Golden Bell Financial Planning Llc Portfolio Stock Holdings
Golden Bell Financial Planning Llc disclosed 37 stock positions valued at approximately $125.4 million in its latest SEC 13F filing. The largest holdings include VANGUARD BD INDEX FDS, VANGUARD CHARLOTTE FDS, and SCHWAB STRATEGIC TR. The filing reflects positions held as of March 31, 2026 and was filed on May 5, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 37
- Portfolio Value
- $125.4M
Holdings by Sector
Golden Bell Financial Planning Llc Portfolio Holdings in Q1 2026
35 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD BD INDEX FDS | BND | Other | 18.33% | 312,305 | +16,700 | +5.65% | $22,998,171 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 9.13% | 238,254 | +11,278 | +4.97% | $11,448,111 |
| SCHWAB STRATEGIC TR | SCHP | Other | 8.52% | 401,701 | +22,537 | +5.94% | $10,689,255 |
| DIMENSIONAL ETF TRUST | DFLV | Other | 7.84% | 275,360 | +14,277 | +5.47% | $9,833,111 |
| AMERICAN CENTY ETF TR | AVIV | Other | 7.08% | 118,775 | +1,908 | +1.63% | $8,887,933 |
| AMERICAN CENTY ETF TR | AVES | Other | 6.43% | 134,484 | -9,705 | -6.73% | $8,066,342 |
| AMERICAN CENTY ETF TR | AVUV | Other | 6.08% | 69,057 | +1,847 | +2.75% | $7,628,695 |
| AMERICAN CENTY ETF TR | AVDV | Other | 4.76% | 59,797 | -1,917 | -3.11% | $5,971,284 |
| ISHARES TR | AGG | Other | 4.62% | 58,384 | +171 | +0.29% | $5,795,780 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 4.51% | 68,324 | +2,991 | +4.58% | $5,653,818 |
| SCHWAB STRATEGIC TR | SCHV | Other | 3.63% | 149,270 | -3,299 | -2.16% | $4,552,735 |
| DIMENSIONAL ETF TRUST | DISV | Other | 2.79% | 88,704 | +3,957 | +4.67% | $3,498,486 |
| DIMENSIONAL ETF TRUST | DFEV | Other | 2.43% | 85,293 | +5,500 | +6.89% | $3,051,775 |
| ISHARES TR | TIP | Other | 1.87% | 21,220 | -68 | -0.32% | $2,341,851 |
| VANGUARD MUN BD FDS | VTEB | Other | 1.66% | 41,680 | -714 | -1.68% | $2,079,415 |
| LATTICE STRATEGIES TR | ROUS | Other | 1.38% | 29,299 | -126 | -0.43% | $1,729,813 |
| VANGUARD INTL EQUITY INDEX F | VSS | Other | 1.07% | 9,202 | -197 | -2.10% | $1,341,560 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.90% | 17,600 | -269 | -1.51% | $1,127,794 |
| VANGUARD INDEX FDS | VV | Other | 0.79% | 3,316 | -31 | -0.93% | $991,005 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.79% | 18,303 | -95 | -0.52% | $989,259 |
| DIMENSIONAL ETF TRUST | DFSV | Other | 0.62% | 22,080 | -549 | -2.43% | $773,683 |
| INVESCO EXCHANGE TRADED FD T | PRFZ | Other | 0.52% | 14,205 | - | - | $651,583 |
| SCHWAB STRATEGIC TR | FNDC | Other | 0.45% | 12,121 | -131 | -1.07% | $561,946 |
| DIMENSIONAL ETF TRUST | DFIV | Other | 0.38% | 9,130 | - | - | $481,881 |
| SCHWAB STRATEGIC TR | SCMB | Other | 0.36% | 17,968 | +806 | +4.70% | $457,825 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.35% | 918 | - | - | $439,906 |
| VANGUARD INDEX FDS | VB | Other | 0.34% | 1,646 | -26 | -1.56% | $431,120 |
| SCHWAB STRATEGIC TR | FNDE | Other | 0.25% | 8,111 | - | - | $310,327 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.23% | 448 | - | - | $291,352 |
| VANGUARD INDEX FDS | VOO | Other | 0.22% | 453 | -22 | -4.63% | $270,690 |
| SCHWAB STRATEGIC TR | SCHA | Other | 0.19% | 8,045 | - | - | $233,949 |
| VANGUARD INDEX FDS | VTI | Other | 0.19% | 727 | - | - | $233,229 |
| VANGUARD MALVERN FDS | VTIP | Other | 0.18% | 4,407 | - | - | $220,136 |
| VANGUARD INDEX FDS | VTV | Other | 0.17% | 1,110 | +5 | +0.45% | $217,845 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 0.17% | 1,509 | +1,509 | +100.00% | $208,690 |