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Golden Bell Financial Planning LLC

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13F filer, CIK 2044309, ALPHARETTA, GA

Golden Bell Financial Planning LLC reported $115,073,019 across 35 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-04. Its ten largest share positions make up 77.3% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002044309-25-000007

Period
2025-09-30
Reported value
$115M
Holdings
35
Top 10 weight
77.3%
New
2
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
BNDadded+38,975$2.9M
SCHPadded+28,564$770K
BNDXadded+12,726$629K
DFLVadded+15,343$505K
VOOnew+475$291K

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
AVDVreduced-4,421-$394K
AVESreduced-6,537-$375K
AGGreduced-2,469-$248K
IAGGexited-4,398-$225K
SCHVreduced-5,388-$157K

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, Q3 2025

Share positions as resolved from 13F-HR 0002044309-25-000007, largest first. % of portfolio is the value over $115,073,019, 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 250,108 shares; 2025Q1: 252,883 shares; 2025Q2: 255,655 shares; 2025Q3: 294,630 shares 294,630$21.9M19.04%+38,975Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 201,930 shares; 2025Q1: 203,826 shares; 2025Q2: 202,119 shares; 2025Q3: 214,845 shares 214,845$10.6M9.23%+12,726Timeline
SCHPSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 334,020 shares; 2025Q1: 338,951 shares; 2025Q2: 335,477 shares; 2025Q3: 364,041 shares 364,041$9.81M8.53%+28,564Timeline
AVESAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 161,560 shares; 2025Q1: 160,941 shares; 2025Q2: 154,150 shares; 2025Q3: 147,613 shares 147,613$8.47M7.36%-6,537Timeline
AVIVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 117,813 shares; 2025Q1: 122,713 shares; 2025Q2: 114,272 shares; 2025Q3: 114,617 shares 114,617$7.73M6.72%+345Timeline
DFLVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 173,922 shares; 2025Q1: 186,982 shares; 2025Q2: 207,073 shares; 2025Q3: 222,416 shares 222,416$7.32M6.36%+15,343Timeline
AVUVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 56,538 shares; 2025Q1: 59,785 shares; 2025Q2: 61,693 shares; 2025Q3: 62,951 shares 62,951$6.27M5.44%+1,258Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 65,020 shares; 2025Q1: 63,918 shares; 2025Q2: 60,237 shares; 2025Q3: 57,768 shares 57,768$5.79M5.03%-2,469Timeline
AVDVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 73,276 shares; 2025Q1: 72,244 shares; 2025Q2: 68,307 shares; 2025Q3: 63,886 shares 63,886$5.69M4.94%-4,421Timeline
VCITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 60,026 shares; 2025Q1: 60,884 shares; 2025Q2: 60,831 shares; 2025Q3: 63,500 shares 63,500$5.34M4.64%+2,669Timeline
SCHVSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 179,291 shares; 2025Q1: 169,645 shares; 2025Q2: 160,958 shares; 2025Q3: 155,570 shares 155,570$4.53M3.94%-5,388Timeline
DISVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 74,562 shares; 2025Q1: 79,408 shares; 2025Q2: 78,505 shares; 2025Q3: 82,985 shares 82,985$2.96M2.57%+4,480Timeline
TIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,600 shares; 2025Q1: 22,087 shares; 2025Q2: 20,961 shares; 2025Q3: 21,406 shares 21,406$2.38M2.07%+445Timeline
DFEVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 49,717 shares; 2025Q1: 66,829 shares; 2025Q2: 66,575 shares; 2025Q3: 73,400 shares 73,400$2.34M2.03%+6,825Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 36,988 shares; 2025Q1: 38,109 shares; 2025Q2: 37,080 shares; 2025Q3: 38,386 shares 38,386$1.92M1.67%+1,306Timeline
ROUSLATTICE STRATEGIES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 31,477 shares; 2025Q1: 30,514 shares; 2025Q2: 30,226 shares; 2025Q3: 29,733 shares 29,733$1.71M1.49%-493Timeline
VSSVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,836 shares; 2025Q1: 10,094 shares; 2025Q2: 9,668 shares; 2025Q3: 9,586 shares 9,586$1.37M1.19%-82Timeline
VVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,767 shares; 2025Q1: 3,670 shares; 2025Q2: 3,670 shares; 2025Q3: 3,607 shares 3,607$1.11M0.97%-63Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,681 shares; 2025Q1: 20,708 shares; 2025Q2: 20,474 shares; 2025Q3: 18,400 shares 18,400$1.1M0.96%-2,074Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,747 shares; 2025Q1: 20,651 shares; 2025Q2: 20,679 shares; 2025Q3: 18,309 shares 18,309$992K0.86%-2,370Timeline
DFSVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,087 shares; 2025Q1: 14,087 shares; 2025Q2: 21,741 shares; 2025Q3: 23,173 shares 23,173$738K0.64%+1,432Timeline
PRFZINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,468 shares; 2025Q1: 17,282 shares; 2025Q2: 17,156 shares; 2025Q3: 14,205 shares 14,205$645K0.56%-2,951Timeline
FNDCSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,078 shares; 2025Q1: 16,029 shares; 2025Q2: 14,606 shares; 2025Q3: 12,433 shares 12,433$553K0.48%-2,173Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 918 shares; 2025Q1: 918 shares; 2025Q2: 918 shares; 2025Q3: 918 shares 918$462K0.4%0Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,854 shares; 2025Q1: 1,804 shares; 2025Q2: 1,649 shares; 2025Q3: 1,735 shares 1,735$441K0.38%+86Timeline
DFIVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,935 shares; 2025Q1: 9,144 shares; 2025Q2: 9,217 shares; 2025Q3: 8,819 shares 8,819$407K0.35%-398Timeline
SCMBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,554 shares; 2025Q1: 13,761 shares; 2025Q2: 15,455 shares; 2025Q3: 15,513 shares 15,513$397K0.35%+58Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 831 shares; 2025Q1: 831 shares; 2025Q2: 831 shares; 2025Q3: 934 shares 934$307K0.27%+103Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 449 shares; 2025Q1: 449 shares; 2025Q2: 448 shares; 2025Q3: 448 shares 448$298K0.26%0Timeline
FNDESCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,111 shares; 2025Q1: 8,111 shares; 2025Q2: 8,111 shares; 2025Q3: 8,111 shares 8,111$293K0.25%0Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 475 shares 475$291K0.25%newTimeline
ROSCLATTICE STRATEGIES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,432 shares; 2025Q1: 5,308 shares; 2025Q2: 5,308 shares; 2025Q3: 5,055 shares 5,055$230K0.2%-253Timeline
SCHASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,520 shares; 2025Q1: not reported; 2025Q2: 8,045 shares; 2025Q3: 8,045 shares 8,045$224K0.2%0Timeline
VTIPVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,244 shares; 2025Q1: 4,244 shares; 2025Q2: 4,253 shares; 2025Q3: 4,289 shares 4,289$217K0.19%+36Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,096 shares 1,096$204K0.18%newTimeline

Sold out in Q3 2025

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

SecurityShares beforeValue beforeType
IAGGISHARES TR4,398$225Kshares

How Q3 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 0002044309-25-000007 base2025-11-04acceptance time not in the bulk data set