Sponsored

The Analysis of Golden Bell Financial Planning LLC's Holdings & P&L

Currently, Golden Bell Financial Planning LLC holds 37 types of securities in its portfolio with a total value $125.4M. In the most recent quarter, they have increased their positions in BND (+16.7K shares, valued at $1.2M), SCHP (+22.5K shares, valued at $599.7K), BNDX (+11.3K shares, valued at $541.9K); decreased their positions in AVES (-9.7K shares, valued at $582.1K), AVDV (-1.9K shares, valued at $191.4K), SCHV (-3.3K shares, valued at $100.6K); initiated new positions in VT (+1.5K shares, valued at $208.7K).

1M P&L

+1.5M+1.15%

3M P&L

+75.3K+0.06%

HY P&L

+9.1M+7.54%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A124.1M

100.0%

Top Industries by Stock Count

1N/A34 stocks

100.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BND VANGUARD BD INDEX FDS312.3K shares5.65%2026-03-312026-05-05

BNDX VANGUARD CHARLOTTE FDS238.3K shares4.97%2026-03-312026-05-05

SCHP SCHWAB STRATEGIC TR401.7K shares5.94%2026-03-312026-05-05

DFLV DIMENSIONAL ETF TRUST275.4K shares5.47%2026-03-312026-05-05

AVIV AMERICAN CENTY ETF TR118.8K shares1.63%2026-03-312026-05-05

AVES AMERICAN CENTY ETF TR134.5K shares-6.73%2026-03-312026-05-05

AVUV AMERICAN CENTY ETF TR69.1K shares2.75%2026-03-312026-05-05

AVDV AMERICAN CENTY ETF TR59.8K shares-3.11%2026-03-312026-05-05

Sponsored

AGG ISHARES TR58.4K shares0.29%2026-03-312026-05-05

VCIT VANGUARD SCOTTSDALE FDS68.3K shares4.58%2026-03-312026-05-05

SCHV SCHWAB STRATEGIC TR149.3K shares-2.16%2026-03-312026-05-05

DISV DIMENSIONAL ETF TRUST88.7K shares4.67%2026-03-312026-05-05

DFEV DIMENSIONAL ETF TRUST85.3K shares6.89%2026-03-312026-05-05

TIP ISHARES TR21.2K shares-0.32%2026-03-312026-05-05

VTEB VANGUARD MUN BD FDS41.7K shares-1.68%2026-03-312026-05-05

ROUS LATTICE STRATEGIES TR29.3K shares-0.43%2026-03-312026-05-05

Sponsored

VSS VANGUARD INTL EQUITY INDEX F9.2K shares-2.10%2026-03-312026-05-05

VEA VANGUARD TAX-MANAGED FDS17.6K shares-1.51%2026-03-312026-05-05

VV VANGUARD INDEX FDS3.3K shares-0.93%2026-03-312026-05-05

VWO VANGUARD INTL EQUITY INDEX F18.3K shares-0.52%2026-03-312026-05-05

DFSV DIMENSIONAL ETF TRUST22.1K shares-2.43%2026-03-312026-05-05

CPAG RBB FD INC7.5K shares0.00%2026-03-312026-05-05

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T14.2K shares0.00%2026-03-312026-05-05

FNDC SCHWAB STRATEGIC TR12.1K shares-1.07%2026-03-312026-05-05

Sponsored

DFIV DIMENSIONAL ETF TRUST9.1K shares0.00%2026-03-312026-05-05

SCMB SCHWAB STRATEGIC TR18.0K shares4.70%2026-03-312026-05-05

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL918 shares0.00%2026-03-312026-05-05

VB VANGUARD INDEX FDS1.6K shares-1.56%2026-03-312026-05-05

FNDE SCHWAB STRATEGIC TR8.1K shares0.00%2026-03-312026-05-05

SPY STATE STR SPDR S&P 500 ETF T448 shares0.00%2026-03-312026-05-05

VANGUARD INDEX FDS VANGUARD INDEX FDS453 shares-4.63%2026-03-312026-05-05

SCHA SCHWAB STRATEGIC TR8.0K shares0.00%2026-03-312026-05-05

Sponsored

VTI VANGUARD INDEX FDS727 shares0.00%2026-03-312026-05-05

ROSC LATTICE STRATEGIES TR4.6K shares0.00%2026-03-312026-05-05

VTIP VANGUARD MALVERN FDS4.4K shares0.00%2026-03-312026-05-05

VTV VANGUARD INDEX FDS1.1K shares0.45%2026-03-312026-05-05

VT VANGUARD INTL EQUITY INDEX F1.5K sharesnew addition2026-03-312026-05-05

BND

VANGUARD BD INDEX FDS

5.65%

Shares312.3K

Event2026-03-31

Filed2026-05-05

BNDX

VANGUARD CHARLOTTE FDS

4.97%

Shares238.3K

Event2026-03-31

Filed2026-05-05

SCHP

SCHWAB STRATEGIC TR

5.94%

Shares401.7K

Event2026-03-31

Filed2026-05-05

DFLV

DIMENSIONAL ETF TRUST

5.47%

Shares275.4K

Event2026-03-31

Filed2026-05-05

AVIV

AMERICAN CENTY ETF TR

1.63%

Shares118.8K

Event2026-03-31

Filed2026-05-05

AVES

AMERICAN CENTY ETF TR

-6.73%

Shares134.5K

Event2026-03-31

Filed2026-05-05

AVUV

AMERICAN CENTY ETF TR

2.75%

Shares69.1K

Event2026-03-31

Filed2026-05-05

AVDV

AMERICAN CENTY ETF TR

-3.11%

Shares59.8K

Event2026-03-31

Filed2026-05-05

AGG

ISHARES TR

0.29%

Shares58.4K

Event2026-03-31

Filed2026-05-05

VCIT

VANGUARD SCOTTSDALE FDS

4.58%

Shares68.3K

Event2026-03-31

Filed2026-05-05

SCHV

SCHWAB STRATEGIC TR

-2.16%

Shares149.3K

Event2026-03-31

Filed2026-05-05

DISV

DIMENSIONAL ETF TRUST

4.67%

Shares88.7K

Event2026-03-31

Filed2026-05-05

DFEV

DIMENSIONAL ETF TRUST

6.89%

Shares85.3K

Event2026-03-31

Filed2026-05-05

TIP

ISHARES TR

-0.32%

Shares21.2K

Event2026-03-31

Filed2026-05-05

VTEB

VANGUARD MUN BD FDS

-1.68%

Shares41.7K

Event2026-03-31

Filed2026-05-05

ROUS

LATTICE STRATEGIES TR

-0.43%

Shares29.3K

Event2026-03-31

Filed2026-05-05

VSS

VANGUARD INTL EQUITY INDEX F

-2.10%

Shares9.2K

Event2026-03-31

Filed2026-05-05

VEA

VANGUARD TAX-MANAGED FDS

-1.51%

Shares17.6K

Event2026-03-31

Filed2026-05-05

VANGUARD INDEX FDS

-0.93%

Shares3.3K

Event2026-03-31

Filed2026-05-05

VWO

VANGUARD INTL EQUITY INDEX F

-0.52%

Shares18.3K

Event2026-03-31

Filed2026-05-05

DFSV

DIMENSIONAL ETF TRUST

-2.43%

Shares22.1K

Event2026-03-31

Filed2026-05-05

CPAG

RBB FD INC

0.00%

Shares7.5K

Event2026-03-31

Filed2026-05-05

INVESCO EXCHANGE TRADED FD T

0.00%

Shares14.2K

Event2026-03-31

Filed2026-05-05

FNDC

SCHWAB STRATEGIC TR

-1.07%

Shares12.1K

Event2026-03-31

Filed2026-05-05

DFIV

DIMENSIONAL ETF TRUST

0.00%

Shares9.1K

Event2026-03-31

Filed2026-05-05

SCMB

SCHWAB STRATEGIC TR

4.70%

Shares18.0K

Event2026-03-31

Filed2026-05-05

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares918

Event2026-03-31

Filed2026-05-05

VANGUARD INDEX FDS

-1.56%

Shares1.6K

Event2026-03-31

Filed2026-05-05

FNDE

SCHWAB STRATEGIC TR

0.00%

Shares8.1K

Event2026-03-31

Filed2026-05-05

SPY

STATE STR SPDR S&P 500 ETF T

0.00%

Shares448

Event2026-03-31

Filed2026-05-05

VANGUARD INDEX FDS

-4.63%

Shares453

Event2026-03-31

Filed2026-05-05

SCHA

SCHWAB STRATEGIC TR

0.00%

Shares8.0K

Event2026-03-31

Filed2026-05-05

VTI

VANGUARD INDEX FDS

0.00%

Shares727

Event2026-03-31

Filed2026-05-05

ROSC

LATTICE STRATEGIES TR

0.00%

Shares4.6K

Event2026-03-31

Filed2026-05-05

VTIP

VANGUARD MALVERN FDS

0.00%

Shares4.4K

Event2026-03-31

Filed2026-05-05

VTV

VANGUARD INDEX FDS

0.45%

Shares1.1K

Event2026-03-31

Filed2026-05-05

VANGUARD INTL EQUITY INDEX F

New

Shares1.5K

Event2026-03-31

Filed2026-05-05

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available