Golden Bell Financial Planning LLC Top Holdings and 13F Report (2025) About Golden Bell Financial Planning LLCInvestment ActivityGolden Bell Financial Planning LLC has $106.18 million in total holdings as of June 30, 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 1.39% of the portfolio was purchased this quarter.About 2.51% of the portfolio was sold this quarter.This quarter, Golden Bell Financial Planning LLC has purchased 34 new stocks and bought additional shares in 8 stocks.Golden Bell Financial Planning LLC sold shares of 19 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard Total Bond Market ETF $18,823,878Vanguard Total International Bond ETF $10,006,910Schwab U.S. TIPS ETF $8,950,531Avantis Emerging Markets Value ETF $8,253,987Avantis International Large Cap Value ETF $7,111,742 Largest New Holdings this Quarter 808524607 - Schwab US Small-Cap ETF $203,539 Holding Largest Purchases this Quarter Dimensional US Large Cap Value ETF 20,091 shares (about $623.22K)Dimensional US Small Cap Value ETF 7,654 shares (about $225.26K)Vanguard Total Bond Market ETF 2,772 shares (about $204.10K)Schwab US Small-Cap ETF 8,045 shares (about $203.54K)Avantis U.S. Small Cap Value ETF 1,908 shares (about $173.82K) Largest Sales this Quarter Avantis International Large Cap Value ETF 8,441 shares (about $525.33K)iShares Core U.S. Aggregate Bond ETF 3,681 shares (about $365.16K)Avantis Emerging Markets Value ETF 6,791 shares (about $363.63K)Avantis International Small Cap Value ETF 3,937 shares (about $312.13K)Schwab U.S. Large-Cap Value ETF 8,687 shares (about $240.37K) 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$18,823,878$204,102 ▲1.1%255,65517.7%ETFBNDXVanguard Total International Bond ETF$10,006,910$84,514 ▼-0.8%202,1199.4%ETFSCHPSchwab U.S. TIPS ETF$8,950,531$92,686 ▼-1.0%335,4778.4%ETFAVESAvantis Emerging Markets Value ETF$8,253,987$363,625 ▼-4.2%154,1507.8%ETFAVIVAvantis International Large Cap Value ETF$7,111,742$525,327 ▼-6.9%114,2726.7%ETFDFLVDimensional US Large Cap Value ETF$6,423,409$623,223 ▲10.7%207,0736.0%ETFAGGiShares Core U.S. Aggregate Bond ETF$5,975,510$365,155 ▼-5.8%60,2375.6%FinanceAVUVAvantis U.S. Small Cap Value ETF$5,620,232$173,819 ▲3.2%61,6935.3%ETFAVDVAvantis International Small Cap Value ETF$5,415,386$312,126 ▼-5.4%68,3075.1%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$5,044,114$4,395 ▼-0.1%60,8314.8%ETFSCHVSchwab U.S. Large-Cap Value ETF$4,453,708$240,369 ▼-5.1%160,9584.2%ETFDISVDimensional International Small Cap Value ETF$2,583,600$29,718 ▼-1.1%78,5052.4%ETFTIPiShares TIPS Bond ETF$2,306,588$123,907 ▼-5.1%20,9612.2%ETFDFEVDimensional Emerging Markets Value ETF$1,996,579$7,617 ▼-0.4%66,5751.9%ETFVTEBVanguard Tax-Exempt Bond ETF$1,818,032$50,452 ▼-2.7%37,0801.7%ETFROUSHartford Multifactor US Equity ETF$1,622,834$15,463 ▼-0.9%30,2261.5%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$1,299,283$57,250 ▼-4.2%9,6681.2%ETFVEAVanguard FTSE Developed Markets ETF$1,167,247$13,341 ▼-1.1%20,4741.1%ETFVVVanguard Large-Cap ETF$1,046,9800.0%3,6701.0%ETFVWOVanguard FTSE Emerging Markets ETF$1,022,759$1,385 ▲0.1%20,6791.0%ETFPRFZInvesco RAFI US 1500 Small-Mid ETF$697,707$5,124 ▼-0.7%17,1560.7%ManufacturingDFSVDimensional US Small Cap Value ETF$639,838$225,257 ▲54.3%21,7410.6%ETFFNDCSchwab Fundamental International Small Equity ETF$614,197$59,839 ▼-8.9%14,6060.6%ETFBRK.BBerkshire Hathaway$445,9370.0%9180.4%FinanceDFIVDimensional International Value ETF$394,764$3,127 ▲0.8%9,2170.4%ETFVBVanguard Small-Cap ETF$390,780$36,732 ▼-8.6%1,6490.4%ETFSCMBSchwab Municipal Bond ETF$389,157$42,655 ▲12.3%15,4550.4%ETFSPYSPDR S&P 500 ETF Trust$276,797$618 ▼-0.2%4480.3%FinanceFNDESchwab Fundamental Emerging Markets Equity ETF$267,7440.0%8,1110.3%ETFVTIVanguard Total Stock Market ETF$252,5660.0%8310.2%ETFIAGGiShares Core International Aggregate Bond ETF$224,6940.0%4,3980.2%ETFROSCHartford Multifactor Small Cap ETF$221,6170.0%5,3080.2%ManufacturingVTIPVanguard Short-Term Inflation-Protected Securities ETF$213,784$452 ▲0.2%4,2530.2%ManufacturingSCHASchwab US Small-Cap ETF$203,539$203,539 ▲New Holding8,0450.2%ETFPRFInvesco RAFI US 1000 ETF$0$277,819 ▼-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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