Zhang Financial
$2.9B Assets Reported
384 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VOO | VANGUARD S&P | 326,411 | $195M | 6.7% |
| VTI | VANGUARD INDEX FDS | 563,420 | $181M | 6.2% |
| DFUS | DIMENSIONAL US | 2,533,557 | $180M | 6.2% |
| ITOT | ISHARES CORE | 1,181,952 | $168M | 5.8% |
| VXUS | VANGUARD STAR FDS | 2,082,582 | $161M | 5.6% |
| BIV | VANGUARD INTERMEDIATE | 1,890,146 | $146M | 5.0% |
| DFAC | DIMENSIONAL US | 3,263,205 | $127M | 4.4% |
| VT | VANGUARD INTL EQUITY INDEX F | 723,873 | $100M | 3.5% |
| AGG | ISHARES CORE | 898,297 | $89M | 3.1% |
| DFAI | DIMENSIONAL ETF TRUST | 1,843,654 | $72M | 2.5% |
Track Zhang Financial's 13F portfolio: $2.9B in reported holdings, 384 positions. Top holdings, AUM, and quarterly changes on SentiSense.