Golden Bell Financial Planning LLC
CIK 2044309 · Holdings on Jun 30, 2026 · First reported Jul 31, 2026
Top ten holdings
Q2 2026- BND18.52%
- BNDX8.94%
- SCHP8.38%
- DFLV8.23%
- AVIV6.84%
- AVUV6.26%
- AVES6.11%
- AVDV4.39%
- VCIT4.29%
- AGG4.20%
Share classes counted separately76.16%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- AGGWeight decreased · -0.42 pp4.62% → 4.20%Shares -690 (-1.18%)
- DFLVWeight increased · +0.39 pp7.84% → 8.23%Shares +7.60K (+2.76%)
- AVDVWeight decreased · -0.37 pp4.76% → 4.39%Shares -1.83K (-3.05%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | BNDVANGUARD TOTAL BOND MARKETTOTAL BND MRKT View history and evidence | $25.19M | 18.52% | 343.09K shares | 18.33% → 18.52%+0.19 pp +30.79K (+9.86%) | Added | ▾ |
| 02 | BNDXVANGUARD TOTAL INTL BOND ETFTOTAL INT BD ETF View history and evidence | $12.16M | 8.94% | 251.04K shares | 9.13% → 8.94%-0.19 pp +12.79K (+5.37%) | Added | ▾ |
| 03 | SCHPSCHWAB U.S. TIPS ETFUS TIPS ETF View history and evidence | $11.39M | 8.38% | 429.98K shares | 8.52% → 8.38%-0.14 pp +28.27K (+7.04%) | Added | ▾ |
| 04 | DFLVDIM US LARGE CAP VALUE ETFUS LARG VALU ETF View history and evidence | $11.19M | 8.23% | 282.96K shares | 7.84% → 8.23%+0.39 pp +7.60K (+2.76%) | Added | ▾ |
| 05 | AVIVAVANTIS INT LRG CAP VAL ETFINTERNATIONAL LR View history and evidence | $9.31M | 6.84% | 120.24K shares | 7.08% → 6.84%-0.24 pp +1.46K (+1.23%) | Added | ▾ |
| 06 | AVUVAVANTIS US SMALL CAP VALUEUS SML CP VALU View history and evidence | $8.52M | 6.26% | 68.26K shares | 6.08% → 6.26%+0.18 pp -797 (-1.15%) | Reduced | ▾ |
| 07 | AVESAVANTIS EMERGING MARKETS VALEMERGING MKT VAL View history and evidence | $8.31M | 6.11% | 126.67K shares | 6.43% → 6.11%-0.32 pp -7.82K (-5.81%) | Reduced | ▾ |
| 08 | AVDVAVANTIS INTL S/C VALUE ETFINTL SMCP VLU View history and evidence | $5.97M | 4.39% | 57.97K shares | 4.76% → 4.39%-0.37 pp -1.83K (-3.05%) | Reduced | ▾ |
| 09 | VCITVANGUARD INT-TERM CORPORATEINT-TERM CORP View history and evidence | $5.84M | 4.29% | 70.62K shares | 4.51% → 4.29%-0.22 pp +2.29K (+3.36%) | Added | ▾ |
| 10 | AGGISHARES CORE U.S. AGGREGATECORE US AGGBD ET View history and evidence | $5.71M | 4.20% | 57.69K shares | 4.62% → 4.20%-0.42 pp -690 (-1.18%) | Reduced | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2044309 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-07-31
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 136005023
}Research all 41 reported holdings.
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