test

Lynn L. Chen-Zhang

@Zhang Financial Llc

Latest period2024 - Q4ReportedManaged Assets$1.747BTotal holdings295
Assets growth rate10.27%Assets growth rate (2-Q avg)10.53%Continuous growth in asset value19 quarters

Portfolio positions

This chart displays the top 10 holdings in Zhang Financial Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 295 positions.

Assets under management

The assets under management (AUM) of Zhang Financial Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 19 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 1.747B in assets, with a quarterly growth rate of 10.27% and a 2-quarter average growth rate of 10.53%. The portfolio is managed by Lynn L. Chen-Zhang, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VTIVanguard Index Fds
Recent Activity
Decreased -1.13%
7.78%
$135.887M
468,885 shares@ $289.81 avg price
ITOTIshares Core
Recent Activity
Decreased -0.46%
4.9%
$85.49M
664,668 shares@ $128.63 avg price
AAPLApple Inc
Recent Activity
Decreased -1.83%
2.82%
$49.084M
196,007 shares@ $250.43 avg price
VBRVanguard Small
Recent Activity
Decreased -0.13%
2.76%
$48.084M
242,628 shares@ $198.19 avg price
IAUIshares Gold
Recent Activity
Decreased -1.17%
1.35%
$23.514M
474,936 shares@ $49.52 avg price
IWNIshares Russell
Recent Activity
Decreased -1.73%
0.98%
$16.946M
103,224 shares@ $164.18 avg price
VTVVanguard Value
Recent Activity
Decreased -0.08%
0.56%
$9.774M
57,734 shares@ $169.31 avg price
VEAVanguard Tax-managed Intl Fd
Recent Activity
Decreased -0.25%
0.42%
$7.238M
151,363 shares@ $47.83 avg price
DFASDimensional Etf Trust
Recent Activity
Decreased -1.94%
0.36%
$6.136M
94,290 shares@ $65.08 avg price
SPABSpdr Portfolio
Recent Activity
Decreased -4.06%
0.28%
$4.846M
193,905 shares@ $25.0 avg price