0001776290-19-000031.txt : 20190724 0001776290-19-000031.hdr.sgml : 20190724 20190724093011 ACCESSION NUMBER: 0001776290-19-000031 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190630 FILED AS OF DATE: 20190724 DATE AS OF CHANGE: 20190724 EFFECTIVENESS DATE: 20190724 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: 19969367 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 06-30-2019 06-30-2019 Zhang Financial LLC

5931 OAKLAND DR. PORTAGE MI 49024

13F HOLDINGS REPORT 028-19517 N Lynn L. Chen-Zhang 269.385.5888 Lynn L. Chen-Zhang Portage MI 07-24-2019 0 90 239044 false INFORMATION TABLE 2 13FXML2019Q2.xml 3M COMPANY COM 88579Y101 265 1527 SH SOLE 0 0 1527 ALIGN TECHNOLOGY COM 016255101 626 2287 SH SOLE 0 0 2287 ALPHABET INC CAP STK CL C 02079K107 305 282 SH SOLE 0 0 282 ALPHABET INC CAP STK CL A 02079K305 325 300 SH SOLE 0 0 300 ALTRIA GROUP COM 02209S103 856 18077 SH SOLE 0 0 18077 AMAZON COM COM 023135106 2576 1360 SH SOLE 0 0 1360 APPLE INC COM 037833100 2932 14811 SH SOLE 0 0 14811 AT&T INC COM 00206R102 692 20640 SH SOLE 0 0 20640 BERKSHIRE HATHAWAY CL A 084670108 955 3 SH SOLE 0 0 3 BERKSHIRE HATHAWAY CL B NEW 084670702 4332 20324 SH SOLE 0 0 20324 CATERPILLAR INC COM 149123101 323 2370 SH SOLE 0 0 2370 CHEVRON CORP COM 166764100 481 3865 SH SOLE 0 0 3865 COCA COLA COMPANY COM 191216100 201 3954 SH SOLE 0 0 3954 DANAHER CORP COM 235851102 269 1880 SH SOLE 0 0 1880 EATON CORP SHS G29183103 628 7537 SH SOLE 0 0 7537 EXXON MOBIL COM 30231G102 650 8488 SH SOLE 0 0 8488 FARMERS & MERCHANTS COM 30779N105 204 7000 SH SOLE 0 0 7000 FORD MOTOR COM 345370860 227 22207 SH SOLE 0 0 22207 GENERAL MILLS COM 370334104 300 5703 SH SOLE 0 0 5703 GENTEX CORP COM 371901109 211 8568 SH SOLE 0 0 8568 HOME DEPOT COM 437076102 314 1508 SH SOLE 0 0 1508 ISHARES 1-3YR 1 3 YR TREAS BD 464287457 3008 35484 SH SOLE 0 0 35484 ISHARES CORE CORE S&P TTL STK 464287150 8658 129946 SH SOLE 0 0 129946 ISHARES CORE CORE S&P500 ETF 464287200 1833 6219 SH SOLE 0 0 6219 ISHARES CORE CORE S&P MCP ETF 464287507 495 2549 SH SOLE 0 0 2549 ISHARES CORE CORE S&P SCP ETF 464287804 640 8178 SH SOLE 0 0 8178 ISHARES GOLD ISHARES 464285105 9979 739156 SH SOLE 0 0 739156 ISHARES MSCI MSCI EAFE ETF 464287465 700 10648 SH SOLE 0 0 10648 ISHARES MSCI EAFE VALUE ETF 464288877 6267 130388 SH SOLE 0 0 130388 ISHARES NATIONAL NATIONAL MUN 464288414 1447 12797 SH SOLE 0 0 12797 ISHARES RUSS RUS MDCP VAL ETF 464287473 598 6706 SH SOLE 0 0 6706 ISHARES RUSSELL RUS MID CAP ETF 464287499 225 4029 SH SOLE 0 0 4029 ISHARES RUSSELL RUS 1000 ETF 464287622 942 5787 SH SOLE 0 0 5787 ISHARES RUSSELL RUS 2000 VAL ETF 464287630 22448 186288 SH SOLE 0 0 186288 ISHARES RUSSELL RUSSELL 3000 ETF 464287689 2187 12690 SH SOLE 0 0 12690 ISHARES S&P S&P 500 GRWT ETF 464287309 262 1462 SH SOLE 0 0 1462 ISHARES S&P S&P 500 VAL ETF 464287408 458 3931 SH SOLE 0 0 3931 ISHARES S&P S&P MC 400VL ETF 464287705 218 1370 SH SOLE 0 0 1370 ISHARES S&P SP SMCP600VL ETF 464287879 1184 7965 SH SOLE 0 0 7965 ISHARES SELECT SELECT DIVID ETF 464287168 2417 24277 SH SOLE 0 0 24277 ISHARES TIPS TIPS BD ETF 464287176 12752 110412 SH SOLE 0 0 110412 JOHNSON & JOHNSON COM 478160104 687 4931 SH SOLE 0 0 4931 JPMORGAN CHASE COM 46625H100 912 8153 SH SOLE 0 0 8153 KELLOGG CO COM 487836108 749 13979 SH SOLE 0 0 13979 KIMBERLY CLARK COM 494368103 643 4827 SH SOLE 0 0 4827 LCI INDS COM 50189K103 994 11043 SH SOLE 0 0 11043 LINDE PLC COM G5494J103 422 2103 SH SOLE 0 0 2103 MCDONALDS CORP COM 580135101 451 2173 SH SOLE 0 0 2173 MERCK & COMPANY COM 58933Y105 294 3503 SH SOLE 0 0 3503 MICROSOFT CORP COM 594918104 1286 9598 SH SOLE 0 0 9598 MONDELEZ INTERNATIONAL CL A 609207105 478 8863 SH SOLE 0 0 8863 NETFLIX INC COM 64110L106 459 1249 SH SOLE 0 0 1249 NORFOLK SOUTHERN COM 655844108 237 1187 SH SOLE 0 0 1187 PEPSICO INC COM 713448108 675 5149 SH SOLE 0 0 5149 PFIZER INC COM 717081103 1047 24163 SH SOLE 0 0 24163 PHILIP MORRIS COM 718172109 1041 13259 SH SOLE 0 0 13259 PROCTER & GAMBLE COM 742718109 1502 13699 SH SOLE 0 0 13699 PROTALIX BIOTHERAPEUTICS COM 74365A101 21 45000 SH SOLE 0 0 45000 SCHWAB AGGREGATE US AGGREGATE B 808524839 1251 23614 SH SOLE 0 0 23614 SCHWAB INTL INTL EQTY ETF 808524805 430 13393 SH SOLE 0 0 13393 SCHWAB US US BRD MKT ETF 808524102 3268 46344 SH SOLE 0 0 46344 SCHWAB US US TIPS ETF 808524870 759 13478 SH SOLE 0 0 13478 SIRIUS XM COM 82968B103 58 10387 SH SOLE 0 0 10387 SPDR DOW UT SER 1 78467X109 299 1123 SH SOLE 0 0 1123 SPDR GOLD GOLD SHS 78463V107 406 3045 SH SOLE 0 0 3045 SPDR S&P TR UNIT 78462F103 2867 9784 SH SOLE 0 0 9784 STARBUCKS CORP COM 855244109 212 2533 SH SOLE 0 0 2533 STEELCASE INC CL A 858155203 693 40531 SH SOLE 0 0 40531 STRYKER CORP COM 863667101 12742 61979 SH SOLE 0 0 61979 UNITED STATES UNITS 91232N108 240 19954 SH SOLE 0 0 19954 UNITED TECHNOLOGIES COM 913017109 229 1759 SH SOLE 0 0 1759 VANGUARD DIVIDEND DIV APP ETF 921908844 660 5729 SH SOLE 0 0 5729 VANGUARD FSTE FTSE EMR MKT ETF 922042858 4057 95381 SH SOLE 0 0 95381 VANGUARD FTSE FTSE DEV MKT ETF 921943858 735 17611 SH SOLE 0 0 17611 VANGUARD GROWTH GROWTH ETF 922908736 311 1903 SH SOLE 0 0 1903 VANGUARD MID MID CAP ETF 922908629 943 5643 SH SOLE 0 0 5643 VANGUARD REAL REAL ESTATE ETF 922908553 1403 16048 SH SOLE 0 0 16048 VANGUARD S&P S&P 500 ETF SHS 922908363 5589 20764 SH SOLE 0 0 20764 VANGUARD SHORT SHORT TRM BOND 921937827 550 6823 SH SOLE 0 0 6823 VANGUARD SHORT STRM INFPROIDX 922020805 212 4297 SH SOLE 0 0 4297 VANGUARD SMALL SM CP VAL ETF 922908611 30968 237226 SH SOLE 0 0 237226 VANGUARD TOTAL VG TL INTL STK F 921909768 1523 28871 SH SOLE 0 0 28871 VANGUARD TOTAL TOTAL BND MRKT 921937835 1622 19521 SH SOLE 0 0 19521 VANGUARD TOTAL INTL BD IDX ETF 92203J407 250 4362 SH SOLE 0 0 4362 VANGUARD TOTAL TT WRLD ST ETF 922042742 7697 102411 SH SOLE 0 0 102411 VANGUARD TOTAL TOTAL STK MKT 922908769 48982 326353 SH SOLE 0 0 326353 VANGUARD VALUE VALUE ETF 922908744 2694 24286 SH SOLE 0 0 24286 VISA INC COM CL A 92826C839 646 3720 SH SOLE 0 0 3720 WALMART INC COM 931142103 207 1871 SH SOLE 0 0 1871 WALT DISNEY COM DISNEY 254687106 253 1809 SH SOLE 0 0 1809