2026 Q2 Portfolio Activity
In 2026 Q2, Golden Bell Financial Planning LLC maintained a portfolio of 41 distinct positions. The most significant new addition was DIMENSIONAL ETF TRUST, now representing 0.31% of the total fund value. They heavily accumulated shares in VANGUARD BD INDEX FDS, increasing the position by 9.9%.
Position History
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Total Positions
41
Quarter
2026 Q2
Top Holding
BND (18.5%)
Top 10 Concentration
76.2%
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 Q2
| 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 | 18.52% | 18.33% |
#1
Prev: #1
|
8.0 |
—
|
30,787 | 9.9% |
P
S
|
343,092 | $25,186,414 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
BNDX
VANGUARD CHARLO...
|
Bond/Debt | 8.94% | 9.13% |
#2
Prev: #2
|
7.1 |
—
|
12,785 | 5.4% |
P
S
|
251,039 | $12,157,825 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
SCHP
SCHWAB STRATEGI...
|
ETF | 8.38% | 8.52% |
#3
Prev: #3
|
6.4 |
—
|
28,275 | 7.0% |
P
S
|
429,976 | $11,394,356 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
DFLV
DIMENSIONAL ETF...
|
ETF | 8.23% | 7.84% |
#4
Prev: #4
|
4.3 |
—
|
7,596 | 2.8% |
P
S
|
282,956 | $11,188,086 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
AVIV
AMERICAN CENTY ...
|
Bond/Debt | 6.84% | 7.08% |
#5
Prev: #5
|
3.7 |
—
|
1,462 | 1.2% |
P
S
|
120,237 | $9,308,749 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
AVUV
AMERICAN CENTY ...
|
ETF | 6.26% | 6.08% |
#6
1
Prev: #7
|
3.0 |
—
|
-797 | -1.2% |
P
S
|
68,260 | $8,516,082 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
AVES
AMERICAN CENTY ...
|
ETF | 6.11% | 6.43% |
#7
1
Prev: #6
|
2.9 |
—
|
-7,819 | -5.8% |
P
S
|
126,665 | $8,309,197 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
AVDV
AMERICAN CENTY ...
|
Bond/Debt | 4.39% | 4.76% |
#8
Prev: #8
|
2.3 |
—
|
-1,826 | -3.1% |
P
S
|
57,971 | $5,973,895 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
VCIT
VANGUARD SCOTTS...
|
Bond/Debt | 4.29% | 4.51% |
#9
1
Prev: #10
|
2.2 |
—
|
2,295 | 3.4% |
P
S
|
70,619 | $5,836,667 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
AGG
ISHARES TR
|
ETF | 4.20% | 4.62% |
#10
1
Prev: #9
|
2.2 |
—
|
-690 | -1.2% |
P
S
|
57,694 | $5,710,552 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
SCHV
SCHWAB STRATEGI...
|
ETF | 3.78% | 3.63% |
#11
Prev: #11
|
2.0 |
—
|
-1,636 | -1.1% |
P
S
|
147,634 | $5,139,140 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
DISV
DIMENSIONAL ETF...
|
Bond/Debt | 2.82% | 2.79% |
#12
Prev: #12
|
3.1 |
—
|
6,822 | 7.7% |
P
S
|
95,526 | $3,833,458 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
DFEV
DIMENSIONAL ETF...
|
ETF | 2.72% | 2.43% |
#13
Prev: #13
|
1.6 |
—
|
1,262 | 1.5% |
P
S
|
86,555 | $3,693,056 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
TIP
ISHARES TR
|
ETF | 1.71% | 1.87% |
#14
Prev: #14
|
1.2 |
—
|
79 | 0.4% |
P
S
|
21,299 | $2,330,761 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
VTEB
VANGUARD MUN BD...
|
ETF | 1.69% | 1.66% |
#15
Prev: #15
|
2.7 |
—
|
3,706 | 8.9% |
P
S
|
45,386 | $2,295,624 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
ROUS
LATTICE STRATEG...
|
ETF | 1.43% | 1.38% |
#16
Prev: #16
|
1.1 |
—
|
-377 | -1.3% |
P
S
|
28,922 | $1,949,343 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
VSS
VANGUARD INTL E...
|
ETF | 0.99% | 1.07% |
#17
Prev: #17
|
0.9 |
—
|
-462 | -5.0% |
P
S
|
8,740 | $1,348,495 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 0.88% | 0.90% |
#18
Prev: #18
|
0.9 |
—
|
-816 | -4.6% |
P
S
|
16,784 | $1,195,857 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
VV
VANGUARD INDEX ...
|
ETF | 0.81% | 0.79% |
#19
Prev: #19
|
0.8 |
—
|
-121 | -3.6% |
P
S
|
3,195 | $1,098,929 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 0.78% | 0.79% |
#20
Prev: #20
|
0.8 |
—
|
-426 | -2.3% |
P
S
|
17,877 | $1,067,059 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
PRFZ
INVESCO EXCHANG...
|
ETF | 0.58% | 0.52% |
#21
2
Prev: #23
|
1.2 |
—
|
no change | no change |
P
S
|
14,205 | $792,213 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
DFSV
DIMENSIONAL ETF...
|
ETF | 0.57% | 0.62% |
#22
1
Prev: #21
|
0.7 |
—
|
-2,054 | -9.3% |
P
S
|
20,026 | $776,809 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
CPAG
RBB FD INC
|
ETF | 0.56% | 0.61% |
#23
1
Prev: #22
|
1.2 |
—
|
no change | no change |
P
S
|
7,472 | $766,912 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
FNDC
SCHWAB STRATEGI...
|
Bond/Debt | 0.39% | 0.45% |
#24
Prev: #24
|
0.7 |
—
|
-1,329 | -11.0% |
P
S
|
10,792 | $524,077 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
VB
VANGUARD INDEX ...
|
ETF | 0.37% | 0.34% |
#25
3
Prev: #28
|
1.1 |
—
|
no change | no change |
P
S
|
1,646 | $498,936 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
DFIV
DIMENSIONAL ETF...
|
Bond/Debt | 0.36% | 0.38% |
#26
1
Prev: #25
|
0.6 |
—
|
7 | 0.1% |
P
S
|
9,137 | $493,581 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
SCMB
SCHWAB STRATEGI...
|
ETF | 0.34% | 0.36% |
#27
1
Prev: #26
|
0.6 |
—
|
109 | 0.6% |
P
S
|
18,077 | $466,748 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.34% | 0.35% |
#28
1
Prev: #27
|
1.1 |
—
|
no change | no change |
P
S
|
918 | $459,358 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
DFCF
DIMENSIONAL ETF...
|
ETF | 0.31% | — |
#29
Prev: #—
|
3.6 |
—
|
9,918 | — |
NEW
|
9,918 | $418,639 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 0.25% | 0.23% |
#30
Prev: #30
|
0.6 |
—
|
-1 | -0.2% |
P
S
|
447 | $333,806 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
FNDE
SCHWAB STRATEGI...
|
ETF | 0.23% | 0.25% |
#31
2
Prev: #29
|
0.6 |
—
|
-72 | -0.9% |
P
S
|
8,039 | $318,988 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 0.23% | 0.22% |
#32
1
Prev: #31
|
1.1 |
—
|
no change | no change |
P
S
|
453 | $311,125 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
IAGG
ISHARES TR
|
Bond/Debt | 0.23% | — |
#33
Prev: #—
|
3.6 |
—
|
6,133 | — |
NEW
|
6,133 | $310,330 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
SCHA
SCHWAB STRATEGI...
|
ETF | 0.21% | 0.19% |
#34
2
Prev: #32
|
1.1 |
—
|
no change | no change |
P
S
|
8,045 | $290,666 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 0.20% | 0.19% |
#35
2
Prev: #33
|
0.6 |
—
|
-2 | -0.3% |
P
S
|
725 | $268,279 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
VLUE
ISHARES TR
|
ETF | 0.19% | — |
#36
Prev: #—
|
3.6 |
—
|
1,276 | — |
NEW
|
1,276 | $254,958 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
VT
VANGUARD INTL E...
|
ETF | 0.19% | 0.17% |
#37
Prev: #37
|
2.1 |
—
|
96 | 6.4% |
P
S
|
1,605 | $251,933 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
VTV
VANGUARD INDEX ...
|
ETF | 0.18% | 0.17% |
#38
2
Prev: #36
|
0.6 |
—
|
5 | 0.5% |
P
S
|
1,115 | $242,951 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
ROSC
LATTICE STRATEG...
|
ETF | 0.18% | 0.18% |
#39
5
Prev: #34
|
0.6 |
—
|
-295 | -6.4% |
P
S
|
4,340 | $242,784 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
IJR
ISHARES TR
|
ETF | 0.17% | — |
#40
Prev: #—
|
3.6 |
—
|
1,530 | — |
NEW
|
1,530 | $226,914 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
VTIP
VANGUARD MALVER...
|
ETF | 0.16% | 0.18% |
#41
6
Prev: #35
|
0.6 |
—
|
2 | 0.0% |
P
S
|
4,409 | $221,471 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-31 |
Showing 1-41 of 41 holdings