0001776290-19-000006.txt : 20190523 0001776290-19-000006.hdr.sgml : 20190523 20190523171837 ACCESSION NUMBER: 0001776290-19-000006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20171231 FILED AS OF DATE: 20190523 DATE AS OF CHANGE: 20190523 EFFECTIVENESS DATE: 20190523 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: 19851133 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 12-31-2017 12-31-2017 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 05-23-2019 0 82 204892 false INFORMATION TABLE 2 13FXML2017Q4.xml 13FXML2017Q4.XML ISHARES CORE CORE S&P TTL STK 464287150 3966 64000 SH SOLE 0 0 64000 VANGUARD SMALL SM CP VAL ETF 922908611 20128 149296 SH SOLE 0 0 149296 BERKSHIRE HATHAWAY CL B NEW 084670702 4115 20319 SH SOLE 0 0 20319 ISHARES MSCI EAFE VALUE ETF 464288877 8196 144303 SH SOLE 0 0 144303 ISHARES RUSSELL RUS 2000 VAL ETF 464287630 26574 208243 SH SOLE 0 0 208243 ISHARES GOLD ISHARES 464285105 9306 733358 SH SOLE 0 0 733358 ISHARES MSCI MSCI EAFE ETF 464287465 867 11989 SH SOLE 0 0 11989 ISHARES TIPS TIPS BD ETF 464287176 15241 133923 SH SOLE 0 0 133923 VANGUARD S&P S&P 500 ETF SHS 922908363 4906 19487 SH SOLE 0 0 19487 VANGUARD TOTAL TOTAL STK MKT 922908769 41817 297372 SH SOLE 0 0 297372 UNITED STATES UNITS 91232N108 247 19954 SH SOLE 0 0 19954 VANGUARD SHORT SHORT TRM BOND 921937827 1554 19671 SH SOLE 0 0 19671 VANGUARD TOTAL TT WRLD ST ETF 922042742 7398 96978 SH SOLE 0 0 96978 VANGUARD VALUE VALUE ETF 922908744 2615 24143 SH SOLE 0 0 24143 ISHARES SELECT SELECT DIVID ETF 464287168 2796 28089 SH SOLE 0 0 28089 AMAZON COM COM 023135106 1531 1228 SH SOLE 0 0 1228 APPLE INC COM 037833100 1432 8265 SH SOLE 0 0 8265 JOHNSON & JOHNSON COM 478160104 765 5388 SH SOLE 0 0 5388 SPDR GOLD GOLD SHS 78463V107 410 3272 SH SOLE 0 0 3272 KELLOGG COMPANY COM 487836108 1402 20263 SH SOLE 0 0 20263 ALTRIA GROUP COM 02209S103 1135 16145 SH SOLE 0 0 16145 COCA COLA COMPANY COM 191216100 265 5770 SH SOLE 0 0 5770 MONSANTO COMPANY COM 61166W101 352 2956 SH SOLE 0 0 2956 PHILIP MORRIS COM 718172109 1090 10467 SH SOLE 0 0 10467 STRYKER CORP COM 863667101 5517 33792 SH SOLE 0 0 33792 EXXON MOBIL COM 30231G102 832 9551 SH SOLE 0 0 9551 ISHARES NATIONAL NATIONAL MUN ETF 464288414 1864 16872 SH SOLE 0 0 16872 SPDR S&P TR UNIT 78462F103 3075 11250 SH SOLE 0 0 11250 VANGUARD ENERGY ENERGY ETF 92204A306 334 3234 SH SOLE 0 0 3234 VANGUARD FSTE FTSE EMR MKT ETF 922042858 4440 92748 SH SOLE 0 0 92748 VANGUARD REIT REIT ETF 922908553 848 10407 SH SOLE 0 0 10407 BRISTOL MYERS COM 110122108 205 3309 SH SOLE 0 0 3309 AT&T INC COM 00206R102 307 8037 SH SOLE 0 0 8037 ISHARES 1-3YR 1 3 YR TREAS BD 464287457 3226 38503 SH SOLE 0 0 38503 MCDONALDS CORP COM 580135101 249 1433 SH SOLE 0 0 1433 ISHARES RUSSELL RUS MID CAP ETF 464287499 528 2477 SH SOLE 0 0 2477 CONOCOPHILLIPS COM 20825C104 340 5921 SH SOLE 0 0 5921 PROCTER & GAMBLE COM 742718109 1452 15827 SH SOLE 0 0 15827 CHEVRON CORP COM 166764100 935 7314 SH SOLE 0 0 7314 INTL BUSINESS COM 459200101 207 1266 SH SOLE 0 0 1266 MICROSOFT CORP COM 594918104 487 5512 SH SOLE 0 0 5512 VANGUARD TOTAL VG TL INTL STK F 921909768 982 16760 SH SOLE 0 0 16760 VISA INC COM CL A 92826C839 230 1926 SH SOLE 0 0 1926 ISHARES CORE CORE S&P500 ETF 464287200 700 2538 SH SOLE 0 0 2538 PEPSICO INC COM 713448108 619 5242 SH SOLE 0 0 5242 AMETEK INC COM 031100100 210 2829 SH SOLE 0 0 2829 VANGUARD TOTAL TOTAL BND MRKT 921937835 935 11499 SH SOLE 0 0 11499 VANGUARD TOTAL INTL BD IDX ETF 92203J407 237 4360 SH SOLE 0 0 4360 CATERPILLAR INC COM 149123101 398 2399 SH SOLE 0 0 2399 PFIZER INC COM 717081103 1169 32061 SH SOLE 0 0 32061 KRAFT HEINZ COM 500754106 416 5304 SH SOLE 0 0 5304 MONDELEZ INTERNATIONAL CL A 609207105 357 8312 SH SOLE 0 0 8312 ISHARES CORE CORE S&P MCP ETF 464287507 271 1395 SH SOLE 0 0 1395 ISHARES CORE CORE S&P SCP ETF 464287804 398 5110 SH SOLE 0 0 5110 KIMBERLY CLARK COM 494368103 728 6096 SH SOLE 0 0 6096 W P CAREY COM 92936U109 408 6029 SH SOLE 0 0 6029 BARCLAYS BANK IPSP CROIL ETN 06738C786 532 78865 SH SOLE 0 0 78865 ISHARES S&P S&P 500 VAL ETF 464287408 453 3931 SH SOLE 0 0 3931 VANGUARD SHORT STRM INFPROIDX 922020805 259 5313 SH SOLE 0 0 5313 SPDR DOW UT SER 1 78467X109 291 1154 SH SOLE 0 0 1154 ISHARES RUSSELL RUSSELL 3000 ETF 464287689 2603 16054 SH SOLE 0 0 16054 ISHARES S&P SP SMCP600VL ETF 464287879 1243 7958 SH SOLE 0 0 7958 STEELCASE INC CL A 858155203 646 42531 SH SOLE 0 0 42531 ZOETIS INC CL A 98978V103 210 2827 SH SOLE 0 0 2827 NETFLIX INC COM 64110L106 381 1799 SH SOLE 0 0 1799 ISHARES RUSS RUS MDCP VAL ETF 464287473 606 6706 SH SOLE 0 0 6706 DOWDUPONT INC COM 26078J100 618 8226 SH SOLE 0 0 8226 PROTALIX BIOTHERAPEUTICS COM 74365A101 33 45000 SH SOLE 0 0 45000 EATON CORP SHS G29183103 723 8809 SH SOLE 0 0 8809 VANGUARD DIVIDEND DIV APP ETF 921908844 255 2445 SH SOLE 0 0 2445 FARMERS & MERCHANTS COM 30779N105 354 9000 SH SOLE 0 0 9000 NORFOLK SOUTHERN COM 655844108 240 1575 SH SOLE 0 0 1575 BERKSHIRE HATHAWAY INC CL A 084670108 1521 5 SH SOLE 0 0 5 VANGUARD MID MID CAP ETF 922908629 845 5324 SH SOLE 0 0 5324 ISHARES S&P S&P MC 400VL ETF 464287705 309 1897 SH SOLE 0 0 1897 3M COMPANY COM 88579Y101 367 1532 SH SOLE 0 0 1532 SIRIUS XM COM 82968B103 55 10387 SH SOLE 0 0 10387 GENL MILLS INC COM 370334104 402 6693 SH SOLE 0 0 6693 U S BANCORP DE COM NEW 902973304 234 4225 SH SOLE 0 0 4225 PRAXAIR INC COM 74005P104 339 2103 SH SOLE 0 0 2103 PARKER HANNIFIN COM 701094104 288 1401 SH SOLE 0 0 1401 CENTRAL FED CORP COM NEW 15346Q202 73 26667 SH SOLE 0 0 26667