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