Golden Bell Financial Planning LLC

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0002044309

Type: FundHoldings: 34Value: $103.0MLatest: 2025Q1

Golden Bell Financial Planning LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 34 holdings worth $0.1 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
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  "SPY",
  null,
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  "VV",
  "VWO",
  null,
  "VSS",
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  "PRF",
  "VCIT",
  null,
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  "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:

Search and click to pin securities to the top

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921937835

BND|921937835

Shares:252.9K

Value:$18.6M

% of Portfolio:18.0% ($18.6M/$103.0M)

92203J407

BNDX|92203J407

Shares:203.8K

Value:$10.0M

% of Portfolio:9.7% ($10.0M/$103.0M)

808524870

Shares:339.0K

Value:$9.1M

% of Portfolio:8.9% ($9.1M/$103.0M)

025072372

Shares:160.9K

Value:$7.6M

% of Portfolio:7.4% ($7.6M/$103.0M)

025072364

Shares:122.7K

Value:$7.0M

% of Portfolio:6.8% ($7.0M/$103.0M)

464287226

Shares:63.9K

Value:$6.3M

% of Portfolio:6.1% ($6.3M/$103.0M)

25434V666

Shares:187.0K

Value:$5.7M

% of Portfolio:5.6% ($5.7M/$103.0M)

025072877

Shares:59.8K

Value:$5.2M

% of Portfolio:5.1% ($5.2M/$103.0M)

025072802

Shares:72.2K

Value:$5.0M

% of Portfolio:4.9% ($5.0M/$103.0M)

92206C870

VCIT|92206C870

Shares:60.9K

Value:$5.0M

% of Portfolio:4.8% ($5.0M/$103.0M)

808524409

Shares:169.6K

Value:$4.5M

% of Portfolio:4.4% ($4.5M/$103.0M)

464287176

Shares:22.1K

Value:$2.5M

% of Portfolio:2.4% ($2.5M/$103.0M)

25434V781

Shares:79.4K

Value:$2.3M

% of Portfolio:2.2% ($2.3M/$103.0M)

922907746

VTEB|922907746

Shares:38.1K

Value:$1.9M

% of Portfolio:1.8% ($1.9M/$103.0M)

25434V740

Shares:66.8K

Value:$1.8M

% of Portfolio:1.8% ($1.8M/$103.0M)

518416409

Shares:30.5K

Value:$1.5M

% of Portfolio:1.5% ($1.5M/$103.0M)

922042718

VSS|922042718

Shares:10.1K

Value:$1.2M

% of Portfolio:1.1% ($1.2M/$103.0M)

921943858

VEA|921943858

Shares:20.7K

Value:$1.1M

% of Portfolio:1.0% ($1.1M/$103.0M)

922908637

VV|922908637

Shares:3.7K

Value:$943.2K

% of Portfolio:0.9% ($943.2K/$103.0M)

922042858

VWO|922042858

Shares:20.7K

Value:$934.6K

% of Portfolio:0.9% ($934.6K/$103.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(BNDcusip921937835)	252.9K	QoQ +1.10% (+2.8K) YoY-	All Managers (Combined)	$18.6M	18.0% ($18.6M/$103.0M)	QoQ +3.27% (+$589.0K) YoY-
(BNDXcusip92203J407)	203.8K	QoQ +0.93% (+1.9K) YoY-	All Managers (Combined)	$10.0M	9.7% ($10.0M/$103.0M)	QoQ +0.46% (+$46.1K) YoY-
(cusip808524870)✕	339.0K	QoQ +1.47% (+4.9K) YoY-	All Managers (Combined)	$9.1M	8.9% ($9.1M/$103.0M)	QoQ +5.64% (+$486.7K) YoY-
(cusip025072372)✕	160.9K	QoQ -0.38% (-619) YoY-	All Managers (Combined)	$7.6M	7.4% ($7.6M/$103.0M)	QoQ +1.68% (-$125.9K) YoY-
(cusip025072364)✕	122.7K	QoQ +4.15% (+4.9K) YoY-	All Managers (Combined)	$7.0M	6.8% ($7.0M/$103.0M)	QoQ +13.75% (+$840.9K) YoY-
(cusip464287226)✕	63.9K	QoQ -1.69% (-1.1K) YoY-	All Managers (Combined)	$6.3M	6.1% ($6.3M/$103.0M)	QoQ +0.35% (-$22.3K) YoY-
(cusip25434V666)✕	187.0K	QoQ +7.50% (+13.1K) YoY-	All Managers (Combined)	$5.7M	5.6% ($5.7M/$103.0M)	QoQ +9.44% (+$493.2K) YoY-
(cusip025072877)✕	59.8K	QoQ +5.74% (-3.2K) YoY-	All Managers (Combined)	$5.2M	5.1% ($5.2M/$103.0M)	QoQ -4.51% (-$246.2K) YoY-
(cusip025072802)✕	72.2K	QoQ -1.40% (-1.0K) YoY-	All Managers (Combined)	$5.0M	4.9% ($5.0M/$103.0M)	QoQ +5.65% (-$269.5K) YoY-
(VCITcusip92206C870)	60.9K	QoQ +1.42% (+858) YoY-	All Managers (Combined)	$5.0M	4.8% ($5.0M/$103.0M)	QoQ +3.31% (+$159.6K) YoY-
(cusip808524409)✕	169.6K	QoQ -5.38% (-9.6K) YoY-	All Managers (Combined)	$4.5M	4.4% ($4.5M/$103.0M)	QoQ -3.52% (-$165.0K) YoY-
(cusip464287176)✕	22.1K	QoQ +2.25% (+487) YoY-	All Managers (Combined)	$2.5M	2.4% ($2.5M/$103.0M)	QoQ +6.61% (+$152.2K) YoY-
(cusip25434V781)✕	79.4K	QoQ +6.49% (+4.8K) YoY-	All Managers (Combined)	$2.3M	2.2% ($2.3M/$103.0M)	QoQ +16.72% (+$331.2K) YoY-
(VTEBcusip922907746)	38.1K	QoQ +3.03% (+1.1K) YoY-	All Managers (Combined)	$1.9M	1.8% ($1.9M/$103.0M)	QoQ +1.98% (+$36.8K) YoY-
(cusip25434V740)✕	66.8K	QoQ +34.41% (+17.1K) YoY-	All Managers (Combined)	$1.8M	1.8% ($1.8M/$103.0M)	QoQ +38.72% (+$504.6K) YoY-
(cusip518416409)✕	30.5K	QoQ -3.05% (-963) YoY-	All Managers (Combined)	$1.5M	1.5% ($1.5M/$103.0M)	QoQ -3.36% (-$53.9K) YoY-
(VSScusip922042718)	10.1K	QoQ -6.84% (-742) YoY-	All Managers (Combined)	$1.2M	1.1% ($1.2M/$103.0M)	QoQ -5.93% (-$73.6K) YoY-
(VEAcusip921943858)	20.7K	QoQ +0.13% (+27) YoY-	All Managers (Combined)	$1.1M	1.0% ($1.1M/$103.0M)	QoQ +6.43% (+$63.6K) YoY-
(VVcusip922908637)	3.7K	QoQ -2.57% (-97) YoY-	All Managers (Combined)	$943.2K	0.9% ($943.2K/$103.0M)	QoQ -7.16% (-$72.8K) YoY-
(VWOcusip922042858)	20.7K	QoQ -5.03% (-1.1K) YoY-	All Managers (Combined)	$934.6K	0.9% ($934.6K/$103.0M)	QoQ -2.40% (-$23.1K) YoY-