Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Golden Bell Financial Planning LLC (CIK 2044309) reported $125.4M across 37 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BND ($23.0M, 18.33%), BNDX ($11.4M, 9.13%), SCHP ($10.7M, 8.52%), DFLV ($9.8M, 7.84%), AVIV ($8.9M, 7.08%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BND | VANGUARD BD INDEX FDS | $23.0M | 18.33% | 312,305 | Added |
| 2 | BNDX | VANGUARD CHARLOTTE FDS | $11.4M | 9.13% | 238,254 | Added |
| 3 | SCHP | SCHWAB STRATEGIC TR | $10.7M | 8.52% | 401,701 | Added |
| 4 | DFLV | DIMENSIONAL ETF TRUST | $9.8M | 7.84% | 275,360 | Added |
| 5 | AVIV | AMERICAN CENTY ETF TR | $8.9M | 7.08% | 118,775 | Added |
| 6 | AVES | AMERICAN CENTY ETF TR | $8.1M | 6.43% | 134,484 | Trimmed |
| 7 | AVUV | AMERICAN CENTY ETF TR | $7.6M | 6.08% | 69,057 | Added |
| 8 | AVDV | AMERICAN CENTY ETF TR | $6.0M | 4.76% | 59,797 | Trimmed |
| 9 | AGG | ISHARES TR | $5.8M | 4.62% | 58,384 | Added |
| 10 | VCIT | VANGUARD SCOTTSDALE FDS | $5.7M | 4.51% | 68,324 | Added |
| 11 | SCHV | SCHWAB STRATEGIC TR | $4.6M | 3.63% | 149,270 | Trimmed |
| 12 | DISV | DIMENSIONAL ETF TRUST | $3.5M | 2.79% | 88,704 | Added |
| 13 | DFEV | DIMENSIONAL ETF TRUST | $3.1M | 2.43% | 85,293 | Added |
| 14 | TIP | ISHARES TR | $2.3M | 1.87% | 21,220 | Trimmed |
| 15 | VTEB | VANGUARD MUN BD FDS | $2.1M | 1.66% | 41,680 | Trimmed |
| 16 | ROUS | LATTICE STRATEGIES TR | $1.7M | 1.38% | 29,299 | Trimmed |
| 17 | VSS | VANGUARD INTL EQUITY INDEX F | $1.3M | 1.07% | 9,202 | Trimmed |
| 18 | VEA | VANGUARD TAX-MANAGED FDS | $1.1M | 0.90% | 17,600 | Trimmed |
| 19 | VWO | VANGUARD INTL EQUITY INDEX F | $989,259 | 0.79% | 18,303 | Trimmed |
| 20 | VV | VANGUARD INDEX FDS | $991,005 | 0.79% | 3,316 | Trimmed |
| 21 | DFSV | DIMENSIONAL ETF TRUST | $773,683 | 0.62% | 22,080 | Trimmed |
| 22 | WPGHX | RBB FD INC | $763,764 | 0.61% | 7,472 | Hold |
| 23 | PRFZ | INVESCO EXCHANGE TRADED FD T | $651,583 | 0.52% | 14,205 | Hold |
| 24 | FNDC | SCHWAB STRATEGIC TR | $561,946 | 0.45% | 12,121 | Trimmed |
| 25 | DFIV | DIMENSIONAL ETF TRUST | $481,881 | 0.38% | 9,130 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31