2026 Q3 Portfolio Activity
In 2026 Q3, Golden Bell Financial Planning LLC maintained a portfolio of 41 distinct positions. They heavily accumulated shares in DIMENSIONAL ETF TRUST, increasing the position by 10.1%. Conversely, Golden Bell Financial Planning LLC completely exited their position in DIMENSIONAL ETF TRUST.
Position History
hover any row below to update
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Total Positions
41
Quarter
2026 Q3
Top Holding
BND (18.6%)
Top 10 Concentration
76.6%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-41 of 41
Golden Bell Financial Planning LLC Full Holdings List — 2026 Q3
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
BND
VANGUARD BD IND...
|
ETF | 18.63% | 18.52% |
#1
Prev: #1
|
6.5 |
—
|
15,371 | 4.5% |
P
S
|
358,463 | $25,146,209 |
$68.40
+4.3%
|
2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-02 | ||
|
BNDX
VANGUARD CHARLO...
|
Bond/Debt | 8.74% | 8.94% |
#2
Prev: #2
|
5.5 |
—
|
615 | 0.2% |
P
S
|
251,654 | $11,795,029 |
$46.27
+2.3%
|
2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-02 | ||
|
DFLV
DIMENSIONAL ETF...
|
ETF | 8.64% | 8.23% |
#3
1
Prev: #4
|
5.0 |
—
|
7,411 | 2.6% |
P
S
|
290,367 | $11,664,048 |
$30.95
+35.4%
|
2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-02 | ||
|
SCHP
SCHWAB STRATEGI...
|
ETF | 8.48% | 8.38% |
#4
1
Prev: #3
|
5.9 |
—
|
25,669 | 6.0% |
P
S
|
455,645 | $11,450,361 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
AVIV
AMERICAN CENTY ...
|
Bond/Debt | 7.21% | 6.84% |
#5
Prev: #5
|
3.9 |
—
|
1,911 | 1.6% |
P
S
|
122,148 | $9,726,645 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
AVES
AMERICAN CENTY ...
|
ETF | 6.02% | 6.11% |
#6
1
Prev: #7
|
2.9 |
—
|
-1,988 | -1.6% |
P
S
|
124,677 | $8,120,234 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
AVUV
AMERICAN CENTY ...
|
ETF | 5.88% | 6.26% |
#7
1
Prev: #6
|
2.9 |
—
|
-836 | -1.2% |
P
S
|
67,424 | $7,940,490 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
AVDV
AMERICAN CENTY ...
|
Bond/Debt | 4.68% | 4.39% |
#8
Prev: #8
|
2.4 |
—
|
-163 | -0.3% |
P
S
|
57,808 | $6,323,066 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
VCIT
VANGUARD SCOTTS...
|
Bond/Debt | 4.22% | 4.29% |
#9
Prev: #9
|
2.2 |
—
|
2,130 | 3.0% |
P
S
|
72,749 | $5,696,981 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
AGG
ISHARES TR
|
ETF | 4.06% | 4.20% |
#10
Prev: #10
|
2.1 |
—
|
248 | 0.4% |
P
S
|
57,942 | $5,477,837 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
SCHV
SCHWAB STRATEGI...
|
ETF | 3.49% | 3.78% |
#11
Prev: #11
|
1.9 |
—
|
-6,061 | -4.1% |
P
S
|
141,573 | $4,715,797 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
DISV
DIMENSIONAL ETF...
|
Bond/Debt | 3.15% | 2.82% |
#12
Prev: #12
|
1.8 |
—
|
2,655 | 2.8% |
P
S
|
98,181 | $4,250,255 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
DFEV
DIMENSIONAL ETF...
|
ETF | 2.99% | 2.72% |
#13
Prev: #13
|
3.2 |
—
|
8,780 | 10.1% |
P
S
|
95,335 | $4,042,210 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
VTEB
VANGUARD MUN BD...
|
ETF | 1.63% | 1.69% |
#14
1
Prev: #15
|
1.2 |
—
|
957 | 2.1% |
P
S
|
46,343 | $2,194,804 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
TIP
ISHARES TR
|
ETF | 1.61% | 1.71% |
#15
1
Prev: #14
|
1.1 |
—
|
-472 | -2.2% |
P
S
|
20,827 | $2,166,852 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
ROUS
LATTICE STRATEG...
|
ETF | 1.41% | 1.43% |
#16
Prev: #16
|
1.1 |
—
|
-295 | -1.0% |
P
S
|
28,627 | $1,900,833 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
VSS
VANGUARD INTL E...
|
ETF | 1.01% | 0.99% |
#17
Prev: #17
|
1.4 |
—
|
no change | no change |
P
S
|
8,740 | $1,356,885 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 0.84% | 0.88% |
#18
Prev: #18
|
0.8 |
—
|
-652 | -3.9% |
P
S
|
16,132 | $1,139,086 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
VV
VANGUARD INDEX ...
|
ETF | 0.83% | 0.81% |
#19
Prev: #19
|
0.8 |
—
|
1 | 0.0% |
P
S
|
3,196 | $1,124,406 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 0.79% | 0.78% |
#20
Prev: #20
|
0.8 |
—
|
35 | 0.2% |
P
S
|
17,912 | $1,062,387 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
CPAG
RBB FD INC
|
ETF | 0.55% | 0.56% |
#21
2
Prev: #23
|
1.2 |
—
|
no change | no change |
P
S
|
7,472 | $737,756 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
PRFZ
INVESCO EXCHANG...
|
ETF | 0.54% | 0.58% |
#22
1
Prev: #21
|
0.7 |
—
|
-278 | -2.0% |
P
S
|
13,927 | $728,800 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
IAGG
ISHARES TR
|
Bond/Debt | 0.39% | 0.23% |
#23
10
Prev: #33
|
3.2 |
—
|
4,439 | 72.4% |
P
S
|
10,572 | $520,142 | 2025 Q1 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
FNDC
SCHWAB STRATEGI...
|
Bond/Debt | 0.38% | 0.39% |
#24
Prev: #24
|
0.7 |
—
|
-585 | -5.4% |
P
S
|
10,207 | $508,632 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
DFIV
DIMENSIONAL ETF...
|
Bond/Debt | 0.37% | 0.36% |
#25
1
Prev: #26
|
0.6 |
—
|
-269 | -2.9% |
P
S
|
8,868 | $495,366 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
VB
VANGUARD INDEX ...
|
ETF | 0.34% | 0.37% |
#26
1
Prev: #25
|
0.6 |
—
|
-9 | -0.5% |
P
S
|
1,637 | $465,710 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.34% | 0.34% |
#27
1
Prev: #28
|
1.1 |
—
|
no change | no change |
P
S
|
918 | $457,118 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
SCMB
SCHWAB STRATEGI...
|
ETF | 0.33% | 0.34% |
#28
1
Prev: #27
|
0.6 |
—
|
154 | 0.9% |
P
S
|
18,231 | $440,461 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
DFCF
DIMENSIONAL ETF...
|
ETF | 0.29% | 0.31% |
#29
Prev: #29
|
1.1 |
—
|
no change | no change |
P
S
|
9,918 | $397,910 | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 0.25% | 0.25% |
#30
Prev: #30
|
1.1 |
—
|
no change | no change |
P
S
|
447 | $340,896 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
FNDE
SCHWAB STRATEGI...
|
ETF | 0.25% | 0.23% |
#31
Prev: #31
|
1.1 |
—
|
no change | no change |
P
S
|
8,039 | $336,593 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 0.24% | 0.23% |
#32
Prev: #32
|
1.1 |
—
|
no change | no change |
P
S
|
453 | $317,490 | 2025 Q3 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 0.20% | 0.20% |
#33
2
Prev: #35
|
1.1 |
—
|
no change | no change |
P
S
|
725 | $271,324 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
SCHA
SCHWAB STRATEGI...
|
ETF | 0.19% | 0.21% |
#34
Prev: #34
|
1.1 |
—
|
no change | no change |
P
S
|
8,045 | $262,508 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
VT
VANGUARD INTL E...
|
ETF | 0.19% | 0.19% |
#35
2
Prev: #37
|
0.6 |
—
|
45 | 2.8% |
P
S
|
1,650 | $260,528 | 2026 Q1 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
VLUE
ISHARES TR
|
ETF | 0.19% | 0.19% |
#36
Prev: #36
|
1.1 |
—
|
no change | no change |
P
S
|
1,276 | $252,648 | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
VTV
VANGUARD INDEX ...
|
ETF | 0.18% | 0.18% |
#37
1
Prev: #38
|
0.6 |
—
|
4 | 0.4% |
P
S
|
1,119 | $241,807 | 2025 Q3 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
ROSC
LATTICE STRATEG...
|
ETF | 0.17% | 0.18% |
#38
1
Prev: #39
|
1.1 |
—
|
no change | no change |
P
S
|
4,340 | $232,299 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
VTIP
VANGUARD MALVER...
|
ETF | 0.16% | 0.16% |
#39
2
Prev: #41
|
0.6 |
—
|
61 | 1.4% |
P
S
|
4,470 | $219,995 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
IJR
ISHARES TR
|
ETF | 0.15% | 0.17% |
#40
Prev: #40
|
1.1 |
—
|
no change | no change |
P
S
|
1,530 | $208,141 | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
DFSV
DIMENSIONAL ETF...
|
ETF | 0.00% | 0.57% |
Sold All 😨
(Was: #22) |
0.0 |
—
|
-20,026 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-02 |
Showing 1-41 of 41 holdings