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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
VEUVanguard Ftse
Recent Activity
Decreased -19.96%
0.05%
$726,596
12,656 shares@ $57.42 avg price
SOXXIshares Semiconductor
Recent Activity
Decreased -14.68%
0.04%
$564,561
2,620 shares@ $215.49 avg price
QQQMInvesco Nasdaq
Recent Activity
Decreased -0.73%
0.04%
$537,660
2,555 shares@ $210.44 avg price
VHTVanguard Health
Recent Activity
Decreased -1.14%
0.03%
$503,957
1,987 shares@ $253.63 avg price
WECWec Energy
Recent Activity
Decreased -33.6%
0.03%
$466,532
4,961 shares@ $94.04 avg price
DHRDanaher Corp
Recent Activity
Decreased -0.4%
0.03%
$393,065
1,712 shares@ $229.6 avg price
CMCSAComcast Corp
Recent Activity
Decreased -1.4%
0.03%
$383,223
10,211 shares@ $37.54 avg price
IWDIshares Russell
Recent Activity
Decreased -3.39%
0.03%
$368,387
1,990 shares@ $185.12 avg price
TEVATeva Pharmaceutical
Recent Activity
Decreased -5.59%
0.02%
$335,008
15,200 shares@ $22.04 avg price
DOWDow Inc
Recent Activity
Decreased -58.2%
0.02%
$321,521
8,012 shares@ $40.13 avg price