Golden Bell Financial Planning LLC

CIK 0002044309 · Q1 2026

13F Equity AUM

$125.4M

+4.4% QoQ

Positions

+1 QoQ

AUM Rank

#9,200

Top 74%

Skill Alpha (FF)

—

Building track record (4q)

Quarters Tracked

~1 years

Portfolio Concentration

Top 5: 50.9%Top 10: 77.3%Top 20: 94.6%

BND18.3%

BNDX9.1%

SCHP8.5%

DFLV7.8%

AVIV7.1%

AVES6.4%

AVUV6.1%

AVDV4.8%

AGG4.6%

VCIT4.5%

Others (27)22.7%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services100.0%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 37Median: 0.79%Avg: 2.70%

0–0.5%

14(3.6%)

0.5–1%

6(4.2%)

1–3%

6(11.2%)

3–5%

4(17.5%)

5%+

7(63.4%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 34Unique: 3vs 20 funds

0.5%Low

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

BANK OF AMERICA CORP /DE/

0.7%

0.7%

0.6%

0.5%

0.2%

VANGUARD CAPITAL MANAGEMENT LLC

0.2%

VANGUARD PORTFOLIO MANAGEMENT LLC

GEODE CAPITAL MANAGEMENT, LLC

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New1Increased12Decreased14Exited0

New Positions

VT0.2%

+2K

Increased

SCHP8.5%

+23K(+6%)

BND18.3%

+17K(+6%)

DFLV7.8%

+14K(+5%)

BNDX9.1%

+11K(+5%)

DFEV2.4%

+6K(+7%)

DISV2.8%

+4K(+5%)

VCIT4.5%

+3K(+5%)

AVIV7.1%

+2K(+2%)

AVUV6.1%

+2K(+3%)

SCMB0.4%

+806(+5%)

Decreased

AVES6.4%

-9,705(-7%)

SCHV3.6%

-3,299(-2%)

AVDV4.8%

-1,917(-3%)

VTEB1.7%

-714(-2%)

DFSV0.6%

-549(-2%)

VEA0.9%

-269(-2%)

VSS1.1%

-197(-2%)

FNDC0.5%

-131(-1%)

ROUS1.4%

-126(-0%)

VWO0.8%

-95(-1%)

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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