§ 13F · FUND PROFILE
Golden Bell Financial Planning LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $115M (13F)Positions · 35Turnover · — · Q1Filed · May 5, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$209K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | BND | VANGUARD BD INDEX FDS | 312K | $23M | 18.3% | +6% |
| 2 | BNDX | VANGUARD CHARLOTTE FDS | 238K | $11M | 9.1% | +5% |
| 3 | SCHP | SCHWAB STRATEGIC TR | 402K | $11M | 8.5% | +6% |
| 4 | DFLV | DIMENSIONAL ETF TRUST | 275K | $10M | 7.8% | +5% |
| 5 | AVIV | AMERICAN CENTY ETF TR | 119K | $9M | 7.1% | +2% |
| 6 | AVES | AMERICAN CENTY ETF TR | 134K | $8M | 6.4% | −7% |
| 7 | AVUV | AMERICAN CENTY ETF TR | 69K | $8M | 6.1% | +3% |
| 8 | AVDV | AMERICAN CENTY ETF TR | 60K | $6M | 4.8% | −3% |
| 9 | AGG | ISHARES TR | 58K | $6M | 4.6% | ±0% |
| 10 | VCIT | VANGUARD SCOTTSDALE FDS | 68K | $6M | 4.5% | +5% |
§ 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 $115 million in assets. The fund runs a portfolio of 35 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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