The Analysis of Zhang Financial LLC's Holdings & P&L


Currently, Zhang Financial LLC holds 367 types of securities in its portfolio with a total value $2.9B. In the most recent quarter, they have increased their positions in AGG (+442.5K shares, valued at $43.9M), BIV (+370.0K shares, valued at $28.6M), VCRB (+286.5K shares, valued at $22.2M); decreased their positions in SGOV (-34.1K shares, valued at $3.4M), DFAC (-58.2K shares, valued at $2.3M), SYK (-6.5K shares, valued at $2.2M); initiated new positions in AXP (+16.6K shares, valued at $5.0M), VBIL (+31.1K shares, valued at $2.4M), COP (+12.9K shares, valued at $1.7M).


1M P&L
+91.4M+3.26%
3M P&L
-239.3M-7.63%
HY P&L
-88.3M-2.96%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A2.2B
85.0%
2Consumer Electronics57.4M
2.2%
3Semiconductors42.6M
1.7%

Top Industries by Stock Count

1N/A183 stocks
54.3%
2Drug Manufacturers - General8 stocks
2.4%
3Semiconductors7 stocks
2.1%
Stock Holdings
VANGUARD S&P
VANGUARD S&P
5.00%
Shares326.4K
Event2026-03-31
Filed2026-05-06
VTI
VANGUARD INDEX FDS
2.83%
Shares563.4K
Event2026-03-31
Filed2026-05-06
DFUS
DIMENSIONAL US
4.78%
Shares2.5M
Event2026-03-31
Filed2026-05-06
ITOT
ISHARES CORE
12.37%
Shares1.2M
Event2026-03-31
Filed2026-05-06
VXUS
VANGUARD STAR FDS
10.76%
Shares2.1M
Event2026-03-31
Filed2026-05-06
BIV
VANGUARD INTERMEDIATE
24.34%
Shares1.9M
Event2026-03-31
Filed2026-05-06
DFAC
DIMENSIONAL US
-1.75%
Shares3.3M
Event2026-03-31
Filed2026-05-06
VT
VANGUARD INTL EQUITY INDEX F
0.96%
Shares723.9K
Event2026-03-31
Filed2026-05-06
AGG
ISHARES CORE
97.09%
Shares898.3K
Event2026-03-31
Filed2026-05-06
DFAI
DIMENSIONAL ETF TRUST
1.03%
Shares1.8M
Event2026-03-31
Filed2026-05-06
BND
VANGUARD TOTAL
30.02%
Shares899.2K
Event2026-03-31
Filed2026-05-06
AAPL
APPLE INC
4.32%
Shares226.1K
Event2026-03-31
Filed2026-05-06
VBR
VANGUARD SMALL
-0.14%
Shares226.6K
Event2026-03-31
Filed2026-05-06
VYM
VANGUARD HIGH
4.98%
Shares329.7K
Event2026-03-31
Filed2026-05-06
ISHARES GOLD
ISHARES GOLD
-2.04%
Shares463.7K
Event2026-03-31
Filed2026-05-06
VCRB
VANGUARD MALVERN FDS
119.94%
Shares525.4K
Event2026-03-31
Filed2026-05-06
AVDE
AVANTIS INTL
12.46%
Shares452.3K
Event2026-03-31
Filed2026-05-06
BKLC
BNY MELLON
-2.87%
Shares303.4K
Event2026-03-31
Filed2026-05-06
SYK
STRYKER CORP
-5.93%
Shares103.8K
Event2026-03-31
Filed2026-05-06
VCSH
VANGUARD SHORT
7.16%
Shares410.0K
Event2026-03-31
Filed2026-05-06
DFAU
DIMENSIONAL US
5.24%
Shares708.8K
Event2026-03-31
Filed2026-05-06
MSFT
MICROSOFT CORP
8.13%
Shares73.4K
Event2026-03-31
Filed2026-05-06
VUG
VANGUARD GROWTH
21.94%
Shares61.9K
Event2026-03-31
Filed2026-05-06
VO
VANGUARD MID
1.75%
Shares94.0K
Event2026-03-31
Filed2026-05-06
AVUS
AVANTIS U S
13.74%
Shares242.2K
Event2026-03-31
Filed2026-05-06
NVDA
NVIDIA CORP
3.69%
Shares150.7K
Event2026-03-31
Filed2026-05-06
DFSV
DIMENSIONAL US
10.54%
Shares702.2K
Event2026-03-31
Filed2026-05-06
VEA
VANGUARD TAX-MANAGED INTL FD
13.23%
Shares356.2K
Event2026-03-31
Filed2026-05-06
SPTM
SPDR PORTFOLIO
7.43%
Shares283.3K
Event2026-03-31
Filed2026-05-06
VOOV
VANGUARD S&P
4.31%
Shares107.9K
Event2026-03-31
Filed2026-05-06
AVUV
AVANTIS U S
8.53%
Shares178.1K
Event2026-03-31
Filed2026-05-06
IWN
ISHARES RUSSELL
-0.70%
Shares99.3K
Event2026-03-31
Filed2026-05-06
MGK
VANGUARD MEGA
3.94%
Shares51.2K
Event2026-03-31
Filed2026-05-06
IVV
ISHARES CORE
8.64%
Shares27.9K
Event2026-03-31
Filed2026-05-06
ALPHABET INC
ALPHABET INC
3.48%
Shares61.6K
Event2026-03-31
Filed2026-05-06
AMZN
AMAZON COM
13.78%
Shares80.3K
Event2026-03-31
Filed2026-05-06
SCHB
SCHWAB STRATEGIC TR
2.77%
Shares666.4K
Event2026-03-31
Filed2026-05-06
SPY
SPDR S&P 500 ETF TR
21.36%
Shares25.4K
Event2026-03-31
Filed2026-05-06
SCHF
SCHWAB INTL
12.35%
Shares582.6K
Event2026-03-31
Filed2026-05-06
BERKSHIRE HATHAWAY
BERKSHIRE HATHAWAY
3.95%
Shares27.0K
Event2026-03-31
Filed2026-05-06
VTV
VANGUARD VALUE
1.49%
Shares65.7K
Event2026-03-31
Filed2026-05-06
IBIT
ISHARES BITCOIN TR
1.57%
Shares332.3K
Event2026-03-31
Filed2026-05-06
VWO
VANGUARD INTL EQUITY INDEX F
0.13%
Shares228.3K
Event2026-03-31
Filed2026-05-06
META
FACEBOOK INC
17.25%
Shares20.3K
Event2026-03-31
Filed2026-05-06
MUB
ISHARES NATIONAL
88.87%
Shares101.3K
Event2026-03-31
Filed2026-05-06
MU
MICRON TECHNOLOGY INC
-8.27%
Shares31.1K
Event2026-03-31
Filed2026-05-06
BROADCOM INC
BROADCOM INC
41.38%
Shares33.4K
Event2026-03-31
Filed2026-05-06
SPMD
SPDR PORTFOLIO
-2.46%
Shares171.9K
Event2026-03-31
Filed2026-05-06
VGUS
VANGUARD INSTL INDEX FD
473.17%
Shares122.7K
Event2026-03-31
Filed2026-05-06
GLDM
WORLD GOLD
-0.30%
Shares97.8K
Event2026-03-31
Filed2026-05-06
EMXC
ISHARES MSCI
-0.08%
Shares113.6K
Event2026-03-31
Filed2026-05-06
SPAB
SPDR PORTFOLIO
32.41%
Shares333.2K
Event2026-03-31
Filed2026-05-06
CAT
CATERPILLAR INC
8.16%
Shares11.3K
Event2026-03-31
Filed2026-05-06
JPM
JPMORGAN CHASE
28.45%
Shares27.2K
Event2026-03-31
Filed2026-05-06
FERGUSON ENTERPRISES INC
FERGUSON ENTERPRISES INC
0.00%
Shares33.5K
Event2026-03-31
Filed2026-05-06
SUB
ISHARES SHORT
-2.22%
Shares72.6K
Event2026-03-31
Filed2026-05-06
AMGN
AMGEN INC
9.58%
Shares21.1K
Event2026-03-31
Filed2026-05-06
ABBV
ABBVIE INC
15.95%
Shares33.9K
Event2026-03-31
Filed2026-05-06
DFAT
DIMENSIONAL US
-11.81%
Shares116.2K
Event2026-03-31
Filed2026-05-06
DFAS
DIMENSIONAL ETF TRUST
10.17%
Shares97.7K
Event2026-03-31
Filed2026-05-06
VONG
VANGUARD RUSSELL
28.57%
Shares61.2K
Event2026-03-31
Filed2026-05-06
IXUS
ISHARES CORE
9.33%
Shares76.8K
Event2026-03-31
Filed2026-05-06
KLAC
KLA CORP
-2.05%
Shares4.3K
Event2026-03-31
Filed2026-05-06
GS
GOLDMAN SACHS
23.89%
Shares7.3K
Event2026-03-31
Filed2026-05-06
XOM
EXXON MOBIL
2.16%
Shares36.4K
Event2026-03-31
Filed2026-05-06
INVESCO QQQ
INVESCO QQQ
9.73%
Shares10.6K
Event2026-03-31
Filed2026-05-06
VONE
VANGUARD RUSSELL
8.05%
Shares20.5K
Event2026-03-31
Filed2026-05-06
CSCO
CISCO SYSTEMS
6.48%
Shares77.3K
Event2026-03-31
Filed2026-05-06
VONV
VANGUARD RUSSELL
32.05%
Shares63.8K
Event2026-03-31
Filed2026-05-06
BRK.A
BERKSHIRE HATHAWAY
0.00%
Shares8
Event2026-03-31
Filed2026-05-06
IBM
INTL BUSINESS
14.57%
Shares23.3K
Event2026-03-31
Filed2026-05-06
MGC
VANGUARD MEGA
-0.63%
Shares23.6K
Event2026-03-31
Filed2026-05-06
EFV
ISHARES MSCI
1.78%
Shares71.5K
Event2026-03-31
Filed2026-05-06
VYMI
VANGUARD INTERNATIONAL
8.61%
Shares54.4K
Event2026-03-31
Filed2026-05-06
AXP
AMERICAN EXPRESS
New
Shares16.6K
Event2026-03-31
Filed2026-05-06
WMT
WALMART INC
4.26%
Shares38.3K
Event2026-03-31
Filed2026-05-06
ALPHABET INC
ALPHABET INC
4.87%
Shares16.2K
Event2026-03-31
Filed2026-05-06
TSLA
TESLA INC
2.03%
Shares12.4K
Event2026-03-31
Filed2026-05-06
VGT
VANGUARD INFORMATION
2.55%
Shares6.6K
Event2026-03-31
Filed2026-05-06
JNJ
JOHNSON & JOHNSON
35.32%
Shares18.3K
Event2026-03-31
Filed2026-05-06
VIG
VANGUARD SPECIALIZED FUNDS
-0.40%
Shares19.9K
Event2026-03-31
Filed2026-05-06
VOOG
VANGUARD S&P
1.78%
Shares9.7K
Event2026-03-31
Filed2026-05-06
MEDTRONIC PLC
MEDTRONIC PLC
26.29%
Shares44.7K
Event2026-03-31
Filed2026-05-06
PG
PROCTER & GAMBLE
-2.68%
Shares26.6K
Event2026-03-31
Filed2026-05-06
VNQ
VANGUARD REAL
0.08%
Shares42.3K
Event2026-03-31
Filed2026-05-06
VV
VANGUARD LARGE
0.04%
Shares12.1K
Event2026-03-31
Filed2026-05-06
IWV
ISHARES RUSSELL
-4.99%
Shares9.5K
Event2026-03-31
Filed2026-05-06
AIT
APPLIED INDUSTRIAL TECH
0.00%
Shares12.8K
Event2026-03-31
Filed2026-05-06
BKIE
BNY MELLON
-1.75%
Shares35.9K
Event2026-03-31
Filed2026-05-06
DFUV
DIMENSIONAL US
-2.87%
Shares68.0K
Event2026-03-31
Filed2026-05-06
PEP
PEPSICO INC
2.72%
Shares20.5K
Event2026-03-31
Filed2026-05-06
SPTS
SPDR PORTFOLIO
-4.62%
Shares106.7K
Event2026-03-31
Filed2026-05-06
SCHM
SCHWAB US
3.05%
Shares98.8K
Event2026-03-31
Filed2026-05-06
LLY
ELI LILLY
24.21%
Shares3.3K
Event2026-03-31
Filed2026-05-06
HON
HONEYWELL INTL
7.30%
Shares13.4K
Event2026-03-31
Filed2026-05-06
AMP
AMERIPRISE FINANCIAL
22.42%
Shares6.7K
Event2026-03-31
Filed2026-05-06
SCHZ
SCHWAB AGGREGATE
1.19%
Shares129.0K
Event2026-03-31
Filed2026-05-06
ICSH
BLACKROCK ULTRA
-32.45%
Shares58.0K
Event2026-03-31
Filed2026-05-06
SPDW
SPDR PORTFOLIO
27.63%
Shares62.6K
Event2026-03-31
Filed2026-05-06
DVY
ISHARES SELECT
0.04%
Shares18.5K
Event2026-03-31
Filed2026-05-06
MERCK & COMPANY
MERCK & COMPANY
2.01%
Shares23.2K
Event2026-03-31
Filed2026-05-06
BKNG
BOOKING HOLDINGS
29.41%
Shares660
Event2026-03-31
Filed2026-05-06
LMT
LOCKHEED MARTIN
1.23%
Shares4.6K
Event2026-03-31
Filed2026-05-06
SGOV
ISHARES TR
-55.99%
Shares26.8K
Event2026-03-31
Filed2026-05-06
ADBE
ADOBE INC
121.13%
Shares11.0K
Event2026-03-31
Filed2026-05-06
SCHX
SCHWAB US
-2.04%
Shares103.7K
Event2026-03-31
Filed2026-05-06
IWB
ISHARES RUSSELL
13.11%
Shares7.3K
Event2026-03-31
Filed2026-05-06
UBER
UBER TECHNOLOGIES
31.43%
Shares35.5K
Event2026-03-31
Filed2026-05-06
VB
VANGUARD SMALL
2.56%
Shares9.7K
Event2026-03-31
Filed2026-05-06
GKOS
GLAUKOS CORP
2.71%
Shares23.6K
Event2026-03-31
Filed2026-05-06
CRM
SALESFORCE.COM INC
31.41%
Shares13.4K
Event2026-03-31
Filed2026-05-06
QQQM
INVESCO NASDAQ
7.30%
Shares10.5K
Event2026-03-31
Filed2026-05-06
V
VISA INC
30.54%
Shares8.0K
Event2026-03-31
Filed2026-05-06
VXF
VANGUARD EXTENDED
12.26%
Shares11.6K
Event2026-03-31
Filed2026-05-06
VBIL
VANGUARD INSTL INDEX FD
New
Shares31.1K
Event2026-03-31
Filed2026-05-06
QCOM
QUALCOMM INC
25.85%
Shares17.9K
Event2026-03-31
Filed2026-05-06
VGSH
VANGUARD SHORT
10.43%
Shares39.2K
Event2026-03-31
Filed2026-05-06
COST
COSTCO WHOLESALE
33.92%
Shares2.2K
Event2026-03-31
Filed2026-05-06
MGV
VANGUARD MEGA
0.09%
Shares15.2K
Event2026-03-31
Filed2026-05-06
DFAE
DIMENSIONAL EMERGING
0.07%
Shares65.0K
Event2026-03-31
Filed2026-05-06
IJR
ISHARES CORE
0.41%
Shares17.5K
Event2026-03-31
Filed2026-05-06
APOLLO GLOBAL
APOLLO GLOBAL
-34.67%
Shares19.0K
Event2026-03-31
Filed2026-05-06
HD
HOME DEPOT
12.73%
Shares6.4K
Event2026-03-31
Filed2026-05-06
LOW
LOWES COMPANIES
18.27%
Shares8.8K
Event2026-03-31
Filed2026-05-06
EATON CORP
EATON CORP
-0.93%
Shares5.8K
Event2026-03-31
Filed2026-05-06
DFIV
DIMENSIONAL INTL
-4.56%
Shares39.0K
Event2026-03-31
Filed2026-05-06
IWF
ISHARES RUSSELL
16.44%
Shares4.8K
Event2026-03-31
Filed2026-05-06
IJH
ISHARES CORE
1.71%
Shares29.9K
Event2026-03-31
Filed2026-05-06
AMAT
APPLIED MATERIALS
-6.28%
Shares5.8K
Event2026-03-31
Filed2026-05-06
PM
PHILIP MORRIS
6.29%
Shares11.9K
Event2026-03-31
Filed2026-05-06
HFFG
HF FOODS
0.00%
Shares1.1M
Event2026-03-31
Filed2026-05-06
VOE
VANGUARD MID
-12.85%
Shares10.6K
Event2026-03-31
Filed2026-05-06
MELI
MERCADOLIBRE INC
31.44%
Shares1.1K
Event2026-03-31
Filed2026-05-06
SLV
ISHARES SILVER
-0.55%
Shares28.3K
Event2026-03-31
Filed2026-05-06
VTEB
VANGUARD MUNICIPAL
18.01%
Shares38.4K
Event2026-03-31
Filed2026-05-06
DFAX
DIMENSIONAL WORLD
18.75%
Shares56.2K
Event2026-03-31
Filed2026-05-06
XLK
SECTOR TECHNOLOGY
-5.40%
Shares14.3K
Event2026-03-31
Filed2026-05-06
IWR
ISHARES RUSSELL
-0.73%
Shares19.4K
Event2026-03-31
Filed2026-05-06
XLF
SECTOR FINANCIAL
-35.74%
Shares36.8K
Event2026-03-31
Filed2026-05-06
VUSB
VANGUARD BD INDEX FDS
-11.96%
Shares36.5K
Event2026-03-31
Filed2026-05-06
AMD
ADVANCED MICRO
495.11%
Shares8.8K
Event2026-03-31
Filed2026-05-06
BAC
BANK AMERICA
90.77%
Shares36.2K
Event2026-03-31
Filed2026-05-06
TIP
ISHARES TIPS
-15.18%
Shares15.9K
Event2026-03-31
Filed2026-05-06
IVW
ISHARES S&P
0.98%
Shares15.3K
Event2026-03-31
Filed2026-05-06
NEM
NEWMONT CORP
0.79%
Shares15.8K
Event2026-03-31
Filed2026-05-06
COP
CONOCOPHILLIPS
New
Shares12.9K
Event2026-03-31
Filed2026-05-06
IJS
ISHARES S&P
0.02%
Shares14.3K
Event2026-03-31
Filed2026-05-06
DFLV
DIMENSIONAL US
-2.61%
Shares47.0K
Event2026-03-31
Filed2026-05-06
CVX
CHEVRON CORP
21.06%
Shares8.0K
Event2026-03-31
Filed2026-05-06
EFA
ISHARES MSCI
0.92%
Shares16.5K
Event2026-03-31
Filed2026-05-06
LINDE PLC
LINDE PLC
16.02%
Shares3.2K
Event2026-03-31
Filed2026-05-06
MDY
SPDR S&P
-0.77%
Shares2.6K
Event2026-03-31
Filed2026-05-06
NFLX
NETFLIX INC
103.04%
Shares16.3K
Event2026-03-31
Filed2026-05-06
MCD
MCDONALDS CORP
36.04%
Shares5.0K
Event2026-03-31
Filed2026-05-06
MCK
MCKESSON CORP
-12.64%
Shares1.8K
Event2026-03-31
Filed2026-05-06
VSS
VANGUARD FTSE
-16.37%
Shares10.5K
Event2026-03-31
Filed2026-05-06
PH
PARKER-HANNIFIN CORP
-3.52%
Shares1.6K
Event2026-03-31
Filed2026-05-06
VEU
VANGUARD FTSE
52.53%
Shares19.4K
Event2026-03-31
Filed2026-05-06
KAI
KADANT INC
0.00%
Shares4.9K
Event2026-03-31
Filed2026-05-06
KKR & CO
KKR & CO
-8.50%
Shares14.8K
Event2026-03-31
Filed2026-05-06
PLTR
PALANTIR TECHNOLOGIES
123.79%
Shares9.3K
Event2026-03-31
Filed2026-05-06
BLACKSTONE INC
BLACKSTONE INC
-8.06%
Shares11.8K
Event2026-03-31
Filed2026-05-06
ZTS
ZOETIS INC
-28.01%
Shares11.3K
Event2026-03-31
Filed2026-05-06
MO
ALTRIA GROUP
-0.49%
Shares20.3K
Event2026-03-31
Filed2026-05-06
SPSB
SPDR PORTFOLIO
-2.58%
Shares44.4K
Event2026-03-31
Filed2026-05-06
IEF
ISHARES TR
203.41%
Shares13.5K
Event2026-03-31
Filed2026-05-06
INVESCO S&P
INVESCO S&P
182.18%
Shares6.7K
Event2026-03-31
Filed2026-05-06
SDY
SPDR SERIES
0.17%
Shares8.7K
Event2026-03-31
Filed2026-05-06
BKMC
BNY MELLON
0.00%
Shares11.4K
Event2026-03-31
Filed2026-05-06
BLACKROCK INC
BLACKROCK INC
5.01%
Shares1.3K
Event2026-03-31
Filed2026-05-06
IYW
ISHARES TECHNOLOGY
0.00%
Shares6.5K
Event2026-03-31
Filed2026-05-06
SMH
VANECK VECTORS
0.00%
Shares3.0K
Event2026-03-31
Filed2026-05-06
MS
MORGAN STANLEY
5.28%
Shares7.0K
Event2026-03-31
Filed2026-05-06
NEE
NEXTERA ENERGY
-0.22%
Shares12.3K
Event2026-03-31
Filed2026-05-06
GLTR
ABRDN PRECIOUS METALS BASKET
0.00%
Shares5.1K
Event2026-03-31
Filed2026-05-06
IVOO
VANGUARD ADMIRAL FDS INC
4.07%
Shares9.8K
Event2026-03-31
Filed2026-05-06
IVE
ISHARES S&P
0.10%
Shares5.3K
Event2026-03-31
Filed2026-05-06
IWD
ISHARES RUSSELL
21.64%
Shares5.2K
Event2026-03-31
Filed2026-05-06
CG
CARLYLE GROUP
-8.25%
Shares21.9K
Event2026-03-31
Filed2026-05-06
RTX
RAYTHEON TECHNOLOGIES
5.50%
Shares5.5K
Event2026-03-31
Filed2026-05-06
IMAX
IMAX CORP
0.00%
Shares27.6K
Event2026-03-31
Filed2026-05-06
SHY
ISHARES 1-3YR
9.34%
Shares12.4K
Event2026-03-31
Filed2026-05-06
ORCL
ORACLE CORP
20.48%
Shares7.0K
Event2026-03-31
Filed2026-05-06
SCHD
SCHWAB US
3.09%
Shares33.2K
Event2026-03-31
Filed2026-05-06
MA
MASTERCARD INC
3.56%
Shares2.0K
Event2026-03-31
Filed2026-05-06
DIA
SPDR DOW
-3.22%
Shares2.2K
Event2026-03-31
Filed2026-05-06
VIS
VANGUARD INDUSTRIALS
0.00%
Shares3.2K
Event2026-03-31
Filed2026-05-06
SPIB
SPDR PORTFOLIO
-27.85%
Shares29.7K
Event2026-03-31
Filed2026-05-06
TJX
TJX COS
51.80%
Shares6.0K
Event2026-03-31
Filed2026-05-06
IYJ
ISHARES TR
282.65%
Shares6.3K
Event2026-03-31
Filed2026-05-06
MDLZ
MONDELEZ INTERNATIONAL
2.63%
Shares16.2K
Event2026-03-31
Filed2026-05-06
TSM
TAIWAN SEMICONDUCTOR
40.63%
Shares2.7K
Event2026-03-31
Filed2026-05-06
BKAG
BNY MELLON
-26.28%
Shares21.4K
Event2026-03-31
Filed2026-05-06
F
FORD MOTOR
-0.84%
Shares78.1K
Event2026-03-31
Filed2026-05-06
PANW
PALO ALTO
New
Shares5.5K
Event2026-03-31
Filed2026-05-06
JMUB
J P MORGAN EXCHANGE TRADED F
0.00%
Shares17.2K
Event2026-03-31
Filed2026-05-06
TER
TERADYNE INC
New
Shares2.9K
Event2026-03-31
Filed2026-05-06
NUE
NUCOR CORP
0.00%
Shares5.1K
Event2026-03-31
Filed2026-05-06
WFC
WELLS FARGO
330.94%
Shares10.7K
Event2026-03-31
Filed2026-05-06
BCPC
BALCHEM CORP
0.00%
Shares5.0K
Event2026-03-31
Filed2026-05-06
CTVA
CORTEVA INC
-0.15%
Shares10.1K
Event2026-03-31
Filed2026-05-06
KO
COCA COLA COMPANY
-0.84%
Shares11.1K
Event2026-03-31
Filed2026-05-06
DGRO
ISHARES CORE
-3.79%
Shares12.0K
Event2026-03-31
Filed2026-05-06
EWBC
EAST WEST
New
Shares7.9K
Event2026-03-31
Filed2026-05-06
UNH
UNITEDHEALTH GROUP
New
Shares3.1K
Event2026-03-31
Filed2026-05-06
JMOM
J P MORGAN EXCHANGE TRADED F
New
Shares12.3K
Event2026-03-31
Filed2026-05-06
WTV
WISDOMTREE TR
New
Shares8.9K
Event2026-03-31
Filed2026-05-06
VGIT
VANGUARD INTERMEDIATE
134.34%
Shares14.0K
Event2026-03-31
Filed2026-05-06
ETHA
ISHARES ETHEREUM TR
4.52%
Shares52.0K
Event2026-03-31
Filed2026-05-06
LAM RESEARCH CORP
LAM RESEARCH CORP
7.66%
Shares3.9K
Event2026-03-31
Filed2026-05-06
INTU
INTUIT INC
-6.19%
Shares1.8K
Event2026-03-31
Filed2026-05-06
SHOP
SHOPIFY INC
-6.85%
Shares6.6K
Event2026-03-31
Filed2026-05-06
GENERAL ELECTRIC
GENERAL ELECTRIC
10.24%
Shares2.7K
Event2026-03-31
Filed2026-05-06
SPEM
SPDR PORTFOLIO
34.63%
Shares16.0K
Event2026-03-31
Filed2026-05-06
SKY
SKYLINE CHAMPION CORPORATION
0.00%
Shares10.0K
Event2026-03-31
Filed2026-05-06
BSV
VANGUARD SHORT
-10.01%
Shares9.5K
Event2026-03-31
Filed2026-05-06
SCHA
SCHWAB US
14.78%
Shares25.5K
Event2026-03-31
Filed2026-05-06
FTNT
FORTINET INC
0.42%
Shares8.7K
Event2026-03-31
Filed2026-05-06
ABT
ABBOTT LABORATORIES
12.54%
Shares6.7K
Event2026-03-31
Filed2026-05-06
QYLD
GLOBAL X
New
Shares39.0K
Event2026-03-31
Filed2026-05-06
BA
BOEING CO
84.37%
Shares3.3K
Event2026-03-31
Filed2026-05-06
ISPY
PROSHARES TR
New
Shares14.9K
Event2026-03-31
Filed2026-05-06
BNDX
VANGUARD TOTAL
87.54%
Shares13.3K
Event2026-03-31
Filed2026-05-06
VFQY
VANGUARD WELLINGTON FD
New
Shares4.3K
Event2026-03-31
Filed2026-05-06
QUAL
ISHARES MSCI
10.82%
Shares3.3K
Event2026-03-31
Filed2026-05-06
ONEQ
FIDELITY COMWLTH TR
0.11%
Shares7.2K
Event2026-03-31
Filed2026-05-06
VHT
VANGUARD HEALTH
18.19%
Shares2.2K
Event2026-03-31
Filed2026-05-06
AVSC
AMERICAN CENTURY
-6.32%
Shares9.6K
Event2026-03-31
Filed2026-05-06
COF
CAPITAL ONE
6.46%
Shares3.2K
Event2026-03-31
Filed2026-05-06
ITW
ILLINOIS TOOL
0.80%
Shares2.3K
Event2026-03-31
Filed2026-05-06
MET
METLIFE INC
51.98%
Shares8.1K
Event2026-03-31
Filed2026-05-06
SCHV
SCHWAB US
4.73%
Shares18.8K
Event2026-03-31
Filed2026-05-06
IWS
ISHARES RUSS
0.03%
Shares3.9K
Event2026-03-31
Filed2026-05-06
PRU
PRUDENTIAL FINANCIAL
0.14%
Shares5.6K
Event2026-03-31
Filed2026-05-06
MPC
MARATHON PETROLEUM
70.08%
Shares2.2K
Event2026-03-31
Filed2026-05-06
TXN
TEXAS INSTRUMENTS
8.69%
Shares2.8K
Event2026-03-31
Filed2026-05-06
SHW
SHERWIN WILLIAMS
-0.84%
Shares1.7K
Event2026-03-31
Filed2026-05-06
AVLV
AMERICAN CENTY ETF TR
0.00%
Shares6.5K
Event2026-03-31
Filed2026-05-06
IYF
ISHARES U S
New
Shares4.5K
Event2026-03-31
Filed2026-05-06
IEFA
ISHARES CORE
0.94%
Shares5.8K
Event2026-03-31
Filed2026-05-06
LNG
CHENIERE ENERGY INC
New
Shares1.8K
Event2026-03-31
Filed2026-05-06
HSY
HERSHEY COMPANY
0.00%
Shares2.5K
Event2026-03-31
Filed2026-05-06
IYC
ISHARES TR
95.94%
Shares5.4K
Event2026-03-31
Filed2026-05-06
ALL
ALLSTATE CORP
6.06%
Shares2.5K
Event2026-03-31
Filed2026-05-06
JAZZ
JAZZ PHARMACEUTICALS
New
Shares2.7K
Event2026-03-31
Filed2026-05-06
CB
CHUBB LTD
New
Shares1.6K
Event2026-03-31
Filed2026-05-06
GILD
GILEAD SCIENCES
116.23%
Shares3.6K
Event2026-03-31
Filed2026-05-06
SCHG
SCHWAB US
0.07%
Shares17.1K
Event2026-03-31
Filed2026-05-06
VLO
VALERO ENERGY
14.69%
Shares2.0K
Event2026-03-31
Filed2026-05-06
CMI
CUMMINS INC
0.00%
Shares920
Event2026-03-31
Filed2026-05-06
RSPT
INVESCO S&P
0.00%
Shares10.9K
Event2026-03-31
Filed2026-05-06
PFE
PFIZER INC
-2.77%
Shares16.7K
Event2026-03-31
Filed2026-05-06
SCHE
SCHWAB EMERGING
86.52%
Shares14.1K
Event2026-03-31
Filed2026-05-06
TDG
TRANSDIGM GROUP
New
Shares398
Event2026-03-31
Filed2026-05-06
DIS
WALT DISNEY
115.66%
Shares4.8K
Event2026-03-31
Filed2026-05-06
ESGV
VANGUARD ESG
0.00%
Shares4.1K
Event2026-03-31
Filed2026-05-06
WEC ENERGY
WEC ENERGY
-1.63%
Shares3.9K
Event2026-03-31
Filed2026-05-06
ASTRAZENECA PLC
ASTRAZENECA PLC
New
Shares2.3K
Event2026-03-31
Filed2026-05-06
FITB
FIFTH THIRD
New
Shares9.6K
Event2026-03-31
Filed2026-05-06
T
AT&T INC
-5.72%
Shares15.3K
Event2026-03-31
Filed2026-05-06
EFIV
SPDR SERIES
26.83%
Shares7.0K
Event2026-03-31
Filed2026-05-06
IAGG
ISHARES CORE
New
Shares8.8K
Event2026-03-31
Filed2026-05-06
GEV
GE VERNOVA
-0.79%
Shares502
Event2026-03-31
Filed2026-05-06
EMR
EMERSON ELECTRIC
14.25%
Shares3.3K
Event2026-03-31
Filed2026-05-06
SCHC
SCHWAB STRATEGIC TR
95.91%
Shares9.1K
Event2026-03-31
Filed2026-05-06
HSBC
HSBC HOLDINGS
New
Shares5.1K
Event2026-03-31
Filed2026-05-06
AVIV
AMERICAN CENTY ETF TR
0.00%
Shares5.7K
Event2026-03-31
Filed2026-05-06
IUSV
ISHARES CORE
0.00%
Shares4.1K
Event2026-03-31
Filed2026-05-06
WPM
WHEATON PRECIOUS METALS CORP
4.93%
Shares3.2K
Event2026-03-31
Filed2026-05-06
GLD
SPDR GOLD
-19.92%
Shares977
Event2026-03-31
Filed2026-05-06
STLD
STEEL DYNAMICS INC
New
Shares2.3K
Event2026-03-31
Filed2026-05-06
STT
STATE STREET
0.00%
Shares3.2K
Event2026-03-31
Filed2026-05-06
VCIT
VANGUARD INTERMEDIATE
5.98%
Shares4.9K
Event2026-03-31
Filed2026-05-06
DCOR
DIMENSIONAL ETF TRUST
0.00%
Shares5.5K
Event2026-03-31
Filed2026-05-06
DE
DEERE & CO
-2.11%
Shares695
Event2026-03-31
Filed2026-05-06
WAL
WESTERN ALLIANCE BANCORP
New
Shares5.5K
Event2026-03-31
Filed2026-05-06
VPL
VANGUARD FTSE
-3.56%
Shares3.9K
Event2026-03-31
Filed2026-05-06
XLC
SELECT SECTOR
New
Shares3.4K
Event2026-03-31
Filed2026-05-06
SCHP
SCHWAB US
0.00%
Shares14.2K
Event2026-03-31
Filed2026-05-06
IJJ
ISHARES S&P
0.07%
Shares2.8K
Event2026-03-31
Filed2026-05-06
PRGO
PERRIGO CO
New
Shares34.8K
Event2026-03-31
Filed2026-05-06
CMF
ISHARES TR
New
Shares6.6K
Event2026-03-31
Filed2026-05-06
ADP
AUTOMATIC DATA
New
Shares1.8K
Event2026-03-31
Filed2026-05-06
TEVA
TEVA PHARMACEUTICAL
22.00%
Shares12.2K
Event2026-03-31
Filed2026-05-06
COKE
COCA-COLA CONSOLIDATED
-6.00%
Shares1.9K
Event2026-03-31
Filed2026-05-06
EEM
ISHARES MSCI
0.00%
Shares6.3K
Event2026-03-31
Filed2026-05-06
EAGG
ISHARES ESG
77.81%
Shares7.5K
Event2026-03-31
Filed2026-05-06
KMB
KIMBERLY CLARK
0.00%
Shares3.6K
Event2026-03-31
Filed2026-05-06
VSGX
VANGUARD ESG
0.00%
Shares4.8K
Event2026-03-31
Filed2026-05-06
VTWV
VANGUARD RUSSELL
New
Shares2.0K
Event2026-03-31
Filed2026-05-06
BMY
BRISTOL MYERS
-1.31%
Shares5.6K
Event2026-03-31
Filed2026-05-06
DTE
DTE ENERGY
0.44%
Shares2.3K
Event2026-03-31
Filed2026-05-06
ORLY
O REILLY AUTOMOTIVE
1.13%
Shares3.6K
Event2026-03-31
Filed2026-05-06
WM
WASTE MANAGEMENT
-2.77%
Shares1.4K
Event2026-03-31
Filed2026-05-06
DUHP
DIMENSIONAL ETF TRUST
-39.08%
Shares9.0K
Event2026-03-31
Filed2026-05-06
WMB
WILLIAMS COS
New
Shares4.5K
Event2026-03-31
Filed2026-05-06
RLJ-PA
RLJ LODGING
1.91%
Shares13.4K
Event2026-03-31
Filed2026-05-06
DHR
DANAHER CORP
-0.65%
Shares1.7K
Event2026-03-31
Filed2026-05-06
AEP
AMERICAN ELECTRIC
New
Shares2.4K
Event2026-03-31
Filed2026-05-06
CHCO
CITY HLDG CO
0.00%
Shares2.7K
Event2026-03-31
Filed2026-05-06
INVESCO EXCHANGE
INVESCO EXCHANGE
0.00%
Shares4.2K
Event2026-03-31
Filed2026-05-06
BK
BANK NEW YORK
6.65%
Shares2.6K
Event2026-03-31
Filed2026-05-06
VTRS
VIATRIS INC
-4.76%
Shares22.8K
Event2026-03-31
Filed2026-05-06
SPYM
SPDR PORTFOLIO
0.08%
Shares4.0K
Event2026-03-31
Filed2026-05-06
SO
SOUTHERN COMPANY
-1.35%
Shares3.1K
Event2026-03-31
Filed2026-05-06
ARES
ARES MANAGEMENT
-38.27%
Shares2.8K
Event2026-03-31
Filed2026-05-06
FNDX
SCHWAB FUNDAMENTAL
0.00%
Shares10.8K
Event2026-03-31
Filed2026-05-06
CATY
CATHAY GEN BANCORP
New
Shares6.0K
Event2026-03-31
Filed2026-05-06
EVTR
MORGAN STANLEY ETF TRUST
0.00%
Shares5.8K
Event2026-03-31
Filed2026-05-06
MTRN
MATERION CORP
0.00%
Shares2.0K
Event2026-03-31
Filed2026-05-06
VOT
VANGUARD MID
0.00%
Shares1.1K
Event2026-03-31
Filed2026-05-06
QNITY ELECTRONICS INC
QNITY ELECTRONICS INC
-0.49%
Shares2.4K
Event2026-03-31
Filed2026-05-06
EQWL
INVESCO EXCHANGE TRADED FD T
0.00%
Shares2.4K
Event2026-03-31
Filed2026-05-06
DOV
DOVER CORP
0.30%
Shares1.3K
Event2026-03-31
Filed2026-05-06
UBS
UBS GROUP
-2.91%
Shares7.1K
Event2026-03-31
Filed2026-05-06
NSC
NORFOLK SOUTHERN
0.00%
Shares934
Event2026-03-31
Filed2026-05-06
MTUM
ISHARES MSCI
-18.57%
Shares1.1K
Event2026-03-31
Filed2026-05-06
SUSL
ISHARES ESG
New
Shares2.3K
Event2026-03-31
Filed2026-05-06
SPTI
SPDR SERIES TRUST
26.10%
Shares9.2K
Event2026-03-31
Filed2026-05-06
WOR
WORTHINGTON INDUSTRIES
0.00%
Shares5.0K
Event2026-03-31
Filed2026-05-06
MPLX
MPLX
0.00%
Shares4.5K
Event2026-03-31
Filed2026-05-06
IEMG
ISHARES CORE
0.00%
Shares3.7K
Event2026-03-31
Filed2026-05-06
DGX
QUEST DIAGNOSTICS
0.00%
Shares1.3K
Event2026-03-31
Filed2026-05-06
VFH
VANGUARD FINANCIALS
0.00%
Shares2.1K
Event2026-03-31
Filed2026-05-06
MEAR
ISHARES U S ETF TR
0.00%
Shares5.0K
Event2026-03-31
Filed2026-05-06
TMO
THERMO FISHER
0.00%
Shares514
Event2026-03-31
Filed2026-05-06
SBUX
STARBUCKS CORP
-2.09%
Shares2.8K
Event2026-03-31
Filed2026-05-06
XLE
SECTOR ENERGY
New
Shares4.1K
Event2026-03-31
Filed2026-05-06
VTWG
VANGUARD RUSSELL
0.00%
Shares1.1K
Event2026-03-31
Filed2026-05-06
ADI
ANALOG DEVICES
New
Shares779
Event2026-03-31
Filed2026-05-06
SNY
SANOFI
2.60%
Shares5.1K
Event2026-03-31
Filed2026-05-06
APOG
APOGEE ENTERPRISES
0.00%
Shares7.2K
Event2026-03-31
Filed2026-05-06
FRME
FIRST MERCHANTS CORP
0.00%
Shares6.3K
Event2026-03-31
Filed2026-05-06
HOMZ
ETF SER SOLUTIONS
0.62%
Shares5.7K
Event2026-03-31
Filed2026-05-06
PSX
PHILLIPS 66
New
Shares1.3K
Event2026-03-31
Filed2026-05-06
COHERENT CORP
COHERENT CORP
New
Shares1.0K
Event2026-03-31
Filed2026-05-06
AVEM
AMERICAN CENTURY
-12.27%
Shares3.0K
Event2026-03-31
Filed2026-05-06
TSN
TYSON FOODS
-2.94%
Shares3.7K
Event2026-03-31
Filed2026-05-06
CEG
CONSTELLATION ENERGY
-0.70%
Shares847
Event2026-03-31
Filed2026-05-06
VTWO
VANGUARD RUSSELL
11.58%
Shares2.4K
Event2026-03-31
Filed2026-05-06
SOLSTICE ADVANCED MATLS INC
SOLSTICE ADVANCED MATLS INC
New
Shares3.1K
Event2026-03-31
Filed2026-05-06
GENERAL DYNAMICS
GENERAL DYNAMICS
10.93%
Shares680
Event2026-03-31
Filed2026-05-06
SOXX
ISHARES SEMICONDUCTOR
0.00%
Shares704
Event2026-03-31
Filed2026-05-06
GWW
GRAINGER W W
1.44%
Shares212
Event2026-03-31
Filed2026-05-06
TT
TRANE TECHNOLOGIES
New
Shares548
Event2026-03-31
Filed2026-05-06
IXN
ISHARES TR
0.00%
Shares2.3K
Event2026-03-31
Filed2026-05-06
DUPONT DE
DUPONT DE
New
Shares4.9K
Event2026-03-31
Filed2026-05-06
USB
U S BANCORP DE
1.45%
Shares4.2K
Event2026-03-31
Filed2026-05-06
KR
KROGER CO
-17.77%
Shares3.0K
Event2026-03-31
Filed2026-05-06
MKL
MARKEL GROUP INC
-24.16%
Shares113
Event2026-03-31
Filed2026-05-06
GIS
GENERAL MILLS
-2.84%
Shares5.7K
Event2026-03-31
Filed2026-05-06
ISTB
ISHARES TR
0.14%
Shares4.3K
Event2026-03-31
Filed2026-05-06
RSPH
INVESCO S&P
0.00%
Shares6.9K
Event2026-03-31
Filed2026-05-06
DUKE ENERGY
DUKE ENERGY
New
Shares1.6K
Event2026-03-31
Filed2026-05-06
BKEM
BNY MELLON
New
Shares2.6K
Event2026-03-31
Filed2026-05-06
DFEM
DIMENSIONAL EMERGING
-11.06%
Shares5.9K
Event2026-03-31
Filed2026-05-06
DLS
WISDOMTREE INTL
0.00%
Shares2.5K
Event2026-03-31
Filed2026-05-06
HWM
HOWMET AEROSPACE
New
Shares875
Event2026-03-31
Filed2026-05-06
GBTC
GRAYSCALE BITCOIN TRUST ETF
0.00%
Shares3.8K
Event2026-03-31
Filed2026-05-06
RWL
INVESCO S&P
New
Shares1.7K
Event2026-03-31
Filed2026-05-06
TIZIANA LIFE
TIZIANA LIFE
12.01%
Shares111.9K
Event2026-03-31
Filed2026-05-06
CHY
CALAMOS CONVERTIBLE
New
Shares11.8K
Event2026-03-31
Filed2026-05-06
CMPS
COMPASS PATHWAYS
0.00%
Shares19.0K
Event2026-03-31
Filed2026-05-06
HIVE
HIVE DIGITAL TECHNOLOGIES LT
0.00%
Shares22.7K
Event2026-03-31
Filed2026-05-06
GGB
GERDAU SA
0.00%
Shares11.7K
Event2026-03-31
Filed2026-05-06
AMC ENTERTAINMENT
AMC ENTERTAINMENT
26.58%
Shares19.0K
Event2026-03-31
Filed2026-05-06
BYND
BEYOND MEAT
New
Shares14.5K
Event2026-03-31
Filed2026-05-06

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
Zhang Financial LLC Institutional Holdings, Portfolio & P&L β€” TradeFomo