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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, DFLV, AVES, and represent 50.15% of Golden Bell Financial Planning's stock portfolio.
Added to shares of these 10 stocks: DFLV, CPAG, BNDX, AVUV, SCHP, DFEV, VTEB, AVIV, VCIT, BND.
Started 1 new stock position in CPAG.
Reduced shares in these 10 stocks: AVDV, AVES, SCHV, VV, VTI, VEA, VSS, ROSC, DFSV, ROUS.
Golden Bell Financial Planning was a net buyer of stock by $3.7M.
Golden Bell Financial Planning has $120M in assets under management (AUM), dropping by 4.39%.
Central Index Key (CIK): 0002044309

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Portfolio Holdings for Golden Bell Financial Planning

Golden Bell Financial Planning holds 36 positions in its portfolio as reported in the December 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)	18.2	$22M		296k	74.07	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	9.1	$11M	+5%	227k	48.32	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	8.4	$10M	+4%	379k	26.49	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	7.4	$8.9M	+17%	261k	34.21	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	7.0	$8.4M	-2%	144k	58.31	View chart
American Centy Etf Tr International Lr (AVIV)	6.9	$8.3M		117k	71.23	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	5.7	$6.9M	+6%	67k	101.98	View chart
Ishares Tr Core Us Aggbd Et (AGG)	4.8	$5.8M		58k	99.88	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	4.8	$5.8M	-3%	62k	93.97	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	4.6	$5.5M	+2%	65k	83.75	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	3.8	$4.5M		153k	29.61	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	2.7	$3.2M	+2%	85k	38.00	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	2.2	$2.7M	+8%	80k	33.74	View chart
Ishares Tr Tips Bd Etf (TIP)	1.9	$2.3M		21k	109.91	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.8	$2.1M	+10%	42k	50.29	View chart
Lattice Strategies Tr Hartford Us Eqty (ROUS)	1.4	$1.7M		29k	57.71	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	1.1	$1.3M		9.4k	143.33	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.9	$1.1M	-2%	18k	62.47	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.9	$1.1M	-7%	3.3k	314.77	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.8	$989k		18k	53.76	View chart
RBB F/m Compoundr Us (CPAG)	0.6	$764k	NEW	7.5k	102.21	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.6	$744k	-2%	23k	32.89	View chart
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)	0.5	$652k		14k	45.89	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	0.5	$546k		12k	44.55	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$461k		918.00	502.65	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.4	$456k	+3%	9.1k	49.90	View chart
Schwab Strategic Tr Mun Bd Etf (SCMB)	0.4	$442k	+10%	17k	25.76	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$431k	-3%	1.7k	257.95	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$306k		448.00	681.92	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$298k		475.00	627.13	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.2	$293k		8.1k	36.06	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$244k	-22%	727.00	335.27	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$229k		8.0k	28.48	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.2	$218k	+2%	4.4k	49.46	View chart
Lattice Strategies Tr Hartford Mlt Sml (ROSC)	0.2	$218k	-8%	4.6k	47.00	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$211k		1.1k	191.05	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 Q4 filed Feb. 3, 2026
Golden Bell Financial Planning 2025 Q3 filed Nov. 4, 2025
Golden Bell Financial Planning 2025 Q2 filed Aug. 5, 2025

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