Golden Bell Financial Planning LLC Portfolio Holdings

Golden Bell Financial Planning LLC

  • $103 Billion
  • Q1 2025

Golden Bell Financial Planning LLC has filed its 13F form on May 06, 2025 for Q1 2025 where it was disclosed a total value porftolio of $103 Billion distributed in 34 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fd Inc Total with a value of $18.6B, Vanguard Total International B with a value of $9.95B, Schwab Strategic Us Tips ETF with a value of $9.11B, American Centy ETF Tr Avantis with a value of $7.59B, and American Centy ETF Tr Avantis with a value of $6.96B.

Examining the 13F form we can see an increase of $3.45B in the current position value, from $99.5B to 103B.

Golden Bell Financial Planning LLC is based out at Alpharetta, GA

Below you can find more details about Golden Bell Financial Planning LLC portfolio as well as his latest detailed transactions.

Portfolio value $103 Billion
ETFs: $89.2 Billion
Financial Services: $489 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 34
  • Current Value $103 Billion
  • Prior Value $99.5 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 06, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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