CIK 1776290
Zhang Financial LLC
Institutional 13F holdings & portfolio
Holdings
339
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 339
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VOO | VANGUARD S&P | 311K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 548K | $1M+ | SH |
| DFUS | DIMENSIONAL US | 2.4M | $1M+ | SH |
| ITOT | ISHARES CORE | 1.1M | $1M+ | SH |
| VXUS | VANGUARD STAR FDS | 1.9M | $1M+ | SH |
| DFAC | DIMENSIONAL US | 3.3M | $1M+ | SH |
| BIV | VANGUARD INTERMEDIATE | 1.5M | $1M+ | SH |
| VT | VANGUARD INTL EQUITY INDEX F | 717K | $1M+ | SH |
| DFAI | DIMENSIONAL ETF TRUST | 1.8M | $1M+ | SH |
| AAPL | APPLE INC | 217K | $1M+ | SH |
| BND | VANGUARD TOTAL | 692K | $1M+ | SH |
| VBR | VANGUARD SMALL | 227K | $1M+ | SH |
| AGG | ISHARES CORE | 456K | $1M+ | SH |
| VYM | VANGUARD HIGH | 314K | $1M+ | SH |
| BKLC | BNY MELLON | 312K | $1M+ | SH |
| SYK | STRYKER CORP | 110K | $1M+ | SH |
| IAU | ISHARES GOLD | 473K | $1M+ | SH |
| AVDE | AVANTIS INTL | 402K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 68K | $1M+ | SH |
| DFAU | DIMENSIONAL US | 674K | $1M+ | SH |
| VCSH | VANGUARD SHORT | 383K | $1M+ | SH |
| NVDA | NVIDIA CORP | 145K | $1M+ | SH |
| VO | VANGUARD MID | 92K | $1M+ | SH |
| VUG | VANGUARD GROWTH | 51K | $1M+ | SH |
| AVUS | AVANTIS U S | 213K | $1M+ | SH |
| SPTM | SPDR PORTFOLIO | 264K | $1M+ | SH |
| VOOV | VANGUARD S&P | 103K | $1M+ | SH |
| DFSV | DIMENSIONAL US | 635K | $1M+ | SH |
| MGK | VANGUARD MEGA | 49K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED INTL FD | 315K | $1M+ | SH |
| GOOGL | ALPHABET INC | 60K | $1M+ | SH |
| VCRB | VANGUARD MALVERN FDS | 239K | $1M+ | SH |
| IWN | ISHARES RUSSELL | 100K | $1M+ | SH |
| IVV | ISHARES CORE | 26K | $1M+ | SH |
| SCHB | SCHWAB STRATEGIC TR | 648K | $1M+ | SH |
| AVUV | AVANTIS U S | 164K | $1M+ | SH |
| AMZN | AMAZON COM | 71K | $1M+ | SH |
| IBIT | ISHARES BITCOIN TR | 327K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 21K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY | 26K | $1M+ | SH |
| SCHF | SCHWAB INTL | 519K | $1M+ | SH |
| VTV | VANGUARD VALUE | 65K | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 228K | $1M+ | SH |
| META | FACEBOOK INC | 17K | $1M+ | SH |
| SPMD | SPDR PORTFOLIO | 176K | $1M+ | SH |
| MU | MICRON TECHNOLOGY INC | 34K | $1M+ | SH |
| GLDM | WORLD GOLD | 98K | $1M+ | SH |
| EMXC | ISHARES MSCI | 114K | $1M+ | SH |
| AVGO | BROADCOM INC | 24K | $1M+ | SH |
| SUB | ISHARES SHORT | 74K | $1M+ | SH |