Zhang Financial LLC Buys iShares Core S&P 500, JPMorgan Chase, Vanguard FTSE Developed Markets, Sells Schwab International Equity, Berkshire Hathaway Inc, iShares Russell Mid-Cap

Investment company Zhang Financial LLC (Current Portfolio) buys iShares Core S&P 500, JPMorgan Chase, Vanguard FTSE Developed Markets, Align Technology Inc, Vanguard Total International Stock, sells Schwab International Equity, Berkshire Hathaway Inc, iShares Russell Mid-Cap, Vanguard Energy, AbbVie Inc during the 3-months ended 2019Q2, according to the most recent filings of the investment company, Zhang Financial LLC. As of 2019Q2, Zhang Financial LLC owns 90 stocks with a total value of $239 million. These are the details of the buys and sells.

For the details of Zhang Financial LLC's stock buys and sells, go to https://www.gurufocus.com/guru/zhang+financial+llc/current-portfolio/portfolioportfolio

These are the top 5 holdings of Zhang Financial LLC
  1. Vanguard Total Stock Market (VTI) - 326,353 shares, 20.49% of the total portfolio. Shares reduced by 2.67%
  2. Vanguard Small-Cap Value (VBR) - 237,226 shares, 12.95% of the total portfolio. Shares added by 1.49%
  3. iShares Russell 2000 Value (IWN) - 186,288 shares, 9.39% of the total portfolio. Shares reduced by 3.56%
  4. Stryker Corp (SYK) - 61,979 shares, 5.33% of the total portfolio. Shares reduced by 1.26%
  5. iShares TIPS Bond (TIP) - 110,412 shares, 5.33% of the total portfolio. Shares reduced by 2.79%
New Purchase: JPMorgan Chase & Co (JPM)

Zhang Financial LLC initiated holding in JPMorgan Chase & Co. The purchase prices were between $104.64 and $116.12, with an estimated average price of $110.3. The stock is now traded at around $116.22. The impact to a portfolio due to this purchase was 0.38%. The holding were 8,153 shares as of .

New Purchase: Vanguard FTSE Developed Markets (VEA)

Zhang Financial LLC initiated holding in Vanguard FTSE Developed Markets. The purchase prices were between $39.84 and $42.1, with an estimated average price of $41.22. The stock is now traded at around $41.80. The impact to a portfolio due to this purchase was 0.31%. The holding were 17,611 shares as of .

New Purchase: Align Technology Inc (ALGN)

Zhang Financial LLC initiated holding in Align Technology Inc. The purchase prices were between $268.08 and $331.08, with an estimated average price of $301.8. The stock is now traded at around $277.55. The impact to a portfolio due to this purchase was 0.26%. The holding were 2,287 shares as of .

New Purchase: Vanguard Growth (VUG)

Zhang Financial LLC initiated holding in Vanguard Growth. The purchase prices were between $151.09 and $165.38, with an estimated average price of $160.22. The stock is now traded at around $168.89. The impact to a portfolio due to this purchase was 0.13%. The holding were 1,903 shares as of .

New Purchase: The Walt Disney Co (DIS)

Zhang Financial LLC initiated holding in The Walt Disney Co. The purchase prices were between $111.96 and $142.02, with an estimated average price of $132.62. The stock is now traded at around $140.70. The impact to a portfolio due to this purchase was 0.11%. The holding were 1,809 shares as of .

New Purchase: Norfolk Southern Corp (NSC)

Zhang Financial LLC initiated holding in Norfolk Southern Corp. The purchase prices were between $190.77 and $206.7, with an estimated average price of $198.37. The stock is now traded at around $190.10. The impact to a portfolio due to this purchase was 0.1%. The holding were 1,187 shares as of .

Added: iShares Core S&P 500 (IVV)

Zhang Financial LLC added to a holding in iShares Core S&P 500 by 112.04%. The purchase prices were between $274.69 and $296.02, with an estimated average price of $288.3. The stock is now traded at around $301.81. The impact to a portfolio due to this purchase was 0.41%. The holding were 6,219 shares as of .

Added: Vanguard Total International Stock (VXUS)

Zhang Financial LLC added to a holding in Vanguard Total International Stock by 41.41%. The purchase prices were between $50.45 and $53.55, with an estimated average price of $52.24. The stock is now traded at around $52.93. The impact to a portfolio due to this purchase was 0.19%. The holding were 28,871 shares as of .

Added: Vanguard Div Appreciation (VIG)

Zhang Financial LLC added to a holding in Vanguard Div Appreciation by 106.08%. The purchase prices were between $108.45 and $116.09, with an estimated average price of $112.15. The stock is now traded at around $118.49. The impact to a portfolio due to this purchase was 0.14%. The holding were 5,729 shares as of .

Added: iShares Core S&P Small-Cap (IJR)

Zhang Financial LLC added to a holding in iShares Core S&P Small-Cap by 57.33%. The purchase prices were between $72.93 and $81.1, with an estimated average price of $77.42. The stock is now traded at around $78.07. The impact to a portfolio due to this purchase was 0.1%. The holding were 8,178 shares as of .

Added: AT&T Inc (T)

Zhang Financial LLC added to a holding in AT&T Inc by 43.51%. The purchase prices were between $30.3 and $33.51, with an estimated average price of $31.77. The stock is now traded at around $32.96. The impact to a portfolio due to this purchase was 0.09%. The holding were 20,640 shares as of .

Added: Pfizer Inc (PFE)

Zhang Financial LLC added to a holding in Pfizer Inc by 21.21%. The purchase prices were between $38.98 and $43.76, with an estimated average price of $41.82. The stock is now traded at around $42.64. The impact to a portfolio due to this purchase was 0.08%. The holding were 24,163 shares as of .

Sold Out: Intel Corp (INTC)

Zhang Financial LLC sold out a holding in Intel Corp. The sale prices were between $43.46 and $58.82, with an estimated average price of $49.65.

Sold Out: Vanguard Energy (VDE)

Zhang Financial LLC sold out a holding in Vanguard Energy. The sale prices were between $78.77 and $92.88, with an estimated average price of $86.09.

Sold Out: AbbVie Inc (ABBV)

Zhang Financial LLC sold out a holding in AbbVie Inc. The sale prices were between $65.7 and $83.98, with an estimated average price of $78.61.

Sold Out: Honeywell International Inc (HON)

Zhang Financial LLC sold out a holding in Honeywell International Inc. The sale prices were between $159.97 and $176.29, with an estimated average price of $168.82.

Sold Out: Dow Inc (DOW)

Zhang Financial LLC sold out a holding in Dow Inc. The sale prices were between $46.76 and $59.71, with an estimated average price of $52.82.



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