Golden Bell Financial Planning

Golden Bell Financial Planning as of March 31, 2026

Portfolio Holdings for Golden Bell Financial Planning

Golden Bell Financial Planning holds 37 positions in its portfolio as reported in the March 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) 18.3 $23M 312k 73.64
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 9.1 $11M 238k 48.05
Schwab Strategic Tr Us Tips Etf (SCHP) 8.5 $11M 402k 26.61
Dimensional Etf Trust Us Large Cap Val (DFLV) 7.8 $9.8M 275k 35.71
American Centy Etf Tr International Lr (AVIV) 7.1 $8.9M 119k 74.83
American Centy Etf Tr Emerging Mkt Val (AVES) 6.4 $8.1M 135k 59.98
American Centy Etf Tr Us Sml Cp Valu (AVUV) 6.1 $7.6M 69k 110.47
American Centy Etf Tr Intl Smcp Vlu (AVDV) 4.8 $6.0M 60k 99.86
Ishares Tr Core Us Aggbd Et (AGG) 4.6 $5.8M 58k 99.27
Vanguard Scottsdale Fds Int-term Corp (VCIT) 4.5 $5.7M 68k 82.75
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 3.6 $4.6M 149k 30.50
Dimensional Etf Trust Intl Small Cap V (DISV) 2.8 $3.5M 89k 39.44
Dimensional Etf Trust Emerging Mkts Va (DFEV) 2.4 $3.1M 85k 35.78
Ishares Tr Tips Bd Etf (TIP) 1.9 $2.3M 21k 110.36
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.7 $2.1M 42k 49.89
Lattice Strategies Tr Hartford Us Eqty (ROUS) 1.4 $1.7M 29k 59.04
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.1 $1.3M 9.2k 145.79
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.9 $1.1M 18k 64.08
Vanguard Index Fds Large Cap Etf (VV) 0.8 $991k 3.3k 298.86
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.8 $989k 18k 54.05
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.6 $774k 22k 35.04
RBB F/m Compoundr Us (CPAG) 0.6 $764k 7.5k 102.22
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) 0.5 $652k 14k 45.87
Schwab Strategic Tr Fundamental Intl (FNDC) 0.4 $562k 12k 46.36
Dimensional Etf Trust Internatnal Val (DFIV) 0.4 $482k 9.1k 52.78
Schwab Strategic Tr Mun Bd Etf (SCMB) 0.4 $458k 18k 25.48
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $440k 918.00 479.20
Vanguard Index Fds Small Cp Etf (VB) 0.3 $431k 1.6k 261.92
Schwab Strategic Tr Fundamental Emer (FNDE) 0.2 $310k 8.1k 38.26
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.2 $291k 448.00 650.34
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $271k 453.00 597.55
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $234k 8.0k 29.08
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $233k 727.00 320.81
Lattice Strategies Tr Hartford Mlt Sml (ROSC) 0.2 $224k 4.6k 48.30
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.2 $220k 4.4k 49.95
Vanguard Index Fds Value Etf (VTV) 0.2 $218k 1.1k 196.26
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.2 $209k 1.5k 138.30