Golden Bell Financial Planning LLC Q2 2025 Filing
Filed August 5, 2025
Portfolio Value
$106.2B
Holdings
34
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (34 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BNDVANGUARD BD INDEX FDS | 255,655 | $18.8B | 17.73% | |
| 2 | BNDXVANGUARD CHARLOTTE FDS | 202,119 | $10.0B | 9.42% | |
| 3 | SCHPSCHWAB STRATEGIC TR | 335,477 | $9.0B | 8.43% | |
| 4 | AVESAMERICAN CENTY ETF TR | 154,150 | $8.3B | 7.77% | |
| 5 | AVIVAMERICAN CENTY ETF TR | 114,272 | $7.1B | 6.70% | |
| 6 | DFLVDIMENSIONAL ETF TRUST | 207,073 | $6.4B | 6.05% | |
| 7 | AGGISHARES TR | 60,237 | $6.0B | 5.63% | |
| 8 | AVUVAMERICAN CENTY ETF TR | 61,693 | $5.6B | 5.29% | |
| 9 | AVDVAMERICAN CENTY ETF TR | 68,307 | $5.4B | 5.10% | |
| 10 | VCITVANGUARD SCOTTSDALE FDS | 60,831 | $5.0B | 4.75% | |
| 11 | SCHVSCHWAB STRATEGIC TR | 160,958 | $4.5B | 4.19% | |
| 12 | DISVDIMENSIONAL ETF TRUST | 78,505 | $2.6B | 2.43% | |
| 13 | TIPISHARES TR | 20,961 | $2.3B | 2.17% | |
| 14 | DFEVDIMENSIONAL ETF TRUST | 66,575 | $2.0B | 1.88% | |
| 15 | VTEBVANGUARD MUN BD FDS | 37,080 | $1.8B | 1.71% | |
| 16 | ROUSLATTICE STRATEGIES TR | 30,226 | $1.6B | 1.53% | |
| 17 | VSSVANGUARD INTL EQUITY INDEX F | 9,668 | $1.3B | 1.22% | |
| 18 | VEAVANGUARD TAX-MANAGED FDS | 20,474 | $1.2B | 1.10% | |
| 19 | VVVANGUARD INDEX FDS | 3,670 | $1.0B | 0.99% | |
| 20 | VWOVANGUARD INTL EQUITY INDEX F | 20,679 | $1.0B | 0.96% | |
| 21 | PRFZINVESCO EXCHANGE TRADED FD T | 17,156 | $697.7M | 0.66% | |
| 22 | DFSVDIMENSIONAL ETF TRUST | 21,741 | $639.8M | 0.60% | |
| 23 | FNDCSCHWAB STRATEGIC TR | 14,606 | $614.2M | 0.58% | |
| 24 | BRK/BBERKSHIRE HATHAWAY INC DEL | 918 | $445.9M | 0.42% | |
| 25 | DFIVDIMENSIONAL ETF TRUST | 9,217 | $394.8M | 0.37% | |
| 26 | VBVANGUARD INDEX FDS | 1,649 | $390.8M | 0.37% | |
| 27 | SCMBSCHWAB STRATEGIC TR | 15,455 | $389.2M | 0.37% | |
| 28 | SPYSPDR S&P 500 ETF TR | 448 | $276.8M | 0.26% | |
| 29 | FNDESCHWAB STRATEGIC TR | 8,111 | $267.7M | 0.25% | |
| 30 | VTIVANGUARD INDEX FDS | 831 | $252.6M | 0.24% | |
| 31 | IAGGISHARES TR | 4,398 | $224.7M | 0.21% | |
| 32 | ROSCLATTICE STRATEGIES TR | 5,308 | $221.6M | 0.21% | |
| 33 | VTIPVANGUARD MALVERN FDS | 4,253 | $213.8M | 0.20% | |
| 34 | SCHASCHWAB STRATEGIC TR | 8,045 | $203.5M | 0.19% |