Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ZHANG FINANCIAL LLC | 04-24-2024 | 03-31-2024 | 266 | 1,349,770,210 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | TOTAL STK MKT | 1 | $127,061,337 | 488,885 | 0.01 | 0.01 | -2,264 | -0.46 | 03-31-2024 |
| VANGUARD S&P | S&P 500 ETF SHS | 2 | $109,075,252 | 226,909 | 0.01 | 0.01 | 24,205 | 11.94 | 03-31-2024 |
| DIMENSIONAL US | US EQUITY ETF | 3 | $93,490,543 | 1,640,761 | 0.01 | 0.01 | 250,913 | 18.05 | 03-31-2024 |
| ISHARES CORE | CORE S&P TTL STK | 4 | $79,492,118 | 689,437 | 0.01 | 0.01 | -4,819 | -0.69 | 03-31-2024 |
