Filed: 2/3/2026ACC: 0002044309-26-000001
📋 What this filing means
GOLDEN BELL FINANCIAL PLANNING LLC filed this quarterly 13F‑HR report disclosing 36 equity positions with a total reported market value of $120.13M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
36
Positions
$120.13M
Total AUM (reported)
2.25M
Total Shares
Allocation by class
TOTAL BND MRKT$21.90M18.2%
TOTAL INT BD ETF$10.97M9.1%
US TIPS ETF$10.04M8.4%
US LARGE CAP VAL$8.93M7.4%
EMERGING MKT VAL$8.41M7.0%
INTERNATIONAL LR$8.32M6.9%
US SML CP VALU$6.85M5.7%
Portfolio Concentration
Top 3$42.91M35.7%
4–10$49.60M41.3%
11–25$24.27M20.2%
Rest$3.34M2.8%
Top 3 weight
35.7%
Top 10 weight
77.0%
Voting Authority Distribution
Total shares with voting rights: 2.25M
Sole
Full voting authority
2.25M
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)
Sole36
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings36
Rows:
VANGUARD BD INDEX FDS
SOLEShares295.61K
TypeSH
Market value$21.90M
18.23%
Sole
295.61K
Shared
0.00
None
0.00
VANGUARD CHARLOTTE FDS
SOLEShares226.98K
TypeSH
Market value$10.97M
9.13%
Sole
226.98K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares379.16K
TypeSH
Market value$10.04M
8.36%
Sole
379.16K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares261.08K
TypeSH
Market value$8.93M
7.44%
Sole
261.08K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares144.19K
TypeSH
Market value$8.41M
7.00%
Sole
144.19K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares116.87K
TypeSH
Market value$8.32M
6.93%
Sole
116.87K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares67.21K
TypeSH
Market value$6.85M
5.71%
Sole
67.21K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares58.21K
TypeSH
Market value$5.81M
4.84%
Sole
58.21K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares61.71K
TypeSH
Market value$5.80M
4.83%
Sole
61.71K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares65.33K
TypeSH
Market value$5.47M
4.55%
Sole
65.33K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares152.57K
TypeSH
Market value$4.52M
3.76%
Sole
152.57K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares84.75K
TypeSH
Market value$3.22M
2.68%
Sole
84.75K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares79.79K
TypeSH
Market value$2.69M
2.24%
Sole
79.79K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares21.29K
TypeSH
Market value$2.34M
1.95%
Sole
21.29K
Shared
0.00
None
0.00
VANGUARD MUN BD FDS
SOLEShares42.39K
TypeSH
Market value$2.13M
1.77%
Sole
42.39K
Shared
0.00
None
0.00
LATTICE STRATEGIES TR
SOLEShares29.43K
TypeSH
Market value$1.70M
1.41%
Sole
29.43K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares9.40K
TypeSH
Market value$1.35M
1.12%
Sole
9.40K
Shared
0.00
None
0.00
VANGUARD TAX-MANAGED FDS
SOLEShares17.87K
TypeSH
Market value$1.12M
0.93%
Sole
17.87K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares3.35K
TypeSH
Market value$1.05M
0.88%
Sole
3.35K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares18.40K
TypeSH
Market value$989.1K
0.82%
Sole
18.40K
Shared
0.00
None
0.00
RBB FD INC
SOLEShares7.47K
TypeSH
Market value$763.7K
0.64%
Sole
7.47K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares22.63K
TypeSH
Market value$744.3K
0.62%
Sole
22.63K
Shared
0.00
None
0.00
INVESCO EXCHANGE TRADED FD T
SOLEShares14.21K
TypeSH
Market value$651.9K
0.54%
Sole
14.21K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares12.25K
TypeSH
Market value$545.8K
0.45%
Sole
12.25K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares918.00
TypeSH
Market value$461.4K
0.38%
Sole
918.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 295.61K | SH | $21.90M 18.23% | 295.61K | 0.00 | 0.00 |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 226.98K | SH | $10.97M 9.13% | 226.98K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US TIPS ETF | 379.16K | SH | $10.04M 8.36% | 379.16K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US LARGE CAP VAL | 261.08K | SH | $8.93M 7.44% | 261.08K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | EMERGING MKT VAL | 144.19K | SH | $8.41M 7.00% | 144.19K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | INTERNATIONAL LR | 116.87K | SH | $8.32M 6.93% | 116.87K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 67.21K | SH | $6.85M 5.71% | 67.21K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 58.21K | SH | $5.81M 4.84% | 58.21K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 61.71K | SH | $5.80M 4.83% | 61.71K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 65.33K | SH | $5.47M 4.55% | 65.33K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US LCAP VA ETF | 152.57K | SH | $4.52M 3.76% | 152.57K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP V | 84.75K | SH | $3.22M 2.68% | 84.75K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS VA | 79.79K | SH | $2.69M 2.24% | 79.79K | 0.00 | 0.00 |
ISHARES TRSOLE | TIPS BD ETF | 21.29K | SH | $2.34M 1.95% | 21.29K | 0.00 | 0.00 |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 42.39K | SH | $2.13M 1.77% | 42.39K | 0.00 | 0.00 |
LATTICE STRATEGIES TRSOLE | HARTFORD US EQTY | 29.43K | SH | $1.70M 1.41% | 29.43K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE SMCAP ETF | 9.40K | SH | $1.35M 1.12% | 9.40K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 17.87K | SH | $1.12M 0.93% | 17.87K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 3.35K | SH | $1.05M 0.88% | 3.35K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 18.40K | SH | $989.1K 0.82% | 18.40K | 0.00 | 0.00 |
RBB FD INCSOLE | F/M COMPOUNDR US | 7.47K | SH | $763.7K 0.64% | 7.47K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP VAL | 22.63K | SH | $744.3K 0.62% | 22.63K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | RAFI US 1500 | 14.21K | SH | $651.9K 0.54% | 14.21K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL INTL | 12.25K | SH | $545.8K 0.45% | 12.25K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 918.00 | SH | $461.4K 0.38% | 918.00 | 0.00 | 0.00 |
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