Golden Bell Financial Planning LLC Q4 2024 Filing
Filed February 4, 2025
Portfolio Value
$99.5B
Holdings
34
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (34 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BNDVANGUARD BD INDEX FDS | 250,108 | $18.0B | 18.08% | |
| 2 | BNDXVANGUARD CHARLOTTE FDS | 201,930 | $9.9B | 9.95% | |
| 3 | SCHPSCHWAB STRATEGIC TR | 334,020 | $8.6B | 8.67% | |
| 4 | AVESAMERICAN CENTY ETF TR | 161,560 | $7.5B | 7.50% | |
| 5 | AGGISHARES TR | 65,020 | $6.3B | 6.33% | |
| 6 | AVIVAMERICAN CENTY ETF TR | 117,813 | $6.1B | 6.15% | |
| 7 | AVUVAMERICAN CENTY ETF TR | 56,538 | $5.5B | 5.49% | |
| 8 | DFLVDIMENSIONAL ETF TRUST | 173,922 | $5.2B | 5.25% | |
| 9 | VCITVANGUARD SCOTTSDALE FDS | 60,026 | $4.8B | 4.84% | |
| 10 | AVDVAMERICAN CENTY ETF TR | 73,276 | $4.8B | 4.79% | |
| 11 | SCHVSCHWAB STRATEGIC TR | 179,291 | $4.7B | 4.70% | |
| 12 | TIPISHARES TR | 21,600 | $2.3B | 2.31% | |
| 13 | DISVDIMENSIONAL ETF TRUST | 74,562 | $2.0B | 1.99% | |
| 14 | VTEBVANGUARD MUN BD FDS | 36,988 | $1.9B | 1.86% | |
| 15 | ROUSLATTICE STRATEGIES TR | 31,477 | $1.6B | 1.61% | |
| 16 | DFEVDIMENSIONAL ETF TRUST | 49,717 | $1.3B | 1.31% | |
| 17 | VSSVANGUARD INTL EQUITY INDEX F | 10,836 | $1.2B | 1.25% | |
| 18 | VVVANGUARD INDEX FDS | 3,767 | $1.0B | 1.02% | |
| 19 | VEAVANGUARD TAX-MANAGED FDS | 20,681 | $989.0M | 0.99% | |
| 20 | VWOVANGUARD INTL EQUITY INDEX F | 21,747 | $957.7M | 0.96% | |
| 21 | PRFZINVESCO EXCHANGE TRADED FD T | 17,468 | $726.8M | 0.73% | |
| 22 | FNDCSCHWAB STRATEGIC TR | 16,078 | $548.9M | 0.55% | |
| 23 | VBVANGUARD INDEX FDS | 1,854 | $445.5M | 0.45% | |
| 24 | DFSVDIMENSIONAL ETF TRUST | 14,087 | $433.6M | 0.44% | |
| 25 | BRK/BBERKSHIRE HATHAWAY INC DEL | 918 | $416.1M | 0.42% | |
| 26 | SCMBSCHWAB STRATEGIC TR | 13,554 | $348.1M | 0.35% | |
| 27 | DFIVDIMENSIONAL ETF TRUST | 8,935 | $317.0M | 0.32% | |
| 28 | PRFINVESCO EXCHANGE TRADED FD T | 6,875 | $277.3M | 0.28% | |
| 29 | SPYSPDR S&P 500 ETF TR | 449 | $263.1M | 0.26% | |
| 30 | VTIVANGUARD INDEX FDS | 831 | $240.8M | 0.24% | |
| 31 | ROSCLATTICE STRATEGIES TR | 5,432 | $236.8M | 0.24% | |
| 32 | FNDESCHWAB STRATEGIC TR | 8,111 | $235.6M | 0.24% | |
| 33 | SCHASCHWAB STRATEGIC TR | 8,520 | $220.3M | 0.22% | |
| 34 | VTIPVANGUARD MALVERN FDS | 4,244 | $205.5M | 0.21% |