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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES MSCI | MSCI USA QLT FCT | 251 | $326,905 | 1,914 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| VANGUARD ESG | ESG US STK ETF | 252 | $317,591 | 3,287 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| NEXTERA ENERGY | COM | 253 | $313,498 | 4,427 | 0.00 | 0.00 | 97 | 2.24 | 06-30-2024 |
| TEVA PHARMACEUTICAL | SPONSORED ADS | 254 | $308,750 | 19,000 | 0.00 | 0.00 | -7,000 | -26.92 | 06-30-2024 |
