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 $136.0M across 41 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: BND ($25.2M, 18.52%), BNDX ($12.2M, 8.94%), SCHP ($11.4M, 8.38%), DFLV ($11.2M, 8.23%), AVIV ($9.3M, 6.84%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BND | VANGUARD BD INDEX FDS | $25.2M | 18.52% | 343,092 | Added |
| 2 | BNDX | VANGUARD CHARLOTTE FDS | $12.2M | 8.94% | 251,039 | Added |
| 3 | SCHP | SCHWAB STRATEGIC TR | $11.4M | 8.38% | 429,976 | Added |
| 4 | DFLV | DIMENSIONAL ETF TRUST | $11.2M | 8.23% | 282,956 | Added |
| 5 | AVIV | AMERICAN CENTY ETF TR | $9.3M | 6.84% | 120,237 | Added |
| 6 | AVUV | AMERICAN CENTY ETF TR | $8.5M | 6.26% | 68,260 | Trimmed |
| 7 | AVES | AMERICAN CENTY ETF TR | $8.3M | 6.11% | 126,665 | Trimmed |
| 8 | AVDV | AMERICAN CENTY ETF TR | $6.0M | 4.39% | 57,971 | Trimmed |
| 9 | VCIT | VANGUARD SCOTTSDALE FDS | $5.8M | 4.29% | 70,619 | Added |
| 10 | AGG | ISHARES TR | $5.7M | 4.20% | 57,694 | Trimmed |
| 11 | SCHV | SCHWAB STRATEGIC TR | $5.1M | 3.78% | 147,634 | Trimmed |
| 12 | DISV | DIMENSIONAL ETF TRUST | $3.8M | 2.82% | 95,526 | Added |
| 13 | DFEV | DIMENSIONAL ETF TRUST | $3.7M | 2.72% | 86,555 | Added |
| 14 | TIP | ISHARES TR | $2.3M | 1.71% | 21,299 | Added |
| 15 | VTEB | VANGUARD MUN BD FDS | $2.3M | 1.69% | 45,386 | Added |
| 16 | ROUS | LATTICE STRATEGIES TR | $1.9M | 1.43% | 28,922 | Trimmed |
| 17 | VSS | VANGUARD INTL EQUITY INDEX F | $1.3M | 0.99% | 8,740 | Trimmed |
| 18 | VEA | VANGUARD TAX-MANAGED FDS | $1.2M | 0.88% | 16,784 | Trimmed |
| 19 | VV | VANGUARD INDEX FDS | $1.1M | 0.81% | 3,195 | Trimmed |
| 20 | VWO | VANGUARD INTL EQUITY INDEX F | $1.1M | 0.78% | 17,877 | Trimmed |
| 21 | PRFZ | INVESCO EXCHANGE TRADED FD T | $792,213 | 0.58% | 14,205 | Hold |
| 22 | DFSV | DIMENSIONAL ETF TRUST | $776,809 | 0.57% | 20,026 | Trimmed |
| 23 | CPAG | RBB FD INC | $766,912 | 0.56% | 7,472 | Hold |
| 24 | FNDC | SCHWAB STRATEGIC TR | $524,077 | 0.39% | 10,792 | Trimmed |
| 25 | VB | VANGUARD INDEX FDS | $498,936 | 0.37% | 1,646 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30