GBFP
Golden Bell Financial Planning Portfolio holdings
AUM
$106M
This Quarter Return
-4.52%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$99.5M
AUM Growth
–
Cap. Flow
+$99.5M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
77.05%
Holding
34
New
34
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Total Bond Market
BND
|
$18M |
| 2 |
Vanguard Total International Bond ETF
BNDX
|
$9.9M |
| 3 |
Schwab US TIPS ETF
SCHP
|
$8.63M |
| 4 |
Avantis Emerging Markets Value ETF
AVES
|
$7.46M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
$6.3M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 0.42% |
