Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ZHANG FINANCIAL LLC | 07-19-2024 | 06-30-2024 | 267 | 1,429,920,918 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | TOTAL STK MKT | 1 | $128,611,180 | 480,771 | 0.01 | 0.01 | -8,114 | -1.66 | 06-30-2024 |
| VANGUARD S&P | S&P 500 ETF SHS | 2 | $120,163,057 | 240,264 | 0.01 | 0.01 | 13,355 | 5.89 | 06-30-2024 |
| DIMENSIONAL US | US EQUITY ETF | 3 | $110,405,563 | 1,876,050 | 0.01 | 0.01 | 235,289 | 14.34 | 06-30-2024 |
| ISHARES CORE | CORE S&P TTL STK | 4 | $81,669,724 | 687,572 | 0.01 | 0.01 | -1,865 | -0.27 | 06-30-2024 |
