Data as of Q4 2025 (Dec 31, 2025)

Golden Bell Financial Planning LLC

•CIK: 2044309•Filing: Q4 2025

**Golden Bell Financial Planning LLC** manages $120M across a diversified portfolio of 36 positions. The fund exhibits a significant allocation to fixed income, notably holding BND at $21.9M and BNDX at $11.0M. Further diversification is evident with substantial positions in equity strategies, including SCHP ($10.0M) and a combined $22.7M exposure to various asset classes like DFLV, AVES, and AVIV. This structure suggests a moderate, income-oriented approach emphasizing core fixed-income stability alongside tactical equity exposure.

Total AUM
$120.1M
QoQ Performance
+4.4%
Positions
17
Top 10 Concentration
77.0%
Latest Filing
Q4 2025

Top Holdings Allocation

BND
BNDX
SCHP
DFLV
AVES
AVIV
AVUV
BND18.2%
BNDX9.1%
SCHP8.4%
DFLV7.4%
AVES7.0%
AVIV6.9%
AVUV5.7%
AGG4.8%

📈 Biggest Buys

DFLV
DIMENSIONAL ETF TRUST
+17.4%
7.4% of portfolio
CPAG
RBB FD INC
NEW
0.6% of portfolio
BNDX
VANGUARD CHARLOTTE FDS
+5.6%
9.1% of portfolio
AVUV
AMERICAN CENTY ETF TR
+6.8%
5.7% of portfolio
SCHP
SCHWAB STRATEGIC TR
+4.2%
8.4% of portfolio

📉 Biggest Sells

AVDV
AMERICAN CENTY ETF TR
-3.4%
4.8% of portfolio
AVES
AMERICAN CENTY ETF TR
-2.3%
7.0% of portfolio
SCHV
SCHWAB STRATEGIC TR
-1.9%
3.8% of portfolio
VV
VANGUARD INDEX FDS
-7.2%
0.9% of portfolio
VTI
VANGUARD INDEX FDS
-22.2%
0.2% of portfolio

Sector Breakdown

Other99.1%
ETF0.5%
Financial0.4%

Changes from Q3 2025

NEW1 new position
↑16 increased
↓13 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024

📌 Top Holdings

BND18.2%
VANGUARD BD INDEX FDS
$21.9M
BNDX9.1%
VANGUARD CHARLOTTE FDS
$11.0M
SCHP8.4%
SCHWAB STRATEGIC TR
$10.0M
DFLV7.4%
DIMENSIONAL ETF TRUST
$8.9M
AVES7.0%
AMERICAN CENTY ETF TR
$8.4M

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