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 EMRG CHN | 51 | $4,306,327 | 72,742 | 0.00 | 0.00 | 3,774 | 5.47 | 06-30-2024 |
| ISHARES MSCI | EAFE VALUE ETF | 52 | $4,235,606 | 79,857 | 0.00 | 0.00 | -4,193 | -4.99 | 06-30-2024 |
| PROCTER & GAMBLE | COM | 53 | $4,046,059 | 24,533 | 0.00 | 0.00 | 310 | 1.28 | 06-30-2024 |
| VANGUARD MEGA | MEGA GRWTH IND | 54 | $4,042,610 | 12,866 | 0.00 | 0.00 | 320 | 2.55 | 06-30-2024 |
