Zhang Financial LLC
CIK Number: 0001776290
1.58B
Market Value
257
# of Holdings
16 months
Avg. Holding Period
77.86%
Win Rate
64.54%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Vanguard Index ... | 300.18 | -0.54% | 474.26K | -1.35% | 134.29M | 129.45 | 8.48% | |
| 2 | Vanguard S&P | 555.91 | -0.47% | 252.70K | +5.18% | 133.34M | 385.69 | 8.42% | |
| 3 | Dimensional Us | 66.03 | -0.52% | 2.09M | +11.62% | 130.25M | 50.25 | 8.22% | |
| 4 | Dimensional Us | 36.05 | -0.57% | 2.48M | +12.05% | 85.20M | 27.88 | 5.38% | |
| 5 | Ishares Core | 133.29 | -0.52% | 667.77K | -2.88% | 83.89M | 80.04 | 5.30% |
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