$592 Million is the total value of Zhang Financial LLC's 218 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 16.5% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
VTI | Buy | VANGUARD TOTALtotal stk mkt | $91,216,000 | +3.8% | 400,650 | +10.1% | 15.40% | -1.1% |
VBR | Buy | VANGUARD SMALLsm cp val etf | $43,671,000 | -0.5% | 248,216 | +1.2% | 7.37% | -5.2% |
ITOT | Buy | ISHARES COREcore s&p ttl stk | $35,615,000 | +38.3% | 352,838 | +46.6% | 6.01% | +31.8% |
AAPL | Buy | APPLE INC | $32,308,000 | +8.8% | 185,032 | +10.6% | 5.45% | +3.6% |
VT | Buy | VANGUARD TOTALtt wrld st etf | $21,859,000 | +39.7% | 215,810 | +48.2% | 3.69% | +33.1% |
BKLC | Buy | BNY MELLONus lrg cp core | $20,916,000 | +88.8% | 246,273 | +99.2% | 3.53% | +79.8% |
VOO | Buy | VANGUARD S&P | $20,482,000 | +4.9% | 49,332 | +10.3% | 3.46% | -0.1% |
SYK | Buy | STRYKER CORP | $17,174,000 | +0.2% | 64,239 | +0.2% | 2.90% | -4.5% |
MSFT | Buy | MICROSOFT CORP | $15,787,000 | -3.0% | 51,206 | +5.8% | 2.66% | -7.7% |
VXUS | Buy | VANGUARD TOTALvg tl intl stk f | $12,378,000 | +44.5% | 207,194 | +53.8% | 2.09% | +37.7% |
VWO | Buy | VANGUARD FSTEftse emr mkt etf | $9,299,000 | +18.7% | 201,577 | +27.2% | 1.57% | +13.0% |
BRKB | Buy | BERKSHIRE HATHAWAYcl b new | $8,614,000 | +19.6% | 24,411 | +1.3% | 1.45% | +13.9% |
SCHB | Buy | SCHWAB USus brd mkt etf | $7,398,000 | +26.2% | 138,550 | +167.0% | 1.25% | +20.2% |
JNJ | Buy | JOHNSON & JOHNSON | $6,517,000 | +278.2% | 36,771 | +265.0% | 1.10% | +260.7% |
BKAG | Buy | BNY MELLONcore bond etf | $6,470,000 | +89.4% | 140,474 | +102.0% | 1.09% | +80.5% |
BND | Buy | VANGUARD TOTALtotal bnd mrkt | $6,208,000 | +14.3% | 78,043 | +21.8% | 1.05% | +8.8% |
ZTS | Buy | ZOETIS INCcl a | $5,525,000 | -22.1% | 29,294 | +0.8% | 0.93% | -25.8% |
SPY | Buy | SPDR S&Ptr unit | $5,268,000 | -4.9% | 11,664 | +0.0% | 0.89% | -9.5% |
VTV | Buy | VANGUARD VALUEvalue etf | $4,232,000 | +3.1% | 28,634 | +2.6% | 0.71% | -1.9% |
MUB | Buy | ISHARES NATIONALnational mun | $4,009,000 | +34.7% | 36,572 | +42.9% | 0.68% | +28.5% |
SCHP | Buy | SCHWAB USus tips etf | $3,972,000 | +44.3% | 65,419 | +49.5% | 0.67% | +37.5% |
GOOGL | Buy | ALPHABET INCcap stk cl a | $3,757,000 | +7.1% | 1,351 | +11.6% | 0.63% | +1.9% |
PFE | Buy | PFIZER INC | $3,607,000 | -2.2% | 69,688 | +11.6% | 0.61% | -6.9% |
VNQ | Buy | VANGUARD REALreal estate etf | $3,581,000 | +23.8% | 33,041 | +32.5% | 0.60% | +17.9% |
IBM | Buy | INTL BUSINESS | $3,455,000 | -2.6% | 26,571 | +0.1% | 0.58% | -7.3% |
PG | Buy | PROCTER & GAMBLE | $3,139,000 | -2.3% | 20,541 | +4.6% | 0.53% | -6.9% |
IVV | Buy | ISHARES COREcore s&p500 etf | $2,989,000 | +6.4% | 6,590 | +11.9% | 0.50% | +1.4% |
BKIE | Buy | BNY MELLONinternationl eqt | $2,944,000 | +168.9% | 41,903 | +184.5% | 0.50% | +156.2% |
SCHZ | Buy | SCHWAB AGGREGATEus aggregate b | $2,820,000 | +128.5% | 55,773 | +143.6% | 0.48% | +117.4% |
PEP | Buy | PEPSICO INC | $2,743,000 | +1.5% | 16,387 | +5.3% | 0.46% | -3.3% |
HON | Buy | HONEYWELL INTL | $2,700,000 | -3.2% | 13,872 | +3.7% | 0.46% | -7.7% |
SHY | Buy | ISHARES 1-3YR1 3 yr treas bd | $2,609,000 | +1.5% | 31,298 | +4.1% | 0.44% | -3.5% |
VTEB | Buy | VANGUARD MUNICIPALtax exempt bd | $2,598,000 | +5.0% | 50,392 | +11.8% | 0.44% | +0.2% |
AMGN | Buy | AMGEN INC | $2,540,000 | +19.0% | 10,503 | +10.7% | 0.43% | +13.5% |
SCHX | Buy | SCHWAB USus lrg cap etf | $2,475,000 | +106.6% | 45,972 | +336.6% | 0.42% | +97.2% |
DVY | Buy | ISHARES SELECTselect divid etf | $2,475,000 | +7.5% | 19,313 | +2.8% | 0.42% | +2.5% |
VEA | Buy | VANGUARD FTSEftse dev mkt etf | $2,324,000 | +47.6% | 48,398 | +57.1% | 0.39% | +40.5% |
VIG | Buy | VANGUARD DIVIDENDdiv app etf | $2,262,000 | +1.8% | 13,949 | +7.8% | 0.38% | -3.0% |
ICSH | Buy | BLACKROCK ULTRAblackrock ultra | $2,232,000 | +8.4% | 44,513 | +8.9% | 0.38% | +3.3% |
SCHF | Buy | SCHWAB INTLintl eqty etf | $2,216,000 | +157.1% | 60,334 | +172.0% | 0.37% | +144.4% |
ARKK | Buy | ARK INNOVATIONinnovation etf | $1,897,000 | +49.7% | 28,620 | +113.7% | 0.32% | +42.2% |
VO | Buy | VANGUARD MIDmid cap etf | $1,666,000 | +48.6% | 7,007 | +59.2% | 0.28% | +41.2% |
MU | Buy | MICRON TECHNOLOGY INC | $1,593,000 | -14.7% | 20,455 | +2.1% | 0.27% | -18.7% |
IJR | Buy | ISHARES COREcore s&p scp etf | $1,594,000 | -2.7% | 14,780 | +3.3% | 0.27% | -7.2% |
DOW | Buy | DOW INC | $1,511,000 | +15.5% | 23,716 | +2.8% | 0.26% | +9.9% |
VXF | Buy | VANGUARD EXTENDEDextend mkt etf | $1,509,000 | +17.3% | 9,107 | +29.5% | 0.26% | +11.8% |
IXUS | Buy | ISHARES COREcore msci total | $1,444,000 | +1.3% | 21,694 | +7.9% | 0.24% | -3.6% |
LOW | Buy | LOWES COMPANIES | $1,440,000 | -16.1% | 7,121 | +7.3% | 0.24% | -20.1% |
VGT | Buy | VANGUARD INFORMATIONinf tech etf | $1,400,000 | +13.1% | 3,361 | +24.4% | 0.24% | +7.8% |
IJS | Buy | ISHARES S&Psp smcp600vl etf | $1,385,000 | +4.1% | 13,524 | +6.2% | 0.23% | -0.8% |
MDLZ | Buy | MONDELEZ INTERNATIONALcl a | $1,361,000 | -4.8% | 21,680 | +0.5% | 0.23% | -9.1% |
ABBV | Buy | ABBVIE INC | $1,335,000 | +88.8% | 8,234 | +57.6% | 0.22% | +80.0% |
VONV | Buy | VANGUARD RUSSELLvng rus1000val | $1,323,000 | +1.1% | 18,173 | +2.4% | 0.22% | -3.9% |
BX | Buy | BLACKSTONE INC | $1,309,000 | +210.9% | 10,312 | +216.8% | 0.22% | +194.7% |
VCSH | New | VANGUARD SHORTshrt trm corp bd | $1,266,000 | – | 16,216 | +100.0% | 0.21% | – |
HD | Buy | HOME DEPOT | $1,219,000 | -18.2% | 4,071 | +13.4% | 0.21% | -22.0% |
IJH | Buy | ISHARES COREcore s&p mcp etf | $1,208,000 | -1.1% | 4,503 | +4.4% | 0.20% | -5.6% |
NVDA | Buy | NVIDIA CORP | $1,207,000 | +99.8% | 4,422 | +115.3% | 0.20% | +90.7% |
TSLA | Buy | TESLA INC | $1,162,000 | +15.6% | 1,078 | +13.4% | 0.20% | +10.1% |
DG | Buy | DOLLAR GENL | $1,140,000 | -5.2% | 5,121 | +0.5% | 0.19% | -9.9% |
VYM | New | VANGUARD HIGHhigh div yld | $1,138,000 | – | 10,142 | +100.0% | 0.19% | – |
EFA | Buy | ISHARES MSCImsci eafe etf | $1,140,000 | +45.0% | 15,493 | +55.1% | 0.19% | +38.1% |
LCII | Buy | LCI INDS | $1,083,000 | +1.9% | 10,428 | +52.9% | 0.18% | -2.7% |
BKMC | Buy | BNY MELLONus mdcp core eqt | $1,079,000 | +173.2% | 11,976 | +187.4% | 0.18% | +160.0% |
VSS | Buy | VANGUARD FTSEftse smcap etf | $1,065,000 | -1.8% | 8,597 | +6.3% | 0.18% | -6.2% |
MRK | Buy | MERCK & COMPANY | $1,063,000 | +14.3% | 12,954 | +6.8% | 0.18% | +8.5% |
QRVO | Buy | QORVO INC | $1,052,000 | +79.2% | 7,501 | +100.0% | 0.18% | +71.2% |
MO | Buy | ALTRIA GROUP | $1,014,000 | +10.3% | 19,410 | +0.1% | 0.17% | +4.9% |
GOOG | Buy | ALPHABET INCcap stk cl c | $997,000 | -1.9% | 357 | +1.7% | 0.17% | -6.7% |
VB | Buy | VANGUARD SMALLsmall cp etf | $995,000 | +106.0% | 4,680 | +118.9% | 0.17% | +95.3% |
SCHA | New | SCHWAB USus sml cap etf | $957,000 | – | 20,207 | +100.0% | 0.16% | – |
XLK | Buy | SECTOR TECHNOLOGYtechnology | $958,000 | +6.6% | 6,032 | +16.7% | 0.16% | +1.9% |
QCOM | Buy | QUALCOMM INC | $938,000 | -13.8% | 6,135 | +3.1% | 0.16% | -18.1% |
V | Buy | VISA INC | $925,000 | +5.7% | 4,173 | +3.3% | 0.16% | +0.6% |
QQQ | Buy | INVESCO QQQunit ser 1 | $910,000 | +6.6% | 2,510 | +17.0% | 0.15% | +2.0% |
BSV | Buy | VANGUARD SHORTshort trm bond | $897,000 | -1.3% | 11,515 | +2.4% | 0.15% | -6.2% |
AVGO | Buy | BROADCOM INC | $862,000 | +95.9% | 1,370 | +107.3% | 0.15% | +87.2% |
SCHK | New | SCHWAB STRATEGIC1000 index etf | $826,000 | – | 18,751 | +100.0% | 0.14% | – |
WHR | Buy | WHIRLPOOL CORP | $816,000 | +73.6% | 4,004 | +100.0% | 0.14% | +66.3% |
SCHM | New | SCHWAB USus mid-cap etf | $797,000 | – | 10,505 | +100.0% | 0.14% | – |
XOM | Buy | EXXON MOBIL | $796,000 | +60.8% | 9,635 | +19.0% | 0.13% | +52.3% |
VUG | Buy | VANGUARD GROWTHgrowth etf | $785,000 | +5.4% | 2,729 | +17.6% | 0.13% | +0.8% |
CG | Buy | CARLYLE GROUP | $774,000 | +104.2% | 15,816 | +128.9% | 0.13% | +95.5% |
SHYF | Buy | SHYFT GROUP | $772,000 | -26.5% | 21,381 | +0.0% | 0.13% | -30.1% |
NUE | Buy | NUCOR CORP | $762,000 | +30.9% | 5,125 | +0.5% | 0.13% | +25.2% |
COST | Buy | COSTCO WHOLESALE | $763,000 | +242.2% | 1,326 | +238.3% | 0.13% | +222.5% |
SCHV | Buy | SCHWAB USus lcap va etf | $722,000 | +232.7% | 10,110 | +240.6% | 0.12% | +221.1% |
CSCO | Buy | CISCO SYSTEMS | $715,000 | +32.7% | 12,828 | +50.8% | 0.12% | +26.0% |
ETN | Buy | EATON CORP | $714,000 | -10.0% | 4,705 | +2.6% | 0.12% | -14.2% |
IWF | Buy | ISHARES RUSSELLrus 1000 grw etf | $709,000 | +216.5% | 2,555 | +249.0% | 0.12% | +200.0% |
BKEM | Buy | BNY MELLONemrg mkt equit | $703,000 | +164.3% | 11,118 | +184.9% | 0.12% | +153.2% |
TGT | Buy | TARGET CORP | $701,000 | +68.5% | 3,306 | +83.9% | 0.12% | +59.5% |
USB | Buy | U S BANCORP DE | $672,000 | +34.7% | 12,635 | +42.3% | 0.11% | +28.4% |
MCD | Buy | MCDONALDS CORP | $669,000 | +13.4% | 2,707 | +23.0% | 0.11% | +7.6% |
INTC | Buy | INTEL CORP | $661,000 | +5.4% | 13,347 | +9.7% | 0.11% | +0.9% |
KLAC | Buy | KLA CORP | $649,000 | -4.0% | 1,772 | +12.8% | 0.11% | -8.3% |
JPM | Buy | JPMORGAN CHASE | $596,000 | +19.2% | 4,375 | +38.8% | 0.10% | +13.5% |
KKR | Buy | KKR & CO | $599,000 | +50.5% | 10,241 | +91.5% | 0.10% | +42.3% |
CAT | Buy | CATERPILLAR INC | $590,000 | +13.5% | 2,650 | +5.3% | 0.10% | +8.7% |
BMY | Buy | BRISTOL MYERS | $589,000 | +20.0% | 8,059 | +2.3% | 0.10% | +13.8% |
VV | Buy | VANGUARD LARGElarge cap etf | $586,000 | -0.8% | 2,811 | +5.1% | 0.10% | -5.7% |
VMBS | New | VANGUARD MORTGAGEmortg-back sec | $559,000 | – | 11,161 | +100.0% | 0.09% | – |
VTWV | Buy | VANGUARD RUSSELLvng rus2000val | $548,000 | -1.8% | 3,882 | +1.1% | 0.09% | -6.1% |
PAYX | Buy | PAYCHEX INC | $548,000 | +100.0% | 4,014 | +100.0% | 0.09% | +89.8% |
DIS | Buy | WALT DISNEY | $543,000 | +3.8% | 3,958 | +17.2% | 0.09% | -1.1% |
BAC | Buy | BANK AMERICA | $535,000 | +54.2% | 12,995 | +66.6% | 0.09% | +47.5% |
WOR | Buy | WORTHINGTON INDUSTRIES | $530,000 | +94.1% | 10,000 | +100.0% | 0.09% | +85.4% |
XLF | Buy | SECTOR FINANCIALsbi int-finl | $525,000 | +2.3% | 13,709 | +4.3% | 0.09% | -2.2% |
IWS | Buy | ISHARES RUSSrus mdcp val etf | $501,000 | -1.8% | 4,189 | +0.6% | 0.08% | -5.6% |
SCHR | Buy | SCHWAB INTERMEDIATEintrm trm tres | $466,000 | +86.4% | 8,744 | +96.2% | 0.08% | +79.5% |
VTIP | Buy | VANGUARD SHORTstrm infproidx | $460,000 | +39.0% | 8,984 | +39.4% | 0.08% | +32.2% |
New | WORLD GOLD TRspdr gld minis | $460,000 | – | 11,962 | +100.0% | 0.08% | – | |
F | Buy | FORD MOTOR | $457,000 | -17.7% | 27,004 | +1.0% | 0.08% | -21.4% |
VCIT | New | VANGUARD INTERMEDIATEint-term corp | $456,000 | – | 5,302 | +100.0% | 0.08% | – |
SCHE | New | SCHWAB EMERGINGemrg mkteq etf | $451,000 | – | 16,255 | +100.0% | 0.08% | – |
BNDX | Buy | VANGUARD TOTALintl bd idx etf | $444,000 | +17.5% | 8,473 | +23.6% | 0.08% | +11.9% |
KO | Buy | COCA COLA COMPANY | $439,000 | +14.6% | 7,082 | +9.4% | 0.07% | +8.8% |
WMT | Buy | WALMART INC | $439,000 | +8.4% | 2,948 | +5.3% | 0.07% | +2.8% |
PII | Buy | POLARIS INC | $430,000 | +95.5% | 4,000 | +100.0% | 0.07% | +87.2% |
VONE | New | VANGUARD RUSSELLvng rus1000idx | $427,000 | – | 2,062 | +100.0% | 0.07% | – |
ADBE | Buy | ADOBE INC | $420,000 | +38.6% | 921 | +72.8% | 0.07% | +31.5% |
DIA | Buy | SPDR DOWut ser 1 | $422,000 | +3.4% | 1,218 | +8.5% | 0.07% | -1.4% |
TSN | Buy | TYSON FOODScl a | $420,000 | +4.2% | 4,684 | +1.4% | 0.07% | 0.0% |
VOE | Buy | VANGUARD MIDmcap vl idxvip | $407,000 | -0.2% | 2,721 | +0.3% | 0.07% | -4.2% |
T | Buy | AT&T INC | $399,000 | +3.9% | 16,882 | +8.1% | 0.07% | -1.5% |
GIS | Buy | GENERAL MILLS | $391,000 | +1.6% | 5,774 | +1.0% | 0.07% | -2.9% |
IWR | Buy | ISHARES RUSSELLrus mid cap etf | $383,000 | -5.9% | 4,905 | +0.1% | 0.06% | -9.7% |
DFAI | New | DIMENSIONAL ETF TRUSTintl core eqt mk | $377,000 | – | 13,382 | +100.0% | 0.06% | – |
PVBC | Buy | PROVIDENT BANCORP | $369,000 | +70.8% | 21,062 | +81.4% | 0.06% | +63.2% |
LLY | Buy | ELI LILLY | $358,000 | +44.4% | 1,251 | +39.2% | 0.06% | +36.4% |
SHOP | New | SHOPIFY INCcl a | $351,000 | – | 520 | +100.0% | 0.06% | – |
VGSH | Buy | VANGUARD SHORTshort term treas | $342,000 | +19.2% | 5,761 | +22.3% | 0.06% | +13.7% |
UPS | Buy | UNITED PARCELcl b | $340,000 | +41.7% | 1,583 | +41.6% | 0.06% | +32.6% |
TXN | Buy | TEXAS INSTRUMENTS | $302,000 | +47.3% | 1,646 | +51.3% | 0.05% | +41.7% |
AXP | New | AMERICAN EXPRESS | $297,000 | – | 1,590 | +100.0% | 0.05% | – |
RSP | Buy | INVESCO S&Ps&p500 eql wgt | $283,000 | +0.4% | 1,797 | +3.6% | 0.05% | -4.0% |
CRM | Buy | SALESFORCE.COM INC | $277,000 | -11.2% | 1,305 | +6.1% | 0.05% | -14.5% |
EAGG | Buy | ISHARES ESGesg awr us agrgt | $273,000 | +29.4% | 5,278 | +38.1% | 0.05% | +24.3% |
STT | Buy | STATE STREET | $275,000 | -3.2% | 3,161 | +3.6% | 0.05% | -8.0% |
EMR | Buy | EMERSON ELECTRIC | $260,000 | +7.4% | 2,651 | +1.6% | 0.04% | +2.3% |
NSC | Buy | NORFOLK SOUTHERN | $262,000 | -2.6% | 917 | +1.4% | 0.04% | -8.3% |
TMO | Buy | THERMO FISHER | $255,000 | -6.2% | 432 | +5.9% | 0.04% | -10.4% |
MDT | New | MEDTRONIC PLC | $256,000 | – | 2,312 | +100.0% | 0.04% | – |
DFAS | New | DIMENSIONAL ETF TRUSTus small cap etf | $250,000 | – | 4,467 | +100.0% | 0.04% | – |
BIV | New | VANGUARD INTERMEDIATEintermed term | $243,000 | – | 2,972 | +100.0% | 0.04% | – |
SO | New | SOUTHERN COMPANY | $245,000 | – | 3,383 | +100.0% | 0.04% | – |
SUB | New | ISHARES SHORTshrt nat mun etf | $229,000 | – | 2,189 | +100.0% | 0.04% | – |
VGLT | Buy | LONG TERM TREASlong term treas | $230,000 | -5.0% | 2,855 | +5.5% | 0.04% | -9.3% |
SUSA | New | ISHARES MSCImsci usa esg slc | $219,000 | – | 2,264 | +100.0% | 0.04% | – |
WFC | Buy | WELLS FARGO | $218,000 | +8.5% | 4,503 | +7.6% | 0.04% | +2.8% |
ALL | New | ALLSTATE CORP | $220,000 | – | 1,591 | +100.0% | 0.04% | – |
VSGX | Buy | VANGUARD ESGesg intl stk etf | $211,000 | -7.9% | 3,688 | +0.0% | 0.04% | -12.2% |
DGRO | New | ISHARES COREcore div grwth | $216,000 | – | 4,040 | +100.0% | 0.04% | – |
GILD | New | GILEAD SCIENCES | $210,000 | – | 3,539 | +100.0% | 0.04% | – |
ABT | Buy | ABBOTT LABORATORIES | $207,000 | -12.3% | 1,748 | +4.4% | 0.04% | -16.7% |
LIT | Buy | GLOBAL Xlithium btry etf | $206,000 | +1.0% | 2,681 | +10.9% | 0.04% | -2.8% |
TEVA | Buy | TEVA PHARMACEUTICALsponsored ads | $197,000 | +20.1% | 21,000 | +2.4% | 0.03% | +13.8% |
VTRS | Buy | VIATRIS INC | $180,000 | -13.0% | 16,560 | +8.2% | 0.03% | -18.9% |
NLY | Buy | ANNALY CAPITAL | $134,000 | -8.2% | 19,077 | +2.3% | 0.02% | -11.5% |
AXL | New | AMERN AXLE & MFG HLDGS | $94,000 | – | 12,088 | +100.0% | 0.02% | – |
GOTU | Buy | GSX TECHEDUsponsored ads | $44,000 | +41.9% | 25,847 | +63.1% | 0.01% | +40.0% |
BIOL | Buy | BIOLASE INC | $24,000 | +9.1% | 68,000 | +18.3% | 0.00% | 0.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-21
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD TOTAL | 47 | Q3 2023 | 20.9% |
ISHARES RUSSELL 2000 VALUE INDEX FD | 47 | Q3 2023 | 18.1% |
VANGUARD SMALL | 47 | Q3 2023 | 13.0% |
ISHARES US TREAS INFLATION PROTECTED | 47 | Q3 2023 | 11.8% |
ISHARES MSCI EAFE VALUE INDEX FD | 47 | Q3 2023 | 9.6% |
BERKSHIRE HATHAWAY INC DE CL B | 47 | Q3 2023 | 2.6% |
ISHARES TR 1 3 YR TREASURY INDEX FD | 47 | Q3 2023 | 4.3% |
VANGUARD INTL EQUITY EMERGING MARKETS | 47 | Q3 2023 | 2.2% |
SPDR SP 500 ETF | 47 | Q3 2023 | 1.5% |
VANGUARD VALUE | 47 | Q3 2023 | 1.5% |
View Zhang Financial LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-24 |
13F-HR | 2024-01-31 |
13F-HR | 2023-10-11 |
13F-HR | 2023-07-18 |
13F-HR/A | 2023-05-17 |
13F-HR | 2023-05-11 |
13F-HR | 2023-01-17 |
13F-HR | 2022-10-18 |
13F-HR | 2022-07-14 |
13F-HR | 2022-04-21 |
View Zhang Financial LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.