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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
VONGVanguard Russell
Recent Activity
Decreased -0.88%
0.22%
$3.764M
36,441 shares@ $103.3 avg price
MGVVanguard Mega
Recent Activity
Decreased -0.57%
0.22%
$3.686M
29,512 shares@ $124.91 avg price
AITApplied Industrial Tech
Recent Activity
Decreased -17.86%
0.19%
$3.303M
13,793 shares@ $239.48 avg price
ZTSZoetis Inc
Recent Activity
Decreased -11.02%
0.17%
$2.809M
17,239 shares@ $162.94 avg price
VONVVanguard Russell
Recent Activity
Decreased -0.75%
0.16%
$2.621M
32,260 shares@ $81.25 avg price
DVYIshares Select
Recent Activity
Decreased -0.26%
0.15%
$2.517M
19,171 shares@ $131.3 avg price
TSLATesla Inc
Recent Activity
Decreased -4.51%
0.14%
$2.444M
6,052 shares@ $403.85 avg price
TIPIshares Tips
Recent Activity
Decreased -0.34%
0.14%
$2.378M
22,319 shares@ $106.56 avg price
BKNGBooking Holdings
Recent Activity
Decreased -2.73%
0.12%
$1.943M
391 shares@ $4968.88 avg price
HDHome Depot
Recent Activity
Decreased -0.63%
0.11%
$1.826M
4,695 shares@ $389.02 avg price