GBFP
Golden Bell Financial Planning Portfolio holdings
AUM
$106M
1 Year Est. Return
–
AUM
$106M
AUM Growth
+$3.22M
(+3.1%)
Holding
35
Top Buys
| 1 | +$623K | |
| 2 | +$225K | |
| 3 | +$204K | |
| 4 |
Schwab U.S Small- Cap ETF
SCHA
|
+$204K |
| 5 |
Avantis US Small Cap Value ETF
AVUV
|
+$174K |
Top Sells
| 1 | +$525K | |
| 2 | +$365K | |
| 3 | +$364K | |
| 4 |
Avantis International Small Cap Value ETF
AVDV
|
+$312K |
| 5 |
Invesco FTSE RAFI US 1000 ETF
PRF
|
+$278K |
Sector Composition
| 1 | Financials | 0.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Vanguard Small-Cap ETF
VB
$68.4B
| $391K | 0.37% |
1,649
-155
|
|
||
27
Schwab Municipal Bond ETF
SCMB
$2.4B
| $389K | 0.37% |
15,455
+1,694
|
|
||
28
SPDR S&P 500 ETF Trust
SPY
$672B
| $277K | 0.26% |
448
-1
|
|
||
29
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$7.97B
| $268K | 0.25% |
8,111
|
|
||
30
Vanguard Total Stock Market ETF
VTI
$553B
| $253K | 0.24% |
831
|
|
||
31
iShares Core International Aggregate Bond Fund
IAGG
$11.2B
| $225K | 0.21% |
4,398
|
|
||
32
Hartford Multifactor Small Cap ETF
ROSC
$30.9M
| $222K | 0.21% |
5,308
|
|
||
33
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$15.8B
| $214K | 0.2% |
4,253
+9
|
|
||
|
34
Schwab U.S Small- Cap ETF
SCHA
$20.9B
| $204K | 0.19% |
+8,045
|
|
||
|
35
Invesco FTSE RAFI US 1000 ETF
PRF
$8.72B
| – | – |
-6,875
|
|