Holdings of Golden Bell Financial Planning LLC
33 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 78.8 % of the equity sleeve
Sector breakdown
- Funds 2.1 %
- Financials 0.4 %
- Unattributed 97.5 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 33 | 123.1M $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 1 | Vanguard Total Bond Market ETF | 312,305 | 23M $ | |
| 2 | Vanguard Charlotte Funds | 238,254 | 11.4M $ | |
| 3 | Schwab US TIPS ETF | 401,701 | 10.7M $ | |
| 4 | Dimensional ETF Trust | 275,360 | 9.8M $ | |
| 5 | Avantis International Large Cap Value ETF | 118,775 | 8.9M $ | |
| 6 | Avantis Emerging Markets Value ETF | 134,484 | 8.1M $ | |
| 7 | American Century ETF Trust | 69,057 | 7.6M $ | |
| 8 | Avantis International Small Cap Value ETF | 59,797 | 6M $ | |
| 9 | iShares Core U.S. Aggregate Bond ETF | 58,384 | 5.8M $ | |
| 10 | Vanguard Intermediate-Term Corporate Bond ETF | 68,324 | 5.7M $ | |
| 11 | Schwab Strategic Trust | 149,270 | 4.6M $ | |
| 12 | Dimensional International Smal | 88,704 | 3.5M $ | |
| 13 | Dimensional Emerging Markets V | 85,293 | 3.1M $ | |
| 14 | iShares TIPS Bond ETF | 21,220 | 2.3M $ | |
| 15 | Vanguard Tax-Exempt Bond Index ETF | 41,680 | 2.1M $ | |
| 16 | Lattice Strategies Trust | 29,299 | 1.7M $ | |
| 17 | Vanguard FTSE All World ex-US | 9,202 | 1.3M $ | |
| 18 | Vanguard FTSE Developed Markets ETF | 17,600 | 1.1M $ | |
| 19 | Vanguard Large-Cap ETF | 3,316 | 991K $ | |
| 20 | Vanguard International Equity Index Funds | 18,303 | 989.3K $ | |
| 21 | Invesco RAFI US 1500 Small-Mid ETF | 14,205 | 651.6K $ | |
| 22 | Dimensional International Value ETF | 9,130 | 481.9K $ | |
| 23 | Schwab Municipal Bond ETF | 17,968 | 457.8K $ | |
| 24 | Berkshire Hathaway Inc | 918 | 439.9K $ | |
| 25 | Vanguard Small-Cap ETF | 1,646 | 431.1K $ | |
| 26 | SCHWAB STRATEGIC TRUST | 8,111 | 310.3K $ | |
| 27 | State Street SPDR S&P 500 ETF Trust | 448 | 291.4K $ | |
| 28 | Vanguard S&P 500 ETF | 453 | 270.7K $ | |
| 29 | Schwab U.S. Small-Cap ETF | 8,045 | 233.9K $ | |
| 30 | Vanguard Total Stock Market ETF | 727 | 233.2K $ | |
| 31 | Vanguard Malvern Funds | 4,407 | 220.1K $ | |
| 32 | Vanguard Value ETF | 1,110 | 217.8K $ | |
| 33 | Vanguard Total World Stock ETF | 1,509 | 208.7K $ | |