13F HOLDINGS REPORT
Golden Bell Financial Planning LLC
Quarter ended Q1 2025 · Filed May 6, 2025 · Accession 0002044309-25-000003
Total Value
$103.0M
Positions
34
Other Managers
0
Confidential Omitted
No
Holdings (34)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD BD INDEX FDS | 921937835 | 252,883 | $18.6M | 18.04% |
| 2 | VANGUARD CHARLOTTE FDS | 92203J407 | 203,826 | $10.0M | 9.67% |
| 3 | SCHWAB STRATEGIC TR | 808524870 | 338,951 | $9.1M | 8.85% |
| 4 | AMERICAN CENTY ETF TR | 025072372 | 160,941 | $7.6M | 7.37% |
| 5 | AMERICAN CENTY ETF TR | 025072364 | 122,713 | $7.0M | 6.76% |
| 6 | ISHARES TR | 464287226 | 63,918 | $6.3M | 6.14% |
| 7 | DIMENSIONAL ETF TRUST | 25434V666 | 186,982 | $5.7M | 5.55% |
| 8 | AMERICAN CENTY ETF TR | 025072877 | 59,785 | $5.2M | 5.06% |
| 9 | AMERICAN CENTY ETF TR | 025072802 | 72,244 | $5.0M | 4.89% |
| 10 | VANGUARD SCOTTSDALE FDS | 92206C870 | 60,884 | $5.0M | 4.84% |
| 11 | SCHWAB STRATEGIC TR | 808524409 | 169,645 | $4.5M | 4.38% |
| 12 | ISHARES TR | 464287176 | 22,087 | $2.5M | 2.38% |
| 13 | DIMENSIONAL ETF TRUST | 25434V781 | 79,408 | $2.3M | 2.25% |
| 14 | VANGUARD MUN BD FDS | 922907746 | 38,109 | $1.9M | 1.84% |
| 15 | DIMENSIONAL ETF TRUST | 25434V740 | 66,829 | $1.8M | 1.76% |
| 16 | LATTICE STRATEGIES TR | 518416409 | 30,514 | $1.5M | 1.50% |
| 17 | VANGUARD INTL EQUITY INDEX F | 922042718 | 10,094 | $1.2M | 1.13% |
| 18 | VANGUARD TAX-MANAGED FDS | 921943858 | 20,708 | $1.1M | 1.02% |
| 19 | VANGUARD INDEX FDS | 922908637 | 3,670 | $943,236 | 0.92% |
| 20 | VANGUARD INTL EQUITY INDEX F | 922042858 | 20,651 | $934,650 | 0.91% |
| 21 | INVESCO EXCHANGE TRADED FD T | IVZ | 17,282 | $654,297 | 0.64% |
| 22 | SCHWAB STRATEGIC TR | 808524748 | 16,029 | $580,262 | 0.56% |
| 23 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 918 | $488,908 | 0.47% |
| 24 | VANGUARD INDEX FDS | 922908751 | 1,804 | $400,037 | 0.39% |
| 25 | DIMENSIONAL ETF TRUST | 25434V815 | 14,087 | $396,549 | 0.39% |
| 26 | DIMENSIONAL ETF TRUST | 25434V807 | 9,144 | $359,908 | 0.35% |
| 27 | SCHWAB STRATEGIC TR | 808524649 | 13,761 | $349,117 | 0.34% |
| 28 | INVESCO EXCHANGE TRADED FD T | IVZ | 6,875 | $277,819 | 0.27% |
| 29 | SPDR S&P 500 ETF TR | SPY | 449 | $251,166 | 0.24% |
| 30 | SCHWAB STRATEGIC TR | 808524730 | 8,111 | $249,819 | 0.24% |
| 31 | VANGUARD INDEX FDS | 922908769 | 831 | $228,392 | 0.22% |
| 32 | ISHARES TR | 46435G672 | 4,398 | $219,856 | 0.21% |
| 33 | LATTICE STRATEGIES TR | 518416508 | 5,308 | $213,701 | 0.21% |
| 34 | VANGUARD MALVERN FDS | 922020805 | 4,244 | $211,797 | 0.21% |