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Bedel Financial Consulting Inc

Portfolio Manager
Bedel Financial Consulting Inc
Performance
0% (N/A)
AUM (13F)
$493.92M
# of Holdings
235
Performance Rank
N/A
Allocation (Top 20)
N/A

Bedel Financial Consulting Inc Holdings Map

Top 50 Bedel Financial Consulting Inc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
LLY
ELI LILLY & CO
35.4%325.5K$174.9Mnew2023-Q3: 325.5K shares2023-09-30
VTEB
VANGUARD MUN BD FDS
5.79%594.2K$28.6Mnew2023-Q3: 594.2K shares2023-09-30
DFAI
DIMENSIONAL ETF TRUST
5.49%1.04M$27.1Mnew2023-Q3: 1.04M shares2023-09-30
AAPL
APPLE INC
2.87%82.9K$14.2Mnew2023-Q3: 82.9K shares2023-09-30
DFAE
DIMENSIONAL ETF TRUST
2.36%516.2K$11.6Mnew2023-Q3: 516.2K shares2023-09-30
MSFT
MICROSOFT CORP
2.31%36.1K$11.4Mnew2023-Q3: 36.1K shares2023-09-30
EFG
ISHARES TR
2.18%125.0K$10.8Mnew2023-Q3: 125.0K shares2023-09-30
TOTL
SSGA ACTIVE ETF TR
1.92%244.9K$9.5Mnew2023-Q3: 244.9K shares2023-09-30
PAPR
INNOVATOR ETFS TR
1.55%250.5K$7.7Mnew2023-Q3: 250.5K shares2023-09-30
SPY
SPDR S&P 500 ETF TR
1.35%15.6K$6.7Mnew2023-Q3: 15.6K shares2023-09-30

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