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Home > Institutional Investor > Zhang Financial Llc > Profile

Instuitional Investor - Zhang Financial Llc

Fund Profile
Filing Period:
Fund Name: Zhang Financial Llc
Portfolio Value $3,424,430,780
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard S&P - S&P 500 ETF SHS
 342,986 $235,566,309 6.88%
2.
Dimensional Etf Trust
 DFAC 2,660,097 $217,968,392 6.37%
3.
Ishares Trust
 IEF 1,246,429 $204,750,974 5.98%
4.
Vanguard Index Fds
 550,162 $203,581,967 5.94%
5.
Vanguard Star Fds
 2,246,322 $192,038,114 5.61%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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