Golden Bell Financial Planning LLC Top Holdings and 13F Report (2026) About Golden Bell Financial Planning LLCInvestment ActivityGolden Bell Financial Planning LLC has $125.45 million in total holdings as of March 31, 2026.Golden Bell Financial Planning LLC owns shares of 37 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 3.25% of the portfolio was purchased this quarter.About 0.82% of the portfolio was sold this quarter.This quarter, Golden Bell Financial Planning LLC has purchased 36 new stocks and bought additional shares in 12 stocks.Golden Bell Financial Planning LLC sold shares of 14 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard Total Bond Market ETF $22,998,171Vanguard Total International Bond ETF $11,448,111Schwab U.S. TIPS ETF $10,689,255Dimensional US Large Cap Value ETF $9,833,111Avantis International Large Cap Value ETF $8,887,933 Largest New Holdings this Quarter 922042742 - Vanguard Total World Stock ETF $208,690 Holding Largest Purchases this Quarter Vanguard Total Bond Market ETF 16,700 shares (about $1.23M)Schwab U.S. TIPS ETF 22,537 shares (about $599.71K)Vanguard Total International Bond ETF 11,278 shares (about $541.91K)Dimensional US Large Cap Value ETF 14,277 shares (about $509.83K)Vanguard Intermediate-Term Corporate Bond ETF 2,991 shares (about $247.51K) Largest Sales this Quarter Avantis Emerging Markets Value ETF 9,705 shares (about $582.11K)Avantis International Small Cap Value ETF 1,917 shares (about $191.43K)Schwab U.S. Large-Cap Value ETF 3,299 shares (about $100.62K)Vanguard Tax-Exempt Bond ETF 714 shares (about $35.62K)Vanguard FTSE All-World ex-US Small-Cap ETF 197 shares (about $28.72K) 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$22,998,171$1,229,790 ▲5.6%312,30518.3%ETFBNDXVanguard Total International Bond ETF$11,448,111$541,908 ▲5.0%238,2549.1%ETFSCHPSchwab U.S. TIPS ETF$10,689,255$599,709 ▲5.9%401,7018.5%ETFDFLVDimensional US Large Cap Value ETF$9,833,111$509,832 ▲5.5%275,3607.8%ETFAVIVAvantis International Large Cap Value ETF$8,887,933$142,776 ▲1.6%118,7757.1%ETFAVESAvantis Emerging Markets Value ETF$8,066,342$582,105 ▼-6.7%134,4846.4%ETFAVUVAvantis U.S. Small Cap Value ETF$7,628,695$204,037 ▲2.7%69,0576.1%ETFAVDVAvantis International Small Cap Value ETF$5,971,284$191,430 ▼-3.1%59,7974.8%ETFAGGiShares Core U.S. Aggregate Bond ETF$5,795,780$16,975 ▲0.3%58,3844.6%FinanceVCITVanguard Intermediate-Term Corporate Bond ETF$5,653,818$247,506 ▲4.6%68,3244.5%ETFSCHVSchwab U.S. Large-Cap Value ETF$4,552,735$100,620 ▼-2.2%149,2703.6%ETFDISVDimensional International Small Cap Value ETF$3,498,486$156,064 ▲4.7%88,7042.8%ETFDFEVDimensional Emerging Markets Value ETF$3,051,775$196,789 ▲6.9%85,2932.4%ETFTIPiShares TIPS Bond ETF$2,341,851$7,505 ▼-0.3%21,2201.9%ETFVTEBVanguard Tax-Exempt Bond ETF$2,079,415$35,621 ▼-1.7%41,6801.7%ETFROUSHartford Multifactor US Equity ETF$1,729,813$7,439 ▼-0.4%29,2991.4%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$1,341,560$28,721 ▼-2.1%9,2021.1%ETFVEAVanguard FTSE Developed Markets ETF$1,127,794$17,237 ▼-1.5%17,6000.9%ETFVVVanguard Large-Cap ETF$991,005$9,265 ▼-0.9%3,3160.8%ETFVWOVanguard FTSE Emerging Markets ETF$989,259$5,135 ▼-0.5%18,3030.8%ETFDFSVDimensional US Small Cap Value ETF$773,683$19,237 ▼-2.4%22,0800.6%ETFRBB FD INC$763,7640.0%7,4720.6%F/M COMPOUNDR USPRFZInvesco RAFI US 1500 Small-Mid ETF$651,5830.0%14,2050.5%ManufacturingFNDCSchwab Fundamental International Small Equity ETF$561,946$6,073 ▼-1.1%12,1210.4%ETFDFIVDimensional International Value ETF$481,8810.0%9,1300.4%ETFSCMBSchwab Municipal Bond ETF$457,825$20,537 ▲4.7%17,9680.4%ETFBRK.BBerkshire Hathaway$439,9060.0%9180.4%FinanceVBVanguard Small-Cap ETF$431,120$6,810 ▼-1.6%1,6460.3%ETFFNDESchwab Fundamental Emerging Markets Equity ETF$310,3270.0%8,1110.2%ETFSPYSPDR S&P 500 ETF Trust$291,3520.0%4480.2%FinanceVOOVanguard S&P 500 ETF$270,690$13,146 ▼-4.6%4530.2%ETFSCHASchwab US Small-Cap ETF$233,9490.0%8,0450.2%ETFVTIVanguard Total Stock Market ETF$233,2290.0%7270.2%ETFROSCHartford Multifactor Small Cap ETF$223,8860.0%4,6350.2%ManufacturingVTIPVanguard Short-Term Inflation-Protected Securities ETF$220,1360.0%4,4070.2%ManufacturingVTVVanguard Value ETF$217,845$981 ▲0.5%1,1100.2%ETFVTVanguard Total World Stock ETF$208,690$208,690 ▲New Holding1,5090.2%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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