CIK: 0002044309
Total reported value
$125.4M
Reporting period: 2026-03-31 · Number of holdings: 37
Golden Bell Financial Planning LLC disclosed 37 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $125.4M and a quarterly turnover rate of 5.2%.
Browse other institutions with $100M to $1B AUMBrowse other institutions starting with "G"
Golden Bell Financial Planning LLC's disclosed holdings carry a Herfindahl concentration index of 0.079 — mathematically equivalent to about 13 equally-sized positions, well below its 37 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.40), with a handful of outsized bets alongside many smaller positions.
Recent activity leans toward adding more aggressively to already-large existing positions than to newly initiated ones (a 5.7 percentage-point tilt) — a pattern consistent with a momentum-following approach.
Sector classification currently covers about 0% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Trim AVES
-6.7% -$341.3K
Add DFLV
+5.5% $901.5K
Add AVUV
+2.7% $774.6K
Trim AGG
+0.3% -$18.5K
Add DFEV
+6.9% $359.5K
Add SCHP
+5.9% $645.2K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BND | Vanguard Total Bond Market | ETF-Other | 18.33% | +0.10% | +5.65% | |
| 2 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 9.13% | — | +4.97% | |
| 3 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 8.52% | +0.16% | +5.94% | |
| 4 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 7.84% | +0.40% | +5.47% | |
| 5 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-Other | 7.08% | +0.15% | +1.63% | |
| 6 | AVES | Avantis Emerging Markets Val | ETF-Emerging Markets | 6.43% | -0.57% | -6.73% | |
| 7 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 6.08% | +0.37% | +2.75% | |
| 8 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 4.76% | -0.07% | -3.11% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 4.62% | -0.22% | +0.29% | |
| 10 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 4.51% | -0.04% | +4.58% | |
| 11 | SCHV | Schwab US Large-cap Value | ETF-Other | 3.63% | -0.13% | -2.16% | |
| 12 | DISV | Dimensional International Sm | ETF-Other | 2.79% | +0.11% | +4.67% | |
| 13 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 2.43% | +0.19% | +6.89% | |
| 14 | TIP | Ishares Tips Bond ETF | ETF-Other | 1.87% | -0.08% | -0.32% | |
| 15 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.66% | -0.11% | -1.68% | |
| 16 | ROUS | Hartford Multifact US Eqty | ETF-Other | 1.38% | -0.03% | -0.43% | |
| 17 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.07% | -0.05% | -2.10% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.90% | -0.03% | -1.51% | |
| 19 | VV | Vanguard Large-cap ETF | ETF-Other | 0.79% | -0.09% | -0.93% | |
| 20 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.79% | -0.03% | -0.52% | |
| 21 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.62% | — | -2.43% | |
| 22 | CPAG | F/m Com US Agg Bond ETF | ETF-Other | 0.61% | -0.03% | — | |
| 23 | PRFZ | Inv Rafi US 1500 Sm-usd INC | ETF-Other | 0.52% | -0.02% | — | |
| 24 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-Other | 0.45% | — | -1.07% | |
| 25 | DFIV | Dimensional International Va | ETF-Other | 0.38% | — | — | |
| 26 | SCMB | Schwab Municipal Bond ETF | ETF-Other | 0.36% | -0.01% | +4.70% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.35% | -0.03% | — | |
| 28 | VB | Vanguard Small-cap ETF | ETF-Other | 0.34% | -0.02% | -1.55% | |
| 29 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 0.25% | +0.01% | — | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.23% | -0.02% | — | |
| 31 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.22% | -0.03% | -4.63% | |
| 32 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.19% | — | — | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.19% | -0.01% | — | |
| 34 | ROSC | Hartford Multifact Small Cap | ETF-Small Cap | 0.18% | — | — | |
| 35 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.18% | — | — | |
| 36 | VTV | Vanguard Value ETF | ETF-Other | 0.17% | -0.01% | +0.45% | |
| 37 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.17% | +0.17% | NEW |
Performance for Q3 2026
+0.7%
Performance Last 4 Quarters
+14.4%
Based on 80% of reported portfolio value with available pricing
Golden Bell Financial Planning LLC's most significant position changes for 2026-03-31: New buy: Vanguard Tot World Stk ETF (VT); Trim: Avantis Emerging Markets Val (AVES) — shares -6.73%; Add: Dim US Large Cap Value ETF (DFLV) — shares +5.47%; Add: Avantis US Small Cap Value (AVUV) — shares +2.75%; Add: Ishares Core U.s. Aggregate (AGG) — shares +0.29%.
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-05 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-03 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-04 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-05 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-06 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-04 | 13F-HR | View on EDGAR |
Institutions with a similar AUM
CIK 0001666738
Total reported value
$125.5M
44 stks
2017-09-30
Stale — no recent filing
AUM within 0.0% of this institution
CIK 0001740451
Total reported value
$125.4M
31 stks
2026-03-31
AUM within 0.0% of this institution
CIK 0002110608
Total reported value
$125.4M
17 stks
2026-03-31
AUM within 0.0% of this institution
Institutions with overlapping top holdings
CIK 0002008540
Total reported value
$189.6M
25 stks
2026-03-31
3 of the top 5 holdings overlap, including Schwab U.s. Tips ETF
CIK 0000047288
Total reported value
$756.0M
314 stks
2019-12-31
Stale — no recent filing
2 of the top 5 holdings overlap, including Vanguard Total Bond Market
CIK 0000947529
Total reported value
$25.5B
668 stks
2026-03-31
2 of the top 5 holdings overlap, including Vanguard Total Bond Market