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Golden Bell Financial Planning »

Lattice Strategies Tr us eqt strat shares owned by Golden Bell Financial Planning

Quarter-by-quarter ownership of Lattice Strategies Tr us eqt strat (ROUS) shares owned by Golden Bell Financial Planning from 13F filings

Historical chart of Golden Bell Financial Planning investment in Lattice Strategies Tr us eqt strat

Tip: Access up to 7 years of quarterly data

All positions including Lattice Strategies Tr us eqt strat 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 Lattice Strategies Tr us eqt strat by Golden Bell Financial Planning

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$1.7M	30k	57.49
2025-06-30	$1.6M	30k	53.69

More positions owned by Golden Bell Financial Planning

Vanguard Bd Index Fds Total Bnd Mrkt (BND)

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Schwab Strategic Tr Us Tips Etf (SCHP)

American Centy Etf Tr Emerging Mkt Val (AVES)

American Centy Etf Tr International Lr (AVIV)

Dimensional Etf Trust Us Large Cap Val (DFLV)

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)

Ishares Tr Tips Bd Etf (TIP)

Dimensional Etf Trust Emerging Mkts Va (DFEV)

Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

View all positions for Golden Bell Financial Planning

Top funds holding Lattice Strategies Tr us eqt strat

Hartford Funds Management

LPL Financial

Ameriprise Financial

Morgan Stanley

Raymond James Financial

Mariner Wealth Advisors

Western Wealth Management

Fermata Advisors

Cetera Investment Advisers

Royal Bank of Canada

Jones Financial Companies, L.L

H D Vest Advisory Services

Wells Fargo & Company

Stratos Wealth Partners

Marshall Financial Group

View all funds holding Lattice Strategies Tr us eqt strat

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