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 |
|---|---|---|---|---|---|---|---|---|---|
| AMGEN INC | COM | 51 | $4,204,883 | 14,789 | 0.00 | 0.00 | 1,309 | 9.71 | 03-31-2024 |
| ISHARES MSCI | MSCI EMRG CHN | 52 | $3,970,457 | 68,968 | 0.00 | 0.00 | 38,097 | 123.41 | 03-31-2024 |
| PROCTER & GAMBLE | COM | 53 | $3,930,243 | 24,223 | 0.00 | 0.00 | 97 | 0.40 | 03-31-2024 |
| HF FOODS | COM | 54 | $3,887,493 | 1,110,712 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
