Golden Bell Financial Planning LLC Portfolio Holdings by Sector
Golden Bell Financial Planning LLC
- $99.5 Billion
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
BND BNDX SCHP AVES AGG AVUV VCIT AVDV 28 stocks |
$86.9 Million
99.25% of portfolio
|
28
|
- |
28
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$416,111
0.48% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$240,832
0.27% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|