Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Zhang Financial LLC (CIK 1776290) reported $2.89B across 365 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($195.0M, 6.74%), VTI ($180.8M, 6.25%), DFUS ($179.7M, 6.21%), ITOT ($168.3M, 5.82%), VXUS ($160.6M, 5.55%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD S&P | $195.0M | 6.74% | 326,411 | Added |
| 2 | VTI | VANGUARD INDEX FDS | $180.8M | 6.25% | 563,420 | Added |
| 3 | DFUS | DIMENSIONAL US | $179.7M | 6.21% | 2.5M | Added |
| 4 | ITOT | ISHARES CORE | $168.3M | 5.82% | 1.2M | Added |
| 5 | VXUS | VANGUARD STAR FDS | $160.6M | 5.55% | 2.1M | Added |
| 6 | BIV | VANGUARD INTERMEDIATE | $145.9M | 5.04% | 1.9M | Added |
| 7 | DFAC | DIMENSIONAL US | $126.8M | 4.38% | 3.3M | Trimmed |
| 8 | VT | VANGUARD INTL EQUITY INDEX F | $100.1M | 3.46% | 723,873 | Added |
| 9 | AGG | ISHARES CORE | $89.2M | 3.08% | 898,297 | Added |
| 10 | DFAI | DIMENSIONAL ETF TRUST | $71.8M | 2.48% | 1.8M | Added |
| 11 | BND | VANGUARD TOTAL | $66.2M | 2.29% | 899,249 | Added |
| 12 | AAPL | APPLE INC | $57.4M | 1.98% | 226,060 | Added |
| 13 | VBR | VANGUARD SMALL | $49.2M | 1.70% | 226,556 | Trimmed |
| 14 | VYM | VANGUARD HIGH | $48.8M | 1.69% | 329,681 | Added |
| 15 | VCRB | VANGUARD MALVERN FDS | $40.7M | 1.41% | 525,359 | Added |
| 16 | IAU | ISHARES GOLD | $40.9M | 1.41% | 463,742 | Trimmed |
| 17 | AVDE | AVANTIS INTL | $38.4M | 1.33% | 452,332 | Added |
| 18 | BKLC | BNY MELLON | $37.9M | 1.31% | 303,387 | Trimmed |
| 19 | SYK | STRYKER CORP | $34.1M | 1.18% | 103,799 | Trimmed |
| 20 | VCSH | VANGUARD SHORT | $32.5M | 1.12% | 410,000 | Added |
| 21 | DFAU | DIMENSIONAL US | $32.0M | 1.11% | 708,833 | Added |
| 22 | VUG | VANGUARD GROWTH | $27.1M | 0.94% | 61,944 | Added |
| 23 | MSFT | MICROSOFT CORP | $27.2M | 0.94% | 73,448 | Added |
| 24 | VO | VANGUARD MID | $27.0M | 0.93% | 93,967 | Added |
| 25 | AVUS | AVANTIS U S | $26.9M | 0.93% | 242,233 | Added |
Source: SEC Form 13F filings · as of 2026-03-31