Golden Bell Financial Planning LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities holdings as of the close of business on September 30, 2026. The report lists the firm's principal, Jason Lina, as the authorized signatory for the filing.
The filing details a portfolio consisting of 53 separate securities, primarily comprised of exchange-traded funds (ETFs) and mutual funds. The largest holding disclosed in the report is the American Century International Large Cap Value ETF, for which the filer holds 122,148 shares. Other significant positions include the Dimensional ETF Trust US Large Value ETF with 290,367 shares and the Schwab Strategic Trust US TIPS ETF with 455,645 shares.
The portfolio is diversified across various asset classes and market capitalizations. Notable positions include the Vanguard Total Bond Market ETF (358,463 shares), the Vanguard Scottsdale Funds International Term Corp Bond ETF (72,749 shares), and the Vanguard Charlotte Funds Total International Bond ETF (251,654 shares). The filer also holds shares in the Lattice Strategies Tr Hartford US Equity ETF (28,627 shares) and the Lattice Strategies Tr Hartford MLT Small Cap ETF (4,340 shares).
The filing indicates that all positions are held in a 'SOLE' capacity, meaning the filer exercises sole voting and dispositive power over the assets.
