The Analysis of Golden Bell Financial Planning LLC's Holdings
Currently, Golden Bell Financial Planning LLC holds 35 types of securities in its portfolio with a total value $115.1M. In the most recent quarter, they have increased their positions in BND (+39.0K shares, valued at $2.9M), SCHP (+28.6K shares, valued at $769.8K), BNDX (+12.7K shares, valued at $629.4K); decreased their positions in AVDV (-4.4K shares, valued at $393.6K), AVES (-6.5K shares, valued at $375.0K), AGG (-2.5K shares, valued at $247.5K); initiated new positions in VOO (+475 shares, valued at $290.9K), VTV (+1.1K shares, valued at $204.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
BND VANGUARD BD INDEX FDS294.6K shares15.25%2025-09-302025-11-04
BNDX VANGUARD CHARLOTTE FDS214.8K shares6.30%2025-09-302025-11-04 SCHP SCHWAB STRATEGIC TR364.0K shares8.51%2025-09-302025-11-04 AVES AMERICAN CENTY ETF TR147.6K shares-4.24%2025-09-302025-11-04 AVIV AMERICAN CENTY ETF TR114.6K shares0.30%2025-09-302025-11-04 DFLV DIMENSIONAL ETF TRUST222.4K shares7.41%2025-09-302025-11-04 AVUV AMERICAN CENTY ETF TR63.0K shares2.04%2025-09-302025-11-04 AGG ISHARES TR57.8K shares-4.10%2025-09-302025-11-04 AVDV AMERICAN CENTY ETF TR63.9K shares-6.47%2025-09-302025-11-04 VCIT VANGUARD SCOTTSDALE FDS63.5K shares4.39%2025-09-302025-11-04 SCHV SCHWAB STRATEGIC TR155.6K shares-3.35%2025-09-302025-11-04 DISV DIMENSIONAL ETF TRUST83.0K shares5.71%2025-09-302025-11-04 TIP ISHARES TR21.4K shares2.12%2025-09-302025-11-04 DFEV DIMENSIONAL ETF TRUST73.4K shares10.25%2025-09-302025-11-04 VTEB VANGUARD MUN BD FDS38.4K shares3.52%2025-09-302025-11-04 ROUS LATTICE STRATEGIES TR29.7K shares-1.63%2025-09-302025-11-04 VSS VANGUARD INTL EQUITY INDEX F9.6K shares-0.85%2025-09-302025-11-04 VV VANGUARD INDEX FDS3.6K shares-1.72%2025-09-302025-11-04 VEA VANGUARD TAX-MANAGED FDS18.4K shares-10.13%2025-09-302025-11-04 VWO VANGUARD INTL EQUITY INDEX F18.3K shares-11.46%2025-09-302025-11-04 DFSV DIMENSIONAL ETF TRUST23.2K shares6.59%2025-09-302025-11-04 PRFZ INVESCO EXCHANGE TRADED FD T14.2K shares-17.20%2025-09-302025-11-04 FNDC SCHWAB STRATEGIC TR12.4K shares-14.88%2025-09-302025-11-04 BRK.B BERKSHIRE HATHAWAY INC DEL918 shares0.00%2025-09-302025-11-04 VB VANGUARD INDEX FDS1.7K shares5.22%2025-09-302025-11-04 DFIV DIMENSIONAL ETF TRUST8.8K shares-4.32%2025-09-302025-11-04 SCMB SCHWAB STRATEGIC TR15.5K shares0.38%2025-09-302025-11-04 VTI VANGUARD INDEX FDS934 shares12.39%2025-09-302025-11-04 SPY SPDR S&P 500 ETF TR448 shares0.00%2025-09-302025-11-04 FNDE SCHWAB STRATEGIC TR8.1K shares0.00%2025-09-302025-11-04 VOO VANGUARD INDEX FDS475 sharesnew addition2025-09-302025-11-04 ROSC LATTICE STRATEGIES TR5.1K shares-4.77%2025-09-302025-11-04 SCHA SCHWAB STRATEGIC TR8.0K shares0.00%2025-09-302025-11-04 VTIP VANGUARD MALVERN FDS4.3K shares0.85%2025-09-302025-11-04 VTV VANGUARD INDEX FDS1.1K sharesnew addition2025-09-302025-11-04 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available