13F HOLDINGS REPORT
Golden Bell Financial Planning LLC
Quarter ended Q3 2025 · Filed November 4, 2025 · Accession 0002044309-25-000007
Total Value
$115.1M
Positions
35
Other Managers
0
Confidential Omitted
No
Holdings (35)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD BD INDEX FDS | 921937835 | 294,630 | $21.9M | 19.04% |
| 2 | VANGUARD CHARLOTTE FDS | 92203J407 | 214,845 | $10.6M | 9.23% |
| 3 | SCHWAB STRATEGIC TR | 808524870 | 364,041 | $9.8M | 8.53% |
| 4 | AMERICAN CENTY ETF TR | 025072372 | 147,613 | $8.5M | 7.36% |
| 5 | AMERICAN CENTY ETF TR | 025072364 | 114,617 | $7.7M | 6.72% |
| 6 | DIMENSIONAL ETF TRUST | 25434V666 | 222,416 | $7.3M | 6.36% |
| 7 | AMERICAN CENTY ETF TR | 025072877 | 62,951 | $6.3M | 5.44% |
| 8 | ISHARES TR | 464287226 | 57,768 | $5.8M | 5.03% |
| 9 | AMERICAN CENTY ETF TR | 025072802 | 63,886 | $5.7M | 4.94% |
| 10 | VANGUARD SCOTTSDALE FDS | 92206C870 | 63,500 | $5.3M | 4.64% |
| 11 | SCHWAB STRATEGIC TR | 808524409 | 155,570 | $4.5M | 3.94% |
| 12 | DIMENSIONAL ETF TRUST | 25434V781 | 82,985 | $3.0M | 2.57% |
| 13 | ISHARES TR | 464287176 | 21,406 | $2.4M | 2.07% |
| 14 | DIMENSIONAL ETF TRUST | 25434V740 | 73,400 | $2.3M | 2.03% |
| 15 | VANGUARD MUN BD FDS | 922907746 | 38,386 | $1.9M | 1.67% |
| 16 | LATTICE STRATEGIES TR | 518416409 | 29,733 | $1.7M | 1.49% |
| 17 | VANGUARD INTL EQUITY INDEX F | 922042718 | 9,586 | $1.4M | 1.19% |
| 18 | VANGUARD INDEX FDS | 922908637 | 3,607 | $1.1M | 0.97% |
| 19 | VANGUARD TAX-MANAGED FDS | 921943858 | 18,400 | $1.1M | 0.96% |
| 20 | VANGUARD INTL EQUITY INDEX F | 922042858 | 18,309 | $991,988 | 0.86% |
| 21 | DIMENSIONAL ETF TRUST | 25434V815 | 23,173 | $737,828 | 0.64% |
| 22 | INVESCO EXCHANGE TRADED FD T | IVZ | 14,205 | $645,191 | 0.56% |
| 23 | SCHWAB STRATEGIC TR | 808524748 | 12,433 | $553,408 | 0.48% |
| 24 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 918 | $461,515 | 0.40% |
| 25 | VANGUARD INDEX FDS | 922908751 | 1,735 | $441,176 | 0.38% |
| 26 | DIMENSIONAL ETF TRUST | 25434V807 | 8,819 | $406,732 | 0.35% |
| 27 | SCHWAB STRATEGIC TR | 808524649 | 15,513 | $397,288 | 0.35% |
| 28 | VANGUARD INDEX FDS | 922908769 | 934 | $306,511 | 0.27% |
| 29 | SPDR S&P 500 ETF TR | SPY | 448 | $298,449 | 0.26% |
| 30 | SCHWAB STRATEGIC TR | 808524730 | 8,111 | $293,294 | 0.25% |
| 31 | VANGUARD INDEX FDS | 922908363 | 475 | $290,881 | 0.25% |
| 32 | LATTICE STRATEGIES TR | 518416508 | 5,055 | $229,821 | 0.20% |
| 33 | SCHWAB STRATEGIC TR | 808524607 | 8,045 | $224,456 | 0.20% |
| 34 | VANGUARD MALVERN FDS | 922020805 | 4,289 | $217,156 | 0.19% |
| 35 | VANGUARD INDEX FDS | 922908744 | 1,096 | $204,438 | 0.18% |