Zhang Financial LLC
CIK Number: 0001776290
1.75B
Market Value
290
# of Holdings
16 months
Avg. Holding Period
36.67%
Win Rate
50.44%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | DFUS | Dimensional U.S... | 60.54 | +0.60% | 2.37M | +13.15% | 151.05M | 51.82 | 8.65% |
| 2 | VOO | Vanguard 500 In... | 514.52 | +0.73% | 273.18K | +8.11% | 147.19M | 397.17 | 8.43% |
| 3 | VTI | Vanguard Total ... | 275.14 | +0.63% | 468.88K | -1.13% | 135.89M | 129.45 | 7.78% |
| 4 | DFAC | Dimensional U.S... | 33.03 | +0.72% | 2.83M | +14.07% | 98.04M | 28.7 | 5.61% |
| 5 | ITOT | iShares Core S&... | 122.15 | +0.63% | 664.67K | -0.46% | 85.49M | 80.04 | 4.89% |
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