Golden Bell Financial Planning LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 4, 2025), Golden Bell Financial Planning LLC reported 34 stock positions worth $99.5 million. Its top holding was Vanguard Total Bond Market (BND) at 18.1% of the portfolio, followed by Vanguard Total Intl Bond ETF (BNDX, 10.0%) and Schwab U.S. Tips ETF (SCHP, 8.7%).
- Most Recent 13F
- Q2 2026
- Location
- ALPHARETTA, GA
- CIK
- 0002044309
- Portfolio Value
- $99.5M (Q4 2024)
- SEC Filing
- 0002044309-25-000002 ↗ filed Feb 4, 2025
Holdings Value
Holdings 34 stocks · $99.5M
| BND Vanguard Total Bond Market | 18.08% | 250,108 | $18.0M | — |
| BNDX Vanguard Total Intl Bond ETF | 9.95% | 201,930 | $9.9M | — |
| SCHP Schwab U.S. Tips ETF | 8.67% | 334,020 | $8.6M | — |
| AVES Avantis Emerging Markets Val | 7.50% | 161,560 | $7.5M | — |
| AGG iShares Core U.S. Aggregate | 6.33% | 65,020 | $6.3M | — |
| AVIV Avantis Intl LRG Cap Val ETF | 6.15% | 117,813 | $6.1M | — |
| AVUV Avantis US Small Cap Value | 5.49% | 56,538 | $5.5M | — |
| DFLV Dim US Large Cap Value ETF | 5.25% | 173,922 | $5.2M | — |
| VCIT Vanguard Int-Term Corporate | 4.84% | 60,026 | $4.8M | — |
| AVDV Avantis Intl S/C Value ETF | 4.79% | 73,276 | $4.8M | — |
| SCHV Schwab US Large-Cap Value | 4.70% | 179,291 | $4.7M | — |
| TIP iShares Tips Bond ETF | 2.31% | 21,600 | $2.3M | — |
| DISV Dimensional International SM | 1.99% | 74,562 | $2.0M | — |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.86% | 36,988 | $1.9M | — |
| ROUS Hartford Multifact US Eqty | 1.61% | 31,477 | $1.6M | — |
| DFEV Dimensional Emrg MRKT Val | 1.31% | 49,717 | $1.3M | — |
| VSS Vanguard Ftse All Wo X-US SC | 1.25% | 10,836 | $1.2M | — |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 1.02% | 3,767 | $1.0M | — |
| VEA Vanguard Ftse Developed ETF | 0.99% | 20,681 | $989K | — |
| VWO Vanguard Ftse Emerging Marke | 0.96% | 21,747 | $958K | — |
| PRFZ Inv Rafi US 1500 SM-Usd Inc. | 0.73% | 17,468 | $727K | — |
| FNDC Schwab Fndmnt Intl SM Eq ETF | 0.55% | 16,078 | $549K | — |
| VB Vanguard Most SM-Cap ETF-Usd | 0.45% | 1,854 | $445K | — |
| DFSV Dimensional US Small Cap Val | 0.44% | 14,087 | $434K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.42% | 918 | $416K | — |
| SCMB Schwab Municipal Bond ETF | 0.35% | 13,554 | $348K | — |
| DFIV Dimensional International Va | 0.32% | 8,935 | $317K | — |
| PRF Invesco Rafi US 1000 ETF | 0.28% | 6,875 | $277K | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.26% | 449 | $263K | — |
| VTI VG Morningstar TS MKT ETF-US | 0.24% | 831 | $241K | — |
| ROSC Hartford Multifact Small Cap | 0.24% | 5,432 | $237K | — |
| FNDE Schwab Fndmntl Em MRK Eq ETF | 0.24% | 8,111 | $236K | — |
| SCHA Schwab US Small-Cap ETF | 0.22% | 8,520 | $220K | — |
| VTIP Vanguard Short-Term Tips | 0.21% | 4,244 | $206K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 41 | $136.0M | BND, BNDX, SCHP, DFLV, AVIV |
| Q1 2026 | 37 | $125.4M | BND, BNDX, SCHP, DFLV, AVIV |
| Q4 2025 | 36 | $120.1M | BND, BNDX, SCHP, DFLV, AVES |
| Q3 2025 | 35 | $115.1M | BND, BNDX, SCHP, AVES, AVIV |
| Q2 2025 | 34 | $106.2M | BND, BNDX, SCHP, AVES, AVIV |
| Q1 2025 | 34 | $103.0M | BND, BNDX, SCHP, AVES, AVIV |
| Q4 2024 | 34 | $99.5M | BND, BNDX, SCHP, AVES, AGG |