§ 13F · FUND PROFILE
Golden Bell Financial Planning LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $106.2T (13F)Positions · 34Turnover · — · Q4Filed · Feb 3, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$763.7B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 3, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | BND | VANGUARD BD INDEX FDS | 296K | $21.9T | 18.2% | ±0% |
| 2 | BNDX | VANGUARD CHARLOTTE FDS | 227K | $11.0T | 9.1% | +6% |
| 3 | SCHP | SCHWAB STRATEGIC TR | 379K | $10.0T | 8.4% | +4% |
| 4 | DFLV | DIMENSIONAL ETF TRUST | 261K | $8.9T | 7.4% | +17% |
| 5 | AVES | AMERICAN CENTY ETF TR | 144K | $8.4T | 7.0% | −2% |
| 6 | AVIV | AMERICAN CENTY ETF TR | 117K | $8.3T | 6.9% | +2% |
| 7 | AVUV | AMERICAN CENTY ETF TR | 67K | $6.9T | 5.7% | +7% |
| 8 | AGG | ISHARES TR | 58K | $5.8T | 4.8% | +1% |
| 9 | AVDV | AMERICAN CENTY ETF TR | 62K | $5.8T | 4.8% | −3% |
| 10 | VCIT | VANGUARD SCOTTSDALE FDS | 65K | $5.5T | 4.6% | +3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE GOLDEN SIGNAL
AC read
Golden Bell Financial Planning LLC is a Other fund managing $106176.4 trillion in assets. The fund runs a portfolio of 34 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed