0001776290-19-000026.txt : 20190531 0001776290-19-000026.hdr.sgml : 20190531 20190530215444 ACCESSION NUMBER: 0001776290-19-000026 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20131231 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: 19868420 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 12-31-2013 12-31-2013 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 52 132434 false INFORMATION TABLE 2 13FXML2013Q4.xml 13FXML2013Q4.XML KELLOGG COMPANY COM 487836108 966 15823 SH SOLE 0 0 15823 ISHARES MSCI EAFE VALUE INDEX FD MSCI VAL IDX 464288877 11792 206148 SH SOLE 0 0 206148 VANGUARD INTL EQUITY EMERGING MARKETS FTSE EMR MKT ETF 922042858 2744 66697 SH SOLE 0 0 66697 ISHARES US TREAS INFLATION PROTECTED BARCLYS TIPS BD 464287176 13844 125963 SH SOLE 0 0 125963 ISHARES DOW JONES SELECT DIV INDEX FD DJ SEL DIV IDX 464287168 2076 29092 SH SOLE 0 0 29092 BERKSHIRE HATHAWAY INC DE CL B CL B NEW 084670702 2731 23032 SH SOLE 0 0 23032 ALTRIA GROUP INC COM 02209S103 605 15758 SH SOLE 0 0 15758 BARCLAYS BANK PLC IPATH INDEX PFD IPSPGS TTL ETN 06738C794 700 21499 SH SOLE 0 0 21499 VANGUARD INDEX TOTAL STOCK MARKET ETF TOTAL STK MKT 922908769 23542 245433 SH SOLE 0 0 245433 ISHARES SP NATIONAL MUNICIPAL BOND FD S&P NTL AMTFREE 464288414 2249 21682 SH SOLE 0 0 21682 BARCLAYS BANK PLC IPATH LKD GLDMN SACHS IPSP CROIL ETN 06738C786 4321 186928 SH SOLE 0 0 186928 PHILLIP MORRIS INTERNATIONAL INC COM 718172109 835 9579 SH SOLE 0 0 9579 ISHARES RUSSELL 2000 VALUE INDEX FD RUSL 2000 VALU 464287630 23926 240458 SH SOLE 0 0 240458 VANGUARD INDEX VANGUARD SMALL CAP VALUE SM CP VAL ETF 922908611 9193 94419 SH SOLE 0 0 94419 VANGUARD INDEX VANGUARD VALUE ETF VALUE ETF 922908744 1918 25107 SH SOLE 0 0 25107 ISHARES TR 1 3 YR TREASURY INDEX FD BARCLYS 1-3 YR 464287457 4085 48415 SH SOLE 0 0 48415 VANGUARD INDEX REIT ETF REIT ETF 922908553 739 11448 SH SOLE 0 0 11448 VANGUARD BOND INDEX TOTAL BD MARKET TOTAL BND MRKT 921937835 231 2884 SH SOLE 0 0 2884 ISHARES GSCI COMMODITY INDEXED TRUST UNIT BEN INT 46428R107 996 30951 SH SOLE 0 0 30951 WELLS FARGO AND CO COM 949746101 208 4590 SH SOLE 0 0 4590 MONDELEZ INTERNATIONAL INC CL A 609207105 303 8586 SH SOLE 0 0 8586 KRAFT FOODS GROUP INC COM 50076Q106 255 4724 SH SOLE 0 0 4724 KIMBERLY CLARK CORP COM 494368103 653 6251 SH SOLE 0 0 6251 SPDR SP 500 ETF TR UNIT 78462F103 1827 9893 SH SOLE 0 0 9893 ISHARES RUSSELL MIDCAP INDEX FD RUSSELL MIDCAP 464287499 534 3558 SH SOLE 0 0 3558 EXXON MOBIL CORP COM 30231G102 596 5889 SH SOLE 0 0 5889 PROCTER AND GAMBLE COMPANY COM 742718109 1172 14396 SH SOLE 0 0 14396 STRYKER CORP COM 863667101 2096 27889 SH SOLE 0 0 27889 ISHARES SP SMALLCAP 600 VALUE INDEX S&P SMLCP VALU 464287879 1191 10701 SH SOLE 0 0 10701 BERKSHIRE HATHAWAY INC DE CL A CL A 084670108 1601 9 SH SOLE 0 0 9 ISHARES MSCI EAFE INDEX FUND MSCI EAFE INDEX 464287465 1437 21416 SH SOLE 0 0 21416 SPDR GOLD TRUST GOLD SHARES GOLD SHS 78463V107 242 2085 SH SOLE 0 0 2085 VANGUARD BOND INDEX SHORT TERM BD SHORT TRM BOND 921937827 1788 22368 SH SOLE 0 0 22368 RETAIL PROPERTIES AMER INC CL A CL A 76131V202 225 17672 SH SOLE 0 0 17672 ISHARES RUSSELL 3000 INDEX FD RUSSELL 3000 464287689 2457 22201 SH SOLE 0 0 22201 PFIZER INC COM 717081103 969 31644 SH SOLE 0 0 31644 JOHNSON AND JOHNSON COM 478160104 351 3836 SH SOLE 0 0 3836 PEPSICO INC COM 713448108 278 3348 SH SOLE 0 0 3348 DOW CHEMICAL COMPANY COM 260543103 460 10350 SH SOLE 0 0 10350 VANGUARD INDEX MID CAP ETF MID CAP ETF 922908629 820 7455 SH SOLE 0 0 7455 ISHARES RUSSELL MIDCAP VALUE INDEX FD RUSSELL MCP VL 464287473 646 9832 SH SOLE 0 0 9832 GENERAL ELECTRIC COMPANY COM 369604103 234 8339 SH SOLE 0 0 8339 APPLE INC COM 037833100 313 558 SH SOLE 0 0 558 INTERNATIONAL BUSINESS MACHINES CORP COM 459200101 266 1420 SH SOLE 0 0 1420 PRAXAIR INC COM 74005P104 338 2603 SH SOLE 0 0 2603 GENERAL MILLS INC COM 370334104 425 8525 SH SOLE 0 0 8525 UNITED PARCEL SERVICE OF AMERICA CL B CL B 911312106 329 3135 SH SOLE 0 0 3135 ISHARES SP 500 INDEX FD CORE S&P500 ETF 464287200 529 2851 SH SOLE 0 0 2851 EATON CORP PLC SHS G29183103 794 10434 SH SOLE 0 0 10434 ISHARES SP SMALLCAP 600 INDEX FD CORE S&P SCP ETF 464287804 298 2733 SH SOLE 0 0 2733 FULL HOUSE RESORTS INC COM 359678109 448 160000 SH SOLE 0 0 160000 STEELCASE INC CL A CL A 858155203 858 54076 SH SOLE 0 0 54076