0001776290-23-000001.txt : 20230117
0001776290-23-000001.hdr.sgml : 20230117
20230117143347
ACCESSION NUMBER: 0001776290-23-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20221231
FILED AS OF DATE: 20230117
DATE AS OF CHANGE: 20230117
EFFECTIVENESS DATE: 20230117
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: 23531299
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
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0001776290
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12-31-2022
12-31-2022
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
01-17-2023
0
227
784161
false
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264890
SH
SOLE
0
0
264890
VANGUARD FTSE
FTSE DEV MKT ETF
921943858
2392
56986
SH
SOLE
0
0
56986
VANGUARD FTSE
FTSE SMCAP ETF
922042718
1223
11896
SH
SOLE
0
0
11896
VANGUARD GROWTH
GROWTH ETF
922908736
2245
10536
SH
SOLE
0
0
10536
VANGUARD HEALTH
HEALTH CAR ETF
92204A504
485
1954
SH
SOLE
0
0
1954
VANGUARD HIGH
HIGH DIV YLD
921946406
11078
102378
SH
SOLE
0
0
102378
VANGUARD INFORMATION
INF TECH ETF
92204A702
1170
3661
SH
SOLE
0
0
3661
VANGUARD INTERMEDIATE
INTERMED TERM
921937819
283
3801
SH
SOLE
0
0
3801
VANGUARD INTERNATIONAL
INTL HIGH ETF
921946794
940
15776
SH
SOLE
0
0
15776
VANGUARD LARGE
LARGE CAP ETF
922908637
578
3320
SH
SOLE
0
0
3320
VANGUARD MEGA
MEGA CAP INDEX
921910873
380
2871
SH
SOLE
0
0
2871
VANGUARD MID
MCAP VL IDXVIP
922908512
237
1751
SH
SOLE
0
0
1751
VANGUARD MID
MCAP GR IDXVIP
922908538
227
1263
SH
SOLE
0
0
1263
VANGUARD MID
MID CAP ETF
922908629
2849
13979
SH
SOLE
0
0
13979
VANGUARD MORTGAGE
MORTG-BACK SEC
92206C771
274
6027
SH
SOLE
0
0
6027
VANGUARD MUNICIPAL
TAX EXEMPT BD
922907746
277
5599
SH
SOLE
0
0
5599
VANGUARD REAL
REAL ESTATE ETF
922908553
3938
47741
SH
SOLE
0
0
47741
VANGUARD RUSSELL
VNG RUS2000VAL
92206C649
289
2371
SH
SOLE
0
0
2371
VANGUARD RUSSELL
VNG RUS1000GRW
92206C680
584
10597
SH
SOLE
0
0
10597
VANGUARD RUSSELL
VNG RUS1000VAL
92206C714
1388
20840
SH
SOLE
0
0
20840
VANGUARD RUSSELL
VNG RUS1000IDX
92206C730
944
5415
SH
SOLE
0
0
5415
VANGUARD S&P
S&P 500 ETF SHS
922908363
35980
102408
SH
SOLE
0
0
102408
VANGUARD SHORT
SHORT TRM BOND
921937827
816
10837
SH
SOLE
0
0
10837
VANGUARD SHORT
STRM INFPROIDX
922020805
212
4534
SH
SOLE
0
0
4534
VANGUARD SHORT
SHORT TERM TREAS
92206C102
2284
39501
SH
SOLE
0
0
39501
VANGUARD SHORT
SHRT TRM CORP BD
92206C409
6305
83855
SH
SOLE
0
0
83855
VANGUARD SMALL
SM CP VAL ETF
922908611
42339
266617
SH
SOLE
0
0
266617
VANGUARD SMALL
SMALL CP ETF
922908751
987
5376
SH
SOLE
0
0
5376
VANGUARD TOTAL
VG TL INTL STK F
921909768
24120
466366
SH
SOLE
0
0
466366
VANGUARD TOTAL
TOTAL BND MRKT
921937835
9065
126182
SH
SOLE
0
0
126182
VANGUARD TOTAL
INTL BD IDX ETF
92203J407
412
8681
SH
SOLE
0
0
8681
VANGUARD TOTAL
TT WRLD ST ETF
922042742
34279
397709
SH
SOLE
0
0
397709
VANGUARD TOTAL
TOTAL STK MKT
922908769
92090
481667
SH
SOLE
0
0
481667
VANGUARD VALUE
VALUE ETF
922908744
8217
58540
SH
SOLE
0
0
58540
VIATRIS INC
COM
92556V106
184
16565
SH
SOLE
0
0
16565
VISA INC
COM CL A
92826C839
856
4118
SH
SOLE
0
0
4118
WALMART INC
COM
931142103
394
2781
SH
SOLE
0
0
2781
WHIRLPOOL CORP
COM
963320106
283
2000
SH
SOLE
0
0
2000
WORLD GOLD
SPDR GLD MINIS
98149E303
4482
123847
SH
SOLE
0
0
123847
WORTHINGTON INDUSTRIES
COM
981811102
249
5000
SH
SOLE
0
0
5000
ZOETIS INC
CL A
98978V103
3532
24100
SH
SOLE
0
0
24100
DIMENSIONAL ETF TRUST
INTL CORE EQT MK
25434V203
18418
735527
SH
SOLE
0
0
735527
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
25434V500
2217
43353
SH
SOLE
0
0
43353
DIMENSIONAL EMERGING
EMGR CRE EQT MNG
25434V302
1284
58487
SH
SOLE
0
0
58487
SPDR PORTFOLIO
PORTFOLI S&P1500
78464A805
1003
21207
SH
SOLE
0
0
21207
VANGUARD BD INDEX FDS
VANGUARD ULTRA
92203C303
1804
36821
SH
SOLE
0
0
36821
DIMENSIONAL US
US SMALL CAP VAL
25434V815
1033
41698
SH
SOLE
0
0
41698
SPDR PORTFOLIO
PORTFOLIO AGRGTE
78464A649
209
8308
SH
SOLE
0
0
8308