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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
MSFTMicrosoft Corp
Recent Activity
Increased 1.13%
1.44%
$25.046M
59,422 shares@ $421.5 avg price
DFSVDimensional Us
Recent Activity
Increased 12.69%
1.17%
$20.426M
663,624 shares@ $30.79 avg price
VOOVVanguard S&p
Recent Activity
Increased 7.43%
1.17%
$20.421M
110,675 shares@ $184.51 avg price
VOVanguard Mid
Recent Activity
Increased 15.12%
1.02%
$17.666M
66,885 shares@ $264.13 avg price
DFAUDimensional Us
Recent Activity
Increased 0.55%
0.97%
$16.796M
414,809 shares@ $40.49 avg price
NVDANvidia Corp
Recent Activity
Increased 59.74%
0.91%
$15.756M
117,330 shares@ $134.29 avg price
IBITIshares Bitcoin Tr
Recent Activity
Increased 7.89%
0.9%
$15.696M
295,872 shares@ $53.05 avg price
AVUSAvantis U S
Recent Activity
Increased 5.16%
0.85%
$14.674M
151,383 shares@ $96.94 avg price
VCSHVanguard Short
Recent Activity
Increased 354.1%
0.82%
$14.312M
183,470 shares@ $78.01 avg price
AVDEAvantis Intl
Recent Activity
Increased 36.22%
0.82%
$14.295M
232,933 shares@ $61.37 avg price