Golden Bell Financial Planning Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 31, 2026, Golden Bell Financial Planning Llc disclosed 39 stock positions valued at approximately $136.01M as of quarter-end June 30, 2026. The largest holdings include VANGUARD BD INDEX FDS, VANGUARD CHARLOTTE FDS, and SCHWAB STRATEGIC TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 39
- Portfolio Value
- $136.01M
Holdings by Sector
Golden Bell Financial Planning Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD BD INDEX FDS | BND | Other | 18.52% | 343,092 | +30,787 | +9.86% | $25,186,414 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 8.94% | 251,039 | +12,785 | +5.37% | $12,157,825 |
| SCHWAB STRATEGIC TR | SCHP | Other | 8.38% | 429,976 | +28,275 | +7.04% | $11,394,356 |
| DIMENSIONAL ETF TRUST | DFLV | Other | 8.23% | 282,956 | +7,596 | +2.76% | $11,188,086 |
| AMERICAN CENTY ETF TR | AVIV | Other | 6.84% | 120,237 | +1,462 | +1.23% | $9,308,749 |
| AMERICAN CENTY ETF TR | AVUV | Other | 6.26% | 68,260 | -797 | -1.15% | $8,516,082 |
| AMERICAN CENTY ETF TR | AVES | Other | 6.11% | 126,665 | -7,819 | -5.81% | $8,309,197 |
| AMERICAN CENTY ETF TR | AVDV | Other | 4.39% | 57,971 | -1,826 | -3.05% | $5,973,895 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 4.29% | 70,619 | +2,295 | +3.36% | $5,836,667 |
| ISHARES TR | AGG | Other | 4.20% | 57,694 | -690 | -1.18% | $5,710,552 |
| SCHWAB STRATEGIC TR | SCHV | Other | 3.78% | 147,634 | -1,636 | -1.10% | $5,139,140 |
| DIMENSIONAL ETF TRUST | DISV | Other | 2.82% | 95,526 | +6,822 | +7.69% | $3,833,458 |
| DIMENSIONAL ETF TRUST | DFEV | Other | 2.72% | 86,555 | +1,262 | +1.48% | $3,693,056 |
| ISHARES TR | TIP | Other | 1.71% | 21,299 | +79 | +0.37% | $2,330,761 |
| VANGUARD MUN BD FDS | VTEB | Other | 1.69% | 45,386 | +3,706 | +8.89% | $2,295,624 |
| LATTICE STRATEGIES TR | ROUS | Other | 1.43% | 28,922 | -377 | -1.29% | $1,949,343 |
| VANGUARD INTL EQUITY INDEX F | VSS | Other | 0.99% | 8,740 | -462 | -5.02% | $1,348,495 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.88% | 16,784 | -816 | -4.64% | $1,195,857 |
| VANGUARD INDEX FDS | VV | Other | 0.81% | 3,195 | -121 | -3.65% | $1,098,929 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.78% | 17,877 | -426 | -2.33% | $1,067,059 |
| INVESCO EXCHANGE TRADED FD T | PRFZ | Other | 0.58% | 14,205 | - | - | $792,213 |
| DIMENSIONAL ETF TRUST | DFSV | Other | 0.57% | 20,026 | -2,054 | -9.30% | $776,809 |
| SCHWAB STRATEGIC TR | FNDC | Other | 0.39% | 10,792 | -1,329 | -10.96% | $524,077 |
| VANGUARD INDEX FDS | VB | Other | 0.37% | 1,646 | - | - | $498,936 |
| DIMENSIONAL ETF TRUST | DFIV | Other | 0.36% | 9,137 | +7 | +0.08% | $493,581 |
| SCHWAB STRATEGIC TR | SCMB | Other | 0.34% | 18,077 | +109 | +0.61% | $466,748 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.34% | 918 | - | - | $459,358 |
| DIMENSIONAL ETF TRUST | DFCF | Other | 0.31% | 9,918 | +9,918 | +100.00% | $418,639 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.25% | 447 | -1 | -0.22% | $333,806 |
| SCHWAB STRATEGIC TR | FNDE | Other | 0.23% | 8,039 | -72 | -0.89% | $318,988 |
Showing 30 of 39 holdings in the latest reporting period.