrials
3
+ 0.03%
$9.42 - $11.46 $28.3 - $34.4
11.3K $117K
DUK
Duke Energy Corp

Utilities
1
+ 0.06%
$112.46 - $124.05 $112 - $124
1.74K $205K
ALL
Allstate Corp

Financial Services
7
+ 0.3%
$180.53 - $212.64 $1.26K - $1.49K
2.35K $473K
Activity Summary
Buys All Purchases 159 New Holdings 18 Increased Positions 141 Sells All Sells 101 Reductions 101 Sold out 0 Options Calls 0 Puts 0
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