The Analysis of Golden Bell Financial Planning LLC's Holdings
Currently, Golden Bell Financial Planning LLC holds 36 types of securities in its portfolio with a total value $120.1M. In the most recent quarter, they have increased their positions in DFLV (+38.7K shares, valued at $1.3M), CPAG (+7.5K shares, valued at $763.7K), BNDX (+12.1K shares, valued at $586.2K); decreased their positions in AVDV (-2.2K shares, valued at $204.1K), AVES (-3.4K shares, valued at $199.7K), SCHV (-3.0K shares, valued at $88.9K); initiated new positions in CPAG (+7.5K shares, valued at $763.7K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
BND VANGUARD BD INDEX FDS295.6K shares0.33%2025-12-312026-02-03
BNDX VANGUARD CHARLOTTE FDS227.0K shares5.65%2025-12-312026-02-03 SCHP SCHWAB STRATEGIC TR379.2K shares4.15%2025-12-312026-02-03 DFLV DIMENSIONAL ETF TRUST261.1K shares17.38%2025-12-312026-02-03 AVES AMERICAN CENTY ETF TR144.2K shares-2.32%2025-12-312026-02-03 AVIV AMERICAN CENTY ETF TR116.9K shares1.96%2025-12-312026-02-03 AVUV AMERICAN CENTY ETF TR67.2K shares6.77%2025-12-312026-02-03 AGG ISHARES TR58.2K shares0.77%2025-12-312026-02-03 AVDV AMERICAN CENTY ETF TR61.7K shares-3.40%2025-12-312026-02-03 VCIT VANGUARD SCOTTSDALE FDS65.3K shares2.89%2025-12-312026-02-03 SCHV SCHWAB STRATEGIC TR152.6K shares-1.93%2025-12-312026-02-03 DISV DIMENSIONAL ETF TRUST84.7K shares2.12%2025-12-312026-02-03 DFEV DIMENSIONAL ETF TRUST79.8K shares8.71%2025-12-312026-02-03 TIP ISHARES TR21.3K shares-0.55%2025-12-312026-02-03 VTEB VANGUARD MUN BD FDS42.4K shares10.44%2025-12-312026-02-03 ROUS LATTICE STRATEGIES TR29.4K shares-1.04%2025-12-312026-02-03 VSS VANGUARD INTL EQUITY INDEX F9.4K shares-1.95%2025-12-312026-02-03 VEA VANGUARD TAX-MANAGED FDS17.9K shares-2.89%2025-12-312026-02-03 VV VANGUARD INDEX FDS3.3K shares-7.21%2025-12-312026-02-03 VWO VANGUARD INTL EQUITY INDEX F18.4K shares0.49%2025-12-312026-02-03 CPAG RBB FD INC7.5K sharesnew addition2025-12-312026-02-03 DFSV DIMENSIONAL ETF TRUST22.6K shares-2.35%2025-12-312026-02-03 FNDC SCHWAB STRATEGIC TR12.3K shares-1.46%2025-12-312026-02-03 DFIV DIMENSIONAL ETF TRUST9.1K shares3.53%2025-12-312026-02-03 SCMB SCHWAB STRATEGIC TR17.2K shares10.63%2025-12-312026-02-03 VB VANGUARD INDEX FDS1.7K shares-3.63%2025-12-312026-02-03 SPY SPDR S&P 500 ETF TR448 shares0.00%2025-12-312026-02-03 FNDE SCHWAB STRATEGIC TR8.1K shares0.00%2025-12-312026-02-03 VTI VANGUARD INDEX FDS727 shares-22.16%2025-12-312026-02-03 SCHA SCHWAB STRATEGIC TR8.0K shares0.00%2025-12-312026-02-03 VTIP VANGUARD MALVERN FDS4.4K shares2.75%2025-12-312026-02-03 ROSC LATTICE STRATEGIES TR4.6K shares-8.31%2025-12-312026-02-03 VTV VANGUARD INDEX FDS1.1K shares0.82%2025-12-312026-02-03 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available