Golden Bell Financial Planning LLC Top Holdings and 13F Report (2026) About Golden Bell Financial Planning LLCInvestment ActivityGolden Bell Financial Planning LLC has $136.01 million in total holdings as of June 30, 2026.Golden Bell Financial Planning LLC owns shares of 41 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 4.40% of the portfolio was purchased this quarter.About 0.97% of the portfolio was sold this quarter.This quarter, Golden Bell Financial Planning LLC has purchased 37 new stocks and bought additional shares in 15 stocks.Golden Bell Financial Planning LLC sold shares of 16 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard Total Bond Market ETF $25,186,414Vanguard Total International Bond ETF $12,157,825Schwab U.S. TIPS ETF $11,394,356Dimensional US Large Cap Value ETF $11,188,086Avantis International Large Cap Value ETF $9,308,749 Largest New Holdings this Quarter 25434V872 - Dimensional Core Fixed Income ETF $418,639 Holding46435G672 - iShares Core International Aggregate Bond ETF $310,330 Holding46432F388 - iShares MSCI USA Value Factor ETF $254,958 Holding464287804 - iShares Core S&P Small-Cap ETF $226,914 Holding Largest Purchases this Quarter Vanguard Total Bond Market ETF 30,787 shares (about $2.26M)Schwab U.S. TIPS ETF 28,275 shares (about $749.29K)Vanguard Total International Bond ETF 12,785 shares (about $619.18K)Dimensional Core Fixed Income ETF 9,918 shares (about $418.64K)iShares Core International Aggregate Bond ETF 6,133 shares (about $310.33K) Largest Sales this Quarter Avantis Emerging Markets Value ETF 7,819 shares (about $512.92K)Avantis International Small Cap Value ETF 1,826 shares (about $188.17K)Avantis U.S. Small Cap Value ETF 797 shares (about $99.43K)Dimensional US Small Cap Value ETF 2,054 shares (about $79.67K)Vanguard FTSE All-World ex-US Small-Cap ETF 462 shares (about $71.28K) 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$25,186,414$2,260,076 â–²9.9%343,09218.5%ETFBNDXVanguard Total International Bond ETF$12,157,825$619,178 â–²5.4%251,0398.9%ETFSCHPSchwab U.S. TIPS ETF$11,394,356$749,287 â–²7.0%429,9768.4%ETFDFLVDimensional US Large Cap Value ETF$11,188,086$300,346 â–²2.8%282,9568.2%ETFAVIVAvantis International Large Cap Value ETF$9,308,749$113,188 â–²1.2%120,2376.8%ETFAVUVAvantis U.S. Small Cap Value ETF$8,516,082$99,433 â–¼-1.2%68,2606.3%ETFAVESAvantis Emerging Markets Value ETF$8,309,197$512,925 â–¼-5.8%126,6656.1%ETFAVDVAvantis International Small Cap Value ETF$5,973,895$188,169 â–¼-3.1%57,9714.4%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$5,836,667$189,682 â–²3.4%70,6194.3%ETFAGGiShares Core U.S. Aggregate Bond ETF$5,710,552$68,296 â–¼-1.2%57,6944.2%ETFSCHVSchwab U.S. Large-Cap Value ETF$5,139,140$56,949 â–¼-1.1%147,6343.8%ETFDISVDimensional International Small Cap Value ETF$3,833,458$273,767 â–²7.7%95,5262.8%ETFDFEVDimensional Emerging Markets Value ETF$3,693,056$53,846 â–²1.5%86,5552.7%ETFTIPiShares TIPS Bond ETF$2,330,761$8,645 â–²0.4%21,2991.7%ETFVTEBVanguard Tax-Exempt Bond ETF$2,295,624$187,449 â–²8.9%45,3861.7%ETFROUSHartford Multifactor US Equity ETF$1,949,343$25,410 â–¼-1.3%28,9221.4%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$1,348,495$71,282 â–¼-5.0%8,7401.0%ETFVEAVanguard FTSE Developed Markets ETF$1,195,857$58,140 â–¼-4.6%16,7840.9%ETFVVVanguard Large-Cap ETF$1,098,929$41,618 â–¼-3.6%3,1950.8%ETFVWOVanguard FTSE Emerging Markets ETF$1,067,059$25,427 â–¼-2.3%17,8770.8%ETFPRFZInvesco RAFI US 1500 Small-Mid ETF$792,2130.0%14,2050.6%ETFDFSVDimensional US Small Cap Value ETF$776,809$79,675 â–¼-9.3%20,0260.6%ETFRBB FD INC$766,9120.0%7,4720.6%F M CO US AG ETFFNDCSchwab Fundamental International Small Equity ETF$524,077$64,538 â–¼-11.0%10,7920.4%ETFVBVanguard Small-Cap ETF$498,9360.0%1,6460.4%ETFDFIVDimensional International Value ETF$493,581$378 â–²0.1%9,1370.4%ETFSCMBSchwab Municipal Bond ETF$466,748$2,814 â–²0.6%18,0770.3%ETFBRK.BBerkshire Hathaway$459,3580.0%9180.3%FinanceDFCFDimensional Core Fixed Income ETF$418,639$418,639 â–²New Holding9,9180.3%ETFSPYSPDR S&P 500 ETF Trust$333,806$747 â–¼-0.2%4470.2%ETFFNDESchwab Fundamental Emerging Markets Equity ETF$318,988$2,857 â–¼-0.9%8,0390.2%ETFVOOVanguard S&P 500 ETF$311,1250.0%4530.2%ETFIAGGiShares Core International Aggregate Bond ETF$310,330$310,330 â–²New Holding6,1330.2%ETFSCHASchwab US Small-Cap ETF$290,6660.0%8,0450.2%ETFVTIVanguard Total Stock Market ETF$268,279$740 â–¼-0.3%7250.2%ETFVLUEiShares MSCI USA Value Factor ETF$254,958$254,958 â–²New Holding1,2760.2%ETFVTVanguard Total World Stock ETF$251,933$15,069 â–²6.4%1,6050.2%ETFVTVVanguard Value ETF$242,951$1,089 â–²0.5%1,1150.2%ETFROSCHartford Multifactor Small Cap ETF$242,784$16,503 â–¼-6.4%4,3400.2%ETFIJRiShares Core S&P Small-Cap ETF$226,914$226,914 â–²New Holding1,5300.2%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$221,471$100 â–²0.0%4,4090.2%ETFShowing largest 100 holdings. 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