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Golden Bell Financial Planning

Latest statistics and disclosures from Golden Bell Financial Planning's latest quarterly 13F-HR filing:

Top 5 stock holdings are BND, BNDX, SCHP, AVES, AVIV, and represent 50.88% of Golden Bell Financial Planning's stock portfolio.
Added to shares of these 10 stocks: BND, SCHP, BNDX, DFLV, VOO, VCIT, DFEV, VTV, DISV, AVUV.
Started 2 new stock positions in VOO, VTV.
Reduced shares in these 10 stocks: AVDV, AVES, AGG, IAGG, SCHV, PRFZ, VWO, VEA, FNDC, ROUS.
Sold out of its position in IAGG.
Golden Bell Financial Planning was a net buyer of stock by $4.3M.
Golden Bell Financial Planning has $115M in assets under management (AUM), dropping by 8.38%.
Central Index Key (CIK): 0002044309

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Portfolio Holdings for Golden Bell Financial Planning

Golden Bell Financial Planning holds 35 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	19.0	$22M	+15%	295k	74.37	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	9.2	$11M	+6%	215k	49.46	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	8.5	$9.8M	+8%	364k	26.95	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	7.4	$8.5M	-4%	148k	57.37	View chart
American Centy Etf Tr International Lr (AVIV)	6.7	$7.7M		115k	67.44	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	6.4	$7.3M	+7%	222k	32.90	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	5.4	$6.3M	+2%	63k	99.53	View chart
Ishares Tr Core Us Aggbd Et (AGG)	5.0	$5.8M	-4%	58k	100.25	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	4.9	$5.7M	-6%	64k	89.03	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	4.6	$5.3M	+4%	64k	84.11	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	3.9	$4.5M	-3%	156k	29.11	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	2.6	$3.0M	+5%	83k	35.69	View chart
Ishares Tr Tips Bd Etf (TIP)	2.1	$2.4M	+2%	21k	111.22	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	2.0	$2.3M	+10%	73k	31.89	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.7	$1.9M	+3%	38k	50.07	View chart
Lattice Strategies Tr Hartford Us Eqty (ROUS)	1.5	$1.7M		30k	57.49	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	1.2	$1.4M		9.6k	142.55	View chart
Vanguard Index Fds Large Cap Etf (VV)	1.0	$1.1M		3.6k	307.87	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.0	$1.1M	-10%	18k	59.92	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.9	$992k	-11%	18k	54.18	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.6	$738k	+6%	23k	31.84	View chart
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)	0.6	$645k	-17%	14k	45.42	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	0.5	$553k	-14%	12k	44.51	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$462k		918.00	502.74	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$441k	+5%	1.7k	254.28	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.4	$407k	-4%	8.8k	46.12	View chart
Schwab Strategic Tr Mun Bd Etf (SCMB)	0.3	$397k		16k	25.61	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$307k	+12%	934.00	328.17	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$298k		448.00	666.18	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.3	$293k		8.1k	36.16	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$291k	NEW	475.00	612.38	View chart
Lattice Strategies Tr Hartford Mlt Sml (ROSC)	0.2	$230k	-4%	5.1k	45.46	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$225k		8.0k	27.90	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.2	$217k		4.3k	50.63	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$204k	NEW	1.1k	186.53	View chart

Past Filings by Golden Bell Financial Planning

SEC 13F filings are viewable for Golden Bell Financial Planning going back to 2025

Golden Bell Financial Planning 2025 Q3 filed Nov. 4, 2025
Golden Bell Financial Planning 2025 Q2 filed Aug. 5, 2025

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