0001776290-19-000024.txt : 20190531 0001776290-19-000024.hdr.sgml : 20190531 20190530192623 ACCESSION NUMBER: 0001776290-19-000024 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20130630 FILED AS OF DATE: 20190531 DATE AS OF CHANGE: 20190530 EFFECTIVENESS DATE: 20190531 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: 19868112 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 06-30-2013 06-30-2013 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 05-30-2019 0 49 116433 false INFORMATION TABLE 2 13FXML2013Q2.xml 13FXML2013Q2.XML VANGUARD INDEX VANGUARD SMALL CAP VALUE SM CP VAL ETF 922908611 7902 94403 SH SOLE 0 0 94403 ISHARES MSCI EAFE VALUE INDEX FD MSCI VAL IDX 464288877 9999 206682 SH SOLE 0 0 206682 ISHARES RUSSELL 2000 VALUE INDEX FD RUSL 2000 VALU 464287630 20606 239882 SH SOLE 0 0 239882 ISHARES US TREAS INFLATION PROTECTED BARCLYS TIPS BD 464287176 12189 108815 SH SOLE 0 0 108815 BARCLAYS BANK PLC IPATH LKD GLDMN SACHS IPSP CROIL ETN 06738C786 4168 186478 SH SOLE 0 0 186478 VANGUARD INDEX TOTAL STOCK MARKET ETF TOTAL STK MKT 922908769 20216 244542 SH SOLE 0 0 244542 VANGUARD BOND INDEX TOTAL BD MARKET TOTAL BND MRKT 921937835 236 2921 SH SOLE 0 0 2921 ISHARES RUSSELL 3000 INDEX FD RUSSELL 3000 464287689 2135 22139 SH SOLE 0 0 22139 ISHARES SP NATIONAL MUNICIPAL BOND FD S&P NTL AMTFREE 464288414 1726 16429 SH SOLE 0 0 16429 ISHARES SP SMALLCAP 600 VALUE INDEX S&P SMLCP VALU 464287879 999 10686 SH SOLE 0 0 10686 ISHARES SP 500 INDEX FD CORE S&P500 ETF 464287200 459 2851 SH SOLE 0 0 2851 ISHARES DOW JONES SELECT DIV INDEX FD DJ SEL DIV IDX 464287168 1872 29243 SH SOLE 0 0 29243 PFIZER INC COM 717081103 880 31434 SH SOLE 0 0 31434 BERKSHIRE HATHAWAY INC DE CL A CL A 084670108 1517 9 SH SOLE 0 0 9 STRYKER CORP COM 863667101 2298 35523 SH SOLE 0 0 35523 BERKSHIRE HATHAWAY INC DE CL B CL B NEW 084670702 2578 23032 SH SOLE 0 0 23032 VANGUARD INDEX REIT ETF REIT ETF 922908553 750 10918 SH SOLE 0 0 10918 VANGUARD INDEX VANGUARD VALUE ETF VALUE ETF 922908744 1663 24603 SH SOLE 0 0 24603 BARCLAYS BANK PLC IPATH INDEX PFD IPSPGS TTL ETN 06738C794 669 21499 SH SOLE 0 0 21499 SPDR SP 500 ETF TR UNIT 78462F103 1567 9764 SH SOLE 0 0 9764 PHILLIP MORRIS INTERNATIONAL INC COM 718172109 799 9221 SH SOLE 0 0 9221 MONDELEZ INTERNATIONAL INC CL A 609207105 238 8356 SH SOLE 0 0 8356 KRAFT FOODS GROUP INC COM 50076Q106 260 4647 SH SOLE 0 0 4647 ISHARES TR 1 3 YR TREASURY INDEX FD BARCLYS 1-3 YR 464287457 4085 48466 SH SOLE 0 0 48466 ALTRIA GROUP INC COM 02209S103 538 15374 SH SOLE 0 0 15374 EATON CORP PLC SHS G29183103 842 12790 SH SOLE 0 0 12790 KELLOGG COMPANY COM 487836108 992 15441 SH SOLE 0 0 15441 ISHARES SP SMALLCAP 600 INDEX FD CORE S&P SCP ETF 464287804 276 3053 SH SOLE 0 0 3053 ISHARES MSCI EAFE INDEX FUND MSCI EAFE INDEX 464287465 1226 21403 SH SOLE 0 0 21403 ISHARES GSCI COMMODITY INDEXED TRUST UNIT BEN INT 46428R107 953 30951 SH SOLE 0 0 30951 VANGUARD INTL EQUITY EMERGING MARKETS FTSE EMR MKT ETF 922042858 2439 62868 SH SOLE 0 0 62868 PROCTER AND GAMBLE COMPANY COM 742718109 1090 14158 SH SOLE 0 0 14158 JOHNSON AND JOHNSON COM 478160104 323 3761 SH SOLE 0 0 3761 VANGUARD BOND INDEX SHORT TERM BD SHORT TRM BOND 921937827 1790 22360 SH SOLE 0 0 22360 SPDR GOLD TRUST GOLD SHARES GOLD SHS 78463V107 230 1935 SH SOLE 0 0 1935 FULL HOUSE RESORTS INC COM 359678109 432 160000 SH SOLE 0 0 160000 UNITED PARCEL SERVICE OF AMERICA CL B CL B 911312106 271 3135 SH SOLE 0 0 3135 ISHARES RUSSELL MIDCAP INDEX FD RUSSELL MIDCAP 464287499 461 3548 SH SOLE 0 0 3548 KIMBERLY CLARK CORP COM 494368103 604 6220 SH SOLE 0 0 6220 EXXON MOBIL CORP COM 30231G102 475 5252 SH SOLE 0 0 5252 APPLE INC COM 037833100 211 533 SH SOLE 0 0 533 RETAIL PROPERTIES AMER INC CL A CL A 76131V202 160 11223 SH SOLE 0 0 11223 PEPSICO INC COM 713448108 251 3065 SH SOLE 0 0 3065 VANGUARD INDEX MID CAP ETF MID CAP ETF 922908629 709 7455 SH SOLE 0 0 7455 DOW CHEMICAL COMPANY COM 260543103 305 9475 SH SOLE 0 0 9475 ISHARES RUSSELL MIDCAP VALUE INDEX FD RUSSELL MCP VL 464287473 569 9832 SH SOLE 0 0 9832 PRAXAIR INC COM 74005P104 386 3353 SH SOLE 0 0 3353 INTERNATIONAL BUSINESS MACHINES CORP COM 459200101 271 1420 SH SOLE 0 0 1420 STEELCASE INC CL A CL A 858155203 818 56076 SH SOLE 0 0 56076