The Analysis of Zhang Financial LLC's Holdings

Currently, Zhang Financial LLC holds 316 types of securities in its portfolio with a total value $2.5B. In the most recent quarter, they have increased their positions in BIV (+332.0K shares, valued at $25.9M), ITOT (+91.3K shares, valued at $13.3M), VXUS (+178.0K shares, valued at $13.1M); decreased their positions in MGV (-14.3K shares, valued at $2.0M), K (-12.3K shares, valued at $1.0M), JNJ (-5.1K shares, valued at $937.6K); initiated new positions in ZTS (+16.9K shares, valued at $2.5M), GKOS (+21.7K shares, valued at $1.8M), KAI (+5.1K shares, valued at $1.5M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VOO VANGUARD S&P303.2K shares3.24%2025-09-302025-11-10

VTI VANGUARD INDEX FDS550.0K shares0.72%2025-09-302025-11-10

DFUS DIMENSIONAL US2.4M shares0.27%2025-09-302025-11-10

ITOT ISHARES CORE969.9K shares10.39%2025-09-302025-11-10

VXUS VANGUARD STAR FDS1.7M shares11.39%2025-09-302025-11-10

DFAC DIMENSIONAL US3.3M shares2.55%2025-09-302025-11-10

VT VANGUARD INTL EQUITY INDEX F712.6K shares2.60%2025-09-302025-11-10

BIV VANGUARD INTERMEDIATE1.1M shares41.26%2025-09-302025-11-10

Sponsored

DFAI DIMENSIONAL ETF TRUST1.8M shares2.80%2025-09-302025-11-10

AAPL APPLE INC205.0K shares1.40%2025-09-302025-11-10

VBR VANGUARD SMALL236.2K shares-0.24%2025-09-302025-11-10

BND VANGUARD TOTAL631.8K shares7.30%2025-09-302025-11-10

VYM VANGUARD HIGH317.0K shares7.30%2025-09-302025-11-10

SYK STRYKER CORP114.0K shares0.05%2025-09-302025-11-10

BKLC BNY MELLON308.4K shares1.09%2025-09-302025-11-10

IAU ISHARES GOLD475.6K shares0.39%2025-09-302025-11-10

Sponsored

MSFT MICROSOFT CORP62.9K shares1.27%2025-09-302025-11-10

DFAU DIMENSIONAL US655.9K shares4.61%2025-09-302025-11-10

AGG ISHARES CORE289.1K shares31.73%2025-09-302025-11-10

VCSH VANGUARD SHORT351.0K shares6.47%2025-09-302025-11-10

AVDE AVANTIS INTL340.3K shares16.23%2025-09-302025-11-10

NVDA NVIDIA CORP143.0K shares3.64%2025-09-302025-11-10

VO VANGUARD MID87.5K shares13.37%2025-09-302025-11-10

SPTM SPDR PORTFOLIO267.0K shares4.73%2025-09-302025-11-10

Sponsored

VOOV VANGUARD S&P105.9K shares-0.84%2025-09-302025-11-10

IBIT ISHARES BITCOIN TR309.2K shares0.15%2025-09-302025-11-10

DFSV DIMENSIONAL US628.9K shares-0.00%2025-09-302025-11-10

MGK VANGUARD MEGA47.8K shares6.44%2025-09-302025-11-10

VEA VANGUARD TAX-MANAGED INTL FD303.3K shares20.06%2025-09-302025-11-10

IWN ISHARES RUSSELL102.3K shares-2.56%2025-09-302025-11-10

IVV ISHARES CORE26.5K shares-0.36%2025-09-302025-11-10

VUG VANGUARD GROWTH35.2K shares42.54%2025-09-302025-11-10

Sponsored

SCHB SCHWAB STRATEGIC TR650.8K shares14.53%2025-09-302025-11-10

AVUS AVANTIS U S153.7K shares2.59%2025-09-302025-11-10

AMZN AMAZON COM67.7K shares15.50%2025-09-302025-11-10

GOOGL ALPHABET INC60.0K shares8.72%2025-09-302025-11-10

AVUV AVANTIS U S137.8K shares42.83%2025-09-302025-11-10

BRK.B BERKSHIRE HATHAWAY24.8K shares1.01%2025-09-302025-11-10

VWO VANGUARD INTL EQUITY INDEX F224.9K shares0.80%2025-09-302025-11-10

VTV VANGUARD VALUE65.2K shares1.84%2025-09-302025-11-10

Sponsored

SCHF SCHWAB INTL512.5K shares0.46%2025-09-302025-11-10

SPY SPDR S&P 500 ETF TR17.7K shares0.03%2025-09-302025-11-10

META FACEBOOK INC14.9K shares12.11%2025-09-302025-11-10

SPMD SPDR PORTFOLIO173.1K shares13.07%2025-09-302025-11-10

GLDM WORLD GOLD104.5K shares-0.36%2025-09-302025-11-10

SUB ISHARES SHORT71.7K shares1.13%2025-09-302025-11-10

EMXC ISHARES MSCI112.9K shares5.78%2025-09-302025-11-10

AVGO BROADCOM INC21.8K shares1.54%2025-09-302025-11-10

Sponsored

FERG FERGUSON ENTERPRISES INC31.7K shares0.00%2025-09-302025-11-10

SPAB SPDR PORTFOLIO259.7K shares9.11%2025-09-302025-11-10

ABBV ABBVIE INC27.9K shares13.35%2025-09-302025-11-10

JPM JPMORGAN CHASE20.0K shares2.71%2025-09-302025-11-10

MU MICRON TECHNOLOGY INC37.0K shares3.66%2025-09-302025-11-10

DFAS DIMENSIONAL ETF TRUST88.7K shares-0.05%2025-09-302025-11-10

MGC VANGUARD MEGA24.5K shares-0.92%2025-09-302025-11-10

QQQ INVESCO QQQ9.7K shares-2.27%2025-09-302025-11-10

Sponsored

IXUS ISHARES CORE70.2K shares3.57%2025-09-302025-11-10

VONE VANGUARD RUSSELL18.9K shares22.12%2025-09-302025-11-10

IBM INTL BUSINESS20.0K shares4.90%2025-09-302025-11-10

TSLA TESLA INC12.1K shares7.72%2025-09-302025-11-10

CAT CATERPILLAR INC10.6K shares2.76%2025-09-302025-11-10

KLAC KLA CORP4.5K shares1.02%2025-09-302025-11-10

AMGN AMGEN INC17.4K shares8.94%2025-09-302025-11-10

EFV ISHARES MSCI70.0K shares-1.09%2025-09-302025-11-10

Sponsored

VGT VANGUARD INFORMATION6.3K shares0.89%2025-09-302025-11-10

VONG VANGUARD RUSSELL38.7K shares-3.25%2025-09-302025-11-10

MUB ISHARES NATIONAL43.8K shares36.23%2025-09-302025-11-10

CSCO CISCO SYSTEMS67.9K shares6.03%2025-09-302025-11-10

GS GOLDMAN SACHS5.7K shares-2.07%2025-09-302025-11-10

AXP AMERICAN EXPRESS13.4K shares9.20%2025-09-302025-11-10

VIG VANGUARD SPECIALIZED FUNDS20.3K shares0.91%2025-09-302025-11-10

VNQ VANGUARD REAL47.1K shares-12.68%2025-09-302025-11-10

Sponsored

VYMI VANGUARD INTERNATIONAL50.1K shares0.25%2025-09-302025-11-10

PG PROCTER & GAMBLE27.5K shares6.78%2025-09-302025-11-10

ICSH BLACKROCK ULTRA75.6K shares2.78%2025-09-302025-11-10

IWV ISHARES RUSSELL10.1K shares-1.60%2025-09-302025-11-10

VV VANGUARD LARGE12.1K shares0.04%2025-09-302025-11-10

GOOG ALPHABET INC15.3K shares1.96%2025-09-302025-11-10

APO APOLLO GLOBAL27.5K shares9.63%2025-09-302025-11-10

XOM EXXON MOBIL31.8K shares15.31%2025-09-302025-11-10

Sponsored

VOOG VANGUARD S&P8.1K shares8.50%2025-09-302025-11-10

VONV VANGUARD RUSSELL38.0K shares-1.03%2025-09-302025-11-10

AIT APPLIED INDUSTRIAL TECH12.8K shares-7.25%2025-09-302025-11-10

PH PARKER-HANNIFIN CORP4.3K shares-0.28%2025-09-302025-11-10

WMT WALMART INC31.7K shares14.16%2025-09-302025-11-10

BKIE BNY MELLON34.8K shares-0.78%2025-09-302025-11-10

DFUV DIMENSIONAL US69.4K shares-0.44%2025-09-302025-11-10

AMAT APPLIED MATERIALS14.9K shares11.52%2025-09-302025-11-10

Sponsored

MDT MEDTRONIC PLC32.0K shares19.97%2025-09-302025-11-10

VCRB VANGUARD MALVERN FDS37.7K shares899.18%2025-09-302025-11-10

HFFG HF FOODS1.1M shares0.00%2025-09-302025-11-10

SPTS SPDR PORTFOLIO99.2K shares2.47%2025-09-302025-11-10

CRM SALESFORCE.COM INC12.0K shares20.64%2025-09-302025-11-10

SCHM SCHWAB US95.0K shares0.11%2025-09-302025-11-10

PEP PEPSICO INC19.8K shares0.11%2025-09-302025-11-10

XLF SECTOR FINANCIAL51.3K shares5.27%2025-09-302025-11-10

Sponsored

DVY ISHARES SELECT19.0K shares0.05%2025-09-302025-11-10

SCHX SCHWAB US101.7K shares0.52%2025-09-302025-11-10

HON HONEYWELL INTL12.5K shares-0.61%2025-09-302025-11-10

SCHZ SCHWAB AGGREGATE106.9K shares9.74%2025-09-302025-11-10

ZTS ZOETIS INC16.9K sharesnew addition2025-09-302025-11-10

BKNG BOOKING HOLDINGS443 shares2.07%2025-09-302025-11-10

VB VANGUARD SMALL9.4K shares-3.72%2025-09-302025-11-10

IWB ISHARES RUSSELL6.3K shares0.00%2025-09-302025-11-10

Sponsored

JNJ JOHNSON & JOHNSON12.5K shares-28.83%2025-09-302025-11-10

QQQM INVESCO NASDAQ9.3K shares31.38%2025-09-302025-11-10

AMP AMERIPRISE FINANCIAL4.7K shares13.60%2025-09-302025-11-10

BRK.A BERKSHIRE HATHAWAY3 shares0.00%2025-09-302025-11-10

HD HOME DEPOT5.6K shares17.93%2025-09-302025-11-10

MCK MCKESSON CORP2.9K shares1.48%2025-09-302025-11-10

V VISA INC6.5K shares3.35%2025-09-302025-11-10

UBER UBER TECHNOLOGIES22.4K shares11.06%2025-09-302025-11-10

Sponsored

BX BLACKSTONE INC12.6K shares3.84%2025-09-302025-11-10

VXF VANGUARD EXTENDED10.2K shares0.48%2025-09-302025-11-10

SPDW SPDR PORTFOLIO49.5K shares7.46%2025-09-302025-11-10

MGV VANGUARD MEGA15.3K shares-48.33%2025-09-302025-11-10

LMT LOCKHEED MARTIN4.2K shares38.05%2025-09-302025-11-10

KKR KKR & CO16.0K shares1.37%2025-09-302025-11-10

DFAE DIMENSIONAL EMERGING65.7K shares-3.77%2025-09-302025-11-10

VOE VANGUARD MID11.6K shares33.90%2025-09-302025-11-10

Sponsored

IJR ISHARES CORE16.9K shares2.59%2025-09-302025-11-10

F FORD MOTOR167.2K shares-0.03%2025-09-302025-11-10

LLY ELI LILLY2.6K shares1.05%2025-09-302025-11-10

XLK SECTOR TECHNOLOGY7.0K shares-2.05%2025-09-302025-11-10

SDY SPDR SERIES14.1K shares0.11%2025-09-302025-11-10

VGSH VANGUARD SHORT33.0K shares0.66%2025-09-302025-11-10

MRK MERCK & COMPANY22.6K shares0.58%2025-09-302025-11-10

IVW ISHARES S&P15.7K shares32.17%2025-09-302025-11-10

Sponsored

IWR ISHARES RUSSELL19.5K shares0.04%2025-09-302025-11-10

TIP ISHARES TIPS16.9K shares0.00%2025-09-302025-11-10

LOW LOWES COMPANIES7.5K shares0.12%2025-09-302025-11-10

IJH ISHARES CORE28.6K shares1.59%2025-09-302025-11-10

DFLV DIMENSIONAL US56.1K shares-1.53%2025-09-302025-11-10

DFIV DIMENSIONAL INTL40.0K shares1.94%2025-09-302025-11-10

PM PHILIP MORRIS11.2K shares-0.18%2025-09-302025-11-10

VSS VANGUARD FTSE12.7K shares2.37%2025-09-302025-11-10

Sponsored

ETN EATON CORP4.8K shares-1.25%2025-09-302025-11-10

GKOS GLAUKOS CORP21.7K sharesnew addition2025-09-302025-11-10

IWF ISHARES RUSSELL3.6K shares27.65%2025-09-302025-11-10

MELI MERCADOLIBRE INC724 shares0.42%2025-09-302025-11-10

ORCL ORACLE CORP5.7K shares-4.92%2025-09-302025-11-10

IJS ISHARES S&P14.3K shares0.05%2025-09-302025-11-10

SCHD SCHWAB US55.8K shares0.38%2025-09-302025-11-10

KAI KADANT INC5.1K sharesnew addition2025-09-302025-11-10

Sponsored

EFA ISHARES MSCI16.2K shares3.46%2025-09-302025-11-10

CG CARLYLE GROUP23.8K shares-10.44%2025-09-302025-11-10

MDY SPDR S&P2.5K shares0.00%2025-09-302025-11-10

ADBE ADOBE INC4.1K shares166.10%2025-09-302025-11-10

COST COSTCO WHOLESALE1.5K shares0.13%2025-09-302025-11-10

BLK BLACKROCK INC1.2K shares11.41%2025-09-302025-11-10

SPIB SPDR PORTFOLIO39.9K shares0.11%2025-09-302025-11-10

INTU INTUIT INC1.9K shares1.10%2025-09-302025-11-10

Sponsored

LIN LINDE PLC2.8K shares-0.33%2025-09-302025-11-10

BKMC BNY MELLON12.0K shares-1.93%2025-09-302025-11-10

SPSB SPDR PORTFOLIO42.5K shares9.09%2025-09-302025-11-10

DFAT DIMENSIONAL US21.8K shares-3.35%2025-09-302025-11-10

IYW ISHARES TECHNOLOGY6.5K shares1.54%2025-09-302025-11-10

SLV ISHARES SILVER29.7K shares0.00%2025-09-302025-11-10

MA MASTERCARD INC2.2K shares7.39%2025-09-302025-11-10

BKAG BNY MELLON29.1K shares-1.96%2025-09-302025-11-10

Sponsored

IVE ISHARES S&P6.0K shares11.00%2025-09-302025-11-10

MO ALTRIA GROUP18.3K shares0.00%2025-09-302025-11-10

DFAX DIMENSIONAL WORLD37.1K shares0.22%2025-09-302025-11-10

NFLX NETFLIX INC960 shares10.22%2025-09-302025-11-10

MCD MCDONALDS CORP3.7K shares11.88%2025-09-302025-11-10

LCII LCI INDS11.8K shares0.00%2025-09-302025-11-10

QCOM QUALCOMM INC6.5K shares22.20%2025-09-302025-11-10

CL COLGATE-PALMOLIVE13.5K shares-11.82%2025-09-302025-11-10

Sponsored

CVX CHEVRON CORP6.9K shares4.63%2025-09-302025-11-10

SHOP SHOPIFY INC7.2K shares-6.61%2025-09-302025-11-10

MS MORGAN STANLEY6.7K shares4.53%2025-09-302025-11-10

IVOO VANGUARD ADMIRAL FDS INC9.4K shares-4.65%2025-09-302025-11-10

DIA SPDR DOW2.2K shares-3.04%2025-09-302025-11-10

MDLZ MONDELEZ INTERNATIONAL15.8K shares0.00%2025-09-302025-11-10

BAC BANK AMERICA19.0K shares-1.27%2025-09-302025-11-10

VIS VANGUARD INDUSTRIALS3.2K shares0.00%2025-09-302025-11-10

Sponsored

NEE NEXTERA ENERGY12.3K shares-2.99%2025-09-302025-11-10

VEU VANGUARD FTSE12.7K shares-2.65%2025-09-302025-11-10

IMAX IMAX CORP27.6K sharesnew addition2025-09-302025-11-10

VUSB VANGUARD BD INDEX FDS18.0K shares-0.66%2025-09-302025-11-10

SMH VANECK VECTORS2.7K shares89.52%2025-09-302025-11-10

GLTR ABRDN PRECIOUS METALS BASKET5.1K sharesnew addition2025-09-302025-11-10

DGRO ISHARES CORE12.5K shares-24.54%2025-09-302025-11-10

SGOV ISHARES TR8.3K shares36.41%2025-09-302025-11-10

Sponsored

IWD ISHARES RUSSELL4.1K shares46.94%2025-09-302025-11-10

JMUB J P MORGAN EXCHANGE TRADED F16.2K sharesnew addition2025-09-302025-11-10

ABT ABBOTT LABORATORIES5.9K shares-1.05%2025-09-302025-11-10

RTX RAYTHEON TECHNOLOGIES4.6K shares77.35%2025-09-302025-11-10

SKY SKYLINE CHAMPION CORPORATION10.0K sharesnew addition2025-09-302025-11-10

KO COCA COLA COMPANY11.5K shares7.74%2025-09-302025-11-10

BCPC BALCHEM CORP5.0K shares0.00%2025-09-302025-11-10

FTNT FORTINET INC8.6K shares-4.62%2025-09-302025-11-10

Sponsored

SHY ISHARES 1-3YR8.5K shares-26.77%2025-09-302025-11-10

PLTR PALANTIR TECHNOLOGIES3.8K sharesnew addition2025-09-302025-11-10

NUE NUCOR CORP5.1K shares0.00%2025-09-302025-11-10

CTVA CORTEVA INC10.1K shares2.42%2025-09-302025-11-10

COF CAPITAL ONE3.0K shares-3.97%2025-09-302025-11-10

SCHA SCHWAB US21.8K shares0.04%2025-09-302025-11-10

SPEM SPDR PORTFOLIO12.8K shares8.90%2025-09-302025-11-10

VTEB VANGUARD MUNICIPAL11.8K shares-14.47%2025-09-302025-11-10

Sponsored

ITW ILLINOIS TOOL2.2K shares0.00%2025-09-302025-11-10

SHW SHERWIN WILLIAMS1.7K shares0.24%2025-09-302025-11-10

PRU PRUDENTIAL FINANCIAL5.6K shares6.66%2025-09-302025-11-10

FSLR FIRST SOLAR2.5K shares0.00%2025-09-302025-11-10

SCHG SCHWAB US17.1K shares0.08%2025-09-302025-11-10

IWS ISHARES RUSS3.9K shares0.05%2025-09-302025-11-10

GE GENERAL ELECTRIC1.7K shares0.00%2025-09-302025-11-10

SCHV SCHWAB US17.8K shares0.41%2025-09-302025-11-10

Sponsored

BSV VANGUARD SHORT6.6K shares-10.22%2025-09-302025-11-10

KMB KIMBERLY CLARK4.1K shares-0.32%2025-09-302025-11-10

ALL ALLSTATE CORP2.3K shares-0.30%2025-09-302025-11-10

LRCX LAM RESEARCH CORP3.7K shares-16.12%2025-09-302025-11-10

AVSC AMERICAN CENTURY8.7K shares0.03%2025-09-302025-11-10

TXN TEXAS INSTRUMENTS2.7K shares-1.90%2025-09-302025-11-10

T AT&T INC17.4K shares-1.73%2025-09-302025-11-10

RSPT INVESCO S&P10.9K sharesnew addition2025-09-302025-11-10

Sponsored

ARES ARES MANAGEMENT3.0K shares-14.08%2025-09-302025-11-10

VHT VANGUARD HEALTH1.9K shares0.27%2025-09-302025-11-10

ESGV VANGUARD ESG4.1K shares35.39%2025-09-302025-11-10

HSY HERSHEY COMPANY2.5K shares0.00%2025-09-302025-11-10

IEFA ISHARES CORE5.3K sharesnew addition2025-09-302025-11-10

TSM TAIWAN SEMICONDUCTOR1.7K shares78.30%2025-09-302025-11-10

AVLV AMERICAN CENTY ETF TR6.4K shares9.62%2025-09-302025-11-10

WEC WEC ENERGY4.0K sharesnew addition2025-09-302025-11-10

Sponsored

RSP INVESCO S&P2.3K shares0.00%2025-09-302025-11-10

MET METLIFE INC5.4K shares0.00%2025-09-302025-11-10

PFE PFIZER INC17.2K shares-21.84%2025-09-302025-11-10

GLD SPDR GOLD1.2K shares0.00%2025-09-302025-11-10

QUAL ISHARES MSCI2.2K shares0.04%2025-09-302025-11-10

CVCO CAVCO INDS INC DEL738 shares0.00%2025-09-302025-11-10

DCOR DIMENSIONAL ETF TRUST5.5K sharesnew addition2025-09-302025-11-10

CMI CUMMINS INC920 shares0.00%2025-09-302025-11-10

Sponsored

VCIT VANGUARD INTERMEDIATE4.6K shares0.00%2025-09-302025-11-10

DD DUPONT DE4.9K shares-18.89%2025-09-302025-11-10

AVIV AMERICAN CENTY ETF TR5.7K shares0.00%2025-09-302025-11-10

SCHP SCHWAB US14.0K shares-5.49%2025-09-302025-11-10

STT STATE STREET3.2K shares0.00%2025-09-302025-11-10

NEM NEWMONT CORP4.4K sharesnew addition2025-09-302025-11-10

EMR EMERSON ELECTRIC2.8K sharesnew addition2025-09-302025-11-10

APOG APOGEE ENTERPRISES8.4K shares-8.17%2025-09-302025-11-10

Sponsored

ORLY O REILLY AUTOMOTIVE3.4K shares-0.44%2025-09-302025-11-10

CHCO CITY HLDG CO2.9K shares0.63%2025-09-302025-11-10

K KELLOGG CO4.3K shares-74.07%2025-09-302025-11-10

VPL VANGUARD FTSE4.0K shares-8.87%2025-09-302025-11-10

IJJ ISHARES S&P2.7K shares0.07%2025-09-302025-11-10

EFIV SPDR SERIES5.5K shares0.04%2025-09-302025-11-10

GBTC GRAYSCALE BITCOIN TRUST ETF3.8K shares0.00%2025-09-302025-11-10

WPM WHEATON PRECIOUS METALS CORP3.1K sharesnew addition2025-09-302025-11-10

Sponsored

QRVO QORVO INC3.8K shares0.00%2025-09-302025-11-10

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