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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
IWVIshares Russell
Recent Activity
Increased 0.03%
0.21%
$3.633M
10,868 shares@ $334.27 avg price
HFFGHf Foods
Recent Activity
0.21%
$3.565M
1.111M shares@ $3.21 avg price
ABBVAbbvie Inc
Recent Activity
Increased 45.58%
0.2%
$3.364M
18,930 shares@ $177.7 avg price
CATCaterpillar Inc
Recent Activity
Increased 8.74%
0.2%
$3.322M
9,158 shares@ $362.76 avg price
AITApplied Industrial Tech
Recent Activity
Decreased -17.86%
0.19%
$3.303M
13,793 shares@ $239.48 avg price
SCHMSchwab Us
Recent Activity
Increased 220.04%
0.19%
$3.203M
115,595 shares@ $27.71 avg price
VYMIVanguard International
Recent Activity
Increased 17.35%
0.18%
$3.126M
46,056 shares@ $67.88 avg price
VGTVanguard Information
Recent Activity
Increased 2.16%
0.18%
$3.123M
5,023 shares@ $621.82 avg price
AGGIshares Core
Recent Activity
Increased 37.51%
0.18%
$3.109M
32,089 shares@ $96.9 avg price
QQQInvesco Qqq
Recent Activity
Increased 11.89%
0.18%
$3.091M
6,046 shares@ $511.21 avg price