Long-term investor
Zhang Financial LLC @zhangfinancialllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001776290).
Record
- Tracked since 2025-06-30 (434 days), 25 trades recorded
- Returns: week n/a · month n/a · 90 days +9.8% · 6 months +9.6% · 1 year +17.3% · all +17.3%
- Max drawdown -2.2% · Sharpe 1.06 · win rate 27% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VOO · 6.9% · long · since 2025-06-30
- DFUS · 6.4% · long · since 2025-06-30
- ITOT · 6.0% · long · since 2025-06-30
- VTI · 5.9% · long · since 2025-06-30
- VXUS · 5.6% · long · since 2025-06-30
- BIV · 4.3% · long · since 2025-06-30
- DFAC · 4.2% · long · since 2025-06-30
- VT · 3.4% · long · since 2025-06-30
- AGG · 3.2% · long · since 2025-06-30
- DFAI · 2.5% · long · since 2025-06-30
- BND · 2.1% · long · since 2025-06-30
- AAPL · 1.9% · long · since 2025-06-30