Zhang Financial LLC Portfolio Holdings
Zhang Financial LLC
- $1.57 Billion
- Q3 2024
Zhang Financial LLC has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.57 Billion distributed in 276 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $134M, Vanguard Index Fds S&P 500 ETF with a value of $133M, Dimensional ETF Tr U S Equity with a value of $130M, Dimensional ETF Tr U S Core Eq with a value of $85.2M, and Ishares Core S&P Total U.S. St with a value of $83.9M.
Examining the 13F form we can see an increase of $152M in the current position value, from $1.42B to 1.57B.
Below you can find more details about Zhang Financial LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 276
- Current Value $1.57 Billion
- Prior Value $1.42 Billion
- Filing
- Period Q3 2024
- Filing Date October 15, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 14 stocks
- Additional Purchases 122 stocks
- Sold out of 0 stocks
- Reduced holdings in 88 stocks