Skip to content
Disclosery

Golden Bell Financial Planning LLC

Follow

13F filer, CIK 2044309, ALPHARETTA, GA

Golden Bell Financial Planning LLC reported $106,176,430 across 34 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-05. Its ten largest share positions make up 76.88% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002044309-25-000004

Period
2025-06-30
Reported value
$106M
Holdings
34
Top 10 weight
76.88%
New
1
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DFLVadded+20,091$623K
DFSVadded+7,654$225K
BNDadded+2,772$204K
SCHAnew+8,045$204K
AVUVadded+1,908$174K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
AVIVreduced-8,441-$525K
AGGreduced-3,681-$365K
AVESreduced-6,791-$364K
AVDVreduced-3,937-$312K
PRFexited-6,875-$278K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0002044309-25-000004, largest first. % of portfolio is the value over $106,176,430, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 250,108 shares; 2025Q1: 252,883 shares; 2025Q2: 255,655 shares 255,655$18.8M17.73%+2,772Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 201,930 shares; 2025Q1: 203,826 shares; 2025Q2: 202,119 shares 202,119$10M9.42%-1,707Timeline
SCHPSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 334,020 shares; 2025Q1: 338,951 shares; 2025Q2: 335,477 shares 335,477$8.95M8.43%-3,474Timeline
AVESAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 161,560 shares; 2025Q1: 160,941 shares; 2025Q2: 154,150 shares 154,150$8.25M7.77%-6,791Timeline
AVIVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 117,813 shares; 2025Q1: 122,713 shares; 2025Q2: 114,272 shares 114,272$7.11M6.7%-8,441Timeline
DFLVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 173,922 shares; 2025Q1: 186,982 shares; 2025Q2: 207,073 shares 207,073$6.42M6.05%+20,091Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 65,020 shares; 2025Q1: 63,918 shares; 2025Q2: 60,237 shares 60,237$5.98M5.63%-3,681Timeline
AVUVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 56,538 shares; 2025Q1: 59,785 shares; 2025Q2: 61,693 shares 61,693$5.62M5.29%+1,908Timeline
AVDVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 73,276 shares; 2025Q1: 72,244 shares; 2025Q2: 68,307 shares 68,307$5.42M5.1%-3,937Timeline
VCITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 60,026 shares; 2025Q1: 60,884 shares; 2025Q2: 60,831 shares 60,831$5.04M4.75%-53Timeline
SCHVSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 179,291 shares; 2025Q1: 169,645 shares; 2025Q2: 160,958 shares 160,958$4.45M4.19%-8,687Timeline
DISVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 74,562 shares; 2025Q1: 79,408 shares; 2025Q2: 78,505 shares 78,505$2.58M2.43%-903Timeline
TIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,600 shares; 2025Q1: 22,087 shares; 2025Q2: 20,961 shares 20,961$2.31M2.17%-1,126Timeline
DFEVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 49,717 shares; 2025Q1: 66,829 shares; 2025Q2: 66,575 shares 66,575$2M1.88%-254Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 36,988 shares; 2025Q1: 38,109 shares; 2025Q2: 37,080 shares 37,080$1.82M1.71%-1,029Timeline
ROUSLATTICE STRATEGIES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 31,477 shares; 2025Q1: 30,514 shares; 2025Q2: 30,226 shares 30,226$1.62M1.53%-288Timeline
VSSVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,836 shares; 2025Q1: 10,094 shares; 2025Q2: 9,668 shares 9,668$1.3M1.22%-426Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,681 shares; 2025Q1: 20,708 shares; 2025Q2: 20,474 shares 20,474$1.17M1.1%-234Timeline
VVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,767 shares; 2025Q1: 3,670 shares; 2025Q2: 3,670 shares 3,670$1.05M0.99%0Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,747 shares; 2025Q1: 20,651 shares; 2025Q2: 20,679 shares 20,679$1.02M0.96%+28Timeline
PRFZINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,468 shares; 2025Q1: 17,282 shares; 2025Q2: 17,156 shares 17,156$698K0.66%-126Timeline
DFSVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,087 shares; 2025Q1: 14,087 shares; 2025Q2: 21,741 shares 21,741$640K0.6%+7,654Timeline
FNDCSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,078 shares; 2025Q1: 16,029 shares; 2025Q2: 14,606 shares 14,606$614K0.58%-1,423Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 918 shares; 2025Q1: 918 shares; 2025Q2: 918 shares 918$446K0.42%0Timeline
DFIVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,935 shares; 2025Q1: 9,144 shares; 2025Q2: 9,217 shares 9,217$395K0.37%+73Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,854 shares; 2025Q1: 1,804 shares; 2025Q2: 1,649 shares 1,649$391K0.37%-155Timeline
SCMBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,554 shares; 2025Q1: 13,761 shares; 2025Q2: 15,455 shares 15,455$389K0.37%+1,694Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 449 shares; 2025Q1: 449 shares; 2025Q2: 448 shares 448$277K0.26%-1Timeline
FNDESCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,111 shares; 2025Q1: 8,111 shares; 2025Q2: 8,111 shares 8,111$268K0.25%0Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 831 shares; 2025Q1: 831 shares; 2025Q2: 831 shares 831$253K0.24%0Timeline
IAGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,398 shares; 2025Q2: 4,398 shares 4,398$225K0.21%0Timeline
ROSCLATTICE STRATEGIES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,432 shares; 2025Q1: 5,308 shares; 2025Q2: 5,308 shares 5,308$222K0.21%0Timeline
VTIPVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,244 shares; 2025Q1: 4,244 shares; 2025Q2: 4,253 shares 4,253$214K0.2%+9Timeline
SCHASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,520 shares; 2025Q1: not reported; 2025Q2: 8,045 shares 8,045$204K0.19%newTimeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
PRFINVESCO EXCHANGE TRADED FD T6,875$278Kshares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0002044309-25-000004 base2025-08-05acceptance time not in the bulk data set