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  Name: Golden Bell Financial Planning LLC
  City: ALPHARETTA
  State: GA
  Zip: 30022
   
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Portfolio Summary View Filing
  Filing Report Date : 2025-03-31
  Total Value : $102,952,000
  Total Value Change : $3,452,000
  Securities Held Change : 0
   
All Securities Held : 34
  New Positions : 1
  Closed Positions : 1
  Increased Positions : 14
  Unchanged Positions : 7
  Decreased Positions : 12

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Holdings Found : 35     View All Holdings Currently Viewing:  ALL     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (BND)1 Year Chart         BND Vanguard Total Bond Market ETF 1 - $73.10 $18,574,000 252,883 18.04% 589,000 2,775 0.006    Closed - End Fund - E...
   (BNDX)1 Year Chart         BNDX Vanguard Total Internationa... 2 - $49.23 $9,951,000 203,826 9.67% 46,000 1,896 0.023    N/A
   (SCHP)1 Year Chart         SCHP Schwab U.S. Tips Etf 3 - $26.54 $9,114,000 338,951 8.85% 486,000 4,931 0.113    N/A
   (AVES)1 Year Chart         AVES Avantis Emerging Markets Va... 4 - $0.00 $7,590,000 160,941 7.37% 126,000 -619 1.058    N/A
   (AVIV)1 Year Chart         AVIV Avantis International Large... 5 - $0.00 $6,955,000 122,713 6.76% 841,000 4,900 1.363    N/A
   (AGG)1 Year Chart         AGG iShares Barclays Agency Bond 6 - $98.46 $6,323,000 63,918 6.14% 23,000 -1,102 0.001    Closed - End Fund - E...
   (DFLV)1 Year Chart         DFLV Dfa Dimensional Us Large Ca... 7 - $0.00 $5,716,000 186,982 5.55% 493,000 13,060 0.208    N/A
   (AVUV)1 Year Chart         AVUV Avantis Us Small Cap Value Etf 8 - $95.81 $5,211,000 59,785 5.06% -247,000 3,247 0.013    N/A
   (AVDV)1 Year Chart         AVDV Avantis International Small... 9 - $0.00 $5,038,000 72,244 4.89% 269,000 -1,032 0.046    N/A
   (VCIT)1 Year Chart         VCIT Vanguard Intermediate-Term 10 - $82.31 $4,978,000 60,884 4.84% 160,000 858 0.007    Closed - End Fund - Debt
   (SCHV)1 Year Chart         SCHV Schwab Strategic Trust 11 - $28.20 $4,509,000 169,645 4.38% -165,000 -9,646 0.131    Closed - End Fund - Debt
   (TIP)1 Year Chart         TIP iShares Lehman TIPS Bond 12 - $109.51 $2,454,000 22,087 2.38% 152,000 487 0.001    Closed - End Fund - E...
   (DISV)1 Year Chart         DISV Dfa Dimensional Internation... 13 - $0.00 $2,312,000 79,408 2.25% 331,000 4,846 0.088    N/A
   (VTEB)1 Year Chart         VTEB Vanguard Tax Exempt Bond Etf 14 - $48.94 $1,891,000 38,109 1.84% 37,000 1,121 0.002    N/A
   (DFEV)1 Year Chart         DFEV Dfa Dimensional Emerging Ma... 15 - $0.00 $1,808,000 66,829 1.76% 505,000 17,112 0.074    N/A
   (ROUS)1 Year Chart         ROUS Lattice Us Equity Strategy ... 16 - $54.19 $1,548,000 30,514 1.5% -54,000 -963 0.312    N/A
   (VSS)1 Year Chart         VSS Vanguard FTSE All-Wld ex-US... 17 - $135.33 $1,167,000 10,094 1.13% -74,000 -742 0.002    Closed - End Fund - Debt
   (VEA)1 Year Chart         VEA Vanguard Europe Pacific ETF 18 - $49.56 $1,053,000 20,708 1.02% 64,000 27 0.001    Closed - End Fund - F...
   (VV)1 Year Chart         VV Vanguard Large Cap VIPERS 19 - $288.60 $943,000 3,670 0.92% -73,000 -97 0.003    Closed - End Fund - E...
   (VWO)1 Year Chart         VWO Vanguard Emerging Markets S... 20 - $49.66 $935,000 20,651 0.91% -23,000 -1,096 0    Closed - End Fund - E...
   (PRFZ)1 Year Chart         PRFZ Invesco FTSE RAFI US 1500 S... 21 - $36.72 $654,000 17,282 0.64% -73,000 -186 0.019    Closed - End Fund - E...
   (FNDC)1 Year Chart         FNDC Schwab Fundamental Internat... 22 - $42.59 $580,000 16,029 0.56% 31,000 -49 0.018    N/A
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 23 - $478.27 $489,000 918 0.47% 73,000 0 0    Property & Casualty I...
   (VB)1 Year Chart         VB Vanguard Small Cap VIPERS 24 - $244.80 $400,000 1,804 0.39% -45,000 -50 0.001    Closed - End Fund - E...
   (DFSV)1 Year Chart         DFSV Dfa Dimensional Us Small Ca... 25 - $0.00 $397,000 14,087 0.39% -37,000 0 0.003    N/A
   (DFIV)1 Year Chart         DFIV Dimensional International V... 26 - $43.52 $360,000 9,144 0.35% 43,000 209 0.001    N/A
   (SCMB)1 Year Chart         SCMB Schwab Municipal Bond Etf 27 - $0.00 $349,000 13,761 0.34% 1,000 207 0.062    N/A
   (PRF)1 Year Chart         PRF Invesco FTSE RAFI US 28 - $36.69 $278,000 6,875 0.27% 1,000 0 0.004    Closed - End Fund - E...
   (SPY)1 Year Chart         SPY Standard & Poors Depository... 29 - $625.82 $251,000 449 0.24% -12,000 0 0    Closed - End Fund - E...
   (FNDE)1 Year Chart         FNDE Schwab Fundamental Emerging... 30 - $33.40 $250,000 8,111 0.24% 14,000 0 0.001    N/A
   (VTI)1 Year Chart         VTI Vanguard Total Stock Market... 31 - $308.32 $228,000 831 0.22% -13,000 0 0    Closed - End Fund - E...
   (IAGG)1 Year Chart         IAGG Ishares International Aggre... 32 New $0.00 $220,000 4,398 0.21% 220,000 4,398 0.001    N/A
   (ROGS)1 Year Chart         ROGS Hartford Multifactor Global... 33 - $0.00 $214,000 5,308 0.21% -23,000 -124 0.076    N/A
   (VTIP)1 Year Chart         VTIP Vanguard Short Term Inflati... 34 - $49.88 $212,000 4,244 0.21% 6,000 0 0    N/A
   (SCHA)1 Year Chart         SCHA Schwab Strategic Trust 35 Closed $26.23 $0 0 0% -220,000 -8,520 0    Closed - End Fund - Debt

      35 Records Found
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