Golden Bell Financial Planning LLC
37 holdingsFiling period: 2026-03-31Current AUM: $130.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | BND | VANGUARD BD INDEX FDS | 312.3K | $23.0M | $22.6M | 17.29% | +16.7K | 2026-03-31 |
| 2 | BNDX | VANGUARD CHARLOTTE FDS | 238.3K | $11.4M | $11.4M | 8.72% | +11.3K | 2026-03-31 |
| 3 | SCHP | SCHWAB STRATEGIC TR | 401.7K | $10.7M | $10.5M | 8.03% | +22.5K | 2026-03-31 |
| 4 | DFLV | DIMENSIONAL ETF TRUST | 275.4K | $9.8M | $11.2M | 8.59% | +14.3K | 2026-03-31 |
| 5 | AVIV | AMERICAN CENTY ETF TR | 118.8K | $8.9M | $9.6M | 7.35% | +1.9K | 2026-03-31 |
| 6 | AVES | AMERICAN CENTY ETF TR | 134.5K | $8.1M | $8.4M | 6.42% | -9,705 | 2026-03-31 |
| 7 | AVUV | AMERICAN CENTY ETF TR | 69.1K | $7.6M | $8.7M | 6.63% | +1.8K | 2026-03-31 |
| 8 | AVDV | AMERICAN CENTY ETF TR | 59.8K | $6.0M | $6.3M | 4.80% | -1,917 | 2026-03-31 |
| 9 | AGG | ISHARES TR | 58.4K | $5.8M | $5.7M | 4.36% | +171 | 2026-03-31 |
| 10 | VCIT | VANGUARD SCOTTSDALE FDS | 68.3K | $5.7M | $5.6M | 4.26% | +3.0K | 2026-03-31 |
| 11 | SCHV | SCHWAB STRATEGIC TR | 149.3K | $4.6M | $5.1M | 3.90% | -3,299 | 2026-03-31 |
| 12 | DISV | DIMENSIONAL ETF TRUST | 88.7K | $3.5M | $3.8M | 2.88% | +4.0K | 2026-03-31 |
| 13 | DFEV | DIMENSIONAL ETF TRUST | 85.3K | $3.1M | $3.4M | 2.60% | +5.5K | 2026-03-31 |
| 14 | TIP | ISHARES TR | 21.2K | $2.3M | $2.3M | 1.75% | -68 | 2026-03-31 |
| 15 | VTEB | VANGUARD MUN BD FDS | 41.7K | $2.1M | $2.1M | 1.58% | -714 | 2026-03-31 |
| 16 | ROUS | LATTICE STRATEGIES TR | 29.3K | $1.7M | $2.0M | 1.50% | -126 | 2026-03-31 |
| 17 | VSS | VANGUARD INTL EQUITY INDEX F | 9.2K | $1.3M | $1.4M | 1.06% | -197 | 2026-03-31 |
| 18 | VEA | VANGUARD TAX-MANAGED FDS | 17.6K | $1.1M | $1.2M | 0.95% | -269 | 2026-03-31 |
| 19 | VV | VANGUARD INDEX FDS | 3.3K | $991K | $1.1M | 0.87% | -31 | 2026-03-31 |
| 20 | VWO | VANGUARD INTL EQUITY INDEX F | 18.3K | $989K | $1.1M | 0.82% | -95 | 2026-03-31 |
| 21 | DFSV | DIMENSIONAL ETF TRUST | 22.1K | $773K | $875K | 0.67% | -549 | 2026-03-31 |
| 22 | CPAG | RBB FD INC | 7.5K | $763K | $755K | 0.58% | -- | 2026-03-31 |
| 23 | PRFZ | INVESCO EXCHANGE TRADED FD T | 14.2K | $651K | $763K | 0.58% | -- | 2026-03-31 |
| 24 | FNDC | SCHWAB STRATEGIC TR | 12.1K | $561K | $596K | 0.46% | -131 | 2026-03-31 |
| 25 | DFIV | DIMENSIONAL ETF TRUST | 9.1K | $481K | $522K | 0.40% | -- | 2026-03-31 |
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