Golden Bell Financial Planning

Golden Bell Financial Planning as of Dec. 31, 2025

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