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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 $120,127,867 across 36 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-03. Its ten largest share positions make up 77.01% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002044309-26-000001

Period
2025-12-31
Reported value
$120M
Holdings
36
Top 10 weight
77.01%
New
1
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DFLVadded+38,667$1.32M
CPAGnew+7,472$764K
BNDXadded+12,131$586K
AVUVadded+4,259$434K
SCHPadded+15,123$401K

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-2,172-$204K
AVESreduced-3,424-$200K
SCHVreduced-3,001-$88.9K
VVreduced-260-$81.8K
VTIreduced-207-$69.4K

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, Q4 2025

Share positions as resolved from 13F-HR 0002044309-26-000001, largest first. % of portfolio is the value over $120,127,867, 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 250,108 shares; 2025Q1: 252,883 shares; 2025Q2: 255,655 shares; 2025Q3: 294,630 shares; 2025Q4: 295,605 shares 295,605$21.9M18.23%+975Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 201,930 shares; 2025Q1: 203,826 shares; 2025Q2: 202,119 shares; 2025Q3: 214,845 shares; 2025Q4: 226,976 shares 226,976$11M9.13%+12,131Timeline
SCHPSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 334,020 shares; 2025Q1: 338,951 shares; 2025Q2: 335,477 shares; 2025Q3: 364,041 shares; 2025Q4: 379,164 shares 379,164$10M8.36%+15,123Timeline
DFLVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 173,922 shares; 2025Q1: 186,982 shares; 2025Q2: 207,073 shares; 2025Q3: 222,416 shares; 2025Q4: 261,083 shares 261,083$8.93M7.44%+38,667Timeline
AVESAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 161,560 shares; 2025Q1: 160,941 shares; 2025Q2: 154,150 shares; 2025Q3: 147,613 shares; 2025Q4: 144,189 shares 144,189$8.41M7%-3,424Timeline
AVIVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 117,813 shares; 2025Q1: 122,713 shares; 2025Q2: 114,272 shares; 2025Q3: 114,617 shares; 2025Q4: 116,867 shares 116,867$8.32M6.93%+2,250Timeline
AVUVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 56,538 shares; 2025Q1: 59,785 shares; 2025Q2: 61,693 shares; 2025Q3: 62,951 shares; 2025Q4: 67,210 shares 67,210$6.85M5.71%+4,259Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 65,020 shares; 2025Q1: 63,918 shares; 2025Q2: 60,237 shares; 2025Q3: 57,768 shares; 2025Q4: 58,213 shares 58,213$5.81M4.84%+445Timeline
AVDVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 73,276 shares; 2025Q1: 72,244 shares; 2025Q2: 68,307 shares; 2025Q3: 63,886 shares; 2025Q4: 61,714 shares 61,714$5.8M4.83%-2,172Timeline
VCITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 60,026 shares; 2025Q1: 60,884 shares; 2025Q2: 60,831 shares; 2025Q3: 63,500 shares; 2025Q4: 65,333 shares 65,333$5.47M4.55%+1,833Timeline
SCHVSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 179,291 shares; 2025Q1: 169,645 shares; 2025Q2: 160,958 shares; 2025Q3: 155,570 shares; 2025Q4: 152,569 shares 152,569$4.52M3.76%-3,001Timeline
DISVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 74,562 shares; 2025Q1: 79,408 shares; 2025Q2: 78,505 shares; 2025Q3: 82,985 shares; 2025Q4: 84,747 shares 84,747$3.22M2.68%+1,762Timeline
DFEVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 49,717 shares; 2025Q1: 66,829 shares; 2025Q2: 66,575 shares; 2025Q3: 73,400 shares; 2025Q4: 79,793 shares 79,793$2.69M2.24%+6,393Timeline
TIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,600 shares; 2025Q1: 22,087 shares; 2025Q2: 20,961 shares; 2025Q3: 21,406 shares; 2025Q4: 21,288 shares 21,288$2.34M1.95%-118Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 36,988 shares; 2025Q1: 38,109 shares; 2025Q2: 37,080 shares; 2025Q3: 38,386 shares; 2025Q4: 42,394 shares 42,394$2.13M1.77%+4,008Timeline
ROUSLATTICE STRATEGIES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 31,477 shares; 2025Q1: 30,514 shares; 2025Q2: 30,226 shares; 2025Q3: 29,733 shares; 2025Q4: 29,425 shares 29,425$1.7M1.41%-308Timeline
VSSVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,836 shares; 2025Q1: 10,094 shares; 2025Q2: 9,668 shares; 2025Q3: 9,586 shares; 2025Q4: 9,399 shares 9,399$1.35M1.12%-187Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,681 shares; 2025Q1: 20,708 shares; 2025Q2: 20,474 shares; 2025Q3: 18,400 shares; 2025Q4: 17,869 shares 17,869$1.12M0.93%-531Timeline
VVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,767 shares; 2025Q1: 3,670 shares; 2025Q2: 3,670 shares; 2025Q3: 3,607 shares; 2025Q4: 3,347 shares 3,347$1.05M0.88%-260Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,747 shares; 2025Q1: 20,651 shares; 2025Q2: 20,679 shares; 2025Q3: 18,309 shares; 2025Q4: 18,398 shares 18,398$989K0.82%+89Timeline
CPAGRBB FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,472 shares 7,472$764K0.64%newTimeline
DFSVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,087 shares; 2025Q1: 14,087 shares; 2025Q2: 21,741 shares; 2025Q3: 23,173 shares; 2025Q4: 22,629 shares 22,629$744K0.62%-544Timeline
PRFZINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,468 shares; 2025Q1: 17,282 shares; 2025Q2: 17,156 shares; 2025Q3: 14,205 shares; 2025Q4: 14,205 shares 14,205$652K0.54%0Timeline
FNDCSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,078 shares; 2025Q1: 16,029 shares; 2025Q2: 14,606 shares; 2025Q3: 12,433 shares; 2025Q4: 12,252 shares 12,252$546K0.45%-181Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 918 shares; 2025Q1: 918 shares; 2025Q2: 918 shares; 2025Q3: 918 shares; 2025Q4: 918 shares 918$461K0.38%0Timeline
DFIVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,935 shares; 2025Q1: 9,144 shares; 2025Q2: 9,217 shares; 2025Q3: 8,819 shares; 2025Q4: 9,130 shares 9,130$456K0.38%+311Timeline
SCMBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,554 shares; 2025Q1: 13,761 shares; 2025Q2: 15,455 shares; 2025Q3: 15,513 shares; 2025Q4: 17,162 shares 17,162$442K0.37%+1,649Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,854 shares; 2025Q1: 1,804 shares; 2025Q2: 1,649 shares; 2025Q3: 1,735 shares; 2025Q4: 1,672 shares 1,672$431K0.36%-63Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 449 shares; 2025Q1: 449 shares; 2025Q2: 448 shares; 2025Q3: 448 shares; 2025Q4: 448 shares 448$306K0.25%0Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 475 shares; 2025Q4: 475 shares 475$298K0.25%0Timeline
FNDESCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,111 shares; 2025Q1: 8,111 shares; 2025Q2: 8,111 shares; 2025Q3: 8,111 shares; 2025Q4: 8,111 shares 8,111$292K0.24%0Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 831 shares; 2025Q1: 831 shares; 2025Q2: 831 shares; 2025Q3: 934 shares; 2025Q4: 727 shares 727$244K0.2%-207Timeline
SCHASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,520 shares; 2025Q1: not reported; 2025Q2: 8,045 shares; 2025Q3: 8,045 shares; 2025Q4: 8,045 shares 8,045$229K0.19%0Timeline
VTIPVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,244 shares; 2025Q1: 4,244 shares; 2025Q2: 4,253 shares; 2025Q3: 4,289 shares; 2025Q4: 4,407 shares 4,407$218K0.18%+118Timeline
ROSCLATTICE STRATEGIES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,432 shares; 2025Q1: 5,308 shares; 2025Q2: 5,308 shares; 2025Q3: 5,055 shares; 2025Q4: 4,635 shares 4,635$218K0.18%-420Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,096 shares; 2025Q4: 1,105 shares 1,105$211K0.18%+9Timeline

How Q4 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 0002044309-26-000001 base2026-02-03acceptance time not in the bulk data set