Golden Bell Financial Planning LLC - Portfolio overview

Golden Bell Financial Planning LLC has 37 reported holdings in this dataset, with the latest filing dated 2026-05-05.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services.

Largest reported holdings by portfolio allocation

1. BND - VANGUARD BD INDEX FDS, 18.33%
2. BNDX - VANGUARD CHARLOTTE FDS, 9.13%
3. SCHP - SCHWAB STRATEGIC TR, 8.52%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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