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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
DEDeere & Co
Recent Activity
Exited
0%
$974,165
2,334 shares@ $417.39 avg price
BLKBlackrock Inc
Recent Activity
Exited
0%
$847,992
893 shares@ $949.6 avg price
TGTTarget Corp
Recent Activity
Exited
0%
$815,819
5,234 shares@ $155.87 avg price
DGDollar Genl
Recent Activity
Exited
0%
$422,850
5,000 shares@ $84.57 avg price
LRCXLam Research Corporation
Recent Activity
Exited
0%
$285,788
350 shares@ $816.54 avg price
DGXQuest Diagnostics
Recent Activity
Exited
0%
$269,048
1,733 shares@ $155.25 avg price
SMHVaneck Vectors
Recent Activity
Exited
0%
$248,887
1,014 shares@ $245.46 avg price
MTRNMaterion Corp
Recent Activity
Exited
0%
$223,720
2,000 shares@ $111.86 avg price
AVYAvery Dennison Corp
Recent Activity
Exited
0%
$222,312
1,007 shares@ $220.77 avg price
VSGXVanguard Esg
Recent Activity
Exited
0%
$221,744
3,605 shares@ $61.52 avg price