Golden Bell Financial Planning LLC Q1 2025 Filing
Filed May 6, 2025
Portfolio Value
$103.0B
Holdings
34
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (34 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BNDVANGUARD BD INDEX FDS | 252,883 | $18.6B | 18.04% | |
| 2 | BNDXVANGUARD CHARLOTTE FDS | 203,826 | $10.0B | 9.67% | |
| 3 | SCHPSCHWAB STRATEGIC TR | 338,951 | $9.1B | 8.85% | |
| 4 | AVESAMERICAN CENTY ETF TR | 160,941 | $7.6B | 7.37% | |
| 5 | AVIVAMERICAN CENTY ETF TR | 122,713 | $7.0B | 6.76% | |
| 6 | AGGISHARES TR | 63,918 | $6.3B | 6.14% | |
| 7 | DFLVDIMENSIONAL ETF TRUST | 186,982 | $5.7B | 5.55% | |
| 8 | AVUVAMERICAN CENTY ETF TR | 59,785 | $5.2B | 5.06% | |
| 9 | AVDVAMERICAN CENTY ETF TR | 72,244 | $5.0B | 4.89% | |
| 10 | VCITVANGUARD SCOTTSDALE FDS | 60,884 | $5.0B | 4.84% | |
| 11 | SCHVSCHWAB STRATEGIC TR | 169,645 | $4.5B | 4.38% | |
| 12 | TIPISHARES TR | 22,087 | $2.5B | 2.38% | |
| 13 | DISVDIMENSIONAL ETF TRUST | 79,408 | $2.3B | 2.25% | |
| 14 | VTEBVANGUARD MUN BD FDS | 38,109 | $1.9B | 1.84% | |
| 15 | DFEVDIMENSIONAL ETF TRUST | 66,829 | $1.8B | 1.76% | |
| 16 | ROUSLATTICE STRATEGIES TR | 30,514 | $1.5B | 1.50% | |
| 17 | VSSVANGUARD INTL EQUITY INDEX F | 10,094 | $1.2B | 1.13% | |
| 18 | VEAVANGUARD TAX-MANAGED FDS | 20,708 | $1.1B | 1.02% | |
| 19 | VVVANGUARD INDEX FDS | 3,670 | $943.2M | 0.92% | |
| 20 | VWOVANGUARD INTL EQUITY INDEX F | 20,651 | $934.6M | 0.91% | |
| 21 | PRFZINVESCO EXCHANGE TRADED FD T | 17,282 | $654.3M | 0.64% | |
| 22 | FNDCSCHWAB STRATEGIC TR | 16,029 | $580.3M | 0.56% | |
| 23 | BRK/BBERKSHIRE HATHAWAY INC DEL | 918 | $488.9M | 0.47% | |
| 24 | VBVANGUARD INDEX FDS | 1,804 | $400.0M | 0.39% | |
| 25 | DFSVDIMENSIONAL ETF TRUST | 14,087 | $396.5M | 0.39% | |
| 26 | DFIVDIMENSIONAL ETF TRUST | 9,144 | $359.9M | 0.35% | |
| 27 | SCMBSCHWAB STRATEGIC TR | 13,761 | $349.1M | 0.34% | |
| 28 | PRFINVESCO EXCHANGE TRADED FD T | 6,875 | $277.8M | 0.27% | |
| 29 | SPYSPDR S&P 500 ETF TR | 449 | $251.2M | 0.24% | |
| 30 | FNDESCHWAB STRATEGIC TR | 8,111 | $249.8M | 0.24% | |
| 31 | VTIVANGUARD INDEX FDS | 831 | $228.4M | 0.22% | |
| 32 | IAGGISHARES TR | 4,398 | $219.9M | 0.21% | |
| 33 | ROSCLATTICE STRATEGIES TR | 5,308 | $213.7M | 0.21% | |
| 34 | VTIPVANGUARD MALVERN FDS | 4,244 | $211.8M | 0.21% |