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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
BRK.BBerkshire Hathaway
Recent Activity
Increased 4.68%
0.65%
$11.245M
24,808 shares@ $453.28 avg price
MGKVanguard Mega
Recent Activity
Increased 121.59%
0.63%
$10.833M
31,547 shares@ $343.41 avg price
SCHBSchwab Strategic Tr
Recent Activity
Increased 194.65%
0.58%
$9.993M
440,230 shares@ $22.71 avg price
VTVVanguard Value
Recent Activity
Decreased -0.08%
0.56%
$9.774M
57,734 shares@ $169.31 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 0.15%
0.56%
$9.721M
16,586 shares@ $586.1 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 5.41%
0.55%
$9.535M
50,369 shares@ $189.31 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Increased 4.36%
0.53%
$9.145M
207,652 shares@ $44.04 avg price
SCHFSchwab Intl
Recent Activity
Increased 101.77%
0.45%
$7.752M
419,031 shares@ $18.51 avg price
VEAVanguard Tax-managed Intl Fd
Recent Activity
Decreased -0.25%
0.42%
$7.238M
151,363 shares@ $47.83 avg price
SUBIshares Short
Recent Activity
Increased 18.83%
0.4%
$6.953M
65,918 shares@ $105.49 avg price