account_balance
Investment manager · 13F filer · SEC CIK 1776290
Zhang Financial LLC
Reported value$3.58Bas of Sep 30, 2026
Positions407 28 new, 13 sold out
Top 10 weight47.0%VOO alone is 7%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard S&P
7.1%Added +5%
DFUSDimensional US
6.3%Added +2%
ITOTiShares Core
6.2%Added +7%
VTIVanguard Index FDS
5.8%
VXUSVanguard Star FDS
5.7%Added +6%
DFACDimensional US
4.0%
BIVVanguard Intermediate
3.4%Trimmed −13%
VTVanguard Intl Equity Index F
3.3%
AGGiShares Core
2.9%
DFAIDimensional ETF Trust
2.5%
AAPLApple Inc
2.2%Added +3%
BNDVanguard Total
1.8%Trimmed −2%
VOOVanguard S&P
7.1%Added +5%
DFUSDimensional US
6.3%Added +2%
ITOTiShares Core
6.2%Added +7%
VTIVanguard Index FDS
5.8%
VXUSVanguard Star FDS
5.7%Added +6%
DFAC4.0%
BIV3.4%
VT3.3%
AGG2.9%
DFAI2.5%
AAPL2.2%BND
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VOO Vanguard S&P 7.1% Added +5%
DFUS Dimensional US 6.3% Added +2%
ITOT iShares Core 6.2% Added +7%
VTI Vanguard Index FDS 5.8% Held
VXUS Vanguard Star FDS 5.7% Added +6%
DFAC Dimensional US 4.0% Held
BIV Vanguard Intermediate 3.4% Trimmed −13%
VT Vanguard Intl Equity Index F 3.3% Held
AGG iShares Core 2.9% Held
DFAI Dimensional ETF Trust 2.5% Held
AAPL Apple Inc 2.2% Added +3%BND Vanguard Total 1.8% Trimmed −2%
What changed