Filed: 5/6/2025ACC: 0002044309-25-000003
📋 What this filing means
GOLDEN BELL FINANCIAL PLANNING LLC filed this quarterly 13F‑HR report disclosing 34 equity positions with a total reported market value of $102.95M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
34
Positions
$102.95M
Total AUM (reported)
2.09M
Total Shares
Allocation by class
TOTAL BND MRKT$18.57M18.0%
TOTAL INT BD ETF$9.95M9.7%
US TIPS ETF$9.11M8.9%
EMERGING MKT VAL$7.59M7.4%
INTERNATIONAL LR$6.96M6.8%
CORE US AGGBD ET$6.32M6.1%
US LARGE CAP VAL$5.72M5.6%
Portfolio Concentration
Top 3$37.64M36.6%
4–10$41.81M40.6%
11–25$21.14M20.5%
Rest$2.36M2.3%
Top 3 weight
36.6%
Top 10 weight
77.2%
Voting Authority Distribution
Total shares with voting rights: 2.09M
Sole
Full voting authority
2.09M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole34
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings34
Rows:
VANGUARD BD INDEX FDS
SOLEShares252.88K
TypeSH
Market value$18.57M
18.04%
Sole
252.88K
Shared
0.00
None
0.00
VANGUARD CHARLOTTE FDS
SOLEShares203.83K
TypeSH
Market value$9.95M
9.67%
Sole
203.83K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares338.95K
TypeSH
Market value$9.11M
8.85%
Sole
338.95K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares160.94K
TypeSH
Market value$7.59M
7.37%
Sole
160.94K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares122.71K
TypeSH
Market value$6.96M
6.76%
Sole
122.71K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares63.92K
TypeSH
Market value$6.32M
6.14%
Sole
63.92K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares186.98K
TypeSH
Market value$5.72M
5.55%
Sole
186.98K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares59.78K
TypeSH
Market value$5.21M
5.06%
Sole
59.78K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares72.24K
TypeSH
Market value$5.04M
4.89%
Sole
72.24K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares60.88K
TypeSH
Market value$4.98M
4.84%
Sole
60.88K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares169.65K
TypeSH
Market value$4.51M
4.38%
Sole
169.65K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares22.09K
TypeSH
Market value$2.45M
2.38%
Sole
22.09K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares79.41K
TypeSH
Market value$2.31M
2.25%
Sole
79.41K
Shared
0.00
None
0.00
VANGUARD MUN BD FDS
SOLEShares38.11K
TypeSH
Market value$1.89M
1.84%
Sole
38.11K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares66.83K
TypeSH
Market value$1.81M
1.76%
Sole
66.83K
Shared
0.00
None
0.00
LATTICE STRATEGIES TR
SOLEShares30.51K
TypeSH
Market value$1.55M
1.50%
Sole
30.51K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares10.09K
TypeSH
Market value$1.17M
1.13%
Sole
10.09K
Shared
0.00
None
0.00
VANGUARD TAX-MANAGED FDS
SOLEShares20.71K
TypeSH
Market value$1.05M
1.02%
Sole
20.71K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares3.67K
TypeSH
Market value$943.2K
0.92%
Sole
3.67K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares20.65K
TypeSH
Market value$934.6K
0.91%
Sole
20.65K
Shared
0.00
None
0.00
INVESCO EXCHANGE TRADED FD T
SOLEShares17.28K
TypeSH
Market value$654.3K
0.64%
Sole
17.28K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares16.03K
TypeSH
Market value$580.3K
0.56%
Sole
16.03K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares918.00
TypeSH
Market value$488.9K
0.47%
Sole
918.00
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares1.80K
TypeSH
Market value$400.0K
0.39%
Sole
1.80K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares14.09K
TypeSH
Market value$396.5K
0.39%
Sole
14.09K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 252.88K | SH | $18.57M 18.04% | 252.88K | 0.00 | 0.00 |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 203.83K | SH | $9.95M 9.67% | 203.83K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US TIPS ETF | 338.95K | SH | $9.11M 8.85% | 338.95K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | EMERGING MKT VAL | 160.94K | SH | $7.59M 7.37% | 160.94K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | INTERNATIONAL LR | 122.71K | SH | $6.96M 6.76% | 122.71K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 63.92K | SH | $6.32M 6.14% | 63.92K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US LARGE CAP VAL | 186.98K | SH | $5.72M 5.55% | 186.98K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 59.78K | SH | $5.21M 5.06% | 59.78K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 72.24K | SH | $5.04M 4.89% | 72.24K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 60.88K | SH | $4.98M 4.84% | 60.88K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US LCAP VA ETF | 169.65K | SH | $4.51M 4.38% | 169.65K | 0.00 | 0.00 |
ISHARES TRSOLE | TIPS BD ETF | 22.09K | SH | $2.45M 2.38% | 22.09K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP V | 79.41K | SH | $2.31M 2.25% | 79.41K | 0.00 | 0.00 |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 38.11K | SH | $1.89M 1.84% | 38.11K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS VA | 66.83K | SH | $1.81M 1.76% | 66.83K | 0.00 | 0.00 |
LATTICE STRATEGIES TRSOLE | HARTFORD US EQTY | 30.51K | SH | $1.55M 1.50% | 30.51K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE SMCAP ETF | 10.09K | SH | $1.17M 1.13% | 10.09K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 20.71K | SH | $1.05M 1.02% | 20.71K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 3.67K | SH | $943.2K 0.92% | 3.67K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 20.65K | SH | $934.6K 0.91% | 20.65K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | RAFI US 1500 | 17.28K | SH | $654.3K 0.64% | 17.28K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL INTL | 16.03K | SH | $580.3K 0.56% | 16.03K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 918.00 | SH | $488.9K 0.47% | 918.00 | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 1.80K | SH | $400.0K 0.39% | 1.80K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP VAL | 14.09K | SH | $396.5K 0.39% | 14.09K | 0.00 | 0.00 |
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