IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Zhang Financial LLC

Q2 2013 Holdings

Filed 2019-05-31 | 49 holdings | $116.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↓Shares% Portfolio
Ishares Russell 2000 Value Index FD(IWN)RUSL 2000 VALU464287630$20.6K239,88217.7%
Vanguard Index Total Stock Market ETF(VTI)TOTAL STK MKT922908769$20.2K244,54217.4%
Ishares US Treas Inflation Protected(TIP)BARCLYS TIPS BD464287176$12.2K108,81510.5%
Ishares Msci Eafe Value Index FD(EFV)MSCI VAL IDX464288877$10.0K206,6828.6%
Vanguard Index Vanguard Small Cap Value(VBR)SM CP VAL ETF922908611$7.9K94,4036.8%
Barclays Bank PLC Ipath LKD Gldmn SachsIPSP CROIL ETN06738C786$4.2K186,4783.6%
Ishares TR 1 3 YR Treasury Index FD(SHY)BARCLYS 1-3 YR464287457$4.1K48,4663.5%
Berkshire Hathaway Inc de CL B(BRK/B)CL B NEW084670702$2.6K23,0322.2%
Vanguard Intl Equity Emerging Markets(VWO)FTSE EMR MKT ETF922042858$2.4K62,8682.1%
Stryker Corp(SYK)COM863667101$2.3K35,5232.0%
Ishares Russell 3000 Index FD(IWV)RUSSELL 3000464287689$2.1K22,1391.8%
Ishares DOW Jones Select DIV Index FD(DVY)DJ SEL DIV IDX464287168$1.9K29,2431.6%
Vanguard Bond Index Short Term BD(BSV)SHORT TRM BOND921937827$1.8K22,3601.5%
Ishares SP National Municipal Bond FD(MUB)S&P NTL AMTFREE464288414$1.7K16,4291.5%
Vanguard Index Vanguard Value ETF(VTV)VALUE ETF922908744$1.7K24,6031.4%
Spdr SP 500 ETF(SPY)TR UNIT78462F103$1.6K9,7641.3%
Berkshire Hathaway Inc de CL A(BRK/A)CL A084670108$1.5K91.3%
Ishares Msci Eafe Index Fund(EFA)MSCI EAFE INDEX464287465$1.2K21,4031.1%
Procter and Gamble Company(PG)COM742718109$1.1K14,1580.9%
Ishares SP Smallcap 600 Value Index(IJS)S&P SMLCP VALU464287879$99910,6860.9%
Kellogg Company(KEL)COM487836108$99215,4410.9%
Ishares Gsci Commodity Indexed Trust(GSG)UNIT BEN INT46428R107$95330,9510.8%
Pfizer Inc(PFE)COM717081103$88031,4340.8%
Eaton Corp PLC(ETN)SHSG29183103$84212,7900.7%
Steelcase Inc CL A(GJB)CL A858155203$81856,0760.7%
Phillip Morris International Inc(PM)COM718172109$7999,2210.7%
Vanguard Index REIT ETF(VNQ)REIT ETF922908553$75010,9180.6%
Vanguard Index Mid Cap ETF(VO)MID CAP ETF922908629$7097,4550.6%
Barclays Bank PLC Ipath Index PFDIPSPGS TTL ETN06738C794$66921,4990.6%
Kimberly Clark Corp(KMB)COM494368103$6046,2200.5%
Ishares Russell Midcap Value Index FD(IWS)RUSSELL MCP VL464287473$5699,8320.5%
Altria Group Inc(MO)COM02209S103$53815,3740.5%
Exxon Mobil Corp(XOM)COM30231G102$4755,2520.4%
Ishares Russell Midcap Index FD(IWR)RUSSELL MIDCAP464287499$4613,5480.4%
Ishares SP 500 Index FD(IVV)CORE S&P500 ETF464287200$4592,8510.4%
Full House Resorts Inc(FLL)COM359678109$432160,0000.4%
Praxair IncCOM74005P104$3863,3530.3%
Johnson and Johnson(JNJ)COM478160104$3233,7610.3%
DOW Chemical CompanyCOM260543103$3059,4750.3%
Ishares SP Smallcap 600 Index FD(IJR)CORE S&P SCP ETF464287804$2763,0530.2%
United Parcel Service of America CL B(UPS)CL B911312106$2713,1350.2%
International Business Machines Corp(IBM)COM459200101$2711,4200.2%
Kraft Foods Group IncCOM50076Q106$2604,6470.2%
Pepsico Inc(PEP)COM713448108$2513,0650.2%
Mondelez International Inc(MDLZ)CL A609207105$2388,3560.2%
Vanguard Bond Index Total BD Market(BND)TOTAL BND MRKT921937835$2362,9210.2%
Spdr Gold Trust Gold Shares(GLD)GOLD SHS78463V107$2301,9350.2%
Apple Inc(AAPL)COM037833100$2115330.2%
Retail Properties Amer Inc CL ACL A76131V202$16011,2230.1%