Filed: 8/5/2025ACC: 0002044309-25-000004
📋 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 $106.18M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
34
Positions
$106.18M
Total AUM (reported)
2.08M
Total Shares
Allocation by class
TOTAL BND MRKT$18.82M17.7%
TOTAL INT BD ETF$10.01M9.4%
US TIPS ETF$8.95M8.4%
EMERGING MKT VAL$8.25M7.8%
INTERNATIONAL LR$7.11M6.7%
US LARGE CAP VAL$6.42M6.0%
CORE US AGGBD ET$5.98M5.6%
Portfolio Concentration
Top 3$37.78M35.6%
4–10$43.84M41.3%
11–25$22.11M20.8%
Rest$2.44M2.3%
Top 3 weight
35.6%
Top 10 weight
76.9%
Voting Authority Distribution
Total shares with voting rights: 2.08M
Sole
Full voting authority
2.08M
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
SOLEShares255.66K
TypeSH
Market value$18.82M
17.73%
Sole
255.66K
Shared
0.00
None
0.00
VANGUARD CHARLOTTE FDS
SOLEShares202.12K
TypeSH
Market value$10.01M
9.42%
Sole
202.12K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares335.48K
TypeSH
Market value$8.95M
8.43%
Sole
335.48K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares154.15K
TypeSH
Market value$8.25M
7.77%
Sole
154.15K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares114.27K
TypeSH
Market value$7.11M
6.70%
Sole
114.27K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares207.07K
TypeSH
Market value$6.42M
6.05%
Sole
207.07K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares60.24K
TypeSH
Market value$5.98M
5.63%
Sole
60.24K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares61.69K
TypeSH
Market value$5.62M
5.29%
Sole
61.69K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares68.31K
TypeSH
Market value$5.42M
5.10%
Sole
68.31K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares60.83K
TypeSH
Market value$5.04M
4.75%
Sole
60.83K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares160.96K
TypeSH
Market value$4.45M
4.19%
Sole
160.96K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares78.50K
TypeSH
Market value$2.58M
2.43%
Sole
78.50K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares20.96K
TypeSH
Market value$2.31M
2.17%
Sole
20.96K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares66.58K
TypeSH
Market value$2.00M
1.88%
Sole
66.58K
Shared
0.00
None
0.00
VANGUARD MUN BD FDS
SOLEShares37.08K
TypeSH
Market value$1.82M
1.71%
Sole
37.08K
Shared
0.00
None
0.00
LATTICE STRATEGIES TR
SOLEShares30.23K
TypeSH
Market value$1.62M
1.53%
Sole
30.23K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares9.67K
TypeSH
Market value$1.30M
1.22%
Sole
9.67K
Shared
0.00
None
0.00
VANGUARD TAX-MANAGED FDS
SOLEShares20.47K
TypeSH
Market value$1.17M
1.10%
Sole
20.47K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares3.67K
TypeSH
Market value$1.05M
0.99%
Sole
3.67K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares20.68K
TypeSH
Market value$1.02M
0.96%
Sole
20.68K
Shared
0.00
None
0.00
INVESCO EXCHANGE TRADED FD T
SOLEShares17.16K
TypeSH
Market value$697.7K
0.66%
Sole
17.16K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares21.74K
TypeSH
Market value$639.8K
0.60%
Sole
21.74K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares14.61K
TypeSH
Market value$614.2K
0.58%
Sole
14.61K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares918.00
TypeSH
Market value$445.9K
0.42%
Sole
918.00
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares9.22K
TypeSH
Market value$394.8K
0.37%
Sole
9.22K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 255.66K | SH | $18.82M 17.73% | 255.66K | 0.00 | 0.00 |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 202.12K | SH | $10.01M 9.42% | 202.12K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US TIPS ETF | 335.48K | SH | $8.95M 8.43% | 335.48K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | EMERGING MKT VAL | 154.15K | SH | $8.25M 7.77% | 154.15K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | INTERNATIONAL LR | 114.27K | SH | $7.11M 6.70% | 114.27K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US LARGE CAP VAL | 207.07K | SH | $6.42M 6.05% | 207.07K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 60.24K | SH | $5.98M 5.63% | 60.24K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 61.69K | SH | $5.62M 5.29% | 61.69K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 68.31K | SH | $5.42M 5.10% | 68.31K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 60.83K | SH | $5.04M 4.75% | 60.83K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US LCAP VA ETF | 160.96K | SH | $4.45M 4.19% | 160.96K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP V | 78.50K | SH | $2.58M 2.43% | 78.50K | 0.00 | 0.00 |
ISHARES TRSOLE | TIPS BD ETF | 20.96K | SH | $2.31M 2.17% | 20.96K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS VA | 66.58K | SH | $2.00M 1.88% | 66.58K | 0.00 | 0.00 |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 37.08K | SH | $1.82M 1.71% | 37.08K | 0.00 | 0.00 |
LATTICE STRATEGIES TRSOLE | HARTFORD US EQTY | 30.23K | SH | $1.62M 1.53% | 30.23K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE SMCAP ETF | 9.67K | SH | $1.30M 1.22% | 9.67K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 20.47K | SH | $1.17M 1.10% | 20.47K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 3.67K | SH | $1.05M 0.99% | 3.67K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 20.68K | SH | $1.02M 0.96% | 20.68K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | RAFI US 1500 | 17.16K | SH | $697.7K 0.66% | 17.16K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP VAL | 21.74K | SH | $639.8K 0.60% | 21.74K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL INTL | 14.61K | SH | $614.2K 0.58% | 14.61K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 918.00 | SH | $445.9K 0.42% | 918.00 | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 9.22K | SH | $394.8K 0.37% | 9.22K | 0.00 | 0.00 |
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