Golden Bell Financial Planning LLC 13F Holdings
CIK 0002044309 · ALPHARETTA, GA
As of Sep 30, 2025, Golden Bell Financial Planning LLC reported 35 positions worth
CIK 0002044309 · ALPHARETTA, GA
As of Sep 30, 2025, Golden Bell Financial Planning LLC reported 35 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VANGUARD TOTAL BOND MARKET INDEX FUND | BND | — | 294,630 | $21.9M | 19.04% |
| VANGUARD CHARLOTTE FUNDS | BNDX | — | 214,845 | 0.6M | 9.23% |
| SCHWAB US TIPS ETF | SCHP | — | 364,041 | $9.8M | 8.53% |
| AMERICAN CENTY ETF TR | AVES | — | 147,613 | $8.5M | 7.36% |
| AMERICAN CENTY ETF TR | — | — | 114,617 | $7.7M | 6.72% |
| DIMENSIONAL ETF TRUST | DFLV | — | 222,416 | $7.3M | 6.36% |
| AVANTIS US SMALL CAP VALUE ETF | AVUV | — | 62,951 | $6.3M | 5.44% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 57,768 | $5.8M | 5.03% |
| AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | AVDV | Equity | 63,886 | $5.7M | 4.94% |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND | VCIT | — | 63,500 | $5.3M | 4.64% |
| SCHWAB US LARGE-CAP VALUE | SCHV | Equity | 155,570 | $4.5M | 3.94% |
| DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | DISV | — | 82,985 | $3.0M | 2.57% |
| ISHARES TIPS BOND ETF | TIP | — | 21,406 | $2.4M | 2.07% |
| DIMENSIONAL EMERGING MARKETS VALUE ETF | DFEV | — | 73,400 | $2.3M | 2.03% |
| VANGUARD TAX-EXEMPT BOND INDEX FUND | VTEB | — | 38,386 | .9M | 1.67% |
| LATTICE STRATEGIES TR | ROUS | — | 29,733 | .7M | 1.49% |
| VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND | VSS | — | 9,586 | .4M | 1.19% |
| VANGUARD LARGE-CAP INDEX FUND | VV | — | 3,607 | .1M | 0.97% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 18,400 | .1M | 0.96% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 18,309 | $992.0K | 0.86% |
| DIMENSIONAL US SMALL CAP VALUE ETF | DFSV | — | 23,173 | $737.8K | 0.64% |
| INVESCO RAFI US 1500 SMALL-MID ETF | PRFZ | — | 14,205 | $645.2K | 0.56% |
| SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF | FNDC | — | 12,433 | $553.4K | 0.48% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 918 | $461.5K | 0.40% |
| VANGUARD SMALL-CAP INDEX FUND | VB | — | 1,735 | $441.2K | 0.38% |