Golden Bell Financial Planning

Golden Bell Financial Planning as of Sept. 30, 2025

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