13F HOLDINGS REPORT
Golden Bell Financial Planning LLC
Quarter ended Q4 2025 · Filed February 3, 2026 · Accession 0002044309-26-000001
Total Value
$120.1M
Positions
36
Other Managers
0
Confidential Omitted
No
Holdings (36)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD BD INDEX FDS | 921937835 | 295,605 | $21.9M | 18.23% |
| 2 | VANGUARD CHARLOTTE FDS | 92203J407 | 226,976 | $11.0M | 9.13% |
| 3 | SCHWAB STRATEGIC TR | 808524870 | 379,164 | $10.0M | 8.36% |
| 4 | DIMENSIONAL ETF TRUST | 25434V666 | 261,083 | $8.9M | 7.44% |
| 5 | AMERICAN CENTY ETF TR | 025072372 | 144,189 | $8.4M | 7.00% |
| 6 | AMERICAN CENTY ETF TR | 025072364 | 116,867 | $8.3M | 6.93% |
| 7 | AMERICAN CENTY ETF TR | 025072877 | 67,210 | $6.9M | 5.71% |
| 8 | ISHARES TR | 464287226 | 58,213 | $5.8M | 4.84% |
| 9 | AMERICAN CENTY ETF TR | 025072802 | 61,714 | $5.8M | 4.83% |
| 10 | VANGUARD SCOTTSDALE FDS | 92206C870 | 65,333 | $5.5M | 4.55% |
| 11 | SCHWAB STRATEGIC TR | 808524409 | 152,569 | $4.5M | 3.76% |
| 12 | DIMENSIONAL ETF TRUST | 25434V781 | 84,747 | $3.2M | 2.68% |
| 13 | DIMENSIONAL ETF TRUST | 25434V740 | 79,793 | $2.7M | 2.24% |
| 14 | ISHARES TR | 464287176 | 21,288 | $2.3M | 1.95% |
| 15 | VANGUARD MUN BD FDS | 922907746 | 42,394 | $2.1M | 1.77% |
| 16 | LATTICE STRATEGIES TR | 518416409 | 29,425 | $1.7M | 1.41% |
| 17 | VANGUARD INTL EQUITY INDEX F | 922042718 | 9,399 | $1.3M | 1.12% |
| 18 | VANGUARD TAX-MANAGED FDS | 921943858 | 17,869 | $1.1M | 0.93% |
| 19 | VANGUARD INDEX FDS | 922908637 | 3,347 | $1.1M | 0.88% |
| 20 | VANGUARD INTL EQUITY INDEX F | 922042858 | 18,398 | $989,059 | 0.82% |
| 21 | RBB FD INC | 74933W148 | 7,472 | $763,691 | 0.64% |
| 22 | DIMENSIONAL ETF TRUST | 25434V815 | 22,629 | $744,268 | 0.62% |
| 23 | INVESCO EXCHANGE TRADED FD T | IVZ | 14,205 | $651,867 | 0.54% |
| 24 | SCHWAB STRATEGIC TR | 808524748 | 12,252 | $545,842 | 0.45% |
| 25 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 918 | $461,433 | 0.38% |
| 26 | DIMENSIONAL ETF TRUST | 25434V807 | 9,130 | $455,587 | 0.38% |
| 27 | SCHWAB STRATEGIC TR | 808524649 | 17,162 | $442,093 | 0.37% |
| 28 | VANGUARD INDEX FDS | 922908751 | 1,672 | $431,292 | 0.36% |
| 29 | SPDR S&P 500 ETF TR | SPY | 448 | $305,500 | 0.25% |
| 30 | VANGUARD INDEX FDS | 922908363 | 475 | $297,887 | 0.25% |
| 31 | SCHWAB STRATEGIC TR | 808524730 | 8,111 | $292,483 | 0.24% |
| 32 | VANGUARD INDEX FDS | 922908769 | 727 | $243,741 | 0.20% |
| 33 | SCHWAB STRATEGIC TR | 808524607 | 8,045 | $229,122 | 0.19% |
| 34 | VANGUARD MALVERN FDS | 922020805 | 4,407 | $217,977 | 0.18% |
| 35 | LATTICE STRATEGIES TR | 518416508 | 4,635 | $217,837 | 0.18% |
| 36 | VANGUARD INDEX FDS | 922908744 | 1,105 | $211,108 | 0.18% |