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
GKOSGlaukos Corp Recent Activity New Position	0.02%	$221,012 1,474 shares@ $149.95 avg price	New Position
AVEMAmerican Century Recent Activity New Position	0.02%	$217,470 3,699 shares@ $58.8 avg price	New Position
DUKDuke Energy Recent Activity New Position	0.02%	$212,613 1,973 shares@ $107.77 avg price	New Position
IYCIshares Tr Recent Activity New Position	0.02%	$212,469 2,210 shares@ $96.14 avg price	New Position
JEPIJpmorgan Recent Activity New Position	0.02%	$209,002 3,633 shares@ $57.53 avg price	New Position
ADPAutomatic Data Recent Activity New Position	0.02%	$204,685 699 shares@ $292.83 avg price	New Position
INTUIntuit Inc Recent Activity New Position	0.02%	$204,373 325 shares@ $628.84 avg price	New Position
VRPInvesco Exch Traded Fd Tr Ii Recent Activity New Position	0.02%	$202,229 8,360 shares@ $24.2 avg price	New Position
GGBGerdau Sa Recent Activity New Position	0.01%	$33,682 11,695 shares@ $2.89 avg price	New Position