13F HOLDINGS REPORT
Golden Bell Financial Planning LLC
Quarter ended Q4 2024 · Filed February 4, 2025 · Accession 0002044309-25-000002
Total Value
$99.5M
Positions
34
Other Managers
0
Confidential Omitted
No
Holdings (34)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD BD INDEX FDS | 921937835 | 250,108 | $18.0M | 18.08% |
| 2 | VANGUARD CHARLOTTE FDS | 92203J407 | 201,930 | $9.9M | 9.95% |
| 3 | SCHWAB STRATEGIC TR | 808524870 | 334,020 | $8.6M | 8.67% |
| 4 | AMERICAN CENTY ETF TR | 025072372 | 161,560 | $7.5M | 7.50% |
| 5 | ISHARES TR | 464287226 | 65,020 | $6.3M | 6.33% |
| 6 | AMERICAN CENTY ETF TR | 025072364 | 117,813 | $6.1M | 6.15% |
| 7 | AMERICAN CENTY ETF TR | 025072877 | 56,538 | $5.5M | 5.49% |
| 8 | DIMENSIONAL ETF TRUST | 25434V666 | 173,922 | $5.2M | 5.25% |
| 9 | VANGUARD SCOTTSDALE FDS | 92206C870 | 60,026 | $4.8M | 4.84% |
| 10 | AMERICAN CENTY ETF TR | 025072802 | 73,276 | $4.8M | 4.79% |
| 11 | SCHWAB STRATEGIC TR | 808524409 | 179,291 | $4.7M | 4.70% |
| 12 | ISHARES TR | 464287176 | 21,600 | $2.3M | 2.31% |
| 13 | DIMENSIONAL ETF TRUST | 25434V781 | 74,562 | $2.0M | 1.99% |
| 14 | VANGUARD MUN BD FDS | 922907746 | 36,988 | $1.9M | 1.86% |
| 15 | LATTICE STRATEGIES TR | 518416409 | 31,477 | $1.6M | 1.61% |
| 16 | DIMENSIONAL ETF TRUST | 25434V740 | 49,717 | $1.3M | 1.31% |
| 17 | VANGUARD INTL EQUITY INDEX F | 922042718 | 10,836 | $1.2M | 1.25% |
| 18 | VANGUARD INDEX FDS | 922908637 | 3,767 | $1.0M | 1.02% |
| 19 | VANGUARD TAX-MANAGED FDS | 921943858 | 20,681 | $988,970 | 0.99% |
| 20 | VANGUARD INTL EQUITY INDEX F | 922042858 | 21,747 | $957,728 | 0.96% |
| 21 | INVESCO EXCHANGE TRADED FD T | IVZ | 17,468 | $726,843 | 0.73% |
| 22 | SCHWAB STRATEGIC TR | 808524748 | 16,078 | $548,915 | 0.55% |
| 23 | VANGUARD INDEX FDS | 922908751 | 1,854 | $445,479 | 0.45% |
| 24 | DIMENSIONAL ETF TRUST | 25434V815 | 14,087 | $433,598 | 0.44% |
| 25 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 918 | $416,111 | 0.42% |
| 26 | SCHWAB STRATEGIC TR | 808524649 | 13,554 | $348,067 | 0.35% |
| 27 | DIMENSIONAL ETF TRUST | 25434V807 | 8,935 | $317,014 | 0.32% |
| 28 | INVESCO EXCHANGE TRADED FD T | IVZ | 6,875 | $277,338 | 0.28% |
| 29 | SPDR S&P 500 ETF TR | SPY | 449 | $263,150 | 0.26% |
| 30 | VANGUARD INDEX FDS | 922908769 | 831 | $240,832 | 0.24% |
| 31 | LATTICE STRATEGIES TR | 518416508 | 5,432 | $236,811 | 0.24% |
| 32 | SCHWAB STRATEGIC TR | 808524730 | 8,111 | $235,625 | 0.24% |
| 33 | SCHWAB STRATEGIC TR | 808524607 | 8,520 | $220,327 | 0.22% |
| 34 | VANGUARD MALVERN FDS | 922020805 | 4,244 | $205,515 | 0.21% |