Golden Bell Financial Planning LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 5, 2025), Golden Bell Financial Planning LLC reported 34 stock positions worth $106.2 million. Its top holding was Vanguard Total Bond Market (BND) at 17.7% of the portfolio, followed by Vanguard Total Intl Bond ETF (BNDX, 9.4%) and Schwab U.S. Tips ETF (SCHP, 8.4%). Compared with Q1 2025, it opened 1 new position, sold out of 1, added to 8 and reduced 19. The biggest buy was Dim US Large Cap Value ETF (DFLV, shares +11%) and the biggest sale iShares Core U.S. Aggregate (AGG, shares −6%).
- Most Recent 13F
- Q2 2026
- Location
- ALPHARETTA, GA
- CIK
- 0002044309
- Portfolio Value
- $106.2M (Q2 2025)
- SEC Filing
- 0002044309-25-000004 ↗ filed Aug 5, 2025
Holdings Value
Holdings 34 stocks · $106.2M
| BND Vanguard Total Bond Market | 17.73% | 255,655 | $18.8M | Add +1.1% |
| BNDX Vanguard Total Intl Bond ETF | 9.42% | 202,119 | $10.0M | Reduce -0.8% |
| SCHP Schwab U.S. Tips ETF | 8.43% | 335,477 | $9.0M | Reduce -1.0% |
| AVES Avantis Emerging Markets Val | 7.77% | 154,150 | $8.3M | Reduce -4.2% |
| AVIV Avantis Intl LRG Cap Val ETF | 6.70% | 114,272 | $7.1M | Reduce -6.9% |
| DFLV Dim US Large Cap Value ETF | 6.05% | 207,073 | $6.4M | Add +10.7% |
| AGG iShares Core U.S. Aggregate | 5.63% | 60,237 | $6.0M | Reduce -5.8% |
| AVUV Avantis US Small Cap Value | 5.29% | 61,693 | $5.6M | Add +3.2% |
| AVDV Avantis Intl S/C Value ETF | 5.10% | 68,307 | $5.4M | Reduce -5.5% |
| VCIT Vanguard Int-Term Corporate | 4.75% | 60,831 | $5.0M | Reduce -0.1% |
| SCHV Schwab US Large-Cap Value | 4.19% | 160,958 | $4.5M | Reduce -5.1% |
| DISV Dimensional International SM | 2.43% | 78,505 | $2.6M | Reduce -1.1% |
| TIP iShares Tips Bond ETF | 2.17% | 20,961 | $2.3M | Reduce -5.1% |
| DFEV Dimensional Emrg MRKT Val | 1.88% | 66,575 | $2.0M | Reduce -0.4% |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.71% | 37,080 | $1.8M | Reduce -2.7% |
| ROUS Hartford Multifact US Eqty | 1.53% | 30,226 | $1.6M | Reduce -0.9% |
| VSS Vanguard Ftse All Wo X-US SC | 1.22% | 9,668 | $1.3M | Reduce -4.2% |
| VEA Vanguard Ftse Developed ETF | 1.10% | 20,474 | $1.2M | Reduce -1.1% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.99% | 3,670 | $1.0M | No change |
| VWO Vanguard Ftse Emerging Marke | 0.96% | 20,679 | $1.0M | Add +0.1% |
| PRFZ Inv Rafi US 1500 SM-Usd Inc. | 0.66% | 17,156 | $698K | Reduce -0.7% |
| DFSV Dimensional US Small Cap Val | 0.60% | 21,741 | $640K | Add +54.3% |
| FNDC Schwab Fndmnt Intl SM Eq ETF | 0.58% | 14,606 | $614K | Reduce -8.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.42% | 918 | $446K | No change |
| DFIV Dimensional International Va | 0.37% | 9,217 | $395K | Add +0.8% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.37% | 1,649 | $391K | Reduce -8.6% |
| SCMB Schwab Municipal Bond ETF | 0.37% | 15,455 | $389K | Add +12.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.26% | 448 | $277K | Reduce -0.2% |
| FNDE Schwab Fndmntl Em MRK Eq ETF | 0.25% | 8,111 | $268K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.24% | 831 | $253K | No change |
| IAGG iShares Intl Aggregate Bond | 0.21% | 4,398 | $225K | No change |
| ROSC Hartford Multifact Small Cap | 0.21% | 5,308 | $222K | No change |
| VTIP Vanguard Short-Term Tips | 0.20% | 4,253 | $214K | Add +0.2% |
| SCHA Schwab US Small-Cap ETF | 0.19% | 8,045 | $204K | New |
Portfolio Sells Q1 2025 → Q2 2025
| AGG iShares Core U.S. Aggregate | Reduce -5.8% | 5.63% | −0.51 |
| SCHP Schwab U.S. Tips ETF | Reduce -1.0% | 8.43% | −0.42 |
| PRF Invesco Rafi US 1000 ETF | Sold out | 0.00% | −0.27 |
| BNDX Vanguard Total Intl Bond ETF | Reduce -0.8% | 9.42% | −0.24 |
| TIP iShares Tips Bond ETF | Reduce -5.1% | 2.17% | −0.21 |
| SCHV Schwab US Large-Cap Value | Reduce -5.1% | 4.19% | −0.19 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -2.7% | 1.71% | −0.12 |
| VCIT Vanguard Int-Term Corporate | Reduce -0.1% | 4.75% | −0.08 |
| AVIV Avantis Intl LRG Cap Val ETF | Reduce -6.9% | 6.70% | −0.06 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -8.6% | 0.37% | −0.02 |
| FNDC Schwab Fndmnt Intl SM Eq ETF | Reduce -8.9% | 0.58% | +0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.2% | 0.26% | +0.02 |
| PRFZ Inv Rafi US 1500 SM-Usd Inc. | Reduce -0.7% | 0.66% | +0.02 |
| ROUS Hartford Multifact US Eqty | Reduce -0.9% | 1.53% | +0.02 |
| VEA Vanguard Ftse Developed ETF | Reduce -1.1% | 1.10% | +0.08 |
| VSS Vanguard Ftse All Wo X-US SC | Reduce -4.2% | 1.22% | +0.09 |
| DFEV Dimensional Emrg MRKT Val | Reduce -0.4% | 1.88% | +0.12 |
| DISV Dimensional International SM | Reduce -1.1% | 2.43% | +0.19 |
| AVDV Avantis Intl S/C Value ETF | Reduce -5.5% | 5.10% | +0.21 |
| AVES Avantis Emerging Markets Val | Reduce -4.2% | 7.77% | +0.40 |
Portfolio Buys Q1 2025 → Q2 2025
| DFLV Dim US Large Cap Value ETF | Add +10.7% | 6.05% | +0.50 |
| AVUV Avantis US Small Cap Value | Add +3.2% | 5.29% | +0.23 |
| DFSV Dimensional US Small Cap Val | Add +54.3% | 0.60% | +0.22 |
| SCHA Schwab US Small-Cap ETF | New | 0.19% | +0.19 |
| VWO Vanguard Ftse Emerging Marke | Add +0.1% | 0.96% | +0.06 |
| SCMB Schwab Municipal Bond ETF | Add +12.3% | 0.37% | +0.03 |
| DFIV Dimensional International Va | Add +0.8% | 0.37% | +0.02 |
| VTIP Vanguard Short-Term Tips | Add +0.2% | 0.20% | −0.00 |
| BND Vanguard Total Bond Market | Add +1.1% | 17.73% | −0.31 |
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 |