0001776290-19-000009.txt : 20190524 0001776290-19-000009.hdr.sgml : 20190524 20190524103055 ACCESSION NUMBER: 0001776290-19-000009 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180630 FILED AS OF DATE: 20190524 DATE AS OF CHANGE: 20190524 EFFECTIVENESS DATE: 20190524 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: 19852440 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 06-30-2018 06-30-2018 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 05-24-2019 0 76 196414 false INFORMATION TABLE 2 13FXML2018Q2.xml 13FXML2018Q2.XML VANGUARD SMALL SM CP VAL ETF 922908611 20658 151783 SH SOLE 0 0 151783 BERKSHIRE HATHAWAY CL B NEW 084670702 3648 19426 SH SOLE 0 0 19426 ISHARES MSCI EAFE VALUE ETF 464288877 6782 133307 SH SOLE 0 0 133307 ISHARES RUSSELL RUS 2000 VAL ETF 464287630 26222 197605 SH SOLE 0 0 197605 ISHARES GOLD ISHARES 464285105 8482 712779 SH SOLE 0 0 712779 ISHARES MSCI MSCI EAFE ETF 464287465 733 11041 SH SOLE 0 0 11041 ISHARES TIPS TIPS BD ETF 464287176 14289 127028 SH SOLE 0 0 127028 VANGUARD S&P S&P 500 ETF SHS 922908363 4858 19446 SH SOLE 0 0 19446 VANGUARD TOTAL TOTAL STK MKT 922908769 40988 291188 SH SOLE 0 0 291188 UNITED STATES UNITS 91232N108 299 19954 SH SOLE 0 0 19954 VANGUARD SHORT SHORT TERM BD 921937827 1432 18346 SH SOLE 0 0 18346 VANGUARD TOTAL TT WRLD ST ETF 922042742 6716 91845 SH SOLE 0 0 91845 VANGUARD VALUE VALUE ETF 922908744 2460 23661 SH SOLE 0 0 23661 ISHARES SELECT SELECT DIVID ETF 464287168 2560 26202 SH SOLE 0 0 26202 AMAZON COM COM 023135106 1803 1052 SH SOLE 0 0 1052 APPLE INC COM 037833100 1509 8080 SH SOLE 0 0 8080 JOHNSON & JOHNSON COM 478160104 512 4213 SH SOLE 0 0 4213 SPDR GOLD GOLD SHS 78463V107 368 3130 SH SOLE 0 0 3130 KELLOGG COMPANY COM 487836108 1388 19945 SH SOLE 0 0 19945 ALTRIA GROUP COM 02209S103 872 15604 SH SOLE 0 0 15604 BOEING COMPANY COM 097023105 207 616 SH SOLE 0 0 616 PHILIP MORRIS COM 718172109 813 10131 SH SOLE 0 0 10131 STRYKER CORP COM 863667101 5178 30467 SH SOLE 0 0 30467 EXXON MOBIL COM 30231G102 774 9464 SH SOLE 0 0 9464 ISHARES NATIONAL NATIONAL MUN ETF 464288414 1570 14436 SH SOLE 0 0 14436 SPDR S&P TR UNIT 78462F103 2991 11005 SH SOLE 0 0 11005 VANGUARD ENERGY ENERGY ETF 92204A306 330 3193 SH SOLE 0 0 3193 VANGUARD FSTE FTSE EMR MKT ETF 922042858 3870 92722 SH SOLE 0 0 92722 VANGUARD REAL REAL ESTATE ETF 922908553 920 11354 SH SOLE 0 0 11354 AT&T INC COM 00206R102 464 14402 SH SOLE 0 0 14402 ISHARES 1-3YR 1 3 YR TREAS BD 464287457 3205 38503 SH SOLE 0 0 38503 MCDONALDS CORP COM 580135101 267 1700 SH SOLE 0 0 1700 ISHARES RUSSELL RUD MID CAP ETF 464287499 526 2479 SH SOLE 0 0 2479 ISHARES RUSSELL RUSSELL 3000 ETF 464287689 2499 15351 SH SOLE 0 0 15351 PROCTER & GAMBLE COM 742718109 1074 13743 SH SOLE 0 0 13743 CHEVRON CORP COM 166764100 811 6496 SH SOLE 0 0 6496 MICROSOFT CORP COM 594918104 485 4845 SH SOLE 0 0 4845 VANGUARD TOTAL VG TL INTL STK F 921909768 957 17872 SH SOLE 0 0 17872 VISA INC COM CL A 92826C839 255 1926 SH SOLE 0 0 1926 ISHARES CORE CORE S&P500 ETF 464287200 791 2889 SH SOLE 0 0 2889 ISHARES CORE CORE S&P TTL STK 464287150 6059 96696 SH SOLE 0 0 96696 PEPSICO INC COM 713448108 494 4510 SH SOLE 0 0 4510 VANGUARD TOTAL TOTAL BND MKT 921937835 970 12289 SH SOLE 0 0 12289 VANGUARD TOTAL INTL BD IDX ETF 92203J407 254 4649 SH SOLE 0 0 4649 FORD MOTOR COM PAR $0.01 345370860 136 12267 SH SOLE 0 0 12267 CATERPILLAR INC COM 149123101 298 2188 SH SOLE 0 0 2188 PFIZER INC COM 717081103 945 26002 SH SOLE 0 0 26002 KRAFT HEINZ COM 500754106 341 5492 SH SOLE 0 0 5492 MONDELEZ INTERNATIONAL CL A 609207105 385 9433 SH SOLE 0 0 9433 ISHARES CORE CORE S&P MCP ETF 464287507 272 1395 SH SOLE 0 0 1395 ISHARES CORE CORE S&P SCP ETF 464287804 438 5198 SH SOLE 0 0 5198 KIMBERLY CLARK COM 494368103 625 5951 SH SOLE 0 0 5951 W P CAREY COM 92936U109 269 4100 SH SOLE 0 0 4100 ISHARES S&P S&P 500 GRWT ETF 464287309 245 1495 SH SOLE 0 0 1495 ISHARES S&P S&P 500 VAL ETF 464287408 433 3931 SH SOLE 0 0 3931 VANGUARD SHORT STRM INFPROIDX 922020805 259 5313 SH SOLE 0 0 5313 SPDR DOW UT SER 1 78467X109 273 1123 SH SOLE 0 0 1123 ISHARES S&P SP SMCP600VL ETF 464287879 1310 7961 SH SOLE 0 0 7961 STEELCASE INC CL A 858155203 581 42531 SH SOLE 0 0 42531 NETFLIX INC COM 64110L106 517 1299 SH SOLE 0 0 1299 ISHARES RUSS RUS MDCP VAL ETF 464287473 593 6706 SH SOLE 0 0 6706 DOWDUPONT INC COM 26078J100 520 7911 SH SOLE 0 0 7911 ZOETIS INC CL A 98978V103 237 2761 SH SOLE 0 0 2761 EATON CORP SHS G29183103 653 8715 SH SOLE 0 0 8715 VANGUARD DIVIDEND DIV APP ETF 921908844 239 2346 SH SOLE 0 0 2346 FARMERS & MERCHANTS COM 30779N105 316 8000 SH SOLE 0 0 8000 NORFOLK SOUTHERN COM 655844108 213 1400 SH SOLE 0 0 1400 BERKSHIRE HATHAWAY INC CL A 084670108 1135 4 SH SOLE 0 0 4 VANGUARD MID MID CAP ETF 922908629 820 5199 SH SOLE 0 0 5199 ISHARES S&P S&P MC 400VL ETF 464287705 307 1897 SH SOLE 0 0 1897 3M COMPANY COM 88579Y101 300 1532 SH SOLE 0 0 1532 LCI INDS COM 50189K103 600 6556 SH SOLE 0 0 6556 SIRIUS XM COM 82968B103 71 10387 SH SOLE 0 0 10387 GENL MILLS INC COM 370334104 283 6503 SH SOLE 0 0 6503 PRAXAIR INC COM 74005P104 333 2103 SH SOLE 0 0 2103 BARCLAYS BK PLC IPSP CROIL ETN 06738C786 124 14205 SH SOLE 0 0 14205