0001776290-19-000019.txt : 20190530 0001776290-19-000019.hdr.sgml : 20190530 20190530134551 ACCESSION NUMBER: 0001776290-19-000019 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20120331 FILED AS OF DATE: 20190530 DATE AS OF CHANGE: 20190530 EFFECTIVENESS DATE: 20190530 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: 19865769 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 03-31-2012 03-31-2012 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 05-30-2019 0 36 106454 false INFORMATION TABLE 2 13FXML2012Q1.xml 13FXML2012Q1.XML Vanguard Index Vanguard Small Cap Value SM CP VAL ETF 922908611 5621 79859 SH SOLE 0 0 79859 Berkshire Hathaway Inc De Cl B CL B NEW 084670702 1969 24264 SH SOLE 0 0 24264 iShares MSCI EAFE Index Fund MSCI EAFE INDEX 464287465 1050 19127 SH SOLE 0 0 19127 iShares Russell Midcap Index Fd RUSSELL MIDCAP 464287499 375 3387 SH SOLE 0 0 3387 Vanguard Index Reit Etf REIT ETF 922908553 672 10552 SH SOLE 0 0 10552 Vanguard Index Vanguard Value Etf VALUE ETF 922908744 1259 21834 SH SOLE 0 0 21834 iShares US Treas Inflation Protected BARCLYS TIPS BD 464287176 10138 86173 SH SOLE 0 0 86173 iShares Russell 2000 Value Index Fd RUSL 2000 VALU 464287630 16130 221049 SH SOLE 0 0 221049 Dimensional Invt Grp Gbl 25 75 Instl Cl IPSP CROIL ETN 25434D633 27973 2333035 SH SOLE 0 0 2333035 iShares MSCI EAFE Value Index Fd MSCI VAL IDX 464288877 5985 127348 SH SOLE 0 0 127348 iShares GSCI Commodity Indexed Trust UNIT BEN INT 46428R107 1019 29307 SH SOLE 0 0 29307 Vanguard Index Total Stock Market Etf TOTAL STK MKT 922908769 15489 214351 SH SOLE 0 0 214351 iShares Tr 1 3 Yr Treasury Index Fd BARCLYS 1-3 YR 464287457 3684 43692 SH SOLE 0 0 43692 Barclays Bank Plc Ipath Index Pfd IPSPGS TTL ETN 06738C794 685 19244 SH SOLE 0 0 19244 Pfizer Inc COM 717081103 280 12343 SH SOLE 0 0 12343 Vanguard Intl Equity Emerging Markets MSCI EMR MKT ETF 922042858 1036 23828 SH SOLE 0 0 23828 Vanguard Bond Index Total Bd Market TOTAL BND MRKT 921937835 262 3141 SH SOLE 0 0 3141 iShares SP 500 Index Fd S&P 500 INDEX 464287200 381 2697 SH SOLE 0 0 2697 iShares SP Smallcap 600 Value Index S&P SMLCP VALU 464287879 837 10659 SH SOLE 0 0 10659 Exxon Mobil Corp COM 30231G102 276 3185 SH SOLE 0 0 3185 iShares SP National Municipal Bond Fd S&P NTL AMTFREE 464288414 1269 11598 SH SOLE 0 0 11598 Kellogg Company COM 487836108 285 5309 SH SOLE 0 0 5309 SPDR SP 500 ETF TR UNIT 78462F103 1145 8129 SH SOLE 0 0 8129 Spdr Gold Trust Gold Shares GOLD SHS 78463V107 264 1631 SH SOLE 0 0 1631 Procter and Gamble Company COM 742718109 623 9273 SH SOLE 0 0 9273 United Parcel Service of America Cl B CL B 911312106 252 3117 SH SOLE 0 0 3117 iShares Dow Jones Select Div Index Fd DJ SEL DIV INX 464287168 1522 27206 SH SOLE 0 0 27206 Vanguard Bond Index Short Term Bd SHORT TRM BOND 921937827 1819 22477 SH SOLE 0 0 22477 iShares Russell 3000 Index Fd RUSSELL 3000 464287689 1352 16236 SH SOLE 0 0 16236 iShares Russell Midcap Value Index Fd RUSSELL MCP VL 464287473 417 8661 SH SOLE 0 0 8661 Vanguard Index Mid Cap Etf MID CAP ETF 922908629 594 7277 SH SOLE 0 0 7277 iShares SP Smallcap 600 Index Fd S&P SMLCAP 600 464287804 233 3053 SH SOLE 0 0 3053 Berkshire Hathaway Inc De Cl A CL A 084670108 853 7 SH SOLE 0 0 7 Phillip Morris International Inc COM 718172109 382 4316 SH SOLE 0 0 4316 Altria Group Inc COM 02209S103 295 9558 SH SOLE 0 0 9558 Full House Resorts Inc COM 359678109 28 10000 SH SOLE 0 0 10000