Golden Bell Financial Planning LLC Portfolio Holdings

Golden Bell Financial Planning LLC

  • $99.5 Billion
  • Q4 2024

Golden Bell Financial Planning LLC has filed its 13F form on February 04, 2025 for Q4 2024 where it was disclosed a total value porftolio of $99.5 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 $18B, Vanguard Total International B with a value of $9.9B, Schwab Strategic Us Tips ETF with a value of $8.63B, American Centy ETF Tr Avantis with a value of $7.46B, and Ishares Core U.S. Aggregate Bo with a value of $6.3B.

Examining the 13F form we can see an increase of $99.5B in the current position value.

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 $99.5 Billion
ETFs: $87.2 Billion
Financial Services: $416 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$18 Billion 18.08% of portfolio
250,108
Q4 2024 New
$0
$9.9 Billion 9.95% of portfolio
201,930
Q4 2024 New
$0
$8.63 Billion 8.67% of portfolio
334,020
Q4 2024 New
$0
$7.46 Billion 7.5% of portfolio
161,560
Q4 2024 New
$0
$6.3 Billion 6.33% of portfolio
65,020
Q4 2024 New
$0
$6.11 Billion 6.15% of portfolio
117,813
Q4 2024 New
$0
$5.46 Billion 5.49% of portfolio
56,538
Q4 2024 New
Dimensional ETF Trust
-
$5.22 Billion 5.25% of portfolio
-
Q4 2024 New
$0
$4.82 Billion 4.84% of portfolio
60,026
Q4 2024 New
$0
$4.77 Billion 4.79% of portfolio
73,276
Q4 2024 New
$0
$4.67 Billion 4.7% of portfolio
179,291
Q4 2024 New
$0
$2.3 Billion 2.31% of portfolio
21,600
Q4 2024 New
$0
$1.98 Billion 1.99% of portfolio
74,562
Q4 2024 New
$0
$1.85 Billion 1.86% of portfolio
36,988
Q4 2024 New
$0
$1.6 Billion 1.61% of portfolio
31,477
Q4 2024 New
$0
$1.3 Billion 1.31% of portfolio
49,717
Q4 2024 New
$0
$1.02 Billion 1.02% of portfolio
3,767
Q4 2024 New
$0
$989 Million 0.99% of portfolio
20,681
Q4 2024 New
$0
$958 Million 0.96% of portfolio
21,747
Q4 2024 New
$0
$727 Million 0.73% of portfolio
17,468
Q4 2024 New
$0
$549 Million 0.55% of portfolio
16,078
Q4 2024 New
$0
$445 Million 0.45% of portfolio
1,854
Q4 2024 New
$0
$434 Million 0.44% of portfolio
14,087
Q4 2024 New
$614B
$416 Million 0.42% of portfolio
918
Q4 2024 New
-
$348 Million 0.35% of portfolio
-
Q4 2024 New
$0
$317 Million 0.32% of portfolio
8,935
Q4 2024 New
$0
$277 Million 0.28% of portfolio
6,875
Q4 2024 New
$0
$263 Million 0.26% of portfolio
449
Q4 2024 New
-
$237 Million 0.24% of portfolio
-
Q4 2024 New
$0
$241 Million 0.24% of portfolio
831
Q4 2024 New
$0
$236 Million 0.24% of portfolio
8,111
Q4 2024 New
$0
$220 Million 0.22% of portfolio
8,520
Q4 2024 New
$0
$206 Million 0.21% of portfolio
4,244
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 34
  • Current Value $99.5 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 04, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 34 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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