Golden Bell Financial Planning

Golden Bell Financial Planning as of June 30, 2025

Portfolio Holdings for Golden Bell Financial Planning

Golden Bell Financial Planning holds 34 positions in its portfolio as reported in the June 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) 17.7 $19M 256k 73.63
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 9.4 $10M 202k 49.51
Schwab Strategic Tr Us Tips Etf (SCHP) 8.4 $9.0M 336k 26.68
American Centy Etf Tr Emerging Mkt Val (AVES) 7.8 $8.3M 154k 53.55
American Centy Etf Tr International Lr (AVIV) 6.7 $7.1M 114k 62.24
Dimensional Etf Trust Us Large Cap Val (DFLV) 6.0 $6.4M 207k 31.02
Ishares Tr Core Us Aggbd Et (AGG) 5.6 $6.0M 60k 99.20
American Centy Etf Tr Us Sml Cp Valu (AVUV) 5.3 $5.6M 62k 91.10
American Centy Etf Tr Intl Smcp Vlu (AVDV) 5.1 $5.4M 68k 79.28
Vanguard Scottsdale Fds Int-term Corp (VCIT) 4.8 $5.0M 61k 82.92
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 4.2 $4.5M 161k 27.67
Dimensional Etf Trust Intl Small Cap V (DISV) 2.4 $2.6M 79k 32.91
Ishares Tr Tips Bd Etf (TIP) 2.2 $2.3M 21k 110.04
Dimensional Etf Trust Emerging Mkts Va (DFEV) 1.9 $2.0M 67k 29.99
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.7 $1.8M 37k 49.03
Lattice Strategies Tr Hartford Us Eqty (ROUS) 1.5 $1.6M 30k 53.69
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.2 $1.3M 9.7k 134.39
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.1 $1.2M 21k 57.01
Vanguard Index Fds Large Cap Etf (VV) 1.0 $1.0M 3.7k 285.28
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.0 $1.0M 21k 49.46
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) 0.7 $698k 17k 40.67
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.6 $640k 22k 29.43
Schwab Strategic Tr Fundamental Intl (FNDC) 0.6 $614k 15k 42.05
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $446k 918.00 485.77
Dimensional Etf Trust Internatnal Val (DFIV) 0.4 $395k 9.2k 42.83
Vanguard Index Fds Small Cp Etf (VB) 0.4 $391k 1.6k 236.98
Schwab Strategic Tr Mun Bd Etf (SCMB) 0.4 $389k 16k 25.18
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $277k 448.00 617.85
Schwab Strategic Tr Fundamental Emer (FNDE) 0.3 $268k 8.1k 33.01
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $253k 831.00 303.93
Ishares Tr Core Intl Aggr (IAGG) 0.2 $225k 4.4k 51.09
Lattice Strategies Tr Hartford Mlt Sml (ROSC) 0.2 $222k 5.3k 41.75
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.2 $214k 4.3k 50.27
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $204k 8.0k 25.30