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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, AVIV, and represent 50.91% of Golden Bell Financial Planning's stock portfolio.
Added to shares of these 10 stocks: BND, SCHP, BNDX, DFCF, IAGG, DFLV, DISV, VLUE, IJR, VCIT.
Started 4 new stock positions in IJR, IAGG, VLUE, DFCF.
Reduced shares in these 10 stocks: AVES, AVDV, AVUV, DFSV, VSS, AGG, FNDC, VEA, SCHV, VV.
Golden Bell Financial Planning was a net buyer of stock by $4.7M.
Golden Bell Financial Planning has $136M in assets under management (AUM), dropping by 8.42%.
Central Index Key (CIK): 0002044309

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Portfolio Holdings for Golden Bell Financial Planning

Golden Bell Financial Planning holds 41 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	18.5	$25M	+9%	343k	73.41	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	8.9	$12M	+5%	251k	48.43	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	8.4	$11M	+7%	430k	26.50	View chart
Dimensional Etf Trust Us Larg Valu Etf (DFLV)	8.2	$11M	+2%	283k	39.54	View chart
American Centy Etf Tr International Lr (AVIV)	6.8	$9.3M		120k	77.42	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	6.3	$8.5M		68k	124.76	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	6.1	$8.3M	-5%	127k	65.60	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	4.4	$6.0M	-3%	58k	103.05	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	4.3	$5.8M	+3%	71k	82.65	View chart
Ishares Tr Core Us Aggbd Et (AGG)	4.2	$5.7M		58k	98.98	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	3.8	$5.1M		148k	34.81	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	2.8	$3.8M	+7%	96k	40.13	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	2.7	$3.7M		87k	42.67	View chart
Ishares Tr Tips Bd Etf (TIP)	1.7	$2.3M		21k	109.43	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.7	$2.3M	+8%	45k	50.58	View chart
Lattice Strategies Tr Hartford Us Eqty (ROUS)	1.4	$1.9M		29k	67.40	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	1.0	$1.3M	-5%	8.7k	154.29	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.9	$1.2M	-4%	17k	71.25	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.8	$1.1M	-3%	3.2k	343.95	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.8	$1.1M	-2%	18k	59.69	View chart
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)	0.6	$792k		14k	55.77	View chart
Dimensional Etf Trust Us Small Cap Etf (DFSV)	0.6	$777k	-9%	20k	38.79	View chart
RBB F M Co Us Ag Etf (CPAG)	0.6	$767k		7.5k	102.64	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	0.4	$524k	-10%	11k	48.56	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$499k		1.6k	303.12	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.4	$494k		9.1k	54.02	View chart
Schwab Strategic Tr Mun Bd Etf (SCMB)	0.3	$467k		18k	25.82	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$459k		918.00	500.39	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	0.3	$419k	NEW	9.9k	42.21	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$334k		447.00	746.77	View chart
Schwab Strategic Tr Fund Em Equi Etf (FNDE)	0.2	$319k		8.0k	39.68	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$311k		453.00	686.81	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.2	$310k	NEW	6.1k	50.60	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$291k		8.0k	36.13	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$268k		725.00	370.04	View chart
Ishares Tr Msci Usa Value (VLUE)	0.2	$255k	NEW	1.3k	199.81	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.2	$252k	+6%	1.6k	156.97	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$243k		1.1k	217.89	View chart
Lattice Strategies Tr Hartford Mlt Sml (ROSC)	0.2	$243k	-6%	4.3k	55.94	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$227k	NEW	1.5k	148.31	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.2	$222k		4.4k	50.23	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 2026 Q2 filed July 31, 2026
Golden Bell Financial Planning 2026 Q1 filed May 5, 2026
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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