0001776290-19-000022.txt : 20190530
0001776290-19-000022.hdr.sgml : 20190530
20190530150330
ACCESSION NUMBER: 0001776290-19-000022
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20121231
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: 19866186
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
12-31-2012
12-31-2012
Zhang Financial LLC
5931 OAKLAND DR.
PORTAGE
MI
49024
13F HOLDINGS REPORT
028-19517
N
Lynn L. Chen-Zhang
Chief Compliance Officer
269.385.5888
Lynn L. Chen-Zhang
Portage
MI
05-30-2019
0
48
104695
false
INFORMATION TABLE
2
13FXML2012Q4.xml
13FXML2012Q4.XML
iShares MSCI EAFE Value Index Fd
MSCI VAL IDX
464288877
10020
206011
SH
SOLE
0
0
206011
Vanguard Index Total Stock Market Etf
TOTAL STK MKT
922908769
17889
244110
SH
SOLE
0
0
244110
Mondelez International Inc
CL A
609207105
213
8353
SH
SOLE
0
0
8353
iShares SP Smallcap 600 Index Fd
CORE S&P SCP ETF
464287804
238
3053
SH
SOLE
0
0
3053
Spdr Gold Trust Gold Shares
GOLD SHS
78463V107
269
1663
SH
SOLE
0
0
1663
iShares US Treas Inflation Protected
BARCLYS TIPS BD
464287176
11007
90658
SH
SOLE
0
0
90658
Procter and Gamble Company
COM
742718109
947
13954
SH
SOLE
0
0
13954
iShares Russell 2000 Value Index Fd
RUSL 2000 VALU
464287630
18255
241757
SH
SOLE
0
0
241757
Vanguard Index Vanguard Small Cap Value
SM CP VAL ETF
922908611
6795
93539
SH
SOLE
0
0
93539
iShares SP 500 Index Fd
CORE S&P500 ETF
464287200
408
2851
SH
SOLE
0
0
2851
iShares GSCI Commodity Indexed Trust
UNIT BEN INT
46428R107
1015
30951
SH
SOLE
0
0
30951
Vanguard Index Vanguard Value Etf
VALUE ETF
922908744
1446
24599
SH
SOLE
0
0
24599
Barclays Bank PLC Ipath Lkd Gldmn Sachs
IPSP CROIL ETN
06738C786
3509
161017
SH
SOLE
0
0
161017
Kraft Foods Group Inc
COM
50076Q106
231
5072
SH
SOLE
0
0
5072
Barclays Bank Plc Ipath Index Pfd
IPSPGS TTL ETN
06738C794
674
20244
SH
SOLE
0
0
20244
Vanguard Intl Equity Emerging Markets
MSCI EMR MKT E
922042858
1749
39266
SH
SOLE
0
0
39266
iShares Russell 3000 Index Fd
RUSSELL 3000
464287689
1873
22119
SH
SOLE
0
0
22119
iShares Tr 1 3 Yr Treasury Index Fd
BARCLYS 1-3 YR
464287457
4074
48258
SH
SOLE
0
0
48258
iShares Dow Jones Select Div Index Fd
DJ SEL DIV INX
464287168
1670
29181
SH
SOLE
0
0
29181
iShares MSCI EAFE Index Fund
MSCI EAFE INDEX
464287465
1217
21403
SH
SOLE
0
0
21403
Vanguard Index Reit Etf
REIT ETF
922908553
717
10899
SH
SOLE
0
0
10899
Vanguard Bond Index Short Term Bd
SHORT TRM BOND
921937827
1829
22582
SH
SOLE
0
0
22582
Berkshire Hathaway Inc De Cl B
CL B NEW
084670702
2271
25314
SH
SOLE
0
0
25314
Stryker Corp
COM
863667101
2263
41287
SH
SOLE
0
0
41287
Pfizer Inc
COM
717081103
507
20199
SH
SOLE
0
0
20199
SPDR SP 500 ETF
TR UNIT
78462F103
1197
8408
SH
SOLE
0
0
8408
iShares Russell Midcap Value Index Fd
RUSSELL MCP VL
464287473
494
9832
SH
SOLE
0
0
9832
Dow Chemical Company
COM
260543103
297
9184
SH
SOLE
0
0
9184
International Business Machines Corp
COM
459200101
272
1420
SH
SOLE
0
0
1420
Praxair Inc
COM
74005P104
367
3353
SH
SOLE
0
0
3353
Kellogg Company
COM
487836108
869
15564
SH
SOLE
0
0
15564
Exxon Mobil Corp
COM
30231G102
514
5944
SH
SOLE
0
0
5944
Johnson and Johnson
COM
478160104
250
3572
SH
SOLE
0
0
3572
Pepsico Inc
COM
713448108
201
2933
SH
SOLE
0
0
2933
Altria Group Inc
COM
02209S103
527
16754
SH
SOLE
0
0
16754
Phillip Morris International Inc
COM
718172109
927
11084
SH
SOLE
0
0
11084
Vanguard Bond Index Total Bd Market
TOTAL BND MRKT
921937835
263
3134
SH
SOLE
0
0
3134
iShares Russell Midcap Index Fd
RUSSELL MIDCAP
464287499
401
3545
SH
SOLE
0
0
3545
Kimberly Clark Corp
COM
494368103
482
5713
SH
SOLE
0
0
5713
iShares SP Smallcap 600 Value Index
S&P SMLCP VALU
464287879
864
10682
SH
SOLE
0
0
10682
Vanguard Index Mid Cap Etf
MID CAP ETF
922908629
615
7455
SH
SOLE
0
0
7455
Apple Inc
COM
037833100
233
437
SH
SOLE
0
0
437
iShares SP National Municipal Bond Fd
S&P NTL AMTFREE
464288414
1568
14170
SH
SOLE
0
0
14170
Eaton Corp Plc
SHS
G29183103
801
14790
SH
SOLE
0
0
14790
United Parcel Service of America Cl B
CL B
911312106
231
3135
SH
SOLE
0
0
3135
Full House Resorts Inc
COM
359678109
35
10000
SH
SOLE
0
0
10000
Berkshire Hathaway Inc De Cl A
CL A
084670108
1474
11
SH
SOLE
0
0
11
Steelcase Inc Cl A
CL A
858155203
727
57076
SH
SOLE
0
0
57076