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Golden Bell Financial Planning LLC

报告期 2026-03-31 · CIK 0002044309

持仓数

37

前50大市值合计

$125.4M

报告期

2026-03-31

当前持仓调仓

前 37 大持仓

标的

类型

市值

股数

占比*

BND VANGUARD BD INDEX FDS

TOTAL BND MRKT

$23.0M

312,305

18.3%

BNDX VANGUARD CHARLOTTE FDS

TOTAL INT BD ETF

$11.4M

238,254

9.1%

SCHP SCHWAB STRATEGIC TR

US TIPS ETF

$10.7M

401,701

8.5%

DFLV DIMENSIONAL ETF TRUST

US LARGE CAP VAL

$9.8M

275,360

7.8%

AVIV AMERICAN CENTY ETF TR

INTERNATIONAL LR

$8.9M

118,775

7.1%

AVES AMERICAN CENTY ETF TR

EMERGING MKT VAL

$8.1M

134,484

6.4%

AVUV AMERICAN CENTY ETF TR

US SML CP VALU

$7.6M

69,057

6.1%

AVDV AMERICAN CENTY ETF TR

INTL SMCP VLU

$6.0M

59,797

4.8%

AGG ISHARES TR

CORE US AGGBD ET

$5.8M

58,384

4.6%

VCIT VANGUARD SCOTTSDALE FDS

INT-TERM CORP

$5.7M

68,324

4.5%

SCHV SCHWAB STRATEGIC TR

US LCAP VA ETF

$4.6M

149,270

3.6%

DISV DIMENSIONAL ETF TRUST

INTL SMALL CAP V

$3.5M

88,704

2.8%

DFEV DIMENSIONAL ETF TRUST

EMERGING MKTS VA

$3.1M

85,293

2.4%

TIP ISHARES TR

TIPS BD ETF

$2.3M

21,220

1.9%

VTEB VANGUARD MUN BD FDS

TAX EXEMPT BD

$2.1M

41,680

1.7%

ROUS LATTICE STRATEGIES TR

HARTFORD US EQTY

$1.7M

29,299

1.4%

VSS VANGUARD INTL EQUITY INDEX F

FTSE SMCAP ETF

$1.3M

9,202

1.1%

VEA VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT

$1.1M

17,600

0.9%

VV VANGUARD INDEX FDS

LARGE CAP ETF

$991.0K

3,316

0.8%

VWO VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF

$989.3K

18,303

0.8%

DFSV DIMENSIONAL ETF TRUST

US SMALL CAP VAL

$773.7K

22,080

0.6%

CPAG RBB FD INC

F/M COMPOUNDR US

$763.8K

7,472

0.6%

PRFZ INVESCO EXCHANGE TRADED FD T

RAFI US 1500

$651.6K

14,205

0.5%

FNDC SCHWAB STRATEGIC TR

FUNDAMENTAL INTL

$561.9K

12,121

0.4%

DFIV DIMENSIONAL ETF TRUST

INTERNATNAL VAL

$481.9K

9,130

0.4%

SCMB SCHWAB STRATEGIC TR

MUN BD ETF

$457.8K

17,968

0.4%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$439.9K

918

0.4%

VB VANGUARD INDEX FDS

SMALL CP ETF

$431.1K

1,646

0.3%

FNDE SCHWAB STRATEGIC TR

FUNDAMENTAL EMER

$310.3K

8,111

0.2%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$291.4K

448

0.2%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$270.7K

453

0.2%

SCHA SCHWAB STRATEGIC TR

US SML CAP ETF

$233.9K

8,045

0.2%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$233.2K

727

0.2%

ROSC LATTICE STRATEGIES TR

HARTFORD MLT SML

$223.9K

4,635

0.2%

VTIP VANGUARD MALVERN FDS

STRM INFPROIDX

$220.1K

4,407

0.2%

VTV VANGUARD INDEX FDS

VALUE ETF

$217.8K

1,110

0.2%

VT VANGUARD INTL EQUITY INDEX F

TT WRLD ST ETF

$208.7K

1,509

0.2%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

57%前 6 大占比

BND18.3%BNDX9.1%SCHP8.5%DFLV7.8%AVIV7.1%AVES6.4%

Golden Bell Financial Planning LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心