Top 50 Bedel Financial Consulting Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| LLY | ELI LILLY & CO | 35.4% | 325.5K | $174.9M | new | — | 2023-09-30 | |
| VTEB | VANGUARD MUN BD FDS | 5.79% | 594.2K | $28.6M | new | — | 2023-09-30 | |
| DFAI | DIMENSIONAL ETF TRUST | 5.49% | 1.04M | $27.1M | new | — | 2023-09-30 | |
| AAPL | APPLE INC | 2.87% | 82.9K | $14.2M | new | — | 2023-09-30 | |
| DFAE | DIMENSIONAL ETF TRUST | 2.36% | 516.2K | $11.6M | new | — | 2023-09-30 | |
| MSFT | MICROSOFT CORP | 2.31% | 36.1K | $11.4M | new | — | 2023-09-30 | |
| EFG | ISHARES TR | 2.18% | 125.0K | $10.8M | new | — | 2023-09-30 | |
| TOTL | SSGA ACTIVE ETF TR | 1.92% | 244.9K | $9.5M | new | — | 2023-09-30 | |
| PAPR | INNOVATOR ETFS TR | 1.55% | 250.5K | $7.7M | new | — | 2023-09-30 | |
| SPY | SPDR S&P 500 ETF TR | 1.35% | 15.6K | $6.7M | new | — | 2023-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
Sign up free to track Bedel Financial Consulting Inc, compare funds side by side, and get alerts the moment positions change.