Zhang Financial LLC

Q4 2018 13F Holdings Report, Stock Holdings

Signature - Title
Lynn L. Chen-Zhang - Chief Compliance Officer
Location
Portage, MI
Holdings as of
31 Dec 2018
Value $
$207M
Num holdings
82
Date filed
16 May 2019, 12:11
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included VTI, VBR, IWN, TIP, and SYK.
Previous filing
Q3 2018 - 24 May 2019
Next filing
Q1 2019 - 14 May 2019
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2018 Q4 compared to 2018 Q3 by default.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Lynn L. Chen-Zhang Chief Compliance Officer Portage, Michigan 16 May 2019