Golden-Bell-Financial-Planning

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "SPY",
  null,
  null,
  "VV",
  "VWO",
  null,
  "VSS",
  null,
  "PRF",
  "VCIT",
  null,
  null,
  "VEA",
  "BNDX",
  "VTEB",
  "BND",
  "VB",
  null,
  null,
  "BRK-B",
  "VTI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-06
Total Holdings: 34
Total Value: 102952079
Accession Number: 0002044309-25-000003
Form Type: 13F-HR
CIK: golden-bell-financial-planning
Manager Name: Golden-Bell-Financial-Planning

Data Enrichment

38% identified

13 identified21 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

34 positions • $103.0M total value

SEC FilingSEC DataHachi Filing

Manager:

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46137V597

Shares:17.3K

Value:$654.3K

% of Portfolio:0.6% ($654.3K/$103.0M)

808524748

Shares:16.0K

Value:$580.3K

% of Portfolio:0.6% ($580.3K/$103.0M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:918

Value:$488.9K

% of Portfolio:0.5% ($488.9K/$103.0M)

922908751

VB|922908751

Shares:1.8K

Value:$400.0K

% of Portfolio:0.4% ($400.0K/$103.0M)

25434V815

Shares:14.1K

Value:$396.5K

% of Portfolio:0.4% ($396.5K/$103.0M)

25434V807

Shares:9.1K

Value:$359.9K

% of Portfolio:0.3% ($359.9K/$103.0M)

808524649

Shares:13.8K

Value:$349.1K

% of Portfolio:0.3% ($349.1K/$103.0M)

46137V613

PRF|46137V613

Shares:6.9K

Value:$277.8K

% of Portfolio:0.3% ($277.8K/$103.0M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:449

Value:$251.2K

% of Portfolio:0.2% ($251.2K/$103.0M)

808524730

Shares:8.1K

Value:$249.8K

% of Portfolio:0.2% ($249.8K/$103.0M)

922908769

VTI|922908769

Shares:831

Value:$228.4K

% of Portfolio:0.2% ($228.4K/$103.0M)

46435G672

Shares:4.4K

Value:$219.9K

% of Portfolio:0.2% ($219.9K/$103.0M)

518416508

Shares:5.3K

Value:$213.7K

% of Portfolio:0.2% ($213.7K/$103.0M)

922020805

Shares:4.2K

Value:$211.8K

% of Portfolio:0.2% ($211.8K/$103.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46137V597)✕	17.3K	QoQ -1.06% (-186) YoY-	All Managers (Combined)	$654.3K	0.6% ($654.3K/$103.0M)	QoQ -9.98% (-$72.5K) YoY-
(cusip808524748)✕	16.0K	QoQ -0.30% (-49) YoY-	All Managers (Combined)	$580.3K	0.6% ($580.3K/$103.0M)	QoQ +5.71% (-$31.3K) YoY-
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	918	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$488.9K	0.5% ($488.9K/$103.0M)	QoQ +17.49% (+$72.8K) YoY-
(VBcusip922908751)	1.8K	QoQ -2.69% (-50) YoY-	All Managers (Combined)	$400.0K	0.4% ($400.0K/$103.0M)	QoQ -10.20% (-$45.4K) YoY-
(cusip25434V815)✕	14.1K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$396.5K	0.4% ($396.5K/$103.0M)	QoQ -8.54% (-$37.0K) YoY-
(cusip25434V807)✕	9.1K	QoQ +2.33% (+209) YoY-	All Managers (Combined)	$359.9K	0.3% ($359.9K/$103.0M)	QoQ +13.53% (+$42.9K) YoY-
(cusip808524649)✕	13.8K	QoQ +1.52% (+207) YoY-	All Managers (Combined)	$349.1K	0.3% ($349.1K/$103.0M)	QoQ +0.30% (+$1.1K) YoY-
(PRFcusip46137V613)	6.9K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$277.8K	0.3% ($277.8K/$103.0M)	QoQ +0.17% (+$481) YoY-
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	449	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$251.2K	0.2% ($251.2K/$103.0M)	QoQ -4.55% (-$12.0K) YoY-
(cusip808524730)✕	8.1K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$249.8K	0.2% ($249.8K/$103.0M)	QoQ +6.02% (+$14.2K) YoY-
(VTIcusip922908769)	831	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$228.4K	0.2% ($228.4K/$103.0M)	QoQ -5.16% (-$12.4K) YoY-
(cusip46435G672)✕	4.4K	QoQ NEW(+4.4K) YoY-	All Managers (Combined)	$219.9K	0.2% ($219.9K/$103.0M)	QoQ NEW(+$219.9K) YoY-
(cusip518416508)✕	5.3K	QoQ -2.28% (-124) YoY-	All Managers (Combined)	$213.7K	0.2% ($213.7K/$103.0M)	QoQ -9.75% (-$23.1K) YoY-
(cusip922020805)✕	4.2K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$211.8K	0.2% ($211.8K/$103.0M)	QoQ +3.05% (+$6.3K) YoY-