Golden Bell Financial Planning Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$125.4M
Q ending 2026-03-31
Prior quarter
$120.1M
Q ending 2025-12-31
Change
+4.4% QoQ · +21.9% YoY
Positions
37
reported holdings
Largest positions
All 37 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Bd Index Fds | BND | Shares | $23.0M | 312K |
| Vanguard Charlotte Fds | BNDX | Shares | $11.4M | 238K |
| Schwab Strategic Tr | SCHP | Shares | $10.7M | 402K |
| Dimensional Etf Trust | DFLV | Shares | $9.8M | 275K |
| American Centy Etf Tr | AVIV | Shares | $8.9M | 119K |
| American Centy Etf Tr | AVES | Shares | $8.1M | 134K |
| American Centy Etf Tr | AVUV | Shares | $7.6M | 69K |
| American Centy Etf Tr | AVDV | Shares | $6.0M | 60K |
| Ishares Tr | AGG | Shares | $5.8M | 58K |
| Vanguard Scottsdale Fds | VCIT | Shares | $5.7M | 68K |
| Schwab Strategic Tr | SCHV | Shares | $4.6M | 149K |
| Dimensional Etf Trust | DISV | Shares | $3.5M | 89K |
| Dimensional Etf Trust | DFEV | Shares | $3.1M | 85K |
| Ishares Tr | TIP | Shares | $2.3M | 21K |
| Vanguard Mun Bd Fds | VTEB | Shares | $2.1M | 42K |
| Lattice Strategies Tr | ROUS | Shares | $1.7M | 29K |
| Vanguard Intl Equity Index F | VSS | Shares | $1.3M | 9K |
| Vanguard Tax-Managed Fds | VEA | Shares | $1.1M | 18K |
| Vanguard Index Fds | VV | Shares | $991K | 3K |
| Vanguard Intl Equity Index F | VWO | Shares | $989K | 18K |
| Dimensional Etf Trust | DFSV | Shares | $774K | 22K |
| Rbb Fd Inc | CPAG | Shares | $764K | 7K |
| Invesco Exchange Traded Fd T | PRFZ | Shares | $652K | 14K |
| Schwab Strategic Tr | FNDC | Shares | $562K | 12K |
| Dimensional Etf Trust | DFIV | Shares | $482K | 9K |
| Schwab Strategic Tr | SCMB | Shares | $458K | 18K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $440K | 918 |
| Vanguard Index Fds | VB | Shares | $431K | 2K |
| Schwab Strategic Tr | FNDE | Shares | $310K | 8K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $291K | 448 |
| Vanguard Index Fds | VOO | Shares | $271K | 453 |
| Schwab Strategic Tr | SCHA | Shares | $234K | 8K |
| Vanguard Index Fds | VTI | Shares | $233K | 727 |
| Lattice Strategies Tr | ROSC | Shares | $224K | 5K |
| Vanguard Malvern Fds | VTIP | Shares | $220K | 4K |
| Vanguard Index Fds | VTV | Shares | $218K | 1K |
| Vanguard Intl Equity Index F | VT | Shares | $209K | 2K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.