§ 13F · FUND PROFILE
Golden Bell Financial Planning LLC.
AUM · $136M (13F)Positions · 41Turnover · n/a · Q2Filed · Jul 31, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 31, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | BND | VANGUARD BD INDEX FDS | 343K | $25M | 18.5% | +10% |
| 2 | BNDX | VANGUARD CHARLOTTE FDS | 251K | $12M | 8.9% | +5% |
| 3 | SCHP | SCHWAB STRATEGIC TR | 430K | $11M | 8.4% | +7% |
| 4 | DFLV | DIMENSIONAL ETF TRUST | 283K | $11M | 8.2% | +3% |
| 5 | AVIV | AMERICAN CENTY ETF TR | 120K | $9M | 6.8% | +1% |
| 6 | AVUV | AMERICAN CENTY ETF TR | 68K | $9M | 6.3% | −1% |
| 7 | AVES | AMERICAN CENTY ETF TR | 127K | $8M | 6.1% | −6% |
| 8 | AVDV | AMERICAN CENTY ETF TR | 58K | $6M | 4.4% | −3% |
| 9 | VCIT | VANGUARD SCOTTSDALE FDS | 71K | $6M | 4.3% | +3% |
| 10 | AGG | ISHARES TR | 58K | $6M | 4.2% | −1% |
§ 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 $136 million in assets. The fund runs a portfolio of 41 positions.
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