Zhang Financial LLC Purchases in Q4 2024

Zhang Financial LLC

  • $1.73 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
RTX
Raytheon Technologies Corp

Industrials
23
+ 0.97%
$114.45 - $127.21 $2.63K - $2.93K
2.39K $276K
TMO
Thermo Fisher Scientific Inc.

Healthcare
52
+ 13.9%
$501.29 - $612.85 $26.1K - $31.9K
426 $221K
SCHV
Schwab Strategic Tr Us Large C

ETFs
11.1K
+ 201.56%
$25.79 - $80.4 $287K - $894K
16.6K $433K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
596
+ 14.77%
$396.64 - $516.74 $236K - $308K
4.63K $1.86M
VCIT
Vanguard Intermediate Term Cor

ETFs
28
+ 0.62%
$80.13 - $83.77 $2.24K - $2.35K
4.58K $367K
VLO
Valero Energy Corp

Energy
69
+ 3.78%
$118.59 - $144.02 $8.18K - $9.94K
1.9K $232K
ITW
Illinois Tool Works Inc

Industrials
21
+ 0.93%
$253.56 - $278.5 $5.32K - $5.85K
2.28K $579K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
1.09K
+ 8.81%
$114.08 - $125.68 $124K - $136K
13.4K $1.53M
CTVA
Corteva, Inc.

Basic Materials
10
+ 0.1%
$55.21 - $64.13 $552 - $641
9.87K $562K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
50
+ 1.7%
$70.63 - $78.23 $3.53K - $3.91K
2.99K $212K
VOE
Vanguard Mid Cap Value Index F

ETFs
126
+ 1.83%
$160.89 - $176.18 $20.3K - $22.2K
7.03K $1.14M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
93
+ 1.0%
$26.63 - $30.23 $2.48K - $2.81K
9.38K $249K
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.18K
+ 8.23%
$75.1 - $82.99 $88.9K - $98.3K
15.6K $1.18M
SPIB
Spdr Portfolio Intermediate Te

ETFs
354
+ 0.89%
$32.65 - $33.68 $11.6K - $11.9K
40.1K $1.31M
HOMZ
ETF Ser Solutions Hoya Cap Hsg

ETFs
33
+ 0.6%
$44.98 - $51.67 $1.48K - $1.71K
5.52K $250K
SCHA
Schwab Strategic Tr Us Small C

ETFs
9.91K
+ 89.32%
$25.33 - $51.16 $251K - $507K
21K $542K
DFIV
Dimensional ETF Tr

ETFs
97
+ 0.69%
$34.86 - $37.97 $3.38K - $3.68K
14.1K $500K
XOM
Exxon Mobil Corp

Energy
819
+ 6.3%
$105.51 - $125.37 $86.4K - $103K
13.8K $1.49M
SPTS
Spdr Portfolio Short Term Trea

ETFs
78
+ 0.08%
$28.88 - $29.33 $2.25K - $2.29K
98.8K $2.87M
MCD
Mcdonalds Corp

Consumer Cyclical
8
+ 0.27%
$288.47 - $316.54 $2.31K - $2.53K
2.92K $847K
MELI
Mercadolibre Inc

Consumer Cyclical
116
+ 16.91%
$1666.0 - $2117.3 $193K - $246K
802 $1.36M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
157
+ 0.24%
$40.38 - $44.35 $6.34K - $6.96K
65.8K $2.69M
SCHP
Schwab Strategic Us Tips ETF

ETFs
7.01K
+ 84.83%
$25.74 - $53.78 $181K - $377K
15.3K $394K
KO
Coca Cola CO

Consumer Defensive
694
+ 7.01%
$61.74 - $71.71 $42.8K - $49.8K
10.6K $659K
SHW
Sherwin Williams CO

Basic Materials
14
+ 0.85%
$338.75 - $399.71 $4.74K - $5.6K
1.66K $564K
QCOM
Qualcomm Inc

Technology
172
+ 3.11%
$150.4 - $178.04 $25.9K - $30.6K
5.69K $874K
PFE
Pfizer Inc

Healthcare
105
+ 0.37%
$24.8 - $30.19 $2.6K - $3.17K
28.7K $762K
DFAX
Dimensional ETF Tr
124
+ 0.35%
$24.76 - $27.04 $3.07K - $3.35K
35.5K $883K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
18.1K
+ 92.83%
$22.63 - $47.53 $410K - $861K
37.6K $853K
DD
Du Pont De Nemours, Inc.

Basic Materials
62
+ 1.02%
$75.95 - $88.05 $4.71K - $5.46K
6.16K $469K
F
Ford Motor CO

Consumer Cyclical
3.12K
+ 1.94%
$9.69 - $11.4 $30.2K - $35.5K
164K $1.62M
PG
Procter & Gamble CO

Consumer Defensive
288
+ 1.2%
$161.05 - $179.7 $46.4K - $51.8K
24.4K $4.09M
DFAE
Dimensional ETF Tr

ETFs
294
+ 0.49%
$25.36 - $28.15 $7.46K - $8.28K
60.2K $1.53M
PEP
Pepsico Inc

Consumer Defensive
1.33K
+ 7.03%
$151.29 - $176.1 $201K - $234K
20.2K $3.08M
NUE
Nucor Corp

Basic Materials
99
+ 1.91%
$115.78 - $167.74 $11.5K - $16.6K
5.28K $616K
KLAC
Kla Corp

Technology
540
+ 15.45%
$614.46 - $829.55 $332K - $448K
4.04K $2.54M
LOW
Lowes Companies Inc

Consumer Cyclical
23
+ 0.3%
$244.52 - $284.07 $5.62K - $6.53K
7.59K $1.87M
ITB
Ishares Tr

ETFs
1.52K
+ 9.82%
$103.31 - $129.34 $157K - $196K
17K $1.75M
BKIE
Bny Mellon ETF Tr Internationa

ETFs
90
+ 0.27%
$72.43 - $78.39 $6.52K - $7.06K
33.6K $2.43M
MSFT
Microsoft Corp

Technology
660
+ 1.12%
$406.35 - $454.46 $268K - $300K
59.4K $25M
IXUS
Ishares Tr

ETFs
1.7K
+ 2.97%
$65.95 - $72.56 $112K - $123K
58.9K $3.9M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
3.08K
+ 3.8%
$55.45 - $61.08 $171K - $188K
84.3K $4.67M
EFV
Msci Eafe Value ETF

ETFs
349
+ 0.46%
$51.78 - $57.15 $18.1K - $19.9K
75.5K $3.96M
VNQ
Vanguard Specialized Funds Van

ETFs
1.02K
+ 1.82%
$87.85 - $98.6 $89.2K - $100K
56.7K $5.05M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
8.66K
+ 4.35%
$44.04 - $49.49 $382K - $429K
208K $9.14M
AMGN
Amgen Inc

Healthcare
915
+ 6.0%
$258.78 - $328.31 $237K - $300K
16.2K $4.21M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
211K
+ 101.77%
$18.41 - $40.87 $3.89M - $8.64M
419K $7.75M
DFAI
Dimensional ETF Tr

ETFs
81.2K
+ 5.46%
$29.0 - $31.6 $2.35M - $2.57M
1.57M $45.8M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
91.5K
+ 7.75%
$58.88 - $64.8 $5.38M - $5.93M
1.27M $74.9M
Activity Summary
Buys All Purchases 200 New Holdings 29 Increased Positions 171 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
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