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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
METAFacebook Inc
Recent Activity
Increased 6.23%
0.4%
$6.903M
11,789 shares@ $585.53 avg price
SPMDSpdr Portfolio
Recent Activity
Increased 23.84%
0.37%
$6.316M
115,495 shares@ $54.7 avg price
DFASDimensional Etf Trust
Recent Activity
Decreased -1.94%
0.36%
$6.136M
94,290 shares@ $65.08 avg price
AVGOBroadcom Inc
Recent Activity
Increased 14.07%
0.33%
$5.594M
24,130 shares@ $231.84 avg price
MGCVanguard Mega
Recent Activity
Increased 4.4%
0.32%
$5.469M
25,718 shares@ $212.67 avg price
GLDMWorld Gold
Recent Activity
Increased 1.41%
0.32%
$5.432M
104,476 shares@ $52.0 avg price
VNQVanguard Real
Recent Activity
Increased 1.83%
0.29%
$5.053M
56,728 shares@ $89.08 avg price
SPABSpdr Portfolio
Recent Activity
Decreased -4.06%
0.28%
$4.846M
193,905 shares@ $25.0 avg price
MUBIshares National
Recent Activity
Increased 11.19%
0.28%
$4.833M
45,359 shares@ $106.55 avg price
EMXCIshares Msci
Recent Activity
Increased 3.8%
0.27%
$4.674M
84,286 shares@ $55.46 avg price