Golden Bell Financial Planning LLC
CIK: 0002044309Latest portfolio: $120.1M · Q4 2025
Holdings
36
Total Value
$120.1M
New Positions
36
Closed Positions
0
Top Holdings
View All 36 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | BNDVANGUARD BD INDEX FDS | 295,605 | $21.9M | 18.23% | NEW | |
| 2 | BNDXVANGUARD CHARLOTTE FDS | 226,976 | $11.0M | 9.13% | NEW | |
| 3 | SCHPSCHWAB STRATEGIC TR | 379,164 | $10.0M | 8.36% | NEW | |
| 4 | DFLVDIMENSIONAL ETF TRUST | 261,083 | $8.9M | 7.43% | NEW | |
| 5 | AVESAMERICAN CENTY ETF TR | 144,189 | $8.4M | 7.00% | NEW | |
| 6 | AVIVAMERICAN CENTY ETF TR | 116,867 | $8.3M | 6.93% | NEW | |
| 7 | AVUVAMERICAN CENTY ETF TR | 67,210 | $6.9M | 5.71% | NEW | |
| 8 | AGGISHARES TR | 58,213 | $5.8M | 4.84% | NEW | |
| 9 | AVDVAMERICAN CENTY ETF TR | 61,714 | $5.8M | 4.83% | NEW | |
| 10 | VCITVANGUARD SCOTTSDALE FDS | 65,333 | $5.5M | 4.55% | NEW | |
| 11 | SCHVSCHWAB STRATEGIC TR | 152,569 | $4.5M | 3.76% | NEW | |
| 12 | DISVDIMENSIONAL ETF TRUST | 84,747 | $3.2M | 2.68% | NEW | |
| 13 | DFEVDIMENSIONAL ETF TRUST | 79,793 | $2.7M | 2.24% | NEW | |
| 14 | TIPISHARES TR | 21,288 | $2.3M | 1.95% | NEW | |
| 15 | VTEBVANGUARD MUN BD FDS | 42,394 | $2.1M | 1.77% | NEW | |
| 16 | ROUSLATTICE STRATEGIES TR | 29,425 | $1.7M | 1.41% | NEW | |
| 17 | VSSVANGUARD INTL EQUITY INDEX F | 9,399 | $1.3M | 1.12% | NEW | |
| 18 | VEAVANGUARD TAX-MANAGED FDS | 17,869 | $1.1M | 0.93% | NEW | |
| 19 | VVVANGUARD INDEX FDS | 3,347 | $1.1M | 0.88% | NEW | |
| 20 | VWOVANGUARD INTL EQUITY INDEX F | 18,398 | $989K | 0.82% | NEW | |
| 21 | CPAGRBB FD INC | 7,472 | $763K | 0.64% | NEW | |
| 22 | DFSVDIMENSIONAL ETF TRUST | 22,629 | $744K | 0.62% | NEW | |
| 23 | PRFZINVESCO EXCHANGE TRADED FD T | 14,205 | $651K | 0.54% | NEW | |
| 24 | FNDCSCHWAB STRATEGIC TR | 12,252 | $545K | 0.45% | NEW | |
| 25 | BRK/BBERKSHIRE HATHAWAY INC DEL | 918 | $461K | 0.38% | NEW |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($2.189510967100449e+117T)
Unknown0.0% ($461K)
Filing History
Fund Information
Golden Bell Financial Planning LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $120.1M across 36 holdings. The largest position is VANGUARD BD INDEX FDS (BND), representing 18.2% of the portfolio. Compared to the previous quarter, the fund opened 36 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.