Golden Bell Financial Planning LLC: 13F holdings
CIK 20443092026Q2
| Positions | 41 |
|---|
| Reported value | $136.0m |
|---|
| Filed | 2026-07-31 |
|---|
Change since last quarter
| Positions | 41 (+4 vs prior quarter) |
|---|
| Reported value | $136.0m (+8.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| BND VANGUARD BD INDEX FDS | 343,092 | $25.2m | 18.5% |
| BNDX VANGUARD CHARLOTTE FDS | 251,039 | $12.2m | 8.9% |
| SCHP SCHWAB STRATEGIC TR | 429,976 | $11.4m | 8.4% |
| WSBC DIMENSIONAL ETF TRUST | 282,956 | $11.2m | 8.2% |
| AVIV AMERICAN CENTY ETF TR | 120,237 | $9.3m | 6.8% |
| AVUV AMERICAN CENTY ETF TR | 68,260 | $8.5m | 6.3% |
| EWL AMERICAN CENTY ETF TR | 126,665 | $8.3m | 6.1% |
| AVDV AMERICAN CENTY ETF TR | 57,971 | $6.0m | 4.4% |
| VCIT VANGUARD SCOTTSDALE FDS | 70,619 | $5.8m | 4.3% |
| AGG ISHARES TR | 57,694 | $5.7m | 4.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2044309")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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