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 |
|---|---|---|---|---|---|---|---|---|---|
| NXP SEMICONDUCTORS | COM | 151 | $963,473 | 3,580 | 0.00 | 0.00 | -363 | -9.21 | 06-30-2024 |
| UBS GROUP | SHS | 152 | $945,276 | 32,000 | 0.00 | 0.00 | -2,337 | -6.81 | 06-30-2024 |
| DIMENSIONAL US | US LARGE CAP VAL | 153 | $903,545 | 31,253 | 0.00 | 0.00 | 1 | 0.00 | 06-30-2024 |
| ORACLE CORP | COM | 154 | $900,970 | 6,381 | 0.00 | 0.00 | -541 | -7.82 | 06-30-2024 |
