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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 $99,499,030
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Bond Index Funds
 BND 250,108 $17,985,266 18.07%
2.
Vanguard Charlotte Fds - TOTAL INT BD ETF
 201,930 $9,904,665 9.95%
3.
Schwab Strategic Trust
 FNDF 334,020 $8,627,729 8.67%
4.
American Centy Etf Tr
 161,560 $7,464,068 7.5%
5.
Ishares Trust
 IEF 65,020 $6,300,438 6.33%
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)