Golden Bell Financial Planning LLC Portfolio Holdings by Sector
Golden Bell Financial Planning LLC
- $103 Billion
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
BND BNDX SCHP AVES AGG AVUV AVDV VCIT 28 stocks |
$89 Million
99.2% of portfolio
|
12
|
11
|
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$488,908
0.54% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$228,392
0.25% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|