Institutional Fund
Golden Bell Financial Planning LLC
Alpharetta, GACIK 20443095 filings on record
Portfolio Value
$125.45M
Q1 2026
Holdings
37
Reported positions
New Buys
1
Opened this quarter
QoQ Change
+4.4%
from $120.13M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Bd Index Fds18.3%
- Vanguard Charlotte Fds9.1%
- Schwab Strategic Tr8.5%
- Dimensional ETF Trust7.8%
- American Centy ETF Tr7.1%
- American Centy ETF Tr6.4%
- Other42.7%
Portfolio Holdings
37 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Bd Index Fds | 312.3K | $23.00M | 18.3% | +16.7K | Added |
| 2 | Vanguard Charlotte Fds | 238.3K | $11.45M | 9.1% | +11.3K | Added |
| 3 | Schwab Strategic Tr | 401.7K | $10.69M | 8.5% | +22.5K | Added |
| 4 | Dimensional ETF Trust | 275.4K | $9.83M | 7.8% | +14.3K | Added |
| 5 | American Centy ETF Tr | 118.8K | $8.89M | 7.1% | +1.9K | Added |
| 6 | American Centy ETF Tr | 134.5K | $8.07M | 6.4% | −9.7K | Reduced |
| 7 | American Centy ETF Tr | 69.1K | $7.63M | 6.1% | +1.8K | Added |
| 8 | American Centy ETF Tr | 59.8K | $5.97M | 4.8% | −1.9K | Reduced |
| 9 | Ishares Tr | 58.4K | $5.80M | 4.6% | +171 | Added |
| 10 | Vanguard Scottsdale Fds | 68.3K | $5.65M | 4.5% | +3.0K | Added |
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