Golden Bell Financial Planning Llc Portfolio Stock Holdings
According to the SEC 13F filed on November 2, 2026, Golden Bell Financial Planning Llc disclosed 40 stock positions valued at approximately $134.99M as of quarter-end September 30, 2026. The largest holdings include VANGUARD BD INDEX FDS, VANGUARD CHARLOTTE FDS, and DIMENSIONAL ETF TRUST.
- Report Period
- September 30, 2026
- No. of Stocks
- 40
- Portfolio Value
- $134.99M
Holdings by Sector
Golden Bell Financial Planning Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD BD INDEX FDS | BND | Other | 18.63% | 358,463 | +15,371 | +4.48% | $25,146,209 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 8.74% | 251,654 | +615 | +0.24% | $11,795,029 |
| DIMENSIONAL ETF TRUST | DFLV | Other | 8.64% | 290,367 | +7,411 | +2.62% | $11,664,048 |
| SCHWAB STRATEGIC TR | SCHP | Other | 8.48% | 455,645 | +25,669 | +5.97% | $11,450,361 |
| AMERICAN CENTY ETF TR | AVIV | Other | 7.21% | 122,148 | +1,911 | +1.59% | $9,726,645 |
| AMERICAN CENTY ETF TR | AVES | Other | 6.02% | 124,677 | -1,988 | -1.57% | $8,120,234 |
| AMERICAN CENTY ETF TR | AVUV | Other | 5.88% | 67,424 | -836 | -1.22% | $7,940,490 |
| AMERICAN CENTY ETF TR | AVDV | Other | 4.68% | 57,808 | -163 | -0.28% | $6,323,066 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 4.22% | 72,749 | +2,130 | +3.02% | $5,696,981 |
| ISHARES TR | AGG | Other | 4.06% | 57,942 | +248 | +0.43% | $5,477,837 |
| SCHWAB STRATEGIC TR | SCHV | Other | 3.49% | 141,573 | -6,061 | -4.11% | $4,715,797 |
| DIMENSIONAL ETF TRUST | DISV | Other | 3.15% | 98,181 | +2,655 | +2.78% | $4,250,255 |
| DIMENSIONAL ETF TRUST | DFEV | Other | 2.99% | 95,335 | +8,780 | +10.14% | $4,042,210 |
| VANGUARD MUN BD FDS | VTEB | Other | 1.63% | 46,343 | +957 | +2.11% | $2,194,804 |
| ISHARES TR | TIP | Other | 1.61% | 20,827 | -472 | -2.22% | $2,166,852 |
| LATTICE STRATEGIES TR | ROUS | Other | 1.41% | 28,627 | -295 | -1.02% | $1,900,833 |
| VANGUARD INTL EQUITY INDEX F | VSS | Other | 1.01% | 8,740 | - | - | $1,356,885 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.84% | 16,132 | -652 | -3.88% | $1,139,086 |
| VANGUARD INDEX FDS | VV | Other | 0.83% | 3,196 | +1 | +0.03% | $1,124,406 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.79% | 17,912 | +35 | +0.20% | $1,062,387 |
| RBB FD INC | CPAG | Other | 0.55% | 7,472 | - | - | $737,756 |
| INVESCO EXCHANGE TRADED FD T | PRFZ | Other | 0.54% | 13,927 | -278 | -1.96% | $728,800 |
| ISHARES TR | IAGG | Other | 0.39% | 10,572 | +4,439 | +72.38% | $520,142 |
| SCHWAB STRATEGIC TR | FNDC | Other | 0.38% | 10,207 | -585 | -5.42% | $508,632 |
| DIMENSIONAL ETF TRUST | DFIV | Other | 0.37% | 8,868 | -269 | -2.94% | $495,366 |
| VANGUARD INDEX FDS | VB | Other | 0.34% | 1,637 | -9 | -0.55% | $465,710 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.34% | 918 | - | - | $457,118 |
| SCHWAB STRATEGIC TR | SCMB | Other | 0.33% | 18,231 | +154 | +0.85% | $440,461 |
| DIMENSIONAL ETF TRUST | DFCF | Other | 0.29% | 9,918 | - | - | $397,910 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.25% | 447 | - | - | $340,896 |
Showing 30 of 40 holdings in the latest reporting period.