StockDriftsStockDriftsTop 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 | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Bedel Financial Consulting Inc reports $493.92M in US-listed equity holdings across 235 positions in its most recent 13F filing. Its largest disclosed positions are LLY (35.4%), VTEB (5.8%) and DFAI (5.5%). Figures reflect the Q3 2023 filing.
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Holdings on this page are parsed from Bedel Financial Consulting Inc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 850553). View Bedel Financial Consulting Inc’s 13F filings on SEC