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RBB shares owned by Golden Bell Financial Planning

Quarter-by-quarter ownership of RBB (CPAG) shares owned by Golden Bell Financial Planning from 13F filings

Historical chart of Golden Bell Financial Planning investment in RBB

Tip: Access up to 7 years of quarterly data

All positions including RBB held by Golden Bell Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in RBB by Golden Bell Financial Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $764k 7.5k 102.21

More positions owned by Golden Bell Financial Planning

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Schwab Strategic Tr Us Tips Etf (SCHP)
Dimensional Etf Trust Us Large Cap Val (DFLV)
American Centy Etf Tr Emerging Mkt Val (AVES)
American Centy Etf Tr International Lr (AVIV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Core Us Aggbd Et (AGG)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
Ishares Tr Tips Bd Etf (TIP)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

View all positions for Golden Bell Financial Planning

Top funds holding RBB

Wiley Bros.-aintree Capital
Black Swift Group
Golden Bell Financial Planning
Caliber Wealth Management, Llc / Ks
Jane Street
Southeast Asset Advisors
Susquehanna International
Family Office Research
DHJJ Financial Advisors

View all funds holding RBB