Golden Bell Financial Planning LLC
CIK: 0002044309SEC EDGAR →
Portfolio Value
$120.1M
Holdings
36
As of
Q4 2025
New Positions
36
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD BD INDEX FDS | 295,605 | $21.9M | 18.23% |
| 2 | VANGUARD CHARLOTTE FDS | 226,976 | $11.0M | 9.13% |
| 3 | SCHWAB STRATEGIC TR | 379,164 | $10.0M | 8.36% |
| 4 | DIMENSIONAL ETF TRUST | 261,083 | $8.9M | 7.43% |
| 5 | AMERICAN CENTY ETF TR | 144,189 | $8.4M | 7.00% |
| 6 | AMERICAN CENTY ETF TR | 116,867 | $8.3M | 6.93% |
| 7 | AMERICAN CENTY ETF TR | 67,210 | $6.9M | 5.71% |
| 8 | ISHARES TR | 58,213 | $5.8M | 4.84% |
| 9 | AMERICAN CENTY ETF TR | 61,714 | $5.8M | 4.83% |
| 10 | VANGUARD SCOTTSDALE FDS | 65,333 | $5.5M | 4.55% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (36)
$21.9M · 296K shares
$11.0M · 227K shares
$10.0M · 379K shares
$8.9M · 261K shares
$8.4M · 144K shares
$8.3M · 117K shares
$6.9M · 67K shares
$5.8M · 58K shares
$5.8M · 62K shares
$5.5M · 65K shares
$4.5M · 153K shares
$3.2M · 85K shares
$2.7M · 80K shares
$2.3M · 21K shares
$2.1M · 42K shares
$1.7M · 29K shares
$1.3M · 9K shares
$1.1M · 18K shares
$1.1M · 3K shares
$989K · 18K shares
$763K · 7K shares
$744K · 23K shares
$651K · 14K shares
$545K · 12K shares
$461K · 918 shares
$455K · 9K shares
$442K · 17K shares
$431K · 2K shares
$305K · 448 shares
$297K · 475 shares
$292K · 8K shares
$243K · 727 shares
$229K · 8K shares
$217K · 5K shares
$217K · 4K shares
$211K · 1K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 35 | $119.7M | 99.6% |
| Unknown | 1 | $461K | 0.4% |