Zhang Financial LLC Incresed Positions in Q1 2025

Zhang Financial LLC

  • $1.87 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
479K
+ 263.9%
$73.78 - $76.59 $35.3M - $36.7M
661K $50.5M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
199K
+ 15.64%
$58.01 - $64.46 $11.5M - $12.8M
1.47M $91.9M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
113K
+ 352.42%
$95.85 - $99.25 $10.8M - $11.2M
145K $14.3M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
124K
+ 67.68%
$77.7 - $78.94 $9.65M - $9.8M
308K $24.3M
DFAI
Dimensional ETF Tr

ETFs
93.8K
+ 5.98%
$28.88 - $32.4 $2.71M - $3.04M
1.66M $52.3M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
315K
+ 11.1%
$32.42 - $36.13 $10.2M - $11.4M
3.15M $103M
IAU
Ishares Gold Trust

ETFs
208
+ 0.04%
$49.74 - $58.96 $10.3K - $12.3K
475K $28M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
74.1K
+ 38.53%
$67.03 - $74.61 $4.97M - $5.53M
267K $18M
ITOT
Ishares Core S&P Total U.S. St

ETFs
74.1K
+ 11.15%
$120.29 - $134.6 $8.92M - $9.98M
739K $89.7M
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
50.1K
+ 21.59%
$105.24 - $117.4 $5.27M - $5.88M
282K $30M
MGK
Vanguard Mega Cap Growth ETF

ETFs
12K
+ 38.02%
$307.43 - $357.48 $3.69M - $4.29M
43.5K $13.4M
VT
Vanguard Total World Stk Index

ETFs
24.8K
+ 4.18%
$115.08 - $123.97 $2.85M - $3.07M
618K $71.6M
BND
Vanguard Bd Index Fd Inc Total

ETFs
14.4K
+ 2.56%
$71.17 - $73.66 $1.02M - $1.06M
575K $42.2M
JPM
Jpmorgan Chase & CO

Financial Services
7.07K
+ 57.13%
$225.19 - $279.95 $1.59M - $1.98M
19.4K $4.77M
XOM
Exxon Mobil Corp

Energy
13.2K
+ 95.54%
$105.44 - $118.93 $1.39M - $1.57M
27K $3.21M
ABBV
Abb Vie Inc.

Healthcare
5.28K
+ 27.91%
$169.2 - $216.66 $894K - $1.14M
24.2K $5.07M
AVUV
American Centy ETF Tr Avantis

ETFs
19K
+ 92.97%
$84.95 - $100.62 $1.62M - $1.92M
39.5K $3.44M
NVDA
Nvidia Corp

Technology
41K
+ 34.91%
$106.98 - $149.43 $4.38M - $6.12M
158K $17.2M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
59.3K
+ 157.57%
$22.46 - $23.26 $1.33M - $1.38M
96.9K $2.24M
MUB
Ishares National Muni Bond ETF

ETFs
13.7K
+ 30.15%
$104.71 - $107.69 $1.43M - $1.47M
59K $6.21M
MU
Micron Technology Inc

Technology
14.9K
+ 73.78%
$86.89 - $109.38 $1.3M - $1.63M
35.2K $3.06M
IWB
Ishares Tr Russell 1000 ETF

ETFs
4.48K
+ 241.27%
$302.31 - $337.54 $1.35M - $1.51M
6.33K $1.93M
IWR
Ishares Russell Mid Cap ETF

ETFs
14.3K
+ 270.14%
$82.81 - $92.93 $1.19M - $1.33M
19.6K $1.66M
JNJ
Johnson & Johnson

Healthcare
5.21K
+ 42.08%
$142.06 - $167.7 $740K - $874K
17.6K $2.92M
DFIV
Dimensional ETF Tr

ETFs
26.9K
+ 190.51%
$35.33 - $40.77 $950K - $1.1M
41K $1.63M
VUG
Vanguard Growth ETF

ETFs
4.13K
+ 40.76%
$369.1 - $427.61 $1.52M - $1.77M
14.3K $5.28M
WMT
Walmart Inc.

Consumer Defensive
12.7K
+ 86.62%
$84.5 - $105.05 $1.07M - $1.33M
27.4K $2.4M
VEA
Vanguard Ftse Developed Market

ETFs
10.3K
+ 6.82%
$47.4 - $52.99 $489K - $547K
162K $8.28M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
18.1K
+ 4.31%
$18.36 - $20.51 $331K - $370K
437K $8.72M
SPMD
Spdr Portfolio

ETFs
27.1K
+ 23.45%
$50.21 - $57.73 $1.36M - $1.56M
143K $7.28M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
7.43K
+ 2.66%
$126.11 - $135.06 $936K - $1M
287K $36.6M
CSCO
Cisco Systems, Inc.

Technology
12.7K
+ 24.61%
$58.74 - $64.87 $744K - $821K
64.1K $3.96M
INTU
Intuit Inc

Technology
1.46K
+ 448.0%
$555.63 - $630.23 $809K - $918K
1.78K $1.09M
AMGN
Amgen Inc

Healthcare
170
+ 1.05%
$258.59 - $327.36 $44K - $55.7K
16.3K $5.09M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
21.5K
+ 66.86%
$33.84 - $37.77 $729K - $813K
53.8K $1.97M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
4.36K
+ 170.76%
$192.82 - $222.1 $841K - $969K
6.92K $1.34M
IBM
International Business Machines Corp

Technology
1.03K
+ 5.71%
$217.4 - $264.74 $224K - $273K
19.1K $4.75M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
25.8K
+ 13.29%
$24.73 - $25.62 $637K - $660K
220K $5.6M
SLV
I Shares Silver Trust

ETFs
21.3K
+ 246.3%
$26.93 - $31.32 $573K - $666K
29.9K $927K
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.96K
+ 32.35%
$468.34 - $539.52 $916K - $1.06M
8K $3.75M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
2.39K
+ 52.42%
$333.37 - $384.99 $797K - $920K
6.95K $2.32M
IXUS
Ishares Tr

ETFs
5.56K
+ 9.44%
$65.06 - $72.31 $362K - $402K
64.5K $4.53M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
7.24K
+ 3.49%
$42.5 - $46.71 $308K - $338K
215K $9.74M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
3.98K
+ 8.65%
$67.08 - $76.14 $267K - $303K
50K $3.7M
KLAC
Kla Corp

Technology
541
+ 13.4%
$636.62 - $777.63 $344K - $421K
4.58K $3.11M
SUB
Ishares Short Term National Mu

ETFs
5.3K
+ 8.04%
$105.3 - $106.24 $558K - $563K
71.2K $7.51M
CL
Colgate Palmolive CO

Consumer Defensive
5.66K
+ 56.4%
$85.68 - $97.5 $485K - $552K
15.7K $1.47M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
51.4K
+ 11.68%
$21.23 - $23.75 $1.09M - $1.22M
492K $10.5M
AMAT
Applied Materials Inc

Technology
4.75K
+ 51.82%
$145.06 - $195.51 $689K - $929K
13.9K $2.02M
Activity Summary
Buys All Purchases 191 New Holdings 17 Increased Positions 174 Sells All Sells 70 Reductions 70 Sold out 0 Options Calls 0 Puts 0
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