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Golden Bell Financial Planning LLC — 13F Holdings & Portfolio

CIK 2044309 · latest 13F-HR filed 2026-05-05

Backtest portfolio

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$125.4M

Long-equity book

Holdings

37

Distinct positions

Period

2026-03-31

Filed 2026-05-05

Q/Q Activity

+1 / −0 / ↑9 / ↓2

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • VANGUARD BD INDEX FDS$1.1M +5.0%
  • DIMENSIONAL ETF TRUST$901.5K +10.1%
  • AMERICAN CENTY ETF TR$774.6K +11.3%
  • SCHWAB STRATEGIC TR$645.2K +6.4%
  • AMERICAN CENTY ETF TR$563.5K +6.8%
Show all 9 →

Top Trims

  • VANGUARD INDEX FDS-$62.5K -5.9%
  • VANGUARD INDEX FDS-$27.2K -9.1%
Show all 2 →

New Positions

  • VANGUARD INTL EQUITY INDEX F$208.7K
Show all 1 →

Exited Positions

  • No exits this quarter.
Show all 0 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 VANGUARD BD INDEX FDS BND 921937835 $23.0M 18.33% 312,305 SH
2 VANGUARD CHARLOTTE FDS BNDX 92203J407 $11.4M 9.13% 238,254 SH
3 SCHWAB STRATEGIC TR SCHP 808524870 $10.7M 8.52% 401,701 SH
4 DIMENSIONAL ETF TRUST DFLV 25434V666 $9.8M 7.84% 275,360 SH
5 AMERICAN CENTY ETF TR AVIV 025072364 $8.9M 7.08% 118,775 SH
6 AMERICAN CENTY ETF TR AVES 025072372 $8.1M 6.43% 134,484 SH
7 AMERICAN CENTY ETF TR AVUV 025072877 $7.6M 6.08% 69,057 SH
8 AMERICAN CENTY ETF TR AVDV 025072802 $6.0M 4.76% 59,797 SH
9 ISHARES TR AGG 464287226 $5.8M 4.62% 58,384 SH
10 VANGUARD SCOTTSDALE FDS VCIT 92206C870 $5.7M 4.51% 68,324 SH
11 SCHWAB STRATEGIC TR SCHV 808524409 $4.6M 3.63% 149,270 SH
12 DIMENSIONAL ETF TRUST DISV 25434V781 $3.5M 2.79% 88,704 SH
13 DIMENSIONAL ETF TRUST DFEV 25434V740 $3.1M 2.43% 85,293 SH
14 ISHARES TR TIP 464287176 $2.3M 1.87% 21,220 SH
15 VANGUARD MUN BD FDS VTEB 922907746 $2.1M 1.66% 41,680 SH
16 LATTICE STRATEGIES TR ROUS 518416409 $1.7M 1.38% 29,299 SH
17 VANGUARD INTL EQUITY INDEX F VSS 922042718 $1.3M 1.07% 9,202 SH
18 VANGUARD TAX-MANAGED FDS VEA 921943858 $1.1M 0.90% 17,600 SH
19 VANGUARD INDEX FDS VV 922908637 $991.0K 0.79% 3,316 SH
20 VANGUARD INTL EQUITY INDEX F VWO 922042858 $989.3K 0.79% 18,303 SH
21 DIMENSIONAL ETF TRUST DFSV 25434V815 $773.7K 0.62% 22,080 SH
22 RBB FD INC CPAG 74933W148 $763.8K 0.61% 7,472 SH
23 INVESCO EXCHANGE TRADED FD T PRFZ 46137V597 $651.6K 0.52% 14,205 SH
24 SCHWAB STRATEGIC TR FNDC 808524748 $561.9K 0.45% 12,121 SH
25 DIMENSIONAL ETF TRUST DFIV 25434V807 $481.9K 0.38% 9,130 SH
26 SCHWAB STRATEGIC TR SCMB 808524649 $457.8K 0.36% 17,968 SH
27 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $439.9K 0.35% 918 SH
28 VANGUARD INDEX FDS VB 922908751 $431.1K 0.34% 1,646 SH
29 SCHWAB STRATEGIC TR FNDE 808524730 $310.3K 0.25% 8,111 SH
30 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $291.4K 0.23% 448 SH
31 VANGUARD INDEX FDS VOO 922908363 $270.7K 0.22% 453 SH
32 SCHWAB STRATEGIC TR SCHA 808524607 $233.9K 0.19% 8,045 SH
33 VANGUARD INDEX FDS VTI 922908769 $233.2K 0.19% 727 SH
34 LATTICE STRATEGIES TR ROSC 518416508 $223.9K 0.18% 4,635 SH
35 VANGUARD MALVERN FDS VTIP 922020805 $220.1K 0.18% 4,407 SH
36 VANGUARD INDEX FDS VTV 922908744 $217.8K 0.17% 1,110 SH
37 VANGUARD INTL EQUITY INDEX F VT 922042742 $208.7K 0.17% 1,509 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-05 $125.4M 37 0002044309-26-000004
2025-12-31 2026-02-03 $120.1M 36 0002044309-26-000001