2026 Q1 Portfolio Activity
In 2026 Q1, Golden Bell Financial Planning LLC maintained a portfolio of 37 distinct positions. The most significant new addition was VANGUARD INTL EQUITY INDEX F, now representing 0.17% of the total fund value. They heavily accumulated shares in DIMENSIONAL ETF TRUST, increasing the position by 5.5%.
Position History
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Total Positions
37
Quarter
2026 Q1
Top Holding
BND (18.3%)
Top 10 Concentration
77.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-37 of 37
Golden Bell Financial Planning LLC Full Holdings List — 2026 Q1
| 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 | 18.33% | 18.23% |
#1
Prev: #1
|
8.0 |
—
|
16,700 | 5.6% |
P
S
|
312,305 | $22,998,171 |
$68.88
+6.2%
|
2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | ||
|
BNDX
VANGUARD CHARLO...
|
Bond/Debt | 9.13% | 9.13% |
#2
Prev: #2
|
5.7 |
—
|
11,278 | 5.0% |
P
S
|
238,254 | $11,448,111 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
SCHP
SCHWAB STRATEGI...
|
ETF | 8.52% | 8.36% |
#3
Prev: #3
|
6.4 |
—
|
22,537 | 5.9% |
P
S
|
401,701 | $10,689,255 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
DFLV
DIMENSIONAL ETF...
|
ETF | 7.84% | 7.44% |
#4
Prev: #4
|
5.6 |
—
|
14,277 | 5.5% |
P
S
|
275,360 | $9,833,111 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
AVIV
AMERICAN CENTY ...
|
Bond/Debt | 7.08% | 6.93% |
#5
1
Prev: #6
|
3.8 |
—
|
1,908 | 1.6% |
P
S
|
118,775 | $8,887,933 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
AVES
AMERICAN CENTY ...
|
ETF | 6.43% | 7.00% |
#6
1
Prev: #5
|
3.1 |
—
|
-9,705 | -6.7% |
P
S
|
134,484 | $8,066,342 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
AVUV
AMERICAN CENTY ...
|
ETF | 6.08% | 5.71% |
#7
Prev: #7
|
2.9 |
—
|
1,847 | 2.7% |
P
S
|
69,057 | $7,628,695 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
AVDV
AMERICAN CENTY ...
|
Bond/Debt | 4.76% | 4.83% |
#8
1
Prev: #9
|
2.4 |
—
|
-1,917 | -3.1% |
P
S
|
59,797 | $5,971,284 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
AGG
ISHARES TR
|
ETF | 4.62% | 4.84% |
#9
1
Prev: #8
|
2.3 |
—
|
171 | 0.3% |
P
S
|
58,384 | $5,795,780 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
VCIT
VANGUARD SCOTTS...
|
Bond/Debt | 4.51% | 4.55% |
#10
Prev: #10
|
2.3 |
—
|
2,991 | 4.6% |
P
S
|
68,324 | $5,653,818 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
SCHV
SCHWAB STRATEGI...
|
ETF | 3.63% | 3.76% |
#11
Prev: #11
|
2.0 |
—
|
-3,299 | -2.2% |
P
S
|
149,270 | $4,552,735 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
DISV
DIMENSIONAL ETF...
|
Bond/Debt | 2.79% | 2.68% |
#12
Prev: #12
|
1.6 |
—
|
3,957 | 4.7% |
P
S
|
88,704 | $3,498,486 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
DFEV
DIMENSIONAL ETF...
|
ETF | 2.43% | 2.24% |
#13
Prev: #13
|
3.0 |
—
|
5,500 | 6.9% |
P
S
|
85,293 | $3,051,775 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
TIP
ISHARES TR
|
ETF | 1.87% | 1.95% |
#14
Prev: #14
|
1.2 |
—
|
-68 | -0.3% |
P
S
|
21,220 | $2,341,851 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
VTEB
VANGUARD MUN BD...
|
ETF | 1.66% | 1.77% |
#15
Prev: #15
|
1.2 |
—
|
-714 | -1.7% |
P
S
|
41,680 | $2,079,415 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
ROUS
LATTICE STRATEG...
|
ETF | 1.38% | 1.41% |
#16
Prev: #16
|
1.1 |
—
|
-126 | -0.4% |
P
S
|
29,299 | $1,729,813 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
VSS
VANGUARD INTL E...
|
ETF | 1.07% | 1.12% |
#17
Prev: #17
|
0.9 |
—
|
-197 | -2.1% |
P
S
|
9,202 | $1,341,560 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 0.90% | 0.93% |
#18
Prev: #18
|
0.9 |
—
|
-269 | -1.5% |
P
S
|
17,600 | $1,127,794 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
VV
VANGUARD INDEX ...
|
ETF | 0.79% | 0.88% |
#19
Prev: #19
|
0.8 |
—
|
-31 | -0.9% |
P
S
|
3,316 | $991,005 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 0.79% | 0.82% |
#20
Prev: #20
|
0.8 |
—
|
-95 | -0.5% |
P
S
|
18,303 | $989,259 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
DFSV
DIMENSIONAL ETF...
|
ETF | 0.62% | 0.62% |
#21
1
Prev: #22
|
0.7 |
—
|
-549 | -2.4% |
P
S
|
22,080 | $773,683 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
CPAG
RBB FD INC
|
Unknown | 0.61% | 0.64% |
#22
1
Prev: #21
|
1.2 |
—
|
no change | no change |
P
S
|
7,472 | $763,764 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
PRFZ
INVESCO EXCHANG...
|
ETF | 0.52% | 0.54% |
#23
Prev: #23
|
1.2 |
—
|
no change | no change |
P
S
|
14,205 | $651,583 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
FNDC
SCHWAB STRATEGI...
|
Bond/Debt | 0.45% | 0.45% |
#24
Prev: #24
|
0.7 |
—
|
-131 | -1.1% |
P
S
|
12,121 | $561,946 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
DFIV
DIMENSIONAL ETF...
|
Bond/Debt | 0.38% | 0.38% |
#25
1
Prev: #26
|
1.2 |
—
|
no change | no change |
P
S
|
9,130 | $481,881 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
SCMB
SCHWAB STRATEGI...
|
ETF | 0.36% | 0.37% |
#26
1
Prev: #27
|
0.6 |
—
|
806 | 4.7% |
P
S
|
17,968 | $457,825 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.35% | 0.38% |
#27
2
Prev: #25
|
1.1 |
—
|
no change | no change |
P
S
|
918 | $439,906 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
VB
VANGUARD INDEX ...
|
ETF | 0.34% | 0.36% |
#28
Prev: #28
|
0.6 |
—
|
-26 | -1.6% |
P
S
|
1,646 | $431,120 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
FNDE
SCHWAB STRATEGI...
|
Bond/Debt | 0.25% | 0.24% |
#29
2
Prev: #31
|
1.1 |
—
|
no change | no change |
P
S
|
8,111 | $310,327 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 0.23% | 0.25% |
#30
1
Prev: #29
|
1.1 |
—
|
no change | no change |
P
S
|
448 | $291,352 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 0.22% | 0.25% |
#31
1
Prev: #30
|
0.6 |
—
|
-22 | -4.6% |
P
S
|
453 | $270,690 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
SCHA
SCHWAB STRATEGI...
|
ETF | 0.19% | 0.19% |
#32
1
Prev: #33
|
1.1 |
—
|
no change | no change |
P
S
|
8,045 | $233,949 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 0.19% | 0.20% |
#33
1
Prev: #32
|
1.1 |
—
|
no change | no change |
P
S
|
727 | $233,229 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
ROSC
LATTICE STRATEG...
|
ETF | 0.18% | 0.18% |
#34
1
Prev: #35
|
1.1 |
—
|
no change | no change |
P
S
|
4,635 | $223,886 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
VTIP
VANGUARD MALVER...
|
ETF | 0.18% | 0.18% |
#35
1
Prev: #34
|
1.1 |
—
|
no change | no change |
P
S
|
4,407 | $220,136 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
VTV
VANGUARD INDEX ...
|
ETF | 0.17% | 0.18% |
#36
Prev: #36
|
0.6 |
—
|
5 | 0.5% |
P
S
|
1,110 | $217,845 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
VT
VANGUARD INTL E...
|
ETF | 0.17% | — |
#37
Prev: #—
|
3.6 |
—
|
1,509 | — |
NEW
|
1,509 | $208,690 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 |
Showing 1-37 of 37 holdings