Golden Bell Financial Planning LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 6, 2025), Golden Bell Financial Planning LLC reported 34 stock positions worth $103.0 million. Its top holding was Vanguard Total Bond Market (BND) at 18.0% of the portfolio, followed by Vanguard Total Intl Bond ETF (BNDX, 9.7%) and Schwab U.S. Tips ETF (SCHP, 8.9%). Compared with Q4 2024, it opened 1 new position, sold out of 1, added to 14 and reduced 12. The biggest buy was Avantis Intl LRG Cap Val ETF (AVIV, shares +4%) and the biggest sale Schwab US Large-Cap Value (SCHV, shares −5%).
- Most Recent 13F
- Q2 2026
- Location
- ALPHARETTA, GA
- CIK
- 0002044309
- Portfolio Value
- $103.0M (Q1 2025)
- SEC Filing
- 0002044309-25-000003 ↗ filed May 6, 2025
Holdings Value
Holdings 34 stocks · $103.0M
| BND Vanguard Total Bond Market | 18.04% | 252,883 | $18.6M | Add +1.1% |
| BNDX Vanguard Total Intl Bond ETF | 9.67% | 203,826 | $10.0M | Add +0.9% |
| SCHP Schwab U.S. Tips ETF | 8.85% | 338,951 | $9.1M | Add +1.5% |
| AVES Avantis Emerging Markets Val | 7.37% | 160,941 | $7.6M | Reduce -0.4% |
| AVIV Avantis Intl LRG Cap Val ETF | 6.76% | 122,713 | $7.0M | Add +4.2% |
| AGG iShares Core U.S. Aggregate | 6.14% | 63,918 | $6.3M | Reduce -1.7% |
| DFLV Dim US Large Cap Value ETF | 5.55% | 186,982 | $5.7M | Add +7.5% |
| AVUV Avantis US Small Cap Value | 5.06% | 59,785 | $5.2M | Add +5.7% |
| AVDV Avantis Intl S/C Value ETF | 4.89% | 72,244 | $5.0M | Reduce -1.4% |
| VCIT Vanguard Int-Term Corporate | 4.84% | 60,884 | $5.0M | Add +1.4% |
| SCHV Schwab US Large-Cap Value | 4.38% | 169,645 | $4.5M | Reduce -5.4% |
| TIP iShares Tips Bond ETF | 2.38% | 22,087 | $2.5M | Add +2.3% |
| DISV Dimensional International SM | 2.25% | 79,408 | $2.3M | Add +6.5% |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.84% | 38,109 | $1.9M | Add +3.0% |
| DFEV Dimensional Emrg MRKT Val | 1.76% | 66,829 | $1.8M | Add +34.4% |
| ROUS Hartford Multifact US Eqty | 1.50% | 30,514 | $1.5M | Reduce -3.1% |
| VSS Vanguard Ftse All Wo X-US SC | 1.13% | 10,094 | $1.2M | Reduce -6.8% |
| VEA Vanguard Ftse Developed ETF | 1.02% | 20,708 | $1.1M | Add +0.1% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.92% | 3,670 | $943K | Reduce -2.6% |
| VWO Vanguard Ftse Emerging Marke | 0.91% | 20,651 | $935K | Reduce -5.0% |
| PRFZ Inv Rafi US 1500 SM-Usd Inc. | 0.64% | 17,282 | $654K | Reduce -1.1% |
| FNDC Schwab Fndmnt Intl SM Eq ETF | 0.56% | 16,029 | $580K | Reduce -0.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.47% | 918 | $489K | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.39% | 1,804 | $400K | Reduce -2.7% |
| DFSV Dimensional US Small Cap Val | 0.39% | 14,087 | $397K | No change |
| DFIV Dimensional International Va | 0.35% | 9,144 | $360K | Add +2.3% |
| SCMB Schwab Municipal Bond ETF | 0.34% | 13,761 | $349K | Add +1.5% |
| PRF Invesco Rafi US 1000 ETF | 0.27% | 6,875 | $278K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.24% | 449 | $251K | No change |
| FNDE Schwab Fndmntl Em MRK Eq ETF | 0.24% | 8,111 | $250K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.22% | 831 | $228K | No change |
| IAGG iShares Intl Aggregate Bond | 0.21% | 4,398 | $220K | New |
| ROSC Hartford Multifact Small Cap | 0.21% | 5,308 | $214K | Reduce -2.3% |
| VTIP Vanguard Short-Term Tips | 0.21% | 4,244 | $212K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| SCHV Schwab US Large-Cap Value | Reduce -5.4% | 4.38% | −0.32 |
| SCHA Schwab US Small-Cap ETF | Sold out | 0.00% | −0.22 |
| AGG iShares Core U.S. Aggregate | Reduce -1.7% | 6.14% | −0.19 |
| AVES Avantis Emerging Markets Val | Reduce -0.4% | 7.37% | −0.13 |
| VSS Vanguard Ftse All Wo X-US SC | Reduce -6.8% | 1.13% | −0.11 |
| ROUS Hartford Multifact US Eqty | Reduce -3.1% | 1.50% | −0.11 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -2.6% | 0.92% | −0.10 |
| PRFZ Inv Rafi US 1500 SM-Usd Inc. | Reduce -1.1% | 0.64% | −0.10 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -2.7% | 0.39% | −0.06 |
| VWO Vanguard Ftse Emerging Marke | Reduce -5.0% | 0.91% | −0.05 |
| ROSC Hartford Multifact Small Cap | Reduce -2.3% | 0.21% | −0.03 |
| FNDC Schwab Fndmnt Intl SM Eq ETF | Reduce -0.3% | 0.56% | +0.01 |
| AVDV Avantis Intl S/C Value ETF | Reduce -1.4% | 4.89% | +0.10 |
Portfolio Buys Q4 2024 → Q1 2025
| AVIV Avantis Intl LRG Cap Val ETF | Add +4.2% | 6.76% | +0.61 |
| DFEV Dimensional Emrg MRKT Val | Add +34.4% | 1.76% | +0.45 |
| DFLV Dim US Large Cap Value ETF | Add +7.5% | 5.55% | +0.30 |
| DISV Dimensional International SM | Add +6.5% | 2.25% | +0.26 |
| IAGG iShares Intl Aggregate Bond | New | 0.21% | +0.21 |
| SCHP Schwab U.S. Tips ETF | Add +1.5% | 8.85% | +0.18 |
| TIP iShares Tips Bond ETF | Add +2.3% | 2.38% | +0.07 |
| DFIV Dimensional International Va | Add +2.3% | 0.35% | +0.03 |
| VEA Vanguard Ftse Developed ETF | Add +0.1% | 1.02% | +0.03 |
| VCIT Vanguard Int-Term Corporate | Add +1.4% | 4.84% | −0.01 |
| SCMB Schwab Municipal Bond ETF | Add +1.5% | 0.34% | −0.01 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +3.0% | 1.84% | −0.03 |
| BND Vanguard Total Bond Market | Add +1.1% | 18.04% | −0.03 |
| BNDX Vanguard Total Intl Bond ETF | Add +0.9% | 9.67% | −0.29 |
| AVUV Avantis US Small Cap Value | Add +5.7% | 5.06% | −0.42 |
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 |