Golden Bell Financial Planning LLC Top Holdings and 13F Report (2025) About Golden Bell Financial Planning LLCInvestment ActivityGolden Bell Financial Planning LLC has $102.95 million in total holdings as of March 31, 2025.Golden Bell Financial Planning LLC owns shares of 34 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 2.34% of the portfolio was purchased this quarter.About 0.89% of the portfolio was sold this quarter.This quarter, Golden Bell Financial Planning LLC has purchased 34 new stocks and bought additional shares in 14 stocks.Golden Bell Financial Planning LLC sold shares of 12 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard Total Bond Market ETF $18,574,256Vanguard Total International Bond ETF $9,950,784Schwab U.S. TIPS ETF $9,114,399Avantis Emerging Markets Value ETF $7,589,973Avantis International Large Cap Value ETF $6,955,354 Largest New Holdings this Quarter 46435G672 - iShares Core International Aggregate Bond ETF $219,856 Holding Largest Purchases this Quarter Dimensional Emerging Markets Value ETF 17,112 shares (about $462.88K)Dimensional US Large Cap Value ETF 13,060 shares (about $399.24K)Avantis U.S. Small Cap Value ETF 3,247 shares (about $283.04K)Avantis International Large Cap Value ETF 4,900 shares (about $277.73K)iShares Core International Aggregate Bond ETF 4,398 shares (about $219.86K) Largest Sales this Quarter Schwab U.S. Large-Cap Value ETF 9,646 shares (about $256.39K)iShares Core U.S. Aggregate Bond ETF 1,102 shares (about $109.01K)Vanguard FTSE All-World ex-US Small-Cap ETF 742 shares (about $85.78K)Avantis International Small Cap Value ETF 1,032 shares (about $71.97K)Vanguard FTSE Emerging Markets ETF 1,096 shares (about $49.60K) Sector Allocation Over TimeMap of 500 Largest Holdings ofGolden Bell Financial Planning LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBNDVanguard Total Bond Market ETF$18,574,256$203,824 ▲1.1%252,88318.0%ETFBNDXVanguard Total International Bond ETF$9,950,784$92,563 ▲0.9%203,8269.7%ETFSCHPSchwab U.S. TIPS ETF$9,114,399$132,595 ▲1.5%338,9518.9%ETFAVESAvantis Emerging Markets Value ETF$7,589,973$29,192 ▼-0.4%160,9417.4%ETFAVIVAvantis International Large Cap Value ETF$6,955,354$277,731 ▲4.2%122,7136.8%ETFAGGiShares Core U.S. Aggregate Bond ETF$6,322,769$109,010 ▼-1.7%63,9186.1%FinanceDFLVDimensional US Large Cap Value ETF$5,716,044$399,244 ▲7.5%186,9825.6%ETFAVUVAvantis U.S. Small Cap Value ETF$5,211,458$283,041 ▲5.7%59,7855.1%ETFAVDVAvantis International Small Cap Value ETF$5,038,309$71,972 ▼-1.4%72,2444.9%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$4,977,883$70,150 ▲1.4%60,8844.8%ETFSCHVSchwab U.S. Large-Cap Value ETF$4,509,164$256,391 ▼-5.4%169,6454.4%ETFTIPiShares TIPS Bond ETF$2,453,684$54,102 ▲2.3%22,0872.4%ETFDISVDimensional International Small Cap Value ETF$2,312,361$141,116 ▲6.5%79,4082.2%ETFVTEBVanguard Tax-Exempt Bond ETF$1,890,969$55,624 ▲3.0%38,1091.8%ETFDFEVDimensional Emerging Markets Value ETF$1,807,722$462,879 ▲34.4%66,8291.8%ETFROUSHartford Multifactor US Equity ETF$1,547,975$48,853 ▼-3.1%30,5141.5%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$1,166,866$85,775 ▼-6.8%10,0941.1%ETFVEAVanguard FTSE Developed Markets ETF$1,052,595$1,372 ▲0.1%20,7081.0%ETFVVVanguard Large-Cap ETF$943,236$24,930 ▼-2.6%3,6700.9%ETFVWOVanguard FTSE Emerging Markets ETF$934,650$49,604 ▼-5.0%20,6510.9%ETFPRFZInvesco FTSE RAFI US 1500 Small-Mid ETF$654,297$7,042 ▼-1.1%17,2820.6%ManufacturingFNDCSchwab Fundamental International Small Cap Company Index ETF$580,262$1,774 ▼-0.3%16,0290.6%ETFBRK.BBerkshire Hathaway$488,9080.0%9180.5%FinanceVBVanguard Small-Cap ETF$400,037$11,088 ▼-2.7%1,8040.4%ETFDFSVDimensional US Small Cap Value ETF$396,5490.0%14,0870.4%ETFDFIVDimensional International Value ETF$359,908$8,226 ▲2.3%9,1440.3%ETFSCMBSchwab Municipal Bond ETF$349,117$5,252 ▲1.5%13,7610.3%ETFPRFInvesco FTSE RAFI US 1000 ETF$277,8190.0%6,8750.3%ETFSPYSPDR S&P 500 ETF Trust$251,1660.0%4490.2%FinanceFNDESchwab Fundamental Emerging Markets Large Company Index ETF$249,8190.0%8,1110.2%ETFVTIVanguard Total Stock Market ETF$228,3920.0%8310.2%ETFIAGGiShares Core International Aggregate Bond ETF$219,856$219,856 ▲New Holding4,3980.2%ETFROSCHartford Multifactor Small Cap ETF$213,701$4,992 ▼-2.3%5,3080.2%ManufacturingVTIPVanguard Short-Term Inflation-Protected Securities ETF$211,7970.0%4,2440.2%ManufacturingSCHASchwab US Small-Cap ETF$0$220,327 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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