Filed: 11/4/2025ACC: 0002044309-25-000007
📋 What this filing means
GOLDEN BELL FINANCIAL PLANNING LLC filed this quarterly 13F‑HR report disclosing 35 equity positions with a total reported market value of $115.07M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
35
Positions
$115.07M
Total AUM (reported)
2.16M
Total Shares
Allocation by class
TOTAL BND MRKT$21.91M19.0%
TOTAL INT BD ETF$10.63M9.2%
US TIPS ETF$9.81M8.5%
EMERGING MKT VAL$8.47M7.4%
INTERNATIONAL LR$7.73M6.7%
US LARGE CAP VAL$7.32M6.4%
US SML CP VALU$6.27M5.4%
Portfolio Concentration
Top 3$42.35M36.8%
4–10$46.60M40.5%
11–25$23.25M20.2%
Rest$2.87M2.5%
Top 3 weight
36.8%
Top 10 weight
77.3%
Voting Authority Distribution
Total shares with voting rights: 2.16M
Sole
Full voting authority
2.16M
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)
Sole35
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings35
Rows:
VANGUARD BD INDEX FDS
SOLEShares294.63K
TypeSH
Market value$21.91M
19.04%
Sole
294.63K
Shared
0.00
None
0.00
VANGUARD CHARLOTTE FDS
SOLEShares214.84K
TypeSH
Market value$10.63M
9.23%
Sole
214.84K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares364.04K
TypeSH
Market value$9.81M
8.53%
Sole
364.04K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares147.61K
TypeSH
Market value$8.47M
7.36%
Sole
147.61K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares114.62K
TypeSH
Market value$7.73M
6.72%
Sole
114.62K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares222.42K
TypeSH
Market value$7.32M
6.36%
Sole
222.42K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares62.95K
TypeSH
Market value$6.27M
5.44%
Sole
62.95K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares57.77K
TypeSH
Market value$5.79M
5.03%
Sole
57.77K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares63.89K
TypeSH
Market value$5.69M
4.94%
Sole
63.89K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares63.50K
TypeSH
Market value$5.34M
4.64%
Sole
63.50K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares155.57K
TypeSH
Market value$4.53M
3.94%
Sole
155.57K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares82.98K
TypeSH
Market value$2.96M
2.57%
Sole
82.98K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares21.41K
TypeSH
Market value$2.38M
2.07%
Sole
21.41K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares73.40K
TypeSH
Market value$2.34M
2.03%
Sole
73.40K
Shared
0.00
None
0.00
VANGUARD MUN BD FDS
SOLEShares38.39K
TypeSH
Market value$1.92M
1.67%
Sole
38.39K
Shared
0.00
None
0.00
LATTICE STRATEGIES TR
SOLEShares29.73K
TypeSH
Market value$1.71M
1.49%
Sole
29.73K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares9.59K
TypeSH
Market value$1.37M
1.19%
Sole
9.59K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares3.61K
TypeSH
Market value$1.11M
0.97%
Sole
3.61K
Shared
0.00
None
0.00
VANGUARD TAX-MANAGED FDS
SOLEShares18.40K
TypeSH
Market value$1.10M
0.96%
Sole
18.40K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares18.31K
TypeSH
Market value$992.0K
0.86%
Sole
18.31K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares23.17K
TypeSH
Market value$737.8K
0.64%
Sole
23.17K
Shared
0.00
None
0.00
INVESCO EXCHANGE TRADED FD T
SOLEShares14.21K
TypeSH
Market value$645.2K
0.56%
Sole
14.21K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares12.43K
TypeSH
Market value$553.4K
0.48%
Sole
12.43K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares918.00
TypeSH
Market value$461.5K
0.40%
Sole
918.00
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares1.74K
TypeSH
Market value$441.2K
0.38%
Sole
1.74K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 294.63K | SH | $21.91M 19.04% | 294.63K | 0.00 | 0.00 |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 214.84K | SH | $10.63M 9.23% | 214.84K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US TIPS ETF | 364.04K | SH | $9.81M 8.53% | 364.04K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | EMERGING MKT VAL | 147.61K | SH | $8.47M 7.36% | 147.61K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | INTERNATIONAL LR | 114.62K | SH | $7.73M 6.72% | 114.62K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US LARGE CAP VAL | 222.42K | SH | $7.32M 6.36% | 222.42K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 62.95K | SH | $6.27M 5.44% | 62.95K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 57.77K | SH | $5.79M 5.03% | 57.77K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 63.89K | SH | $5.69M 4.94% | 63.89K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 63.50K | SH | $5.34M 4.64% | 63.50K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US LCAP VA ETF | 155.57K | SH | $4.53M 3.94% | 155.57K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP V | 82.98K | SH | $2.96M 2.57% | 82.98K | 0.00 | 0.00 |
ISHARES TRSOLE | TIPS BD ETF | 21.41K | SH | $2.38M 2.07% | 21.41K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS VA | 73.40K | SH | $2.34M 2.03% | 73.40K | 0.00 | 0.00 |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 38.39K | SH | $1.92M 1.67% | 38.39K | 0.00 | 0.00 |
LATTICE STRATEGIES TRSOLE | HARTFORD US EQTY | 29.73K | SH | $1.71M 1.49% | 29.73K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE SMCAP ETF | 9.59K | SH | $1.37M 1.19% | 9.59K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 3.61K | SH | $1.11M 0.97% | 3.61K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 18.40K | SH | $1.10M 0.96% | 18.40K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 18.31K | SH | $992.0K 0.86% | 18.31K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP VAL | 23.17K | SH | $737.8K 0.64% | 23.17K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | RAFI US 1500 | 14.21K | SH | $645.2K 0.56% | 14.21K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL INTL | 12.43K | SH | $553.4K 0.48% | 12.43K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 918.00 | SH | $461.5K 0.40% | 918.00 | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 1.74K | SH | $441.2K 0.38% | 1.74K | 0.00 | 0.00 |
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