StockDriftsStockDriftsTop 41 Golden Bell Financial Planning LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BND | VANGUARD BD INDEX FDS | 18.52% | 343.1K | $25.2M | +9.86%(+30.79K) | $73.57(-1.74%) | 2026-06-30 | |
| BNDX | VANGUARD CHARLOTTE FDS | 8.94% | 251.0K | $12.2M | +5.37%(+12.79K) | $49.47(-3.29%) | 2026-06-30 | |
| SCHP | SCHWAB STRATEGIC TR | 8.38% | 430.0K | $11.4M | +7.04%(+28.27K) | $26.40(-1.84%) | 2026-06-30 | |
| DFLV | DIMENSIONAL ETF TRUST | 8.23% | 283.0K | $11.2M | +2.76%(+7.60K) | $31.36(+33.66%) | 2026-06-30 | |
| AVIV | AMERICAN CENTY ETF TR | 6.84% | 120.2K | $9.3M | +1.23%(+1.46K) | $54.90(+50.70%) | 2026-06-30 | |
| AVUV | AMERICAN CENTY ETF TR | 6.26% | 68.3K | $8.5M | -1.15%(-797) | $96.37(+32.28%) | 2026-06-30 | |
| AVES | AMERICAN CENTY ETF TR | 6.11% | 126.7K | $8.3M | -5.81%(-7.82K) | $49.17(+32.91%) | 2026-06-30 | |
| AVDV | AMERICAN CENTY ETF TR | 4.39% | 58.0K | $6.0M | -3.05%(-1.83K) | $67.88(+61.75%) | 2026-06-30 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 4.29% | 70.6K | $5.8M | +3.36%(+2.29K) | $82.17(-1.14%) | 2026-06-30 | |
| AGG | ISHARES TR | 4.2% | 57.7K | $5.7M | -1.18%(-690) | $99.09(-1.69%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +19.40% |
| Top 20 Holdings Unweighted | — | — | — | — | +26.39% |
Golden Bell Financial Planning LLC reports $136.01M in US-listed equity holdings across 41 positions in its most recent 13F filing. Its largest disclosed positions are BND (18.5%), BNDX (8.9%) and SCHP (8.4%). The top 20 holdings account for 93.77% of reported assets. Its disclosed equity book has returned +19.40% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Golden Bell Financial Planning LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2044309). View Golden Bell Financial Planning LLC’s 13F filings on SEC