account_balance

Investment manager · 13F filer · SEC CIK 2044309

Golden Bell Financial Planning LLC

Reported value$135Mas of Sep 30, 2026
Positions40 0 new, 1 sold out
Top 10 weight76.6%BND alone is 19%
FiledNov 233 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
BND Vanguard Bd Index FDS 18.6% Added +4%
BNDX Vanguard Charlotte FDS 8.7% Held
DFLV Dimensional ETF Trust 8.6% Added +3%
SCHP Schwab Strategic Tr 8.5% Added +6%
AVIV American Centy ETF Tr 7.2% Held
AVES American Centy ETF Tr 6.0% Held
AVUV American Centy ETF Tr 5.9% Held
AVDV American Centy ETF Tr 4.7% Held
VCIT Vanguard Scottsdale FDS 4.2% Added +3%
AGG iShares Tr 4.1% Held
SCHV Schwab Strategic Tr 3.5% Trimmed −4%
DISV Dimensional ETF Trust 3.1% Added +3%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 2, 2026, compared with the Jul 31, 2026 filing
add_circleNew

None

arrow_upwardAdded
  • IAGG +72%
  • DFEV +10%
  • SCHP +6%
  • BND +4%
arrow_downwardTrimmed
  • FNDC −5%
  • SCHV −4%
  • VEA −4%
  • DFIV −3%
remove_circleSold out
  • DFSV $777K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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