13F HOLDINGS REPORT
Golden Bell Financial Planning LLC
Quarter ended Q2 2025 · Filed August 5, 2025 · Accession 0002044309-25-000004
Total Value
$106.2M
Positions
34
Other Managers
0
Confidential Omitted
No
Holdings (34)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD BD INDEX FDS | 921937835 | 255,655 | $18.8M | 17.73% |
| 2 | VANGUARD CHARLOTTE FDS | 92203J407 | 202,119 | $10.0M | 9.42% |
| 3 | SCHWAB STRATEGIC TR | 808524870 | 335,477 | $9.0M | 8.43% |
| 4 | AMERICAN CENTY ETF TR | 025072372 | 154,150 | $8.3M | 7.77% |
| 5 | AMERICAN CENTY ETF TR | 025072364 | 114,272 | $7.1M | 6.70% |
| 6 | DIMENSIONAL ETF TRUST | 25434V666 | 207,073 | $6.4M | 6.05% |
| 7 | ISHARES TR | 464287226 | 60,237 | $6.0M | 5.63% |
| 8 | AMERICAN CENTY ETF TR | 025072877 | 61,693 | $5.6M | 5.29% |
| 9 | AMERICAN CENTY ETF TR | 025072802 | 68,307 | $5.4M | 5.10% |
| 10 | VANGUARD SCOTTSDALE FDS | 92206C870 | 60,831 | $5.0M | 4.75% |
| 11 | SCHWAB STRATEGIC TR | 808524409 | 160,958 | $4.5M | 4.19% |
| 12 | DIMENSIONAL ETF TRUST | 25434V781 | 78,505 | $2.6M | 2.43% |
| 13 | ISHARES TR | 464287176 | 20,961 | $2.3M | 2.17% |
| 14 | DIMENSIONAL ETF TRUST | 25434V740 | 66,575 | $2.0M | 1.88% |
| 15 | VANGUARD MUN BD FDS | 922907746 | 37,080 | $1.8M | 1.71% |
| 16 | LATTICE STRATEGIES TR | 518416409 | 30,226 | $1.6M | 1.53% |
| 17 | VANGUARD INTL EQUITY INDEX F | 922042718 | 9,668 | $1.3M | 1.22% |
| 18 | VANGUARD TAX-MANAGED FDS | 921943858 | 20,474 | $1.2M | 1.10% |
| 19 | VANGUARD INDEX FDS | 922908637 | 3,670 | $1.0M | 0.99% |
| 20 | VANGUARD INTL EQUITY INDEX F | 922042858 | 20,679 | $1.0M | 0.96% |
| 21 | INVESCO EXCHANGE TRADED FD T | IVZ | 17,156 | $697,707 | 0.66% |
| 22 | DIMENSIONAL ETF TRUST | 25434V815 | 21,741 | $639,838 | 0.60% |
| 23 | SCHWAB STRATEGIC TR | 808524748 | 14,606 | $614,197 | 0.58% |
| 24 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 918 | $445,937 | 0.42% |
| 25 | DIMENSIONAL ETF TRUST | 25434V807 | 9,217 | $394,764 | 0.37% |
| 26 | VANGUARD INDEX FDS | 922908751 | 1,649 | $390,780 | 0.37% |
| 27 | SCHWAB STRATEGIC TR | 808524649 | 15,455 | $389,157 | 0.37% |
| 28 | SPDR S&P 500 ETF TR | SPY | 448 | $276,797 | 0.26% |
| 29 | SCHWAB STRATEGIC TR | 808524730 | 8,111 | $267,744 | 0.25% |
| 30 | VANGUARD INDEX FDS | 922908769 | 831 | $252,566 | 0.24% |
| 31 | ISHARES TR | 46435G672 | 4,398 | $224,694 | 0.21% |
| 32 | LATTICE STRATEGIES TR | 518416508 | 5,308 | $221,617 | 0.21% |
| 33 | VANGUARD MALVERN FDS | 922020805 | 4,253 | $213,784 | 0.20% |
| 34 | SCHWAB STRATEGIC TR | 808524607 | 8,045 | $203,539 | 0.19% |