Zhang Financial LLC: 13F holdings
CIK 17762902026Q2
| Positions | 392 |
|---|
| Reported value | $3.4bn |
|---|
| Filed | 2026-07-30 |
|---|
Change since last quarter
| Positions | 392 (+25 vs prior quarter) |
|---|
| Reported value | $3.4bn (+18.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VOO VANGUARD S&P | 342,986 | $235.6m | 6.9% |
| DFUS DIMENSIONAL US | 2,660,097 | $218.0m | 6.4% |
| ITOT ISHARES CORE | 1,246,429 | $204.8m | 6.0% |
| VTI VANGUARD INDEX FDS | 550,162 | $203.6m | 5.9% |
| VXUS VANGUARD STAR FDS | 2,246,322 | $192.0m | 5.6% |
| BIV VANGUARD INTERMEDIATE | 1,914,897 | $146.9m | 4.3% |
| DIMENSIONAL US | 3,238,499 | $143.7m | 4.2% |
| ACWI VANGUARD INTL EQUITY INDEX F | 739,897 | $116.1m | 3.4% |
| AGG ISHARES CORE | 1,094,000 | $108.3m | 3.2% |
| DFAI DIMENSIONAL ETF TRUST | 2,110,994 | $87.1m | 2.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1776290")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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