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GOLDEN BELL FINANCIAL PLANNING LLC
GOLDEN BELL FINANCIAL PLANNING LLC
Latest filing: 2026-06-30
GOLDEN BELL FINANCIAL PLANNING LLC runs GOLDEN BELL FINANCIAL PLANNING LLC and currently holds 41 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $136.01M. Their top holdings are BND, BNDX, SCHP, DFLV, AVIV. The top five represent 50.9% of reported portfolio weight. GOLDEN BELL FINANCIAL PLANNING LLC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, GOLDEN BELL FINANCIAL PLANNING LLC initiated 4 new positions. They added to 15 existing positions. They trimmed 14 positions. Their current best-performing preview position is SCHA with returns of +24.24%.
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41 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 BND VANGUARD BD INDEX FDS | 18.52% | $72.44 | $72.23 | -0.29% | Added +9.86% |
 BNDX VANGUARD CHARLOTTE FDS | 8.94% | $48.96 | $47.65 | -2.68% | Added +5.37% |
 SCHP SCHWAB STRATEGIC TR | 8.38% | $26.02 | $25.96 | -0.23% | Added +7.04% |
 DFLV DIMENSIONAL ETF TRUST | 8.23% | $31.39 | $42.02 | +33.86% | Added +2.76% |
 AVIV AMERICAN CENTY ETF TR | 6.84% | $53.16 | $83.51 | +57.09% | Added +1.23% |
 AVUV AMERICAN CENTY ETF TR | 6.26% | $96.70 | $126.43 | +30.74% | Trimmed -1.15% |
 AVES AMERICAN CENTY ETF TR | 6.11% | $46.20 | $65.17 | +41.05% | Trimmed -5.81% |
 AVDV AMERICAN CENTY ETF TR | 4.39% | $65.08 | $111.97 | +72.05% | Trimmed -3.05% |
 VCIT VANGUARD SCOTTSDALE FDS | 4.29% | $80.71 | $81.05 | +0.42% | Added +3.36% |
 AGG ISHARES TR | 4.20% | $96.93 | $97.36 | +0.44% | Trimmed -1.18% |
Showing 1-10 of 41