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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
GSGoldman Sachs
Recent Activity
Increased 11.19%
0.16%
$2.658M
4,641 shares@ $572.64 avg price
VONVVanguard Russell
Recent Activity
Decreased -0.75%
0.16%
$2.621M
32,260 shares@ $81.25 avg price
KLACKla Corp
Recent Activity
Increased 15.45%
0.15%
$2.543M
4,036 shares@ $630.14 avg price
DVYIshares Select
Recent Activity
Decreased -0.26%
0.15%
$2.517M
19,171 shares@ $131.3 avg price
TSLATesla Inc
Recent Activity
Decreased -4.51%
0.14%
$2.444M
6,052 shares@ $403.85 avg price
BKIEBny Mellon
Recent Activity
Increased 0.27%
0.14%
$2.434M
33,604 shares@ $72.43 avg price
TIPIshares Tips
Recent Activity
Decreased -0.34%
0.14%
$2.378M
22,319 shares@ $106.56 avg price
CRMSalesforce.com Inc
Recent Activity
Increased 2.33%
0.14%
$2.349M
7,027 shares@ $334.32 avg price
SCHXSchwab Us
Recent Activity
Increased 199.37%
0.13%
$2.249M
97,036 shares@ $23.18 avg price
MRKMerck & Company
Recent Activity
Increased 22.41%
0.13%
$2.237M
22,485 shares@ $99.49 avg price