$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 | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2023 | ||||||||
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.