0001776290-19-000021.txt : 20190530 0001776290-19-000021.hdr.sgml : 20190530 20190530145118 ACCESSION NUMBER: 0001776290-19-000021 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20120930 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: 19866124 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 09-30-2012 09-30-2012 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 44 95588 false INFORMATION TABLE 2 13FXML2012Q3.xml 13FXML2012Q3.XML iShares Tr 1 3 Yr Treasury Index Fd BARCLYS 1-3 YR 464287457 4104 48572 SH SOLE 0 0 48572 iShares US Treas Inflation Protected BARCLYS TIPS BD 464287176 10638 87369 SH SOLE 0 0 87369 Barclays Bank PLC Ipath Lkd Gldmn Sachs IPSP CROIL ETN 06738C786 3229 144661 SH SOLE 0 0 144661 Vanguard Index Total Stock Market Etf TOTAL STK MKT 922908769 16400 222674 SH SOLE 0 0 222674 Vanguard Index Vanguard Small Cap Value SM CP VAL ETF 922908611 6225 86580 SH SOLE 0 0 86580 iShares Russell 2000 Value Index Fd RUSL 2000 VALU 464287630 16766 226755 SH SOLE 0 0 226755 iShares MSCI EAFE Value Index Fd MSCI VAL IDX 464288877 8815 194111 SH SOLE 0 0 194111 iShares SP Smallcap 600 Value Index S&P SMLCP VALU 464287879 843 10667 SH SOLE 0 0 10667 Kimberly Clark Corp COM 494368103 490 5713 SH SOLE 0 0 5713 Berkshire Hathaway Inc De Cl B CL B NEW 084670702 2202 24964 SH SOLE 0 0 24964 Vanguard Index Vanguard Value Etf VALUE ETF 922908744 1411 24023 SH SOLE 0 0 24023 iShares MSCI EAFE Index Fund MSCI EAFE INDEX 464287465 1112 20984 SH SOLE 0 0 20984 Phillip Morris International Inc COM 718172109 549 6104 SH SOLE 0 0 6104 Altria Group Inc COM 02209S103 385 11540 SH SOLE 0 0 11540 iShares Russell 3000 Index Fd RUSSELL 3000 464287689 1394 16428 SH SOLE 0 0 16428 Stryker Corp COM 863667101 2127 38208 SH SOLE 0 0 38208 Pfizer Inc COM 717081103 485 19531 SH SOLE 0 0 19531 Barclays Bank Plc Ipath Index Pfd IPSPGS TTL ETN 06738C794 697 20244 SH SOLE 0 0 20244 Vanguard Intl Equity Emerging Markets MSCI EMR MKT ETF 922042858 1623 38912 SH SOLE 0 0 38912 iShares GSCI Commodity Indexed Trust UNIT BEN INT 46428R107 1046 30951 SH SOLE 0 0 30951 iShares Russell Midcap Value Index Fd RUSSELL MCP VL 464287473 479 9832 SH SOLE 0 0 9832 iShares Dow Jones Select Div Index Fd DJ SEL DIV INX 464287168 1679 29110 SH SOLE 0 0 29110 Dow Chemical Company COM 260543103 266 9184 SH SOLE 0 0 9184 Vanguard Index Reit Etf REIT ETF 922908553 707 10885 SH SOLE 0 0 10885 Exxon Mobil Corp COM 30231G102 515 5633 SH SOLE 0 0 5633 iShares Russell Midcap Index Fd RUSSELL MIDCAP 464287499 392 3539 SH SOLE 0 0 3539 SPDR SP 500 ETF TR UNIT 78462F103 1210 8405 SH SOLE 0 0 8405 iShares SP 500 Index Fd S&P 500 INDEX 464287200 412 2851 SH SOLE 0 0 2851 Vanguard Bond Index Total Bd Market TOTAL BND MRKT 921937835 267 3134 SH SOLE 0 0 3134 iShares SP Smallcap 600 Index Fd S&P SMLCAP 600 464287804 235 3053 SH SOLE 0 0 3053 iShares SP National Municipal Bond Fd S&P NTL AMTFREE 464288414 1587 14170 SH SOLE 0 0 14170 Kellogg Company COM 487836108 685 13266 SH SOLE 0 0 13266 Vanguard Bond Index Short Term Bd SHORT TRM BOND 921937827 1839 22574 SH SOLE 0 0 22574 Apple Inc COM 037833100 258 387 SH SOLE 0 0 387 Johnson and Johnson COM 478160104 246 3572 SH SOLE 0 0 3572 Vanguard Index Mid Cap Etf MID CAP ETF 922908629 605 7455 SH SOLE 0 0 7455 Spdr Gold Trust Gold Shares GOLD SHS 78463V107 286 1663 SH SOLE 0 0 1663 Procter and Gamble Company COM 742718109 968 13954 SH SOLE 0 0 13954 International Business Machines Corp COM 459200101 282 1359 SH SOLE 0 0 1359 United Parcel Service of America Cl B CL B 911312106 224 3135 SH SOLE 0 0 3135 Full House Resorts Inc COM 359678109 38 10000 SH SOLE 0 0 10000 Berkshire Hathaway Inc De Cl A CL A 084670108 929 7 SH SOLE 0 0 7 Steelcase Inc Cl A CL A 858155203 590 59876 SH SOLE 0 0 59876 Praxair Inc COM 74005P104 348 3353 SH SOLE 0 0 3353