Golden Bell Financial Planning

Golden Bell Financial Planning as of June 30, 2026

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