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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
VXFVanguard Extended
Recent Activity
Decreased -0.2%
0.11%
$1.786M
9,398 shares@ $189.99 avg price
MCKMckesson Corp
Recent Activity
Decreased -27.04%
0.11%
$1.756M
3,081 shares@ $569.91 avg price
MUMicron Technology Inc
Recent Activity
Decreased -10.15%
0.1%
$1.704M
20,250 shares@ $84.17 avg price
KKellogg Co
Recent Activity
Decreased -11.58%
0.08%
$1.353M
16,715 shares@ $80.97 avg price
BKAGBny Mellon
Recent Activity
Decreased -0.48%
0.08%
$1.289M
31,278 shares@ $41.22 avg price
DFATDimensional Us
Recent Activity
Decreased -5.87%
0.08%
$1.249M
22,448 shares@ $55.66 avg price
IWFIshares Russell
Recent Activity
Decreased -2.44%
0.07%
$1.137M
2,832 shares@ $401.57 avg price
SPDWSpdr Portfolio
Recent Activity
Decreased -3.74%
0.07%
$1.099M
32,212 shares@ $34.14 avg price
MDLZMondelez International
Recent Activity
Decreased -0.69%
0.06%
$957,602
16,032 shares@ $59.74 avg price
DFLVDimensional Us
Recent Activity
Decreased -3.78%
0.05%
$857,780
28,564 shares@ $30.04 avg price