Golden Bell Financial Planning LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 3, 2026, for the 2025 Q4 period, Golden Bell Financial Planning LLC held in its portfolio 36 assets valued at $120,127,867 (i.e. $120.13M).
The most valuable assets in the portfolio included: VANGUARD BD INDEX FDS ($21.90M), VANGUARD CHARLOTTE FDS ($10.97M), and SCHWAB STRATEGIC TR ($10.04M).
The chart below shows the top 10 valuable assets, and the table below shows the top 36 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Golden Bell Financial Planning LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD BD INDEX FDS | 295605 | 21895493 | TOTAL BND MRKT |
| VANGUARD CHARLOTTE FDS | 226976 | 10967479 | TOTAL INT BD ETF |
| SCHWAB STRATEGIC TR | 379164 | 10044046 | US TIPS ETF |
| DIMENSIONAL ETF TRUST | 261083 | 8931654 | US LARGE CAP VAL |
| AMERICAN CENTY ETF TR | 144189 | 8407660 | EMERGING MKT VAL |
| AMERICAN CENTY ETF TR | 116867 | 8324436 | INTERNATIONAL LR |
| AMERICAN CENTY ETF TR | 67210 | 6854076 | US SML CP VALU |
| ISHARES TR | 58213 | 5814314 | CORE US AGGBD ET |
| AMERICAN CENTY ETF TR | 61714 | 5799218 | INTL SMCP VLU |
| VANGUARD SCOTTSDALE FDS | 65333 | 5471646 | INT-TERM CORP |
| SCHWAB STRATEGIC TR | 152569 | 4517568 | US LCAP VA ETF |
| DIMENSIONAL ETF TRUST | 84747 | 3220386 | INTL SMALL CAP V |
| DIMENSIONAL ETF TRUST | 79793 | 2692227 | EMERGING MKTS VA |
| ISHARES TR | 21288 | 2339803 | TIPS BD ETF |
| VANGUARD MUN BD FDS | 42394 | 2131994 | TAX EXEMPT BD |
| LATTICE STRATEGIES TR | 29425 | 1698117 | HARTFORD US EQTY |
| VANGUARD INTL EQUITY INDEX F | 9399 | 1347159 | FTSE SMCAP ETF |
| VANGUARD TAX-MANAGED FDS | 17869 | 1116257 | VAN FTSE DEV MKT |
| VANGUARD INDEX FDS | 3347 | 1053547 | LARGE CAP ETF |
| VANGUARD INTL EQUITY INDEX F | 18398 | 989059 | FTSE EMR MKT ETF |
| RBB FD INC | 7472 | 763691 | F/M COMPOUNDR US |
| DIMENSIONAL ETF TRUST | 22629 | 744268 | US SMALL CAP VAL |
| INVESCO EXCHANGE TRADED FD T | 14205 | 651867 | RAFI US 1500 |
| SCHWAB STRATEGIC TR | 12252 | 545842 | FUNDAMENTAL INTL |
| BERKSHIRE HATHAWAY INC DEL | 918 | 461433 | CL B NEW |
| DIMENSIONAL ETF TRUST | 9130 | 455587 | INTERNATNAL VAL |
| SCHWAB STRATEGIC TR | 17162 | 442093 | MUN BD ETF |
| VANGUARD INDEX FDS | 1672 | 431292 | SMALL CP ETF |
| SPDR S&P 500 ETF TR | 448 | 305500 | TR UNIT |
| VANGUARD INDEX FDS | 475 | 297887 | S&P 500 ETF SHS |
| SCHWAB STRATEGIC TR | 8111 | 292483 | FUNDAMENTAL EMER |
| VANGUARD INDEX FDS | 727 | 243741 | TOTAL STK MKT |
| SCHWAB STRATEGIC TR | 8045 | 229122 | US SML CAP ETF |
| VANGUARD MALVERN FDS | 4407 | 217977 | STRM INFPROIDX |
| LATTICE STRATEGIES TR | 4635 | 217837 | HARTFORD MLT SML |
| VANGUARD INDEX FDS | 1105 | 211108 | VALUE ETF |
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