Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2015 |
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.