Golden Bell Financial Planning LLC

Est. AUM

$125.4M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$23.0M	312305	18.33%	SOLE
2	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$11.4M	238254	9.13%	SOLE
3	SCHWAB STRATEGIC TR	US TIPS ETF	$10.7M	401701	8.52%	SOLE
4	DIMENSIONAL ETF TRUST	US LARGE CAP VAL	$9.8M	275360	7.84%	SOLE
5	AMERICAN CENTY ETF TR	INTERNATIONAL LR	$8.9M	118775	7.08%	SOLE
6	AMERICAN CENTY ETF TR	EMERGING MKT VAL	$8.1M	134484	6.43%	SOLE
7	AMERICAN CENTY ETF TR	US SML CP VALU	$7.6M	69057	6.08%	SOLE
8	AMERICAN CENTY ETF TR	INTL SMCP VLU	$6.0M	59797	4.76%	SOLE
9	ISHARES TR	CORE US AGGBD ET	$5.8M	58384	4.62%	SOLE
10	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$5.7M	68324	4.51%	SOLE
11	SCHWAB STRATEGIC TR	US LCAP VA ETF	$4.6M	149270	3.63%	SOLE
12	DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$3.5M	88704	2.79%	SOLE
13	DIMENSIONAL ETF TRUST	EMERGING MKTS VA	$3.1M	85293	2.43%	SOLE
14	ISHARES TR	TIPS BD ETF	$2.3M	21220	1.87%	SOLE
15	VANGUARD MUN BD FDS	TAX EXEMPT BD	$2.1M	41680	1.66%	SOLE
16	LATTICE STRATEGIES TR	HARTFORD US EQTY	$1.7M	29299	1.38%	SOLE
17	VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$1.3M	9202	1.07%	SOLE
18	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.1M	17600	0.90%	SOLE
19	VANGUARD INDEX FDS	LARGE CAP ETF	$991K	3316	0.79%	SOLE
20	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$989K	18303	0.79%	SOLE
21	DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$774K	22080	0.62%	SOLE
22	RBB FD INC	F/M COMPOUNDR US	$764K	7472	0.61%	SOLE
23	INVESCO EXCHANGE TRADED FD T	RAFI US 1500	$652K	14205	0.52%	SOLE
24	SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$562K	12121	0.45%	SOLE
25	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$482K	9130	0.38%	SOLE
26	SCHWAB STRATEGIC TR	MUN BD ETF	$458K	17968	0.37%	SOLE
27	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$440K	918	0.35%	SOLE
28	VANGUARD INDEX FDS	SMALL CP ETF	$431K	1646	0.34%	SOLE
29	SCHWAB STRATEGIC TR	FUNDAMENTAL EMER	$310K	8111	0.25%	SOLE
30	STATE STR SPDR S&P 500 ETF T	TR UNIT	$291K	448	0.23%	SOLE
31	VANGUARD INDEX FDS	S&P 500 ETF SHS	$271K	453	0.22%	SOLE
32	SCHWAB STRATEGIC TR	US SML CAP ETF	$234K	8045	0.19%	SOLE
33	VANGUARD INDEX FDS	TOTAL STK MKT	$233K	727	0.19%	SOLE
34	LATTICE STRATEGIES TR	HARTFORD MLT SML	$224K	4635	0.18%	SOLE
35	VANGUARD MALVERN FDS	STRM INFPROIDX	$220K	4407	0.18%	SOLE
36	VANGUARD INDEX FDS	VALUE ETF	$218K	1110	0.17%	SOLE
37	VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$209K	1509	0.17%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.