Lynn L. Chen-Zhang

@Zhang Financial Llc

Latest period2024 - Q4

Reported2d ago

Managed Assets$1.747B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
SDYSpdr Series Recent Activity New Position	0.13%	$2.214M 16,762 shares@ $132.11 avg price	New Position
SCHDSchwab Us Recent Activity New Position	0.12%	$2.042M 74,728 shares@ $27.33 avg price	New Position
VGSHVanguard Short Recent Activity New Position	0.1%	$1.734M 29,799 shares@ $58.19 avg price	New Position
LMTLockheed Martin Recent Activity New Position	0.06%	$1.001M 2,059 shares@ $485.96 avg price	New Position
BLKBlackrock Inc Recent Activity New Position	0.06%	$968,589 945 shares@ $1024.97 avg price	New Position
CLColgate-palmolive Recent Activity New Position	0.06%	$912,293 10,035 shares@ $90.92 avg price	New Position
ARESAres Management Recent Activity New Position	0.04%	$524,126 2,961 shares@ $177.01 avg price	New Position
SCHGSchwab Us Recent Activity New Position	0.03%	$447,230 16,047 shares@ $27.88 avg price	New Position
TAt&t Inc Recent Activity New Position	0.03%	$419,902 18,441 shares@ $22.78 avg price	New Position
TTDTrade Desk Recent Activity New Position	0.03%	$408,887 3,479 shares@ $117.54 avg price	New Position