13F-HR filed by Golden Bell Financial Planning LLC
Golden Bell Financial Planning LLC filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-02-04, with 34 holding rows worth $99,499,030.
- Accession
- 0002044309-25-000002
- Filer
- CIK 2044309
- Filed
- 2025-02-04
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2024
A holdings report, 34 entries on the cover page, a total value of $99,499,030 stated on the cover page (in dollars after the unit check, H1), rows summing to $99,499,030 with VALUE read as dollars as filed, 13F file number 028-24736. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Vanguard Total Bond Market ETF | 921937835 | SHS | 250,108 | $17,985,266 | dollars as filed | |
| Vanguard Total International Bond Index Fund ETF | 92203J407 | SHS | 201,930 | $9,904,665 | dollars as filed | |
| Schwab US TIPS ETF | 808524870 | SHS | 334,020 | $8,627,729 | dollars as filed | |
| Avantis Emerging Markets Value ETF | 025072372 | SHS | 161,560 | $7,464,068 | dollars as filed | |
| iShares Core US Aggregate Bond ETF | 464287226 | SHS | 65,020 | $6,300,438 | dollars as filed | |
| Avantis International Large Cap Val ETF | 025072364 | SHS | 117,813 | $6,114,478 | dollars as filed | |
| Avantis US Small Cap Value ETF | 025072877 | SHS | 56,538 | $5,457,613 | dollars as filed | |
| Dimensional US Large Cap Value ETF | 25434V666 | SHS | 173,922 | $5,222,882 | dollars as filed | |
| Vanguard Intermediate-Term Corporate Bond ETF | 92206C870 | SHS | 60,026 | $4,818,294 | dollars as filed | |
| Avantis International Small Cap Val ETF | 025072802 | SHS | 73,276 | $4,768,814 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524409 | US LCAP VA ETF | 179,291 | $4,674,116 | dollars as filed | |
| iShares TIPS Bond ETF | 464287176 | SHS | 21,600 | $2,301,518 | dollars as filed | |
| Dimensional International Sm Cp Val ETF | 25434V781 | SHS | 74,562 | $1,981,112 | dollars as filed | |
| VANGUARD TAX-EXEMPT BOND ETF | 922907746 | ETF | 36,988 | $1,854,208 | dollars as filed | |
| LATTICE STRATEGIES TR | 518416409 | HARTFORD US EQTY | 31,477 | $1,601,865 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434v740 | EMERGING MKTS VA | 49,717 | $1,303,083 | dollars as filed | |
| Vanguard FTSE All-World ex-US Small-Cap ETF | 922042718 | SHS | 10,836 | $1,240,505 | dollars as filed | |
| VANGUARD INDEX FDS | 922908637 | LARGE CAP ETF | 3,767 | $1,016,053 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 20,681 | $988,970 | dollars as filed | |
| VWO | 922042858 | SHS | 21,747 | $957,728 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V597 | RAFI US 1500 | 17,468 | $726,843 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524748 | FUNDAMENTAL INTL | 16,078 | $548,915 | dollars as filed | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 1,854 | $445,479 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V815 | US SMALL CAP ETF | 14,087 | $433,598 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 918 | $416,111 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524649 | MUN BD ETF | 13,554 | $348,067 | dollars as filed | |
| Dimensional International Value ETF | 25434V807 | SHS | 8,935 | $317,014 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V613 | RAFI US 1000 ETF | 6,875 | $277,338 | dollars as filed | |
| SPY | 78462F103 | SHS | 449 | $263,150 | dollars as filed | |
| VTI | 922908769 | COM | 831 | $240,832 | dollars as filed | |
| LATTICE STRATEGIES TR | 518416508 | HARTFORD MLT SML | 5,432 | $236,811 | dollars as filed | |
| Schwab Fundamental Emerging Markets Equity ETF | 808524730 | SHS | 8,111 | $235,625 | dollars as filed | |
| Schwab U.S. Small-Cap ETF | 808524607 | SHS | 8,520 | $220,327 | dollars as filed | |
| VANGUARD MALVERN FDS | 922020805 | SHS | 4,244 | $205,515 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002044309-25-000002 | this filing | 2025-02-04 | acceptance time not in the bulk data set |