Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ZHANG FINANCIAL LLC | 04-24-2024 | 03-31-2024 | 266 | 1,349,770,210 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD EXTENDED | EXTEND MKT ETF | 101 | $1,751,978 | 9,996 | 0.00 | 0.00 | 167 | 1.70 | 03-31-2024 |
| ISHARES CORE | CORE S&P SCP ETF | 102 | $1,723,976 | 15,599 | 0.00 | 0.00 | -147 | -0.93 | 03-31-2024 |
| BNY MELLON | CORE BOND ETF | 103 | $1,712,822 | 40,908 | 0.00 | 0.00 | -2,594 | -5.96 | 03-31-2024 |
| ADOBE INC | COM | 104 | $1,704,036 | 3,377 | 0.00 | 0.00 | 1,090 | 47.66 | 03-31-2024 |
