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Golden Bell Financial Planning LLC
Period ended Sep 30, 2026 · Latest filing Nov 2, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $134,990,539
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- VANGUARD BD INDEX FDS · TOTAL BND MRKT · 921937835 · shares: $25,146,209
- VANGUARD CHARLOTTE FDS · TOTAL INT BD ETF · 92203J407 · shares: $11,795,029
- DIMENSIONAL ETF TRUST · US LARG VALU ETF · 25434V666 · shares: $11,664,048
- SCHWAB STRATEGIC TR · US TIPS ETF · 808524870 · shares: $11,450,361
- AMERICAN CENTY ETF TR · INTERNATIONAL LR · 025072364 · shares: $9,726,645
- AMERICAN CENTY ETF TR · EMERGING MKT VAL · 025072372 · shares: $8,120,234
- AMERICAN CENTY ETF TR · US SML CP VALU · 025072877 · shares: $7,940,490
- AMERICAN CENTY ETF TR · INTL SMCP VLU · 025072802 · shares: $6,323,066
- VANGUARD SCOTTSDALE FDS · INT-TERM CORP · 92206C870 · shares: $5,696,981
- ISHARES TR · CORE US AGGBD ET · 464287226 · shares: $5,477,837
Reported holdings
40 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | — | 358,463 shares | $25,146,209 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | — | 251,654 shares | $11,795,029 |
| DIMENSIONAL ETF TRUST | US LARG VALU ETF | 25434V666 | — | 290,367 shares | $11,664,048 |
| SCHWAB STRATEGIC TR | US TIPS ETF | 808524870 | — | 455,645 shares | $11,450,361 |
| AMERICAN CENTY ETF TR | INTERNATIONAL LR | 025072364 | — | 122,148 shares | $9,726,645 |
| AMERICAN CENTY ETF TR | EMERGING MKT VAL | 025072372 | — | 124,677 shares | $8,120,234 |
| AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | — | 67,424 shares | $7,940,490 |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 | — | 57,808 shares | $6,323,066 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | — | 72,749 shares | $5,696,981 |
| ISHARES TR | CORE US AGGBD ET | 464287226 | — | 57,942 shares | $5,477,837 |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | — | 141,573 shares | $4,715,797 |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 25434V781 | — | 98,181 shares | $4,250,255 |
| DIMENSIONAL ETF TRUST | EMERGING MKTS VA | 25434V740 | — | 95,335 shares | $4,042,210 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | — | 46,343 shares | $2,194,804 |
| ISHARES TR | TIPS BD ETF | 464287176 | — | 20,827 shares | $2,166,852 |
| LATTICE STRATEGIES TR | HARTFORD US EQTY | 518416409 | — | 28,627 shares | $1,900,833 |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | 922042718 | — | 8,740 shares | $1,356,885 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | — | 16,132 shares | $1,139,086 |
| VANGUARD INDEX FDS | MRNGSTR LRG CAP | 922908637 | — | 3,196 shares | $1,124,406 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | — | 17,912 shares | $1,062,387 |
| RBB FD INC | F M CO US AG ETF | 74933W148 | — | 7,472 shares | $737,756 |
| INVESCO EXCHANGE TRADED FD T | RAFI US 1500 | 46137V597 | — | 13,927 shares | $728,800 |
| ISHARES TR | CORE INTL AGGR | 46435G672 | — | 10,572 shares | $520,142 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | 808524748 | — | 10,207 shares | $508,632 |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | — | 8,868 shares | $495,366 |
| VANGUARD INDEX FDS | MRNGSTR SML CAP | 922908751 | — | 1,637 shares | $465,710 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 918 shares | $457,118 |
| SCHWAB STRATEGIC TR | MUN BD ETF | 808524649 | — | 18,231 shares | $440,461 |
| DIMENSIONAL ETF TRUST | CORE FIXE IN ETF | 25434V872 | — | 9,918 shares | $397,910 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | — | 447 shares | $340,896 |
| SCHWAB STRATEGIC TR | FUND EM EQUI ETF | 808524730 | — | 8,039 shares | $336,593 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 453 shares | $317,490 |
| VANGUARD INDEX FDS | MRNGSTR TTL STK | 922908769 | — | 725 shares | $271,324 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | — | 8,045 shares | $262,508 |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 | — | 1,650 shares | $260,528 |
| ISHARES TR | MSCI USA VALUE | 46432F388 | — | 1,276 shares | $252,648 |
| VANGUARD INDEX FDS | MRNGSTR VAL ETF | 922908744 | — | 1,119 shares | $241,807 |
| LATTICE STRATEGIES TR | HARTFORD MLT SML | 518416508 | — | 4,340 shares | $232,299 |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | — | 4,470 shares | $219,995 |
| ISHARES TR | CORE S&P SCP ETF | 464287804 | — | 1,530 shares | $208,141 |