0001776290-19-000025.txt : 20190531 0001776290-19-000025.hdr.sgml : 20190531 20190530214341 ACCESSION NUMBER: 0001776290-19-000025 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20130930 FILED AS OF DATE: 20190531 DATE AS OF CHANGE: 20190530 EFFECTIVENESS DATE: 20190531 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: 19868403 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 09-30-2013 09-30-2013 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 50 124020 false INFORMATION TABLE 2 13FXML2013Q3.xml 13FXML2013Q3.XML VANGUARD INDEX TOTAL STOCK MARKET ETF TOTAL STK MKT 922908769 21513 245446 SH SOLE 0 0 245446 ISHARES DOW JONES SELECT DIV INDEX FD DJ SEL DIV IDX 464287168 1929 29084 SH SOLE 0 0 29084 BARCLAYS BANK PLC IPATH LKD GLDMN SACHS IPSP CROIL ETN 06738C786 4529 186928 SH SOLE 0 0 186928 ISHARES US TREAS INFLATION PROTECTED BARCLYS TIPS BD 464287176 13084 116222 SH SOLE 0 0 116222 ISHARES RUSSELL 2000 VALUE INDEX FD RUSL 2000 VALU 464287630 22039 240499 SH SOLE 0 0 240499 ISHARES GSCI COMMODITY INDEXED TRUST UNIT BEN INT 46428R107 1002 30951 SH SOLE 0 0 30951 BERKSHIRE HATHAWAY INC DE CL A CL A 084670108 1534 9 SH SOLE 0 0 9 BERKSHIRE HATHAWAY INC DE CL B CL B NEW 084670702 2614 23032 SH SOLE 0 0 23032 ISHARES RUSSELL 3000 INDEX FD RUSSELL 3000 464287689 2244 22179 SH SOLE 0 0 22179 ALTRIA GROUP INC COM 02209S103 541 15758 SH SOLE 0 0 15758 VANGUARD INDEX VANGUARD SMALL CAP VALUE SM CP VAL ETF 922908611 8535 94582 SH SOLE 0 0 94582 VANGUARD BOND INDEX SHORT TERM BD SHORT TRM BOND 921937827 1797 22363 SH SOLE 0 0 22363 ISHARES SP SMALLCAP 600 VALUE INDEX S&P SMLCP VALU 464287879 1093 10695 SH SOLE 0 0 10695 ISHARES MSCI EAFE INDEX FUND MSCI EAFE INDEX 464287465 1366 21412 SH SOLE 0 0 21412 ISHARES TR 1 3 YR TREASURY INDEX FD BARCLYS 1-3 YR 464287457 4084 48348 SH SOLE 0 0 48348 RETAIL PROPERTIES AMER INC CL A CL A 76131V202 154 11228 SH SOLE 0 0 11228 VANGUARD INDEX VANGUARD VALUE ETF VALUE ETF 922908744 1752 25105 SH SOLE 0 0 25105 VANGUARD INTL EQUITY EMERGING MARKETS FTSE EMR MKT ETF 922042858 2583 64360 SH SOLE 0 0 64360 STRYKER CORP COM 863667101 1861 27532 SH SOLE 0 0 27532 PFIZER INC COM 717081103 928 32301 SH SOLE 0 0 32301 ISHARES MSCI EAFE VALUE INDEX FD MSCI VAL IDX 464288877 11258 206910 SH SOLE 0 0 206910 KRAFT FOODS GROUP INC COM 50076Q106 248 4723 SH SOLE 0 0 4723 KIMBERLY CLARK CORP COM 494368103 589 6251 SH SOLE 0 0 6251 JOHNSON AND JOHNSON COM 478160104 333 3836 SH SOLE 0 0 3836 PHILLIP MORRIS INTERNATIONAL INC COM 718172109 829 9579 SH SOLE 0 0 9579 PEPSICO INC COM 713448108 266 3348 SH SOLE 0 0 3348 PROCTER AND GAMBLE COMPANY COM 742718109 1088 14396 SH SOLE 0 0 14396 DOW CHEMICAL COMPANY COM 260543103 364 9475 SH SOLE 0 0 9475 VANGUARD INDEX MID CAP ETF MID CAP ETF 922908629 764 7455 SH SOLE 0 0 7455 VANGUARD INDEX REIT ETF REIT ETF 922908553 756 11429 SH SOLE 0 0 11429 KELLOGG COMPANY COM 487836108 929 15823 SH SOLE 0 0 15823 ISHARES RUSSELL MIDCAP VALUE INDEX FD RUSSELL MCP VL 464287473 599 9832 SH SOLE 0 0 9832 BARCLAYS BANK PLC IPATH INDEX PFD IPSPGS TTL ETN 06738C794 704 21499 SH SOLE 0 0 21499 VANGUARD BOND INDEX TOTAL BD MARKET TOTAL BND MRKT 921937835 233 2884 SH SOLE 0 0 2884 ISHARES SP NATIONAL MUNICIPAL BOND FD S&P NTL AMTFREE 464288414 2119 20279 SH SOLE 0 0 20279 ISHARES SP 500 INDEX FD CORE S&P500 ETF 464287200 482 2851 SH SOLE 0 0 2851 MONDELEZ INTERNATIONAL INC CL A 609207105 270 8584 SH SOLE 0 0 8584 SPDR SP 500 ETF TR UNIT 78462F103 1661 9889 SH SOLE 0 0 9889 ISHARES SP SMALLCAP 600 INDEX FD CORE S&P SCP ETF 464287804 305 3053 SH SOLE 0 0 3053 EATON CORP PLC SHS G29183103 880 12790 SH SOLE 0 0 12790 SPDR GOLD TRUST GOLD SHARES GOLD SHS 78463V107 267 2085 SH SOLE 0 0 2085 EXXON MOBIL CORP COM 30231G102 506 5885 SH SOLE 0 0 5885 INTERNATIONAL BUSINESS MACHINES CORP COM 459200101 263 1420 SH SOLE 0 0 1420 ISHARES RUSSELL MIDCAP INDEX FD RUSSELL MIDCAP 464287499 494 3554 SH SOLE 0 0 3554 APPLE INC COM 037833100 266 558 SH SOLE 0 0 558 FULL HOUSE RESORTS INC COM 359678109 445 160000 SH SOLE 0 0 160000 PRAXAIR INC COM 74005P104 313 2603 SH SOLE 0 0 2603 GENERAL MILLS INC COM 370334104 406 8474 SH SOLE 0 0 8474 UNITED PARCEL SERVICE OF AMERICA CL B CL B 911312106 286 3135 SH SOLE 0 0 3135 STEELCASE INC CL A CL A 858155203 915 55076 SH SOLE 0 0 55076