0001776290-19-000018.txt : 20190529 0001776290-19-000018.hdr.sgml : 20190529 20190528210900 ACCESSION NUMBER: 0001776290-19-000018 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20150331 FILED AS OF DATE: 20190529 DATE AS OF CHANGE: 20190528 EFFECTIVENESS DATE: 20190529 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Zhang Financial LLC CENTRAL INDEX KEY: 0001776290 IRS NUMBER: 800370431 STATE OF INCORPORATION: MI FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19517 FILM NUMBER: 19859515 BUSINESS ADDRESS: STREET 1: 5931 OAKLAND DR. CITY: PORTAGE STATE: MI ZIP: 49024 BUSINESS PHONE: 269-385-5705 MAIL ADDRESS: STREET 1: 5931 OAKLAND DR. CITY: PORTAGE STATE: MI ZIP: 49024 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001776290 XXXXXXXX 03-31-2015 03-31-2015 Zhang Financial LLC

5931 OAKLAND DR. PORTAGE MI 49024

13F HOLDINGS REPORT 028-19517 N Lynn L. Chen-Zhang 269.385.5888 Zhang Financial LLC Portage MI 05-28-2019 0 67 159902 false INFORMATION TABLE 2 13FXML2015Q1.xml 13FXML2015Q1.XML VANGUARD SHORT TERM INFLTN PROT ETF STRM INFPROIDX 922020805 329 6787 SH SOLE 0 0 6787 ISHARES US TREAS INFLATION PROTECTED TIPS BD ETF 464287176 18227 160467 SH SOLE 0 0 160467 BARCLAYS BANK PLC IPATH LKD GLDMN SACHS IPSP CROIL ETN 06738C786 4196 417458 SH SOLE 0 0 417458 ISHARES RUSSELL 3000 INDEX FD RUSSELL 3000 ETF 464287689 2882 23269 SH SOLE 0 0 23269 ISHARES RUSSELL 2000 VALUE INDEX FD RUS 2000 VAL ETF 464287630 25845 250411 SH SOLE 0 0 250411 BERKSHIRE HATHAWAY INC DE CL B CL B NEW 084670702 3737 25896 SH SOLE 0 0 25896 VANGUARD INDEX TOTAL STOCK MARKET ETF TOTAL STK MKT 922908769 27812 259323 SH SOLE 0 0 259323 ISHARES MSCI EAFE VALUE INDEX FD EAFE VALUE ETF 464288877 11075 207857 SH SOLE 0 0 207857 ISHARES SP SMALLCAP 600 VALUE INDEX SP SMCP600VL ETF 464287879 1303 10960 SH SOLE 0 0 10960 CONOCOPHILLIPS COM 20825C104 684 10979 SH SOLE 0 0 10979 W P CAREY INC COM 92936U109 2823 41509 SH SOLE 0 0 41509 VANGUARD INTL EQUITY EMERGING MARKETS FTSE EMR MKT ETF 922042858 3076 75255 SH SOLE 0 0 75255 ISHARES MSCI EAFE INDEX FUND MSCI EAFE ETF 464287465 1325 20643 SH SOLE 0 0 20643 STRYKER CORP COM 863667101 2766 29981 SH SOLE 0 0 29981 ISHARES TR 1 3 YR TREASURY INDEX FD 1-3 YR TR BD ETF 464287457 3974 46820 SH SOLE 0 0 46820 VANGUARD INDEX REIT ETF REIT ETF 922908553 1297 15385 SH SOLE 0 0 15385 VANGUARD INDEX VANGUARD SMALL CAP VALUE SM CO VAL ETF 922908611 10906 99681 SH SOLE 0 0 99681 PROCTER AND GAMBLE COMPANY COM 742718109 1698 20724 SH SOLE 0 0 20724 PEPSICO INC COM 713448108 319 3333 SH SOLE 0 0 3333 JOHNSON AND JOHNSON COM 478160104 459 4566 SH SOLE 0 0 4566 ISHARES GSCI COMMODITY INDEXED TRUST UNIT BEN INT 46428R107 602 30861 SH SOLE 0 0 30861 ISHARES RUSSELL MIDCAP INDEX FD RUS MID-CAP ETF 464287499 618 3571 SH SOLE 0 0 3571 VANGUARD INDEX MID CAP ETF MID CAP ETF 922908629 989 7455 SH SOLE 0 0 7455 GENERAL ELECTRIC COMPANY COM 369604103 307 12355 SH SOLE 0 0 12355 VANGUARD INTL EQUITY INDEX TOTAL WORLD TT WRLD ST ETF 922042742 806 13091 SH SOLE 0 0 13091 BARCLAYS BANK PLC IPATH INDEX PFD IPSPGS TTL ETN 06738C794 655 34805 SH SOLE 0 0 34805 SPDR GOLD TRUST GOLD SHARES GOLD SHS 78463V107 318 2796 SH SOLE 0 0 2796 CHEVRON CORP COM 166764100 575 5474 SH SOLE 0 0 5474 BERKSHIRE HATHAWAY INC DE CL A CL A 084670108 1740 8 SH SOLE 0 0 8 KELLOGG COMPANY COM 487836108 1092 16564 SH SOLE 0 0 16564 APPLE INC COM 037833100 850 6835 SH SOLE 0 0 6835 EXXON MOBIL CORP COM 30231G102 925 10879 SH SOLE 0 0 10879 STEELCASE INC CL A CL A 858155203 948 50076 SH SOLE 0 0 50076 PHILLIP MORRIS INTERNATIONAL INC COM 718172109 947 12576 SH SOLE 0 0 12576 KRAFT FOODS GROUP INC COM 50076Q106 482 5527 SH SOLE 0 0 5527 ALTRIA GROUP INC COM 02209S103 893 17860 SH SOLE 0 0 17860 VANGUARD INDEX VANGUARD VALUE ETF VALUE ETF 922908744 2096 25037 SH SOLE 0 0 25037 XENIA HOTELS RESORTS INC COM 984017103 1434 63026 SH SOLE 0 0 63026 ISHARES DOW JONES SELECT DIV INDEX FD SELECT DIVID ETF 464287168 2512 32232 SH SOLE 0 0 32232 SPDR SP 500 ETF TR UNIT 78462F103 2234 10821 SH SOLE 0 0 10821 VANGUARD BOND INDEX SHORT TERM BD SHORT TRM BOND 921937827 1927 23929 SH SOLE 0 0 23929 ISHARES RUSSELL MIDCAP VALUE INDEX FD RUS MD CP GR ETF 464287473 609 8097 SH SOLE 0 0 8097 VANGUARD BOND INDEX TOTAL BD MARKET TOTAL BND MRKT 921937835 470 5632 SH SOLE 0 0 5632 VANGUARD TOTAL INTL STOCK IDX FUND ETF VG TL INTL STK F 921909768 288 5726 SH SOLE 0 0 5726 ISHARES SP NATIONAL MUNICIPAL BOND FD NAT AMT FREE BD 464288414 2115 19127 SH SOLE 0 0 19127 UNITED PARCEL SERVICE OF AMERICA CL B CL B 911312106 304 3135 SH SOLE 0 0 3135 AMERICAN EXPRESS COMPANY COM 025816109 230 2940 SH SOLE 0 0 2940 MONDELEZ INTERNATIONAL INC CL A 609207105 381 10555 SH SOLE 0 0 10555 FULL HOUSE RESORTS INC COM 359678109 242 160000 SH SOLE 0 0 160000 DOW CHEMICAL COMPANY COM 260543103 485 10101 SH SOLE 0 0 10101 EATON CORP PLC SHS G29183103 749 11022 SH SOLE 0 0 11022 PFIZER INC COM 717081103 1387 39855 SH SOLE 0 0 39855 WELLS FARGO AND CO COM 949746101 268 4927 SH SOLE 0 0 4927 ISHARES SP SMALLCAP 600 INDEX FD CORE S&P SCP ETF 464287804 323 2733 SH SOLE 0 0 2733 PARKER HANNIFIN CORP COM 701094104 271 2285 SH SOLE 0 0 2285 KIMBERLY CLARK CORP COM 494368103 717 6691 SH SOLE 0 0 6691 INTERNATIONAL BUSINESS MACHINES CORP COM 459200101 228 1420 SH SOLE 0 0 1420 ANNALY CAPITAL MANAGEMENT INC COM 035710409 112 10745 SH SOLE 0 0 10745 ISHARES SP 500 INDEX FD CORE S&P500 ETF 464287200 679 3269 SH SOLE 0 0 3269 MONSANTO COMPANY COM 61166W101 566 5032 SH SOLE 0 0 5032 GENERAL MILLS INC COM 370334104 481 8495 SH SOLE 0 0 8495 ISHARES RUSSELL 3000 VALUE INDEX FD CORE US VAL ETF 464287663 255 1891 SH SOLE 0 0 1891 ISHARES SP MIDCAP VALUE 400 INDEX FD S&P MC 400VL ETF 464287705 248 1897 SH SOLE 0 0 1897 PRAXAIR INC COM 74005P104 326 2703 SH SOLE 0 0 2703 CATERPILLAR INC COM 149123101 303 3781 SH SOLE 0 0 3781 BANK OF AMERICA CORP COM 060505104 167 10851 SH SOLE 0 0 10851 POLYMET MINING CORP COM 731916102 15 11500 SH SOLE 0 0 11500