$494 Million is the total value of BEDEL FINANCIAL CONSULTING INC's 235 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| LLY | New | ELI LILLY & CO | $174,857,849 | – | 325,541 | +100.0% | 35.40% | – |
| VTEB | New | VANGUARD MUN BD FDStax exempt bd | $28,580,635 | – | 594,192 | +100.0% | 5.79% | – |
| DFAI | New | DIMENSIONAL ETF TRUSTintl core eqt mk | $27,138,339 | – | 1,039,385 | +100.0% | 5.49% | – |
| AAPL | New | APPLE INC | $14,196,481 | – | 82,919 | +100.0% | 2.87% | – |
| DFAE | New | DIMENSIONAL ETF TRUSTemgr cre eqt mng | $11,649,530 | – | 516,151 | +100.0% | 2.36% | – |
| MSFT | New | MICROSOFT CORP | $11,402,715 | – | 36,113 | +100.0% | 2.31% | – |
| EFG | New | ISHARES TReafe grwth etf | $10,791,198 | – | 125,043 | +100.0% | 2.18% | – |
| TOTL | New | SSGA ACTIVE ETF TRspdr tr tactic | $9,466,336 | – | 244,925 | +100.0% | 1.92% | – |
| PAPR | New | INNOVATOR ETFS TRus eqt pwr buf | $7,667,848 | – | 250,501 | +100.0% | 1.55% | – |
| SPY | New | SPDR S&P 500 ETF TRtr unit | $6,671,610 | – | 15,607 | +100.0% | 1.35% | – |
| BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $6,565,013 | – | 18,741 | +100.0% | 1.33% | – |
| New | CAPITAL GROUP GROWTH ETF | $6,445,923 | – | 263,099 | +100.0% | 1.30% | – | |
| PFFV | New | GLOBAL X FDSrate preferred | $5,774,460 | – | 251,501 | +100.0% | 1.17% | – |
| JPM | New | JPMORGAN CHASE & CO | $4,653,435 | – | 32,088 | +100.0% | 0.94% | – |
| IMCG | New | ISHARES TRmrgstr md cp grw | $4,544,920 | – | 79,554 | +100.0% | 0.92% | – |
| IVV | New | ISHARES TRcore s&p500 etf | $4,275,234 | – | 9,956 | +100.0% | 0.87% | – |
| VCSH | New | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $3,743,898 | – | 49,819 | +100.0% | 0.76% | – |
| FLV | New | AMERICAN CENTY ETF TRfocused lrg cap | $3,594,888 | – | 63,122 | +100.0% | 0.73% | – |
| IMCV | New | ISHARES TRmrgstr md cp val | $3,596,407 | – | 59,356 | +100.0% | 0.73% | – |
| ISCF | New | ISHARES TRinternational sl | $3,163,775 | – | 106,957 | +100.0% | 0.64% | – |
| XOM | New | EXXON MOBIL CORP | $2,867,897 | – | 24,391 | +100.0% | 0.58% | – |
| QUAL | New | ISHARES TRmsci usa qlt fct | $2,686,727 | – | 20,386 | +100.0% | 0.54% | – |
| FYC | New | FIRST TR EXCHANGE-TRADED ALPsml cp grw alp | $2,553,333 | – | 45,304 | +100.0% | 0.52% | – |
| New | DIMENSIONAL ETF TRUSTinternatnal val | $2,539,560 | – | 77,853 | +100.0% | 0.51% | – | |
| GOOGL | New | ALPHABET INCcap stk cl a | $2,477,834 | – | 18,935 | +100.0% | 0.50% | – |
| JNJ | New | JOHNSON & JOHNSON | $2,327,853 | – | 14,946 | +100.0% | 0.47% | – |
| VNLA | New | JANUS DETROIT STR TRhendrsn shrt etf | $2,189,937 | – | 45,652 | +100.0% | 0.44% | – |
| PEP | New | PEPSICO INC | $2,167,153 | – | 12,790 | +100.0% | 0.44% | – |
| COWZ | New | PACER FDS TRus cash cows 100 | $2,082,790 | – | 42,136 | +100.0% | 0.42% | – |
| VTI | New | VANGUARD INDEX FDStotal stk mkt | $2,005,568 | – | 9,442 | +100.0% | 0.41% | – |
| GOOG | New | ALPHABET INCcap stk cl c | $1,985,661 | – | 15,060 | +100.0% | 0.40% | – |
| ABBV | New | ABBVIE INC | $1,882,440 | – | 12,629 | +100.0% | 0.38% | – |
| PG | New | PROCTER AND GAMBLE CO | $1,829,764 | – | 12,545 | +100.0% | 0.37% | – |
| CALF | New | PACER FDS TRpacer us small | $1,779,627 | – | 42,677 | +100.0% | 0.36% | – |
| IWM | New | ISHARES TRrussell 2000 etf | $1,758,760 | – | 9,951 | +100.0% | 0.36% | – |
| CSCO | New | CISCO SYS INC | $1,731,486 | – | 32,208 | +100.0% | 0.35% | – |
| CMI | New | CUMMINS INC | $1,634,997 | – | 7,157 | +100.0% | 0.33% | – |
| AMZN | New | AMAZON COM INC | $1,621,749 | – | 12,758 | +100.0% | 0.33% | – |
| IJH | New | ISHARES TRcore s&p mcp etf | $1,610,053 | – | 6,457 | +100.0% | 0.33% | – |
| HD | New | HOME DEPOT INC | $1,589,406 | – | 5,260 | +100.0% | 0.32% | – |
| FNX | New | FIRST TR MID CAP CORE ALPHAD | $1,556,490 | – | 16,900 | +100.0% | 0.32% | – |
| ORCL | New | ORACLE CORP | $1,533,531 | – | 14,478 | +100.0% | 0.31% | – |
| WMT | New | WALMART INC | $1,456,743 | – | 9,109 | +100.0% | 0.30% | – |
| DIS | New | DISNEY WALT CO | $1,431,811 | – | 17,666 | +100.0% | 0.29% | – |
| UOCT | New | INNOVATOR ETFS TRus eqty ultra b | $1,427,684 | – | 46,779 | +100.0% | 0.29% | – |
| POCT | New | INNOVATOR ETFS TRus eqty pwr buf | $1,415,860 | – | 41,692 | +100.0% | 0.29% | – |
| QGRO | New | AMERICAN CENTY ETF TRus quality grow | $1,391,064 | – | 20,642 | +100.0% | 0.28% | – |
| KO | New | COCA COLA CO | $1,381,164 | – | 24,672 | +100.0% | 0.28% | – |
| CVX | New | CHEVRON CORP NEW | $1,371,913 | – | 8,136 | +100.0% | 0.28% | – |
| MCD | New | MCDONALDS CORP | $1,369,400 | – | 5,198 | +100.0% | 0.28% | – |
| MINT | New | PIMCO ETF TRenhan shrt ma ac | $1,341,128 | – | 13,393 | +100.0% | 0.27% | – |
| AMAT | New | APPLIED MATLS INC | $1,335,497 | – | 9,646 | +100.0% | 0.27% | – |
| EFA | New | ISHARES TRmsci eafe etf | $1,320,566 | – | 19,161 | +100.0% | 0.27% | – |
| ADP | New | AUTOMATIC DATA PROCESSING IN | $1,253,971 | – | 5,212 | +100.0% | 0.25% | – |
| HON | New | HONEYWELL INTL INC | $1,247,879 | – | 6,755 | +100.0% | 0.25% | – |
| IWR | New | ISHARES TRrus mid cap etf | $1,213,148 | – | 17,518 | +100.0% | 0.25% | – |
| IWF | New | ISHARES TRrus 1000 grw etf | $1,209,100 | – | 4,546 | +100.0% | 0.24% | – |
| INTC | New | INTEL CORP | $1,198,457 | – | 33,712 | +100.0% | 0.24% | – |
| VUG | New | VANGUARD INDEX FDSgrowth etf | $1,186,455 | – | 4,357 | +100.0% | 0.24% | – |
| VOO | New | VANGUARD INDEX FDS | $1,125,616 | – | 2,866 | +100.0% | 0.23% | – |
| IWS | New | ISHARES TRrus mdcp val etf | $1,126,350 | – | 10,795 | +100.0% | 0.23% | – |
| ACWX | New | ISHARES TRmsci acwi ex us | $1,109,759 | – | 23,607 | +100.0% | 0.22% | – |
| LOW | New | LOWES COS INC | $1,108,773 | – | 5,335 | +100.0% | 0.22% | – |
| IMCB | New | ISHARES TRmrgstr md cp etf | $1,029,148 | – | 17,230 | +100.0% | 0.21% | – |
| ISRG | New | INTUITIVE SURGICAL INC | $1,017,461 | – | 3,481 | +100.0% | 0.21% | – |
| TSLA | New | TESLA INC | $992,197 | – | 3,965 | +100.0% | 0.20% | – |
| DHR | New | DANAHER CORPORATION | $977,083 | – | 3,938 | +100.0% | 0.20% | – |
| PFE | New | PFIZER INC | $977,693 | – | 29,475 | +100.0% | 0.20% | – |
| ITW | New | ILLINOIS TOOL WKS INC | $960,834 | – | 4,172 | +100.0% | 0.20% | – |
| NVDA | New | NVIDIA CORPORATION | $888,656 | – | 2,043 | +100.0% | 0.18% | – |
| ORLY | New | OREILLY AUTOMOTIVE INC | $881,594 | – | 970 | +100.0% | 0.18% | – |
| SPG | New | SIMON PPTY GROUP INC NEW | $868,147 | – | 8,036 | +100.0% | 0.18% | – |
| FB | New | META PLATFORMS INCcl a | $858,601 | – | 2,860 | +100.0% | 0.17% | – |
| VXUS | New | VANGUARD STAR FDSvg tl intl stk f | $807,068 | – | 15,080 | +100.0% | 0.16% | – |
| PSEP | New | INNOVATOR ETFS TRus eqty pwr buf | $806,728 | – | 24,899 | +100.0% | 0.16% | – |
| PJAN | New | INNOVATOR ETFS TRus eqty pwr buf | $798,538 | – | 22,949 | +100.0% | 0.16% | – |
| FDN | New | FIRST TR EXCHANGE-TRADED FDdj internt idx | $778,099 | – | 4,875 | +100.0% | 0.16% | – |
| PNOV | New | INNOVATOR ETFS TRus eqty pwr buf | $768,645 | – | 23,250 | +100.0% | 0.16% | – |
| DFAT | New | DIMENSIONAL ETF TRUSTus targeted vlu | $766,662 | – | 16,780 | +100.0% | 0.16% | – |
| SPSM | New | SPDR SER TRportfolio s&p600 | $733,978 | – | 19,891 | +100.0% | 0.15% | – |
| ADBE | New | ADOBE INC | $719,724 | – | 1,412 | +100.0% | 0.15% | – |
| VTV | New | VANGUARD INDEX FDSvalue etf | $717,574 | – | 5,202 | +100.0% | 0.14% | – |
| AXP | New | AMERICAN EXPRESS CO | $712,323 | – | 4,775 | +100.0% | 0.14% | – |
| BAPR | New | INNOVATOR ETFS TRus eqt bufr apr | $692,649 | – | 19,807 | +100.0% | 0.14% | – |
| BSX | New | BOSTON SCIENTIFIC CORP | $689,198 | – | 13,053 | +100.0% | 0.14% | – |
| HBAN | New | HUNTINGTON BANCSHARES INC | $684,187 | – | 65,787 | +100.0% | 0.14% | – |
| NKE | New | NIKE INCcl b | $682,168 | – | 7,134 | +100.0% | 0.14% | – |
| SPLV | New | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $670,043 | – | 11,397 | +100.0% | 0.14% | – |
| KMB | New | KIMBERLY-CLARK CORP | $671,201 | – | 5,554 | +100.0% | 0.14% | – |
| VNQ | New | VANGUARD INDEX FDSreal estate etf | $667,927 | – | 8,828 | +100.0% | 0.14% | – |
| GSPY | New | TIDAL ETF TRgotham enhncd | $663,974 | – | 28,021 | +100.0% | 0.13% | – |
| NEE | New | NEXTERA ENERGY INC | $654,037 | – | 11,416 | +100.0% | 0.13% | – |
| SMMU | New | PIMCO ETF TRshtrm mun bd act | $645,357 | – | 13,184 | +100.0% | 0.13% | – |
| TCHP | New | T ROWE PRICE ETF INCprice blue chip | $637,418 | – | 23,469 | +100.0% | 0.13% | – |
| MUNI | New | PIMCO ETF TRinter mun bd act | $638,292 | – | 12,748 | +100.0% | 0.13% | – |
| EXLS | New | EXLSERVICE HOLDINGS INC | $635,386 | – | 22,660 | +100.0% | 0.13% | – |
| MRK | New | MERCK & CO INC | $634,041 | – | 6,159 | +100.0% | 0.13% | – |
| UJUL | New | INNOVATOR ETFS TRus eqt ultra bf | $630,545 | – | 22,336 | +100.0% | 0.13% | – |
| IWP | New | ISHARES TRrus md cp gr etf | $624,469 | – | 6,836 | +100.0% | 0.13% | – |
| New | INNOVATOR ETFS TRladdered alc bfr | $618,614 | – | 24,269 | +100.0% | 0.12% | – | |
| BOCT | New | INNOVATOR ETFS TRus eqty buf oct | $600,197 | – | 16,907 | +100.0% | 0.12% | – |
| PFEB | New | INNOVATOR ETFS TRus eqty pwr buf | $598,289 | – | 19,644 | +100.0% | 0.12% | – |
| DFAS | New | DIMENSIONAL ETF TRUSTus small cap etf | $590,586 | – | 11,251 | +100.0% | 0.12% | – |
| SCHB | New | SCHWAB STRATEGIC TRus brd mkt etf | $588,650 | – | 11,808 | +100.0% | 0.12% | – |
| IWN | New | ISHARES TRrus 2000 val etf | $585,540 | – | 4,320 | +100.0% | 0.12% | – |
| COST | New | COSTCO WHSL CORP NEW | $585,623 | – | 1,037 | +100.0% | 0.12% | – |
| V | New | VISA INC | $586,380 | – | 2,549 | +100.0% | 0.12% | – |
| SBUX | New | STARBUCKS CORP | $574,167 | – | 6,291 | +100.0% | 0.12% | – |
| EEM | New | ISHARES TRmsci emg mkt etf | $564,671 | – | 14,879 | +100.0% | 0.11% | – |
| GLD | New | SPDR GOLD TR | $564,242 | – | 3,291 | +100.0% | 0.11% | – |
| CTAS | New | CINTAS CORP | $555,567 | – | 1,155 | +100.0% | 0.11% | – |
| SCHX | New | SCHWAB STRATEGIC TRus lrg cap etf | $555,183 | – | 10,972 | +100.0% | 0.11% | – |
| IWO | New | ISHARES TRrus 2000 grw etf | $541,546 | – | 2,416 | +100.0% | 0.11% | – |
| CSX | New | CSX CORP | $545,198 | – | 17,730 | +100.0% | 0.11% | – |
| FFBC | New | FIRST FINL BANCORP OH | $537,275 | – | 27,412 | +100.0% | 0.11% | – |
| ANTM | New | ELEVANCE HEALTH INC | $534,260 | – | 1,227 | +100.0% | 0.11% | – |
| IUSG | New | ISHARES TRcore s&p us gwt | $519,668 | – | 5,480 | +100.0% | 0.10% | – |
| IWD | New | ISHARES TRrus 1000 val etf | $520,042 | – | 3,425 | +100.0% | 0.10% | – |
| CAT | New | CATERPILLAR INC | $515,283 | – | 1,887 | +100.0% | 0.10% | – |
| GD | New | GENERAL DYNAMICS CORP | $508,563 | – | 2,302 | +100.0% | 0.10% | – |
| BNDX | New | VANGUARD CHARLOTTE FDStotal int bd etf | $508,720 | – | 10,636 | +100.0% | 0.10% | – |
| PM | New | PHILIP MORRIS INTL INC | $502,617 | – | 5,429 | +100.0% | 0.10% | – |
| UNH | New | UNITEDHEALTH GROUP INC | $504,190 | – | 1,000 | +100.0% | 0.10% | – |
| VBR | New | VANGUARD INDEX FDSsm cp val etf | $492,751 | – | 3,090 | +100.0% | 0.10% | – |
| IBM | New | INTERNATIONAL BUSINESS MACHS | $490,844 | – | 3,499 | +100.0% | 0.10% | – |
| VWO | New | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $484,227 | – | 12,350 | +100.0% | 0.10% | – |
| BLL | New | BALL CORP | $477,888 | – | 9,600 | +100.0% | 0.10% | – |
| SYK | New | STRYKER CORPORATION | $473,697 | – | 1,733 | +100.0% | 0.10% | – |
| DVY | New | ISHARES TRselect divid etf | $457,901 | – | 4,254 | +100.0% | 0.09% | – |
| COP | New | CONOCOPHILLIPS | $458,115 | – | 3,824 | +100.0% | 0.09% | – |
| NVS | New | NOVARTIS AGsponsored adr | $452,800 | – | 4,445 | +100.0% | 0.09% | – |
| New | INNOVATOR ETFS TRbuffer step up s | $442,577 | – | 16,762 | +100.0% | 0.09% | – | |
| DD | New | DUPONT DE NEMOURS INC | $444,736 | – | 5,962 | +100.0% | 0.09% | – |
| PJUL | New | INNOVATOR ETFS TRus eqty pwr buf | $441,279 | – | 13,094 | +100.0% | 0.09% | – |
| PMAY | New | INNOVATOR ETFS TRus eqty pwr buf | $428,276 | – | 14,508 | +100.0% | 0.09% | – |
| DUK | New | DUKE ENERGY CORP NEW | $423,742 | – | 4,801 | +100.0% | 0.09% | – |
| USEP | New | INNOVATOR ETFS TRus eqty ultra b | $427,137 | – | 14,593 | +100.0% | 0.09% | – |
| PWV | New | INVESCO EXCHANGE TRADED FD Tlarge cap value | $413,338 | – | 8,832 | +100.0% | 0.08% | – |
| VB | New | VANGUARD INDEX FDSsmall cp etf | $410,888 | – | 2,173 | +100.0% | 0.08% | – |
| MA | New | MASTERCARD INCORPORATEDcl a | $405,222 | – | 1,024 | +100.0% | 0.08% | – |
| WFC | New | WELLS FARGO CO NEW | $400,195 | – | 9,794 | +100.0% | 0.08% | – |
| New | MATTHEWS ASIA FDSemer mkts equity | $392,904 | – | 14,945 | +100.0% | 0.08% | – | |
| MO | New | ALTRIA GROUP INC | $396,113 | – | 9,420 | +100.0% | 0.08% | – |
| BND | New | VANGUARD BD INDEX FDStotal bnd mrkt | $394,397 | – | 5,652 | +100.0% | 0.08% | – |
| MMM | New | 3M CO | $388,660 | – | 4,151 | +100.0% | 0.08% | – |
| AMGN | New | AMGEN INC | $388,896 | – | 1,447 | +100.0% | 0.08% | – |
| IJT | New | ISHARES TRs&p sml 600 gwt | $377,957 | – | 3,446 | +100.0% | 0.08% | – |
| BAC | New | BANK AMERICA CORP | $382,293 | – | 13,962 | +100.0% | 0.08% | – |
| SCHD | New | SCHWAB STRATEGIC TRus dividend eq | $380,568 | – | 5,378 | +100.0% | 0.08% | – |
| ACN | New | ACCENTURE PLC IRELAND | $382,045 | – | 1,244 | +100.0% | 0.08% | – |
| USB | New | US BANCORP DEL | $377,470 | – | 11,418 | +100.0% | 0.08% | – |
| UNP | New | UNION PAC CORP | $368,509 | – | 1,810 | +100.0% | 0.08% | – |
| QCOM | New | QUALCOMM INC | $367,915 | – | 3,313 | +100.0% | 0.07% | – |
| BJAN | New | INNOVATOR ETFS TRus eqty bufr jan | $359,108 | – | 9,774 | +100.0% | 0.07% | – |
| VIG | New | VANGUARD SPECIALIZED FUNDSdiv app etf | $357,745 | – | 2,302 | +100.0% | 0.07% | – |
| VGT | New | VANGUARD WORLD FDSinf tech etf | $338,973 | – | 817 | +100.0% | 0.07% | – |
| BMY | New | BRISTOL-MYERS SQUIBB CO | $340,237 | – | 5,862 | +100.0% | 0.07% | – |
| XLF | New | SELECT SECTOR SPDR TRfinancial | $333,928 | – | 10,067 | +100.0% | 0.07% | – |
| FDX | New | FEDEX CORP | $333,396 | – | 1,258 | +100.0% | 0.07% | – |
| RTX | New | RTX CORPORATION | $326,672 | – | 4,539 | +100.0% | 0.07% | – |
| VEU | New | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $318,689 | – | 6,144 | +100.0% | 0.06% | – |
| UL | New | UNILEVER PLCspon adr new | $320,606 | – | 6,490 | +100.0% | 0.06% | – |
| PMAR | New | INNOVATOR ETFS TRus eqty pwr buf | $321,035 | – | 9,586 | +100.0% | 0.06% | – |
| COO | New | COOPER COS INC | $318,010 | – | 1,000 | +100.0% | 0.06% | – |
| VCIT | New | VANGUARD SCOTTSDALE FDSint-term corp | $317,645 | – | 4,181 | +100.0% | 0.06% | – |
| UJAN | New | INNOVATOR ETFS TRus eqt ultra bf | $316,175 | – | 9,708 | +100.0% | 0.06% | – |
| DOW | New | DOW INC | $309,989 | – | 6,012 | +100.0% | 0.06% | – |
| RMD | New | RESMED INC | $310,527 | – | 2,100 | +100.0% | 0.06% | – |
| CLX | New | CLOROX CO DEL | $308,851 | – | 2,357 | +100.0% | 0.06% | – |
| SCHA | New | SCHWAB STRATEGIC TRus sml cap etf | $313,031 | – | 7,557 | +100.0% | 0.06% | – |
| CTOS | New | CUSTOM TRUCK ONE SOURCE INC | $307,222 | – | 49,552 | +100.0% | 0.06% | – |
| LKFN | New | LAKELAND FINL CORP | $306,117 | – | 6,450 | +100.0% | 0.06% | – |
| MDY | New | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $300,012 | – | 657 | +100.0% | 0.06% | – |
| MDLZ | New | MONDELEZ INTL INCcl a | $303,346 | – | 4,371 | +100.0% | 0.06% | – |
| LYB | New | LYONDELLBASELL INDUSTRIES N | $298,958 | – | 3,157 | +100.0% | 0.06% | – |
| LDUR | New | PIMCO ETF TRenhncd lw dur ac | $294,437 | – | 3,141 | +100.0% | 0.06% | – |
| IUSV | New | ISHARES TRcore s&p us vlu | $298,256 | – | 3,997 | +100.0% | 0.06% | – |
| ETN | New | EATON CORP PLC | $296,246 | – | 1,389 | +100.0% | 0.06% | – |
| KR | New | KROGER CO | $290,249 | – | 6,486 | +100.0% | 0.06% | – |
| EMR | New | EMERSON ELEC CO | $290,960 | – | 3,013 | +100.0% | 0.06% | – |
| UMAR | New | INNOVATOR ETFS TRus eqt ultra bf | $290,777 | – | 9,749 | +100.0% | 0.06% | – |
| SO | New | SOUTHERN CO | $293,085 | – | 4,529 | +100.0% | 0.06% | – |
| IWB | New | ISHARES TRrus 1000 etf | $284,946 | – | 1,213 | +100.0% | 0.06% | – |
| TJX | New | TJX COS INC NEW | $274,275 | – | 3,086 | +100.0% | 0.06% | – |
| MS | New | MORGAN STANLEY | $275,567 | – | 3,374 | +100.0% | 0.06% | – |
| OKE | New | ONEOK INC NEW | $274,894 | – | 4,334 | +100.0% | 0.06% | – |
| PNW | New | PINNACLE WEST CAP CORP | $271,879 | – | 3,690 | +100.0% | 0.06% | – |
| THO | New | THOR INDS INC | $265,413 | – | 2,790 | +100.0% | 0.05% | – |
| VZ | New | VERIZON COMMUNICATIONS INC | $262,049 | – | 8,085 | +100.0% | 0.05% | – |
| DGRO | New | ISHARES TRcore div grwth | $260,478 | – | 5,259 | +100.0% | 0.05% | – |
| FE | New | FIRSTENERGY CORP | $259,497 | – | 7,592 | +100.0% | 0.05% | – |
| GNTX | New | GENTEX CORP | $258,621 | – | 7,948 | +100.0% | 0.05% | – |
| WY | New | WEYERHAEUSER CO MTN BE | $255,624 | – | 8,337 | +100.0% | 0.05% | – |
| CMCSA | New | COMCAST CORP NEWcl a | $254,722 | – | 5,745 | +100.0% | 0.05% | – |
| New | GSK PLCsponsored adr | $249,618 | – | 6,886 | +100.0% | 0.05% | – | |
| CAG | New | CONAGRA BRANDS INC | $250,482 | – | 9,135 | +100.0% | 0.05% | – |
| AEP | New | AMERICAN ELEC PWR CO INC | $249,505 | – | 3,317 | +100.0% | 0.05% | – |
| CRM | New | SALESFORCE INC | $247,392 | – | 1,220 | +100.0% | 0.05% | – |
| RSP | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $247,182 | – | 1,745 | +100.0% | 0.05% | – |
| NJR | New | NEW JERSEY RES CORP | $239,595 | – | 5,897 | +100.0% | 0.05% | – |
| T | New | AT&T INC | $241,959 | – | 16,109 | +100.0% | 0.05% | – |
| DE | New | DEERE & CO | $243,817 | – | 646 | +100.0% | 0.05% | – |
| PAUG | New | INNOVATOR ETFS TRus eqty pwr bf | $242,687 | – | 7,816 | +100.0% | 0.05% | – |
| New | HASHICORP INC | $236,519 | – | 10,360 | +100.0% | 0.05% | – | |
| AMD | New | ADVANCED MICRO DEVICES INC | $231,653 | – | 2,253 | +100.0% | 0.05% | – |
| AVGO | New | BROADCOM INC | $228,475 | – | 275 | +100.0% | 0.05% | – |
| GWW | New | GRAINGER W W INC | $228,307 | – | 330 | +100.0% | 0.05% | – |
| TTD | New | THE TRADE DESK INC | $228,901 | – | 2,929 | +100.0% | 0.05% | – |
| New | GENERAL ELECTRIC CO | $228,185 | – | 2,064 | +100.0% | 0.05% | – | |
| TIP | New | ISHARES TRtips bd etf | $220,135 | – | 2,122 | +100.0% | 0.04% | – |
| PLD | New | PROLOGIS INC. | $223,361 | – | 1,991 | +100.0% | 0.04% | – |
| VLO | New | VALERO ENERGY CORP | $223,618 | – | 1,578 | +100.0% | 0.04% | – |
| CI | New | THE CIGNA GROUP | $215,624 | – | 754 | +100.0% | 0.04% | – |
| UPS | New | UNITED PARCEL SERVICE INCcl b | $218,182 | – | 1,400 | +100.0% | 0.04% | – |
| PRU | New | PRUDENTIAL FINL INC | $219,079 | – | 2,309 | +100.0% | 0.04% | – |
| PDEC | New | INNOVATOR ETFS TRus eqty pwr buf | $218,883 | – | 6,764 | +100.0% | 0.04% | – |
| New | DIMENSIONAL ETF TRUSTintl high profit | $214,371 | – | 9,244 | +100.0% | 0.04% | – | |
| XRAY | New | DENTSPLY SIRONA INC | $213,637 | – | 6,254 | +100.0% | 0.04% | – |
| DFS | New | DISCOVER FINL SVCS | $208,803 | – | 2,410 | +100.0% | 0.04% | – |
| BIV | New | VANGUARD BD INDEX FDSintermed term | $205,591 | – | 2,843 | +100.0% | 0.04% | – |
| ICE | New | INTERCONTINENTAL EXCHANGE IN | $208,378 | – | 1,894 | +100.0% | 0.04% | – |
| TGT | New | TARGET CORP | $203,456 | – | 1,840 | +100.0% | 0.04% | – |
| CPB | New | CAMPBELL SOUP CO | $204,661 | – | 4,982 | +100.0% | 0.04% | – |
| CTVA | New | CORTEVA INC | $204,544 | – | 3,998 | +100.0% | 0.04% | – |
| MTRN | New | MATERION CORP | $203,820 | – | 2,000 | +100.0% | 0.04% | – |
| NI | New | NISOURCE INC | $201,158 | – | 8,151 | +100.0% | 0.04% | – |
| NAD | New | NUVEEN QUALITY MUNCP INCOME | $151,035 | – | 14,895 | +100.0% | 0.03% | – |
| HBNC | New | HORIZON BANCORP INC | $138,167 | – | 12,937 | +100.0% | 0.03% | – |
| NZF | New | NUVEEN MUNICIPAL CREDIT INC | $123,105 | – | 11,803 | +100.0% | 0.02% | – |
| SIRI | New | SIRIUS XM HOLDINGS INC | $72,456 | – | 16,030 | +100.0% | 0.02% | – |
| EVF | New | EATON VANCE SR INCOME TRsh ben int | $70,576 | – | 11,962 | +100.0% | 0.01% | – |
| OCUP | New | OCUPHIRE PHARMA INC | $50,250 | – | 15,000 | +100.0% | 0.01% | – |
| New | TRX GOLD CORPORATION | $36,600 | – | 100,000 | +100.0% | 0.01% | – | |
| RLMD | New | RELMADA THERAPEUTICS INC | $30,000 | – | 10,000 | +100.0% | 0.01% | – |
| THM | New | INTERNATIONAL TOWER HILL MIN | $9,081 | – | 25,797 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-01
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ELI LILLY & CO | 1 | Q3 2023 | 35.4% |
| VANGUARD MUN BD FDS | 1 | Q3 2023 | 5.8% |
| DIMENSIONAL ETF TRUST | 1 | Q3 2023 | 5.5% |
| APPLE INC | 1 | Q3 2023 | 2.9% |
| DIMENSIONAL ETF TRUST | 1 | Q3 2023 | 2.4% |
| MICROSOFT CORP | 1 | Q3 2023 | 2.3% |
| ISHARES TR | 1 | Q3 2023 | 2.2% |
| SSGA ACTIVE ETF TR | 1 | Q3 2023 | 1.9% |
| INNOVATOR ETFS TR | 1 | Q3 2023 | 1.6% |
| SPDR S&P 500 ETF TR | 1 | Q3 2023 | 1.4% |
View BEDEL FINANCIAL CONSULTING INC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2023-11-01 |
View BEDEL FINANCIAL CONSULTING INC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.