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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
DFUSDimensional Us
Recent Activity
Increased 13.16%
8.65%
$151.05M
2.369M shares@ $63.76 avg price
VOOVanguard S&p
Recent Activity
Increased 8.11%
8.43%
$147.193M
273,183 shares@ $538.81 avg price
DFACDimensional Us
Recent Activity
Increased 14.07%
5.62%
$98.037M
2.834M shares@ $34.59 avg price
VXUSVanguard Star Fds
Recent Activity
Increased 7.75%
4.3%
$74.936M
1.272M shares@ $58.93 avg price
VTVanguard Intl Equity Index F
Recent Activity
Increased 9.04%
3.99%
$69.686M
593,172 shares@ $117.48 avg price
DFAIDimensional Etf Trust
Recent Activity
Increased 5.47%
2.62%
$45.762M
1.567M shares@ $29.2 avg price
SYKStryker Corp
Recent Activity
Increased 55.04%
2.37%
$41.366M
114,889 shares@ $360.05 avg price
BNDVanguard Total
Recent Activity
Increased 32.33%
2.31%
$40.322M
560,730 shares@ $71.92 avg price
VYMVanguard High
Recent Activity
Increased 1.86%
2.05%
$35.664M
279,520 shares@ $127.6 avg price
BKLCBny Mellon
Recent Activity
Increased 17.62%
1.49%
$26.001M
232,026 shares@ $112.06 avg price