Zhang Financial LLC New Holdings in Q2 2025

Zhang Financial LLC

Stock	Shares change	Price Range	Shares Held
COF Capital One Financial Corp Financial Services	3.12K New	$150.57 - $212.76 $470K - $665K	3.12K $664K
AVLV American Centy ETF Tr Avantis	5.82K New	$56.85 - $68.21 $331K - $397K	5.82K $396K
AVIV American Centy ETF Tr Avantis	5.65K New	$50.27 - $62.84 $284K - $355K	5.65K $351K
CVCO Cavco Industries Inc. Consumer Cyclical	738 New	$396.53 - $537.62 $293K - $397K	738 $320K
DUHP Dimensional ETF Tr Dimensional ETFs	8.94K New	$29.36 - $35.56 $262K - $318K	8.94K $317K
IYC Ishares U.S. Consumer Discreti ETFs	2.73K New	$79.19 - $99.64 $217K - $272K	2.73K $272K
MEAR Blackrock Short Maturity Munic ETFs	5.04K New	$49.74 - $50.27 $251K - $253K	5.04K $253K
VLO Valero Energy Corp Energy	1.86K New	$104.69 - $141.77 $195K - $264K	1.86K $250K
IYJ Ishares Tr ETFs	1.65K New	$115.07 - $142.31 $190K - $235K	1.65K $235K
MKL Markel Corp Financial Services	113 New	$1678.5 - $1997.36 $190K - $226K	113 $225K
CEG Constellation Energy Corp Utilities	697 New	$170.96 - $322.76 $119K - $225K	697 $224K
BSX Boston Scientific Corp Healthcare	2.06K New	$89.7 - $107.41 $185K - $221K	2.06K $221K
VSGX Vanguard World Fd Esg Intl Stk ETFs	3.35K New	$52.84 - $65.52 $177K - $220K	3.35K $219K
TSM Taiwan Semiconductor Manufacturing CO LTD Technology	931 New	$141.37 - $228.57 $132K - $213K	931 $210K
HYBB Ishares Tr Bb Rated Corporate ETFs	4.31K New	$44.47 - $47.0 $192K - $203K	4.31K $202K
Ge Vernova	433 New	N/A	433 $0
Northpointe Bancshares Inc.	101K New	N/A	101K $0
Ferguson Enterprises Inc	31.7K New	N/A	31.7K $0

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