Titelia

Holdings of Golden Bell Financial Planning LLC

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Net assets
-
Positions
33 in 1 countries
Top ten
78.8 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Vanguard Total Bond Market ETF 312,30523M $
2Vanguard Charlotte Funds 238,25411.4M $
3Schwab US TIPS ETF 401,70110.7M $
4Dimensional ETF Trust 275,3609.8M $
5Avantis International Large Cap Value ETF 118,7758.9M $
6Avantis Emerging Markets Value ETF 134,4848.1M $
7American Century ETF Trust 69,0577.6M $
8Avantis International Small Cap Value ETF 59,7976M $
9iShares Core U.S. Aggregate Bond ETF 58,3845.8M $
10Vanguard Intermediate-Term Corporate Bond ETF 68,3245.7M $
11Schwab Strategic Trust 149,2704.6M $
12Dimensional International Smal 88,7043.5M $
13Dimensional Emerging Markets V 85,2933.1M $
14iShares TIPS Bond ETF 21,2202.3M $
15Vanguard Tax-Exempt Bond Index ETF 41,6802.1M $
16Lattice Strategies Trust 29,2991.7M $
17Vanguard FTSE All World ex-US 9,2021.3M $
18Vanguard FTSE Developed Markets ETF 17,6001.1M $
19Vanguard Large-Cap ETF 3,316991K $
20Vanguard International Equity Index Funds 18,303989.3K $
21Invesco RAFI US 1500 Small-Mid ETF 14,205651.6K $
22Dimensional International Value ETF 9,130481.9K $
23Schwab Municipal Bond ETF 17,968457.8K $
24Berkshire Hathaway Inc 918439.9K $
25Vanguard Small-Cap ETF 1,646431.1K $
26SCHWAB STRATEGIC TRUST 8,111310.3K $
27State Street SPDR S&P 500 ETF Trust 448291.4K $
28Vanguard S&P 500 ETF 453270.7K $
29Schwab U.S. Small-Cap ETF 8,045233.9K $
30Vanguard Total Stock Market ETF 727233.2K $
31Vanguard Malvern Funds 4,407220.1K $
32Vanguard Value ETF 1,110217.8K $
33Vanguard Total World Stock ETF 1,509208.7K $

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Sector breakdown

  • Funds 2.1 %
  • Financials 0.4 %
  • Unattributed 97.5 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States33123.1M $100.00 %
Cite this page

Titelia. "Holdings of Golden Bell Financial Planning LLC". https://titelia.com/en/funds/US13F2044309