Golden Bell Financial Planning LLC Top Holdings and 13F Report (2025) About Golden Bell Financial Planning LLCInvestment ActivityGolden Bell Financial Planning LLC has $99.50 million in total holdings as of December 31, 2024.Golden Bell Financial Planning LLC owns shares of 34 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Largest Holdings Vanguard Total Bond Market ETF $17,985,266Vanguard Total International Bond ETF $9,904,665Schwab U.S. TIPS ETF $8,627,729Avantis Emerging Markets Value ETF $7,464,068iShares Core U.S. Aggregate Bond ETF $6,300,438 Sector AllocationMap of 500 Largest Holdings ofGolden Bell Financial Planning LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorBNDVanguard Total Bond Market ETF$17,985,266250,10818.1%ETFBNDXVanguard Total International Bond ETF$9,904,665201,93010.0%ETFSCHPSchwab U.S. TIPS ETF$8,627,729334,0208.7%ETFAVESAvantis Emerging Markets Value ETF$7,464,068161,5607.5%ETFAGGiShares Core U.S. Aggregate Bond ETF$6,300,43865,0206.3%FinanceAVIVAvantis International Large Cap Value ETF$6,114,478117,8136.1%ETFAVUVAvantis U.S. Small Cap Value ETF$5,457,61356,5385.5%ETFDFLVDimensional US Large Cap Value ETF$5,222,882173,9225.2%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$4,818,29460,0264.8%ETFAVDVAvantis International Small Cap Value ETF$4,768,81473,2764.8%ETFSCHVSchwab U.S. Large-Cap Value ETF$4,674,116179,2914.7%ETFTIPiShares TIPS Bond ETF$2,301,51821,6002.3%ETFDISVDimensional International Small Cap Value ETF$1,981,11274,5622.0%ETFVTEBVanguard Tax-Exempt Bond ETF$1,854,20836,9881.9%ETFROUSHartford Multifactor US Equity ETF$1,601,86531,4771.6%ETFDFEVDimensional Emerging Markets Value ETF$1,303,08349,7171.3%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$1,240,50510,8361.2%ETFVVVanguard Large-Cap ETF$1,016,0533,7671.0%ETFVEAVanguard FTSE Developed Markets ETF$988,97020,6811.0%ETFVWOVanguard FTSE Emerging Markets ETF$957,72821,7471.0%ETFPRFZInvesco FTSE RAFI US 1500 Small-Mid ETF$726,84317,4680.7%ManufacturingFNDCSchwab Fundamental International Small Cap Company Index ETF$548,91516,0780.6%ETFVBVanguard Small-Cap ETF$445,4791,8540.4%ETFDFSVDimensional US Small Cap Value ETF$433,59814,0870.4%ETFBRK.BBerkshire Hathaway$416,1119180.4%FinanceSCMBSchwab Municipal Bond ETF$348,06713,5540.3%ETFDFIVDimensional International Value ETF$317,0148,9350.3%ETFPRFInvesco FTSE RAFI US 1000 ETF$277,3386,8750.3%ETFSPYSPDR S&P 500 ETF Trust$263,1504490.3%FinanceVTIVanguard Total Stock Market ETF$240,8328310.2%ETFROSCHartford Multifactor Small Cap ETF$236,8115,4320.2%ManufacturingFNDESchwab Fundamental Emerging Markets Large Company Index ETF$235,6258,1110.2%ETFSCHASchwab US Small-Cap ETF$220,3278,5200.2%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$205,5154,2440.2%ManufacturingShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
