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Christopher T Reiff

Zhang Financial Llc

Assets Managed
$2.892B
Holdings
367
Last Quarter
2026 - Q1
Filed Date
15d ago
Growth Rate
7.86%(2Q avg: 8.41%)
Sustained Growth
24 quarters

Portfolio positions

This chart displays the top 10 holdings in Zhang Financial Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 367 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 24 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 2.892B in assets, with a quarterly growth rate of 7.86% and a 2-quarter average growth rate of 8.41%. The portfolio is managed by Christopher T Reiff, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 5.01%
6.75%
$195.047M
326,411 shares@ $597.55 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 2.84%
6.25%
$180.751M
563,420 shares@ $320.82 avg price
DFUS
Dimensional Us Eq Mkt Etf
Recent Activity
Increased 4.79%
6.22%
$179.654M
2.534M shares@ $70.91 avg price
ITOT
Ishares Core S&p Total U.s.
Recent Activity
Increased 12.37%
5.83%
$168.345M
1.182M shares@ $142.43 avg price
VXUS
Vanguard Total Intl Stock
Recent Activity
Increased 10.76%
5.56%
$160.588M
2.083M shares@ $77.11 avg price
BIV
Vanguard Intermediate-term B
Recent Activity
Increased 24.34%
5.05%
$145.881M
1.89M shares@ $77.18 avg price
DFAC
Dimensional Us Core Equity 2
Recent Activity
Decreased -1.75%
4.39%
$126.808M
3.263M shares@ $38.87 avg price
VT
Vanguard Tot World Stk Etf
Recent Activity
Increased 0.97%
3.47%
$100.126M
723,873 shares@ $138.32 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Increased 97.09%
3.09%
$89.174M
898,297 shares@ $99.27 avg price
DFAI
Dimensional International Co
Recent Activity
Increased 1.04%
2.49%
$71.829M
1.844M shares@ $38.96 avg price

1-10 of 367