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
DFAUDimensional Us Recent Activity Increased 0.55%	0.97%	$16.796M 414,809 shares@ $40.49 avg price	Increased 0.55%
NVDANvidia Corp Recent Activity Increased 59.74%	0.91%	$15.756M 117,330 shares@ $134.29 avg price	Increased 59.74%
IBITIshares Bitcoin Tr Recent Activity Increased 7.89%	0.9%	$15.696M 295,872 shares@ $53.05 avg price	Increased 7.89%
AVUSAvantis U S Recent Activity Increased 5.16%	0.85%	$14.674M 151,383 shares@ $96.94 avg price	Increased 5.16%
VCSHVanguard Short Recent Activity Increased 354.1%	0.82%	$14.312M 183,470 shares@ $78.01 avg price	Increased 354.1%
AVDEAvantis Intl Recent Activity Increased 36.22%	0.82%	$14.295M 232,933 shares@ $61.37 avg price	Increased 36.22%
IVVIshares Core Recent Activity Increased 14.61%	0.82%	$14.28M 24,257 shares@ $588.69 avg price	Increased 14.61%
SPTMSpdr Portfolio Recent Activity Increased 8.1%	0.79%	$13.744M 192,416 shares@ $71.43 avg price	Increased 8.1%
BIVVanguard Intermediate Recent Activity Increased 1623.35%	0.78%	$13.568M 181,554 shares@ $74.74 avg price	Increased 1623.35%
AMZNAmazon Com Recent Activity Increased 7.7%	0.7%	$12.071M 55,020 shares@ $219.39 avg price	Increased 7.7%