Golden Bell Financial Planning LLC

Portfolio Overview

Golden Bell Financial Planning LLC disclosed 41 positions worth $136.0M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 4 new positions and exited 0. The portfolio is most concentrated in Other (99.5% of disclosed assets). All figures are sourced directly from Golden Bell Financial Planning LLC’s Form 13F-HR filing with the SEC under CIK 2044309.

• VANGUARD BD INDEX FDS - TOTAL BND MRKT

  —

  Quality

  $25.2M343,092 sh

• VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF

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  Quality

  $12.2M251,039 sh

• SCHWAB STRATEGIC TR - US TIPS ETF

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  Quality

  $11.4M429,976 sh

• DIMENSIONAL ETF TRUST - US LARG VALU ETF

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  Quality

  $11.2M282,956 sh

• AMERICAN CENTY ETF TR - INTERNATIONAL LR

  —

  Quality

  $9.3M120,237 sh

• AMERICAN CENTY ETF TR - US SML CP VALU

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  Quality

  $8.5M68,260 sh

• AMERICAN CENTY ETF TR - EMERGING MKT VAL

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  Quality

  $8.3M126,665 sh

• AMERICAN CENTY ETF TR - INTL SMCP VLU

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  Quality

  $6.0M57,971 sh

• VANGUARD SCOTTSDALE FDS - INT-TERM CORP

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  Quality

  $5.8M70,619 sh

• ISHARES TR - CORE US AGGBD ET

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  Quality

  $5.7M57,694 sh

Showing top 10 of 41 holdings.

Full Holdings — Golden Bell Financial Planning LLC (Q2 2026)

All 41 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	—	VANGUARD BD INDEX FDS - TOTAL BND MRKT	$25.2M	18.5%	+10%	—
2	—	VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF	$12.2M	8.9%	+5%	—
3	—	SCHWAB STRATEGIC TR - US TIPS ETF	$11.4M	8.4%	+7%	—
4	—	DIMENSIONAL ETF TRUST - US LARG VALU ETF	$11.2M	8.2%	+3%	—
5	—	AMERICAN CENTY ETF TR - INTERNATIONAL LR	$9.3M	6.8%	+1%	—
6	—	AMERICAN CENTY ETF TR - US SML CP VALU	$8.5M	6.3%	-1%	—
7	—	AMERICAN CENTY ETF TR - EMERGING MKT VAL	$8.3M	6.1%	-6%	—
8	—	AMERICAN CENTY ETF TR - INTL SMCP VLU	$6.0M	4.4%	-3%	—
9	—	VANGUARD SCOTTSDALE FDS - INT-TERM CORP	$5.8M	4.3%	+3%	—
10	—	ISHARES TR - CORE US AGGBD ET	$5.7M	4.2%	-1%	—
11	—	SCHWAB STRATEGIC TR - US LCAP VA ETF	$5.1M	3.8%	-1%	—
12	—	DIMENSIONAL ETF TRUST - INTL SMALL CAP V	$3.8M	2.8%	+8%	—
13	—	DIMENSIONAL ETF TRUST - EMERGING MKTS VA	$3.7M	2.7%	+1%	—
14	—	ISHARES TR - TIPS BD ETF	$2.3M	1.7%	+0%	—
15	—	VANGUARD MUN BD FDS - TAX EXEMPT BD	$2.3M	1.7%	+9%	—
16	—	LATTICE STRATEGIES TR - HARTFORD US EQTY	$1.9M	1.4%	-1%	—
17	—	VANGUARD INTL EQUITY INDEX F - FTSE SMCAP ETF	$1.3M	1.0%	-5%	—
18	—	VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT	$1.2M	0.9%	-5%	—
19	—	VANGUARD INDEX FDS - LARGE CAP ETF	$1.1M	0.8%	-4%	—
20	—	VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF	$1.1M	0.8%	-2%	—
21	—	INVESCO EXCHANGE TRADED FD T - RAFI US 1500	$792,213	0.6%	+0%	—
22	—	DIMENSIONAL ETF TRUST - US SMALL CAP ETF	$776,809	0.6%	-9%	—
23	—	RBB FD INC - F M CO US AG ETF	$766,912	0.6%	+0%	—
24	—	SCHWAB STRATEGIC TR - FUNDAMENTAL INTL	$524,077	0.4%	-11%	—
25	—	VANGUARD INDEX FDS - SMALL CP ETF	$498,936	0.4%	+0%	—
26	—	DIMENSIONAL ETF TRUST - INTERNATNAL VAL	$493,581	0.4%	+0%	—
27	—	SCHWAB STRATEGIC TR - MUN BD ETF	$466,748	0.3%	+1%	—
28	$BRK.B	BERKSHIRE HATHAWAY INC	$459,358	0.3%	+0%	73.6
29	—	DIMENSIONAL ETF TRUST - CORE FIXE IN ETF	$418,639	0.3%	NEW	—
30	$SPY	SPDR S&P 500 ETF TRUST	$333,806	0.3%	-0%	—
31	—	SCHWAB STRATEGIC TR - FUND EM EQUI ETF	$318,988	0.2%	-1%	—
32	—	VANGUARD INDEX FDS - S&P 500 ETF SHS	$311,125	0.2%	+0%	—
33	—	ISHARES TR - CORE INTL AGGR	$310,330	0.2%	NEW	—
34	—	SCHWAB STRATEGIC TR - US SML CAP ETF	$290,666	0.2%	+0%	—
35	—	VANGUARD INDEX FDS - TOTAL STK MKT	$268,279	0.2%	-0%	—
36	—	ISHARES TR - MSCI USA VALUE	$254,958	0.2%	NEW	—
37	$DOV	DOVER Corp	$251,933	0.2%	+6%	57.8
38	—	VANGUARD INDEX FDS - VALUE ETF	$242,951	0.2%	+0%	—
39	—	LATTICE STRATEGIES TR - HARTFORD MLT SML	$242,784	0.2%	-6%	—
40	—	ISHARES TR - CORE S&P SCP ETF	$226,914	0.2%	NEW	—
41	—	VANGUARD MALVERN FDS - STRM INFPROIDX	$221,471	0.2%	+0%	—