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
CDNSCadence Design Recent Activity New Position	0.03%	$381,284 1,269 shares@ $300.47 avg price	New Position
WMWaste Management Recent Activity New Position	0.02%	$344,123 1,705 shares@ $201.84 avg price	New Position
ISTBIshares Tr Recent Activity New Position	0.02%	$297,512 6,228 shares@ $47.78 avg price	New Position
GEGeneral Electric Recent Activity New Position	0.02%	$294,515 1,766 shares@ $166.77 avg price	New Position
GBTCGrayscale Bitcoin Trust Etf Recent Activity New Position	0.02%	$282,682 3,819 shares@ $74.02 avg price	New Position
LRCXLam Research Corp Recent Activity New Position	0.02%	$268,490 3,717 shares@ $72.24 avg price	New Position
VUSBVanguard Bd Index Fds Recent Activity New Position	0.02%	$244,043 4,918 shares@ $49.63 avg price	New Position
USBU S Bancorp De Recent Activity New Position	0.02%	$231,593 4,842 shares@ $47.84 avg price	New Position
VTWGVanguard Russell Recent Activity New Position	0.02%	$229,683 1,093 shares@ $210.14 avg price	New Position
DISWalt Disney Recent Activity New Position	0.02%	$223,814 2,010 shares@ $111.36 avg price	New Position