Zhang Financial LLC has filed its 13F form on January 16, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.73 Billion distributed in 295 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Equity with a value of $151M, Vanguard Index Fds S&P 500 ETF with a value of $147M, Vanguard Total Stock Market Et with a value of $136M, Dimensional ETF Tr U S Core Eq with a value of $98.1M, and Ishares Core S&P Total U.S. St with a value of $85.5M.
Examining the 13F form we can see an increase of $156M in the current position value, from $1.57B to 1.73B.
Below you can find more details about Zhang Financial LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.73 Billion
ETFs: $1.4 Billion
Technology: $119 Million
Healthcare: $65.5 Million
Financial Services: $40.6 Million
Consumer Cyclical: $27.9 Million
Consumer Defensive: $21.5 Million
Communication Services: $21.2 Million
Industrials: $18.2 Million
Other: $8.51 Million
Stock Holdings Table Market Cap. of $200 Billions or more
