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Jason Lina

Golden Bell Financial Planning Llc

Assets Managed
$125.448M
Holdings
37
Last Quarter
2026 - Q1
Filed Date
1mo 26d ago
Growth Rate
4.43%(2Q avg: 4.42%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Golden Bell Financial Planning Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 37 positions.

Assets under management

The assets under management (AUM) of Golden Bell Financial Planning Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 125.448M in assets, with a quarterly growth rate of 4.43% and a 2-quarter average growth rate of 4.42%. The portfolio is managed by Jason Lina, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
BND
Vanguard Total Bond Market
Recent Activity
Increased 5.65%
18.34%
$22.998M
312,305 shares@ $73.65 avg price
BNDX
Vanguard Total Intl Bond Etf
Recent Activity
Increased 4.97%
9.13%
$11.448M
238,254 shares@ $48.06 avg price
SCHP
Schwab U.s. Tips Etf
Recent Activity
Increased 5.95%
8.53%
$10.689M
401,701 shares@ $26.61 avg price
DFLV
Dim Us Large Cap Value Etf
Recent Activity
Increased 5.47%
7.84%
$9.833M
275,360 shares@ $35.72 avg price
AVIV
Avantis Int Lrg Cap Val Etf
Recent Activity
Increased 1.64%
7.09%
$8.888M
118,775 shares@ $74.83 avg price
AVES
Avantis Emerging Markets Val
Recent Activity
Decreased -6.73%
6.44%
$8.066M
134,484 shares@ $59.98 avg price
AVUV
Avantis Us Small Cap Value
Recent Activity
Increased 2.75%
6.09%
$7.629M
69,057 shares@ $110.47 avg price
AVDV
Avantis Intl S C Value Etf
Recent Activity
Decreased -3.1%
4.76%
$5.971M
59,797 shares@ $99.86 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Increased 0.3%
4.63%
$5.796M
58,384 shares@ $99.28 avg price
VCIT
Vanguard Int-term Corporate
Recent Activity
Increased 4.58%
4.51%
$5.654M
68,324 shares@ $82.76 avg price

1-10 of 37