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Golden Bell Financial Planning LLC — 13F Holdings & Portfolio

CIK 2044309 · latest 13F-HR filed 2026-07-31

Backtest portfolio

Golden Bell Financial Planning LLC manages $136.0M in 13F-reported U.S. long-equity assets across 41 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are BND (18.52%), BNDX (8.94%), SCHP (8.38%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 4 new positions, exited 0, added to 22, and trimmed 1.

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.

Filer Information
Address
44 MILTON AVE #1068
ALPHARETTA, GA 30009
Phone
(678) 362-7091
Filing Manager
Golden Bell Financial Planning LLC
ALPHARETTA, GA
Signatory
Jason Lina
President
Loading holdings…
AUM

$136.0M

Long-equity book

Holdings

41

Distinct positions

Period

2026-06-30

Filed 2026-07-31

Q/Q Activity

+4 / −0 / ↑22 / ↓1

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • VANGUARD BD INDEX FDS$2.2M +9.5%
  • DIMENSIONAL ETF TRUST$1.4M +13.8%
  • AMERICAN CENTY ETF TR$887.4K +11.6%
  • VANGUARD CHARLOTTE FDS$709.7K +6.2%
  • SCHWAB STRATEGIC TR$705.1K +6.6%
Show all 22 →

Top Trims

  • SCHWAB STRATEGIC TR-$37.9K -6.7%
Show all 1 →

New Positions

  • DIMENSIONAL ETF TRUST$418.6K
  • ISHARES TR$310.3K
  • ISHARES TR$255.0K
  • ISHARES TR$226.9K
Show all 4 →

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 $25.2M 18.52% 343,092 SH
2 VANGUARD CHARLOTTE FDS BNDX 92203J407 $12.2M 8.94% 251,039 SH
3 SCHWAB STRATEGIC TR SCHP 808524870 $11.4M 8.38% 429,976 SH
4 DIMENSIONAL ETF TRUST DFLV 25434V666 $11.2M 8.23% 282,956 SH
5 AMERICAN CENTY ETF TR AVIV 025072364 $9.3M 6.84% 120,237 SH
6 AMERICAN CENTY ETF TR AVUV 025072877 $8.5M 6.26% 68,260 SH
7 AMERICAN CENTY ETF TR AVES 025072372 $8.3M 6.11% 126,665 SH
8 AMERICAN CENTY ETF TR AVDV 025072802 $6.0M 4.39% 57,971 SH
9 VANGUARD SCOTTSDALE FDS VCIT 92206C870 $5.8M 4.29% 70,619 SH
10 ISHARES TR AGG 464287226 $5.7M 4.20% 57,694 SH
11 SCHWAB STRATEGIC TR SCHV 808524409 $5.1M 3.78% 147,634 SH
12 DIMENSIONAL ETF TRUST DISV 25434V781 $3.8M 2.82% 95,526 SH
13 DIMENSIONAL ETF TRUST DFEV 25434V740 $3.7M 2.72% 86,555 SH
14 ISHARES TR TIP 464287176 $2.3M 1.71% 21,299 SH
15 VANGUARD MUN BD FDS VTEB 922907746 $2.3M 1.69% 45,386 SH
16 LATTICE STRATEGIES TR ROUS 518416409 $1.9M 1.43% 28,922 SH
17 VANGUARD INTL EQUITY INDEX F VSS 922042718 $1.3M 0.99% 8,740 SH
18 VANGUARD TAX-MANAGED FDS VEA 921943858 $1.2M 0.88% 16,784 SH
19 VANGUARD INDEX FDS VV 922908637 $1.1M 0.81% 3,195 SH
20 VANGUARD INTL EQUITY INDEX F VWO 922042858 $1.1M 0.78% 17,877 SH
21 INVESCO EXCHANGE TRADED FD T PRFZ 46137V597 $792.2K 0.58% 14,205 SH
22 DIMENSIONAL ETF TRUST DFSV 25434V815 $776.8K 0.57% 20,026 SH
23 RBB FD INC CPAG 74933W148 $766.9K 0.56% 7,472 SH
24 SCHWAB STRATEGIC TR FNDC 808524748 $524.1K 0.39% 10,792 SH
25 VANGUARD INDEX FDS VB 922908751 $498.9K 0.37% 1,646 SH
26 DIMENSIONAL ETF TRUST DFIV 25434V807 $493.6K 0.36% 9,137 SH
27 SCHWAB STRATEGIC TR SCMB 808524649 $466.7K 0.34% 18,077 SH
28 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $459.4K 0.34% 918 SH
29 DIMENSIONAL ETF TRUST DFCF 25434V872 $418.6K 0.31% 9,918 SH
30 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $333.8K 0.25% 447 SH
31 SCHWAB STRATEGIC TR FNDE 808524730 $319.0K 0.23% 8,039 SH
32 VANGUARD INDEX FDS VOO 922908363 $311.1K 0.23% 453 SH
33 ISHARES TR IAGG 46435G672 $310.3K 0.23% 6,133 SH
34 SCHWAB STRATEGIC TR SCHA 808524607 $290.7K 0.21% 8,045 SH
35 VANGUARD INDEX FDS VTI 922908769 $268.3K 0.20% 725 SH
36 ISHARES TR VLUE 46432F388 $255.0K 0.19% 1,276 SH
37 VANGUARD INTL EQUITY INDEX F VT 922042742 $251.9K 0.19% 1,605 SH
38 VANGUARD INDEX FDS VTV 922908744 $243.0K 0.18% 1,115 SH
39 LATTICE STRATEGIES TR ROSC 518416508 $242.8K 0.18% 4,340 SH
40 ISHARES TR IJR 464287804 $226.9K 0.17% 1,530 SH
41 VANGUARD MALVERN FDS VTIP 922020805 $221.5K 0.16% 4,409 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-31 $136.0M 41 0002044309-26-000006
2026-03-31 2026-05-05 $125.4M 37 0002044309-26-000004
2025-12-31 2026-02-03 $120.1M 36 0002044309-26-000001