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 |
|---|---|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS | COM | 101 | $1,796,751 | 3,973 | 0.00 | 0.00 | 514 | 14.86 | 06-30-2024 |
| DIMENSIONAL EMERGING | EMGR CRE EQT MNG | 102 | $1,670,661 | 64,579 | 0.00 | 0.00 | -6,397 | -9.01 | 06-30-2024 |
| ISHARES CORE | CORE S&P SCP ETF | 103 | $1,666,915 | 15,628 | 0.00 | 0.00 | 29 | 0.19 | 06-30-2024 |
| LOWES COMPANIES | COM | 104 | $1,664,057 | 7,549 | 0.00 | 0.00 | 46 | 0.61 | 06-30-2024 |
