Filer Name: GOLDEN BELL FINANCIAL PLANNING LLC
CIK: 2044309
Period: 2024-12-31
Filed At: 2025-02-04
Number of Holdings: 34
Portfolio Value: $0.10B

Golden Bell Financial Planning Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
BND US VANGUARD TOTAL BOND MARKET 250,108 $18M 18.08% - -
BNDX US VANGUARD TOTAL INTL BOND ETF 201,930 $10M 9.95% - -
SCHP US SCHWAB U.S. TIPS ETF 334,020 $9M 8.67% - -
AVES US AVANTIS EMERGING MARKETS VAL 161,560 $7M 7.50% - -
AGG US ISHARES CORE U.S. AGGREGATE 65,020 $6M 6.33% - -
AVIV US AVANTIS INT LRG CAP VAL ETF 117,813 $6M 6.15% - -
AVUV US AVANTIS US SMALL CAP VALUE 56,538 $5M 5.49% - -
DFLV US DIM US LARGE CAP VALUE ETF 173,922 $5M 5.25% - -
VCIT US VANGUARD INT-TERM CORPORATE 60,026 $5M 4.84% - -
AVDV US AVANTIS INTL S/C VALUE ETF 73,276 $5M 4.79% - -
SCHV US SCHWAB US LARGE-CAP VALUE 179,291 $5M 4.70% - -
TIP US ISHARES TIPS BOND ETF 21,600 $2M 2.31% - -
DISV US DIMENSIONAL INTERNATIONAL SM 74,562 $2M 1.99% - -
VTEB US VANGUARD TAX-EXEMPT BOND ETF 36,988 $2M 1.86% - -
ROUS US HARTFORD MULTIFACT US EQTY 31,477 $2M 1.61% - -
DFEV US DIMENSIONAL EMERGING MARKETS 49,717 $1M 1.31% - -
VSS US VANGUARD FTSE ALL WO X-US SC 10,836 $1M 1.25% - -
VV US VANGUARD LARGE-CAP ETF 3,767 $1M 1.02% - -
VEA US VANGUARD FTSE DEVELOPED ETF 20,681 $1M 0.99% - -
VWO US VANGUARD FTSE EMERGING MARKE 21,747 $1M 0.96% - -
SmartTypes

Empowering investors with intelligent data analytics and market insights.

Quick Links
Connect With Us