Golden Bell Financial Planning LLC Portfolio Holdings by Sector
Golden Bell Financial Planning LLC
- $115 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
BND BNDX SCHP AVES AVUV AGG AVDV VCIT 29 stocks |
$98.6 Million
99.23% of portfolio
|
14
|
12
|
2
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$461,515
0.46% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$306,511
0.31% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|