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Home > Institutional Investor > Golden Bell Financial Planning Llc > Profile

Instuitional Investor - Golden Bell Financial Planning Llc

Fund Profile
Filing Period:
Fund Name: Golden Bell Financial Planning Llc
Portfolio Value $106,176,430
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Bond Index Funds
 BND 255,655 $18,823,878 17.73%
2.
Vanguard Charlotte Fds - TOTAL INT BD ETF
 202,119 $10,006,910 9.42%
3.
Schwab Strategic Trust
 FNDF 335,477 $8,950,531 8.43%
4.
American Centy Etf Tr
 154,150 $8,253,987 7.77%
5.
American Centy Etf Tr
 114,272 $7,111,742 6.7%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)