Zhang Financial LLC Incresed Positions in Q4 2024

Zhang Financial LLC

  • $1.73 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFUS
Dimensional ETF Tr U S Equity

ETFs
275K
+ 13.15%
$61.52 - $66.5 $16.9M - $18.3M
2.37M $151M
SYK
Stryker Corp

Healthcare
40.8K
+ 55.04%
$345.14 - $392.15 $14.1M - $16M
115K $41.4M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
20.5K
+ 8.11%
$521.84 - $558.82 $10.7M - $11.4M
273K $147M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
350K
+ 14.07%
$33.92 - $36.6 $11.9M - $12.8M
2.83M $98.1M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
171K
+ 1623.34%
$74.5 - $78.37 $12.7M - $13.4M
182K $13.6M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
143K
+ 354.1%
$77.86 - $79.27 $11.1M - $11.3M
183K $14.3M
BND
Vanguard Bd Index Fd Inc Total

ETFs
137K
+ 32.32%
$71.75 - $75.11 $9.83M - $10.3M
561K $40.3M
NVDA
Nvidia Corp

Technology
43.9K
+ 59.73%
$117.0 - $148.88 $5.13M - $6.53M
117K $15.8M
MGK
Vanguard Mega Cap Growth ETF

ETFs
17.3K
+ 121.58%
$316.94 - $357.88 $5.49M - $6.19M
31.5K $10.8M
VT
Vanguard Total World Stk Index

ETFs
49.1K
+ 9.03%
$117.09 - $123.07 $5.75M - $6.05M
593K $69.7M
AVDE
American Centy ETF Tr Avantis

ETFs
61.9K
+ 36.21%
$60.9 - $66.69 $3.77M - $4.13M
233K $14.3M
AMZN
Amazon Com Inc

Consumer Cyclical
3.93K
+ 7.69%
$180.88 - $232.93 $711K - $915K
55K $12.1M
VO
Vanguard Mid Cap ETF

ETFs
8.78K
+ 15.11%
$261.5 - $284.63 $2.3M - $2.5M
66.9K $17.7M
DFSV
Dimensional ETF Tr Dimensional

ETFs
74.7K
+ 12.68%
$30.18 - $33.87 $2.25M - $2.53M
664K $20.4M
IVV
Ishares Core S&P 500 ETF

ETFs
3.09K
+ 14.6%
$570.51 - $610.59 $1.76M - $1.89M
24.3K $14.3M
AVGO
Broadcom Inc.

Technology
2.98K
+ 14.06%
$159.67 - $250.0 $475K - $744K
24.1K $5.59M
GOOGL
Alphabet Inc.

Communication Services
2.59K
+ 5.41%
$161.86 - $196.66 $418K - $508K
50.4K $9.53M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
14.4K
+ 8.09%
$69.3 - $74.3 $998K - $1.07M
192K $13.7M
SPMD
Spdr Portfolio

ETFs
22.2K
+ 23.83%
$54.13 - $59.56 $1.2M - $1.32M
115K $6.32M
VIG
Vanguard Dividend Appreciation

ETFs
6.23K
+ 45.66%
N/A
19.9K $3.62M
SUB
Ishares Short Term National Mu

ETFs
10.4K
+ 18.82%
$104.94 - $106.2 $1.1M - $1.11M
65.9K $6.95M
AVUS
American Centy ETF Tr Avantis

ETFs
7.42K
+ 5.16%
$94.36 - $102.06 $700K - $757K
151K $14.7M
APO
Apollo Global Management, Inc.

Financial Services
568
+ 3.15%
$131.36 - $178.61 $74.6K - $101K
18.6K $3.07M
ABBV
Abb Vie Inc.

Healthcare
5.93K
+ 45.57%
$164.99 - $203.87 $978K - $1.21M
18.9K $3.36M
VOOV
Vanguard S&P 500 Value ETF

ETFs
7.65K
+ 7.43%
$184.21 - $199.29 $1.41M - $1.53M
111K $20.4M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
8.75K
+ 37.5%
$96.64 - $101.23 $846K - $886K
32.1K $3.11M
JPM
Jpmorgan Chase & CO

Financial Services
1.62K
+ 15.09%
$205.18 - $250.29 $333K - $406K
12.4K $2.96M
CSCO
Cisco Systems, Inc.

Technology
7.33K
+ 16.62%
$52.45 - $60.02 $385K - $440K
51.4K $3.05M
BAC
Bank Of America Corp

Financial Services
13.2K
+ 150.98%
$39.22 - $47.77 $517K - $630K
21.9K $963K
META
Meta Platforms, Inc.

Communication Services
691
+ 6.23%
$554.08 - $632.68 $383K - $437K
11.8K $6.95M
GS
Goldman Sachs Group Inc

Financial Services
467
+ 11.19%
$486.1 - $608.57 $227K - $284K
4.64K $2.66M
AVUV
American Centy ETF Tr Avantis

ETFs
5.51K
+ 36.81%
$94.37 - $106.41 $520K - $587K
20.5K $1.98M
WMT
Walmart Inc.

Consumer Defensive
4.71K
+ 47.34%
$79.1 - $95.7 $373K - $451K
14.7K $1.33M
GOOG
Alphabet Inc.

Communication Services
883
+ 6.5%
$163.08 - $198.16 $144K - $175K
14.5K $2.75M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
5.1K
+ 1.86%
$126.68 - $134.74 $646K - $687K
280K $35.7M
CRM
Salesforce, Inc.

Technology
160
+ 2.33%
$270.87 - $367.87 $43.3K - $58.9K
7.03K $2.35M
KKR
Kkr & Co. Inc.

Financial Services
1.94K
+ 18.23%
$129.87 - $162.87 $251K - $315K
12.6K $1.86M
ICSH
Blackrock Ultra Short Term Bon

ETFs
9.27K
+ 32.83%
$50.35 - $50.69 $467K - $470K
37.5K $1.89M
QQQ
Invesco Qqq Trust, Series 1

ETFs
642
+ 11.88%
$481.22 - $538.17 $309K - $346K
6.05K $3.09M
NFLX
Netflix Inc

Communication Services
434
+ 122.25%
$687.65 - $936.56 $298K - $406K
789 $703K
V
Visa Inc.

Financial Services
658
+ 11.71%
$273.87 - $320.91 $180K - $211K
6.28K $1.98M
AXP
American Express CO

Financial Services
724
+ 8.3%
$267.35 - $305.57 $194K - $221K
9.45K $2.8M
DFAU
Dimensional ETF Tr

ETFs
2.24K
+ 0.54%
$39.27 - $42.38 $87.8K - $94.8K
415K $16.8M
MUB
Ishares National Muni Bond ETF

ETFs
4.56K
+ 11.18%
$105.78 - $108.7 $483K - $496K
45.4K $4.83M
IVW
Ishares S&P 500 Growth ETF

ETFs
3.68K
+ 91.13%
$94.43 - $105.47 $348K - $388K
7.72K $783K
MGC
Vanguard Mega Cap ETF

ETFs
1.08K
+ 4.4%
$204.21 - $220.18 $221K - $238K
25.7K $5.47M
XLF
Financial Sector Spdr

ETFs
6.95K
+ 60.24%
$44.89 - $51.34 $312K - $357K
18.5K $894K
LLY
Eli Lilly & CO

Healthcare
744
+ 41.17%
$727.2 - $932.06 $541K - $693K
2.55K $1.97M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.11K
+ 4.68%
$442.29 - $483.08 $490K - $536K
24.8K $11.2M
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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