Golden Bell Financial Planning LLC
41 holdingsFiling period: 2026-06-30Current AUM: $132.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | BND | Vanguard BD Index Fds | 343.1K | $25.2M | $24.6M | 18.51% | +30.8K | 2026-06-30 |
| 2 | BNDX | Vanguard Charlotte Fds | 251.0K | $12.2M | $11.9M | 9.00% | +12.8K | 2026-06-30 |
| 3 | SCHP | Schwab Strategic TR | 430.0K | $11.4M | $11.0M | 8.29% | +28.3K | 2026-06-30 |
| 4 | DFLV | Dimensional ETF Trust | 283.0K | $11.2M | $11.6M | 8.74% | +7.6K | 2026-06-30 |
| 5 | AVIV | American Centy ETF TR | 120.2K | $9.3M | $9.4M | 7.11% | +1.5K | 2026-06-30 |
| 6 | AVUV | American Centy ETF TR | 68.3K | $8.5M | $8.2M | 6.16% | -797 | 2026-06-30 |
| 7 | AVES | American Centy ETF TR | 126.7K | $8.3M | $7.4M | 5.60% | -7,819 | 2026-06-30 |
| 8 | AVDV | American Centy ETF TR | 58.0K | $6.0M | $5.9M | 4.48% | -1,826 | 2026-06-30 |
| 9 | VCIT | Vanguard Scottsdale Fds | 70.6K | $5.8M | $5.6M | 4.24% | +2.3K | 2026-06-30 |
| 10 | AGG | iShares TR | 57.7K | $5.7M | $5.6M | 4.20% | -690 | 2026-06-30 |
| 11 | SCHV | Schwab Strategic TR | 147.6K | $5.1M | $5.0M | 3.78% | -1,636 | 2026-06-30 |
| 12 | DISV | Dimensional ETF Trust | 95.5K | $3.8M | $4.0M | 2.99% | +6.8K | 2026-06-30 |
| 13 | DFEV | Dimensional ETF Trust | 86.6K | $3.7M | $3.3M | 2.47% | +1.3K | 2026-06-30 |
| 14 | TIP | iShares TR | 21.3K | $2.3M | $2.3M | 1.71% | +79 | 2026-06-30 |
| 15 | VTEB | Vanguard Mun BD Fds | 45.4K | $2.3M | $2.2M | 1.68% | +3.7K | 2026-06-30 |
| 16 | ROUS | Lattice Strategies TR | 28.9K | $1.9M | $1.9M | 1.44% | -377 | 2026-06-30 |
| 17 | VSS | Vanguard Intl Equity Index F | 8.7K | $1.3M | $1.3M | 0.96% | -462 | 2026-06-30 |
| 18 | VEA | Vanguard Tax-Managed Fds | 16.8K | $1.2M | $1.1M | 0.86% | -816 | 2026-06-30 |
| 19 | VV | Vanguard Index Fds | 3.2K | $1.1M | $1.1M | 0.81% | -121 | 2026-06-30 |
| 20 | VWO | Vanguard Intl Equity Index F | 17.9K | $1.1M | $988K | 0.74% | -426 | 2026-06-30 |
| 21 | PRFZ | Invesco Exchange Traded FD T | 14.2K | $792K | $737K | 0.56% | -- | 2026-06-30 |
| 22 | DFSV | Dimensional ETF Trust | 20.0K | $776K | $768K | 0.58% | -2,054 | 2026-06-30 |
| 23 | CPAG | Rbb FD Inc | 7.5K | $766K | $757K | 0.57% | -- | 2026-06-30 |
| 24 | FNDC | Schwab Strategic TR | 10.8K | $524K | $520K | 0.39% | -1,329 | 2026-06-30 |
| 25 | VB | Vanguard Index Fds | 1.6K | $498K | $469K | 0.35% | -- | 2026-06-30 |
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