Zhang Financial LLC Incresed Positions in Q1 2025

Zhang Financial LLC

  • $1.87 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XLK
Technology Sector Spdr

ETFs
369
+ 5.92%
$206.38 - $242.18 $76.2K - $89.4K
6.6K $1.36M
DFAT
Dimensional ETF Tr U S Target

ETFs
59
+ 0.26%
$50.44 - $58.1 $2.98K - $3.43K
22.5K $1.16M
VGT
Vanguard Information Technolog

ETFs
557
+ 11.09%
$542.38 - $646.34 $302K - $360K
5.58K $3.03M
VB
Vanguard Small Cap ETF

ETFs
54
+ 0.78%
$217.89 - $252.64 $11.8K - $13.6K
6.99K $1.55M
ITB
Ishares Tr

ETFs
258
+ 1.52%
$93.86 - $111.45 $24.2K - $28.8K
17.2K $1.63M
MRK
Merck & Co., Inc.

Healthcare
702
+ 3.12%
$83.01 - $101.02 $58.3K - $70.9K
23.2K $2.08M
IJS
Ishares S&P Smallcap 600 Value

ETFs
6
+ 0.04%
$96.3 - $112.23 $578 - $673
14.4K $1.4M
ORCL
Oracle Corp

Technology
45
+ 0.69%
$139.81 - $186.47 $6.29K - $8.39K
6.57K $918K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
39
+ 0.24%
$102.49 - $119.96 $4K - $4.68K
16.1K $1.67M
ETN
Eaton Corp PLC

Industrials
96
+ 2.05%
$271.83 - $371.23 $26.1K - $35.6K
4.77K $1.3M
VONG
Vanguard Russell 1000 Growth E

ETFs
715
+ 1.96%
$92.71 - $107.38 $66.3K - $76.8K
37.2K $3.44M
SPY
Spdr S&P 500 ETF Trust

ETFs
108
+ 0.65%
$551.42 - $612.93 $59.6K - $66.2K
16.7K $9.34M
DFUS
Dimensional ETF Tr U S Equity

ETFs
137K
+ 5.8%
$59.61 - $66.71 $8.19M - $9.17M
2.51M $151M
GOOG
Alphabet Inc.

Communication Services
396
+ 2.74%
$156.06 - $207.71 $61.8K - $82.3K
14.9K $2.32M
AVUS
American Centy ETF Tr Avantis

ETFs
3.25K
+ 2.15%
$90.7 - $101.57 $295K - $330K
155K $14.2M
DFSV
Dimensional ETF Tr Dimensional

ETFs
34.2K
+ 5.16%
$27.56 - $32.1 $944K - $1.1M
698K $19.6M
AMZN
Amazon Com Inc

Consumer Cyclical
2.86K
+ 5.19%
$190.26 - $242.06 $543K - $691K
57.9K $11M
GOOGL
Alphabet Inc.

Communication Services
4.24K
+ 8.42%
$154.33 - $206.19 $655K - $874K
54.6K $8.44M
IWN
Ishares Russell2000 Val ETF

ETFs
30
+ 0.03%
$149.27 - $169.4 $4.48K - $5.08K
103K $15.6M
MSFT
Microsoft Corp

Technology
2.01K
+ 3.38%
$375.39 - $447.2 $754K - $898K
61.4K $23.1M
VTI
Vanguard Total Stock Market Et

ETFs
19.5K
+ 4.16%
$271.18 - $303.12 $5.29M - $5.91M
488K $134M
VBR
Vanguard Small Cap Value ETF

ETFs
2.41K
+ 0.99%
$183.02 - $207.75 $440K - $500K
245K $45.5M
AAPL
Apple Inc.

Technology
3.72K
+ 1.9%
$209.68 - $247.1 $779K - $918K
200K $44.4M
Activity Summary
Buys All Purchases 191 New Holdings 17 Increased Positions 174 Sells All Sells 70 Reductions 70 Sold out 0 Options Calls 0 Puts 0
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