Zhang Financial LLC

Institutional manager (13F) · CIK 1776290

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $2.4B

#	Issuer	Value	Shares
1	VANGUARD S&P	$195M	326,411
2	VANGUARD INDEX FDS	$181M	563,420
3	DIMENSIONAL US	$180M	2,533,557
4	ISHARES CORE	$168M	1,181,952
5	VANGUARD STAR FDS	$161M	2,082,582
6	VANGUARD INTERMEDIATE	$146M	1,890,146
7	DIMENSIONAL US	$127M	3,263,205
8	VANGUARD INTL EQUITY INDEX F	$100M	723,873
9	ISHARES CORE	$89M	898,297
10	DIMENSIONAL ETF TRUST	$72M	1,843,654
11	VANGUARD TOTAL	$66M	899,249
12	APPLE INC	$57M	226,060
13	VANGUARD SMALL	$49M	226,556
14	VANGUARD HIGH	$49M	329,681
15	ISHARES GOLD	$41M	463,742
16	VANGUARD MALVERN FDS	$41M	525,359
17	AVANTIS INTL	$38M	452,332
18	BNY MELLON	$38M	303,387
19	STRYKER CORP	$34M	103,799
20	VANGUARD SHORT	$33M	410,000
21	DIMENSIONAL US	$32M	708,833
22	MICROSOFT CORP	$27M	73,448
23	VANGUARD GROWTH	$27M	61,944
24	VANGUARD MID	$27M	93,967
25	AVANTIS U S	$27M	242,233
26	NVIDIA CORP	$26M	150,723
27	DIMENSIONAL US	$25M	702,217
28	VANGUARD TAX-MANAGED INTL FD	$23M	356,156
29	SPDR PORTFOLIO	$22M	283,279
30	VANGUARD S&P	$22M	107,875
31	AVANTIS U S	$20M	178,134
32	ISHARES RUSSELL	$19M	99,252
33	VANGUARD MEGA	$19M	51,209
34	ISHARES CORE	$18M	27,878
35	ALPHABET INC	$18M	61,597
36	AMAZON COM	$17M	80,336
37	SCHWAB STRATEGIC TR	$17M	666,381
38	SPDR S&P 500 ETF TR	$17M	25,437
39	SCHWAB INTL	$14M	582,566
40	BERKSHIRE HATHAWAY	$13M	26,957
41	VANGUARD VALUE	$13M	65,748
42	ISHARES BITCOIN TR	$13M	332,302
43	VANGUARD INTL EQUITY INDEX F	$12M	228,258
44	FACEBOOK INC	$12M	20,286
45	ISHARES NATIONAL	$11M	101,343
46	MICRON TECHNOLOGY INC	$11M	31,089
47	BROADCOM INC	$10M	33,414
48	SPDR PORTFOLIO	$10M	171,919
49	VANGUARD INSTL INDEX FD	$9M	122,652
50	WORLD GOLD	$9M	97,794

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.