Golden Bell Financial Planning LLC Q4 2025 Filing
Filed February 3, 2026
Portfolio Value
$120.1B
Holdings
36
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (36 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BNDVANGUARD BD INDEX FDS | 295,605 | $21.9B | 18.23% | |
| 2 | BNDXVANGUARD CHARLOTTE FDS | 226,976 | $11.0B | 9.13% | |
| 3 | SCHPSCHWAB STRATEGIC TR | 379,164 | $10.0B | 8.36% | |
| 4 | DFLVDIMENSIONAL ETF TRUST | 261,083 | $8.9B | 7.43% | |
| 5 | AVESAMERICAN CENTY ETF TR | 144,189 | $8.4B | 7.00% | |
| 6 | AVIVAMERICAN CENTY ETF TR | 116,867 | $8.3B | 6.93% | |
| 7 | AVUVAMERICAN CENTY ETF TR | 67,210 | $6.9B | 5.71% | |
| 8 | AGGISHARES TR | 58,213 | $5.8B | 4.84% | |
| 9 | AVDVAMERICAN CENTY ETF TR | 61,714 | $5.8B | 4.83% | |
| 10 | VCITVANGUARD SCOTTSDALE FDS | 65,333 | $5.5B | 4.55% | |
| 11 | SCHVSCHWAB STRATEGIC TR | 152,569 | $4.5B | 3.76% | |
| 12 | DISVDIMENSIONAL ETF TRUST | 84,747 | $3.2B | 2.68% | |
| 13 | DFEVDIMENSIONAL ETF TRUST | 79,793 | $2.7B | 2.24% | |
| 14 | TIPISHARES TR | 21,288 | $2.3B | 1.95% | |
| 15 | VTEBVANGUARD MUN BD FDS | 42,394 | $2.1B | 1.77% | |
| 16 | ROUSLATTICE STRATEGIES TR | 29,425 | $1.7B | 1.41% | |
| 17 | VSSVANGUARD INTL EQUITY INDEX F | 9,399 | $1.3B | 1.12% | |
| 18 | VEAVANGUARD TAX-MANAGED FDS | 17,869 | $1.1B | 0.93% | |
| 19 | VVVANGUARD INDEX FDS | 3,347 | $1.1B | 0.88% | |
| 20 | VWOVANGUARD INTL EQUITY INDEX F | 18,398 | $989.0M | 0.82% | |
| 21 | CPAGRBB FD INC | 7,472 | $763.0M | 0.64% | |
| 22 | DFSVDIMENSIONAL ETF TRUST | 22,629 | $744.0M | 0.62% | |
| 23 | PRFZINVESCO EXCHANGE TRADED FD T | 14,205 | $651.0M | 0.54% | |
| 24 | FNDCSCHWAB STRATEGIC TR | 12,252 | $545.0M | 0.45% | |
| 25 | BRK/BBERKSHIRE HATHAWAY INC DEL | 918 | $461.0M | 0.38% | |
| 26 | DFIVDIMENSIONAL ETF TRUST | 9,130 | $455.0M | 0.38% | |
| 27 | SCMBSCHWAB STRATEGIC TR | 17,162 | $442.0M | 0.37% | |
| 28 | VBVANGUARD INDEX FDS | 1,672 | $431.0M | 0.36% | |
| 29 | SPYSPDR S&P 500 ETF TR | 448 | $305.0M | 0.25% | |
| 30 | VOOVANGUARD INDEX FDS | 475 | $297.0M | 0.25% | |
| 31 | FNDESCHWAB STRATEGIC TR | 8,111 | $292.0M | 0.24% | |
| 32 | VTIVANGUARD INDEX FDS | 727 | $243.0M | 0.20% | |
| 33 | SCHASCHWAB STRATEGIC TR | 8,045 | $229.0M | 0.19% | |
| 34 | ROSCLATTICE STRATEGIES TR | 4,635 | $217.0M | 0.18% | |
| 35 | VTIPVANGUARD MALVERN FDS | 4,407 | $217.0M | 0.18% | |
| 36 | VTVVANGUARD INDEX FDS | 1,105 | $211.0M | 0.18% |