Zhang Financial LLC ETFs

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
VTEB Vanguard Mun Bd Fds Tax Exempt	$0	$678,000 0.03% of portfolio	13,841	Q2 2025 Added 1.65%
VGIT Vanguard Intermediate Term Tre	$0	$640,000 0.03% of portfolio	10,709	Q2 2025 Reduced 0.06%
SGOV Ishares Trishares 0 3 Mnth Tre	$0	$614,000 0.03% of portfolio	6,103	Q2 2025 Added 20.78%
BSV Vanguard Bd Index Fd Inc Short	$0	$576,000 0.03% of portfolio	7,319	Q2 2025 Added 0.05%
SCHA Schwab Strategic Tr Us Small C	$0	$551,000 0.03% of portfolio	21,809	Q2 2025 Reduced 6.8%
IWD Ishares Russell 1000 Val ETF	$0	$539,000 0.03% of portfolio	2,776	Q2 2025 Reduced 1.32%
IWS Ishares Russell Midcap Value E	$0	$514,000 0.02% of portfolio	3,896	Q2 2025 Added 10.43%
SPEM Spdr Ser Tr Fds Spdr Portfolio	$0	$503,000 0.02% of portfolio	11,792	Q2 2025 Added 92.52%
SCHG Schwab Strategic Tr Us Large C	$0	$499,000 0.02% of portfolio	17,104	Q2 2025 Added 6.59%
SCHV Schwab Strategic Tr Us Large C	$0	$491,000 0.02% of portfolio	17,766	Q2 2025 Added 6.28%
VHT Vanguard Health Care ETF	$0	$461,000 0.02% of portfolio	1,858	Q2 2025 Reduced 6.49%
RSP Invesco S&P 500 Equal Weight E	$0	$423,000 0.02% of portfolio	2,331	Q2 2025 Added 9.64%
QUAL Ishares Msci Usa Quality Facto	$0	$407,000 0.02% of portfolio	2,230	Q2 2025 Added 6.04%
SMH Vaneck ETF Tr Semiconductor Et	$0	$399,000 0.02% of portfolio	1,431	Q2 2025 Added 19.45%
SCHP Schwab Strategic Us Tips ETF	$0	$395,000 0.02% of portfolio	14,839	Q2 2025 Added 3.28%
VCIT Vanguard Intermediate Term Cor	$0	$381,000 0.02% of portfolio	4,595	Q2 2025 Added 1.28%
GLD Spdr Gold Trust	$106B	$373,000 0.02% of portfolio	1,224	Q1 2025 Reduced 0.81%
IJJ Ishares S&P Midcap 400 Value E	$0	$332,000 0.02% of portfolio	2,694	Q2 2025 Added 0.07%
ESGV Vanguard World Fd Esg U.S. Sto	$0	$330,000 0.02% of portfolio	3,015	Q2 2025 Reduced 64.13%
GBTC Grayscale Bitcoin Trust (Btc)	$66.3B	$323,000 0.02% of portfolio	3,819	Q4 2024 New
DUHP Dimensional ETF Tr Dimensional	$0	$317,000 0.01% of portfolio	8,937	Q2 2025 New
VOT Vanguard Mid Cap Growth Index	$0	$315,000 0.01% of portfolio	1,111	Q2 2025 Reduced 0.8%
SPLV Invesco ETF Tr Ii S&P 500 Low	$0	$307,000 0.01% of portfolio	4,227	Q2 2025 Reduced 38.78%
VFH Vanguard Financial ETF	$0	$269,000 0.01% of portfolio	2,114	Q2 2024 New
SCHE Schwab Strategic Tr Us Emergin	$0	$255,000 0.01% of portfolio	8,482	Q2 2025 Reduced 9.56%
MEAR Blackrock Short Maturity Munic	$0	$253,000 0.01% of portfolio	5,037	Q2 2025 New
IYJ Ishares Tr	$0	$235,000 0.01% of portfolio	1,654	Q2 2025 New
AVEM American Centy ETF Tr Avantis	$0	$230,000 0.01% of portfolio	3,366	Q2 2025 Reduced 9.0%
VSGX Vanguard World Fd Esg Intl Stk	$0	$219,000 0.01% of portfolio	3,352	Q2 2025 New
SUSA Ishares Tr Msci Usa Esg Select	$0	$215,000 0.01% of portfolio	1,697	Q2 2025 Reduced 75.93%
HYBB Ishares Tr Bb Rated Corporate	$0	$202,000 0.01% of portfolio	4,314	Q2 2025 New
IEMG Ishares Inc	$0	$189,000 0.01% of portfolio	3,524	Q2 2025 Reduced 11.72%

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