StockDriftsStockDriftsTop 37 Golden Bell Financial Planning LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BND | VANGUARD BD INDEX FDS | 18.33% | 312.3K | $23.0M | +5.65%(+16.70K) | $73.58(-0.55%) | 2026-03-31 | |
| BNDX | VANGUARD CHARLOTTE FDS | 9.13% | 238.3K | $11.4M | +4.97%(+11.28K) | $49.54(-3.31%) | 2026-03-31 | |
| SCHP | SCHWAB STRATEGIC TR | 8.52% | 401.7K | $10.7M | +5.94%(+22.54K) | $26.39(+1.53%) | 2026-03-31 | |
| DFLV | DIMENSIONAL ETF TRUST | 7.84% | 275.4K | $9.8M | +5.47%(+14.28K) | $31.19(+22.72%) | 2026-03-31 | |
| AVIV | AMERICAN CENTY ETF TR | 7.08% | 118.8K | $8.9M | +1.63%(+1.91K) | $54.66(+45.47%) | 2026-03-31 | |
| AVES | AMERICAN CENTY ETF TR | 6.43% | 134.5K | $8.1M | -6.73%(-9.71K) | $49.17(+36.49%) | 2026-03-31 | |
| AVUV | AMERICAN CENTY ETF TR | 6.08% | 69.1K | $7.6M | +2.75%(+1.85K) | $96.37(+22.25%) | 2026-03-31 | |
| AVDV | AMERICAN CENTY ETF TR | 4.76% | 59.8K | $6.0M | -3.11%(-1.92K) | $67.88(+62.17%) | 2026-03-31 | |
| AGG | ISHARES TR | 4.62% | 58.4K | $5.8M | +0.29%(+171) | $99.09(-0.43%) | 2026-03-31 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 4.51% | 68.3K | $5.7M | +4.58%(+2.99K) | $82.16(+0.48%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.32% | +37.94% |
| Top 20 Holdings Unweighted | +14.61% | +50.54% |
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