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| Name: |
Zhang Financial LLC |
| City: |
PORTAGE |
| State: |
MI |
| Zip: |
49024 |
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data |
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Filing Period: |
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| Holdings
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21 |
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Page 1 of 1 |
Menu
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
GBTC |
Grayscale Bitcoin |
38 |
New |
$0.00 |
$5,364,000 |
84,907 |
0.4% |
5,364,000 |
84,907 |
0.016 |
N/A |
|
|
IBIT |
iShares Bitcoin Trust |
58 |
New |
$34.58 |
$3,271,000 |
80,825 |
0.24% |
3,271,000 |
80,825 |
0.898 |
N/A |
|
|
SKY |
Skyline Corporation |
155 |
New |
$80.06 |
$850,000 |
10,000 |
0.06% |
850,000 |
10,000 |
0.016 |
Residential Construct... |
|
|
TGT |
Target Corp |
187 |
New |
$163.13 |
$509,000 |
2,870 |
0.04% |
509,000 |
2,870 |
0.001 |
Discount, Variety Stores |
|
|
VTEB |
Vanguard Tax Exempt Bond Etf |
190 |
New |
$50.18 |
$496,000 |
9,800 |
0.04% |
496,000 |
9,800 |
0.001 |
N/A |
|
|
SCHP |
Schwab U.S. Tips Etf |
202 |
New |
$51.58 |
$415,000 |
7,950 |
0.03% |
415,000 |
7,950 |
0.003 |
N/A |
|
|
NVO |
Novo Nordisk A/S (ADR) |
217 |
New |
$128.42 |
$318,000 |
2,480 |
0.02% |
318,000 |
2,480 |
0 |
Drug Manufacturers - ... |
|
|
QUAL |
Ishares Msci Usa Quality Fa... |
219 |
New |
$0.00 |
$315,000 |
1,914 |
0.02% |
315,000 |
1,914 |
0 |
N/A |
|
|
VLO |
Valero Energy Corp |
230 |
New |
$156.13 |
$282,000 |
1,653 |
0.02% |
282,000 |
1,653 |
0 |
Oil & Gas Refining, P... |
|
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OMI |
Owens & Minor Inc |
238 |
New |
$18.63 |
$261,000 |
9,433 |
0.02% |
261,000 |
9,433 |
0.012 |
Medical Equipment Who... |
|
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ORLY |
O Reilly Automotive Inc |
239 |
New |
$1,019.33 |
$255,000 |
226 |
0.02% |
255,000 |
226 |
0 |
Auto Parts Stores |
|
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DIS |
Walt Disney Co |
243 |
New |
$105.79 |
$241,000 |
1,966 |
0.02% |
241,000 |
1,966 |
0 |
Entertainment - Diver... |
|
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EFIV |
Spdr S And P 500 Esg Etf |
247 |
New |
$0.00 |
$230,000 |
4,544 |
0.02% |
230,000 |
4,544 |
0 |
N/A |
|
|
SMH |
Vaneck Vectors Semiconducto... |
248 |
New |
$208.63 |
$228,000 |
1,014 |
0.02% |
228,000 |
1,014 |
0.001 |
N/A |
|
|
TMO |
Thermo Fisher Scientific |
249 |
New |
$593.03 |
$225,000 |
387 |
0.02% |
225,000 |
387 |
0 |
Medical Laboratories ... |
|
|
PANW |
Palo Alto Networks Inc |
250 |
New |
$297.47 |
$224,000 |
790 |
0.02% |
224,000 |
790 |
0.001 |
Networking & Communic... |
|
|
MUSA |
Murphy Usa Inc. |
252 |
New |
$415.86 |
$222,000 |
529 |
0.02% |
222,000 |
529 |
0.002 |
Basic Materials Whole... |
|
|
RTX |
RTX Corp |
255 |
New |
$101.02 |
$219,000 |
2,243 |
0.02% |
219,000 |
2,243 |
0 |
Conglomerates |
|
|
TSN |
Tyson Foods Inc |
257 |
New |
$59.65 |
$217,000 |
3,700 |
0.02% |
217,000 |
3,700 |
0 |
Meat Products |
|
|
TJX |
TJX Companies Inc |
259 |
New |
$98.81 |
$213,000 |
2,098 |
0.02% |
213,000 |
2,098 |
0 |
Discount, Variety Stores |
|
|
GWW |
WW Grainger Inc |
261 |
New |
$958.68 |
$207,000 |
203 |
0.02% |
207,000 |
203 |
0 |
Electronics Wholesale |
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