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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
AMGNAmgen Inc
Recent Activity
Increased 6%
0.25%
$4.213M
16,165 shares@ $260.65 avg price
VUGVanguard Growth
Recent Activity
Increased 0.24%
0.24%
$4.158M
10,130 shares@ $410.45 avg price
PGProcter & Gamble
Recent Activity
Increased 1.2%
0.24%
$4.086M
24,371 shares@ $167.66 avg price
VONEVanguard Russell
Recent Activity
Increased 0.12%
0.23%
$4.015M
15,054 shares@ $266.72 avg price
IBMIntl Business
Recent Activity
Increased 3.95%
0.23%
$3.974M
18,077 shares@ $219.84 avg price
EFVIshares Msci
Recent Activity
Increased 0.47%
0.23%
$3.963M
75,527 shares@ $52.48 avg price
IXUSIshares Core
Recent Activity
Increased 2.98%
0.23%
$3.897M
58,926 shares@ $66.14 avg price
VIGVanguard Specialized Funds
Recent Activity
Increased 45.66%
0.23%
$3.891M
19,872 shares@ $195.83 avg price
IWVIshares Russell
Recent Activity
Increased 0.03%
0.21%
$3.633M
10,868 shares@ $334.27 avg price
ABBVAbbvie Inc
Recent Activity
Increased 45.58%
0.2%
$3.364M
18,930 shares@ $177.7 avg price