Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
ELI LILLY & CO | $192,142 | ||
LLY | 330,513 | +4,972 | $192,663 |
Put | 15,200 | +15,200 | $521 |
VANGUARD MUN BD FDS (VTEB) | 626,203 | +32,011 | $31,968 |
VTEB | 626,203 | +32,011 | $31,968 |
DIMENSIONAL ETF TRUST (DFAI) | 1,057,655 | +18,270 | $30,291 |
DFAI | 1,057,655 | +18,270 | $30,291 |
APPLE INC | 82,031 | -888 | $15,794 |
AAPL | 82,031 | -888 | $15,794 |
MICROSOFT CORP | 34,134 | -1,979 | $12,836 |
MSFT | 34,134 | -1,979 | $12,836 |
DIMENSIONAL ETF TRUST (DFAE) | 531,781 | +15,630 | $12,821 |
DFAE | 531,781 | +15,630 | $12,821 |
ISHARES TR (EFG) | 124,677 | -366 | $12,075 |
EFG | 124,677 | -366 | $12,075 |
INNOVATOR ETFS TR (PAPR) | 250,501 | UNCH | $8,189 |
PAPR | 250,501 | UNCH | $8,189 |
SSGA ACTIVE ETF TR (TOTL) | 194,700 | -50,225 | $7,837 |
TOTL | 194,700 | -50,225 | $7,837 |
SPDR S&P 500 ETF TR (SPY) | 16,063 | +456 | $7,635 |
SPY | 16,063 | +456 | $7,635 |
CAPITAL GROUP GROWTH ETF (CGGR) | 270,062 | +6,963 | $7,624 |
CGGR | 270,062 | +6,963 | $7,624 |
BERKSHIRE HATHAWAY INC DEL | $6,695 | ||
BRK.B | 18,771 | +30 | $6,695 |
GLOBAL X FDS | 254,813 | +3,312 | $5,901 |
PFFV | 254,813 | +3,312 | $5,901 |
ISHARES TR (IVV) | 11,990 | +2,034 | $5,727 |
IVV | 11,990 | +2,034 | $5,727 |
JPMORGAN CHASE & CO | 30,882 | -1,206 | $5,253 |
JPM | 30,882 | -1,206 | $5,253 |
ISHARES TR (IMCG) | 79,304 | -250 | $5,111 |
IMCG | 79,304 | -250 | $5,111 |
ISHARES TR (IMCV) | 59,647 | +291 | $4,039 |
IMCV | 59,647 | +291 | $4,039 |
VANGUARD SCOTTSDALE FDS (VCSH) | 51,613 | +1,794 | $3,993 |
VCSH | 51,613 | +1,794 | $3,993 |
AMERICAN CENTY ETF TR (FLV) | 63,638 | +516 | $3,890 |
FLV | 63,638 | +516 | $3,890 |
ISHARES TR (ISCF) | 100,582 | -6,375 | $3,232 |
ISCF | 100,582 | -6,375 | $3,232 |
ISHARES TR (QUAL) | 20,451 | +65 | $3,009 |
QUAL | 20,451 | +65 | $3,009 |
FIRST TR EXCHANGE TRADED ALP (FYC) | 45,086 | -218 | $2,837 |
FYC | 45,086 | -218 | $2,837 |
DIMENSIONAL ETF TRUST (DFIV) | 81,000 | +3,147 | $2,783 |
DFIV | 81,000 | +3,147 | $2,783 |
ALPHABET INC | 19,015 | +80 | $2,656 |
GOOGL | 19,015 | +80 | $2,656 |
VANGUARD INDEX FDS (VTI) | 11,112 | +1,670 | $2,636 |
VTI | 11,112 | +1,670 | $2,636 |
EXXON MOBIL CORP | 24,440 | +49 | $2,444 |
XOM | 24,440 | +49 | $2,444 |
PACER FDS TR | 46,546 | +4,410 | $2,420 |
COWZ | 46,546 | +4,410 | $2,420 |
ISHARES TR (IWM) | 11,469 | +1,518 | $2,302 |
IWM | 11,469 | +1,518 | $2,302 |
JOHNSON & JOHNSON | 14,462 | -484 | $2,267 |
JNJ | 14,462 | -484 | $2,267 |
JANUS DETROIT STR TR | 45,724 | +72 | $2,209 |
VNLA | 45,724 | +72 | $2,209 |
ALPHABET INC | 15,170 | +110 | $2,138 |
GOOG | 15,170 | +110 | $2,138 |
PACER FDS TR | 43,381 | +704 | $2,084 |
CALF | 43,381 | +704 | $2,084 |
PEPSICO INC | 12,169 | -621 | $2,067 |
PEP | 12,169 | -621 | $2,067 |
ABBVIE INC | 12,315 | -314 | $1,908 |
ABBV | 12,315 | -314 | $1,908 |
AMAZON COM INC | 12,497 | -261 | $1,899 |
AMZN | 12,497 | -261 | $1,899 |
PROCTER AND GAMBLE CO | 12,697 | +152 | $1,861 |
PG | 12,697 | +152 | $1,861 |
HOME DEPOT INC | 5,207 | -53 | $1,804 |
HD | 5,207 | -53 | $1,804 |
ISHARES TR (IJH) | 6,457 | UNCH | $1,790 |
IJH | 6,457 | UNCH | $1,790 |
FIRST TR MID CAP CORE ALPHAD (FNX) | 16,900 | UNCH | $1,765 |
FNX | 16,900 | UNCH | $1,765 |
CUMMINS INC | 7,089 | -68 | $1,698 |
CMI | 7,089 | -68 | $1,698 |
ISHARES TR (IWR) | 20,982 | +3,464 | $1,631 |
IWR | 20,982 | +3,464 | $1,631 |
INTEL CORP | 32,332 | -1,380 | $1,625 |
INTC | 32,332 | -1,380 | $1,625 |
CISCO SYS INC | 31,571 | -637 | $1,595 |
CSCO | 31,571 | -637 | $1,595 |
MCDONALDS CORP | 5,280 | +82 | $1,565 |
MCD | 5,280 | +82 | $1,565 |
AMERICAN CENTY ETF TR (QGRO) | 20,569 | -73 | $1,565 |
QGRO | 20,569 | -73 | $1,565 |
APPLIED MATLS INC | 9,471 | -175 | $1,535 |
AMAT | 9,471 | -175 | $1,535 |
DISNEY WALT CO | 16,976 | -690 | $1,533 |
DIS | 16,976 | -690 | $1,533 |
ORACLE CORP | 14,526 | +48 | $1,532 |
ORCL | 14,526 | +48 | $1,532 |
INNOVATOR ETFS TR (UOCT) | 46,779 | UNCH | $1,514 |
UOCT | 46,779 | UNCH | $1,514 |
INNOVATOR ETFS TR (POCT) | 41,692 | UNCH | $1,506 |
POCT | 41,692 | UNCH | $1,506 |
See Full List: All Stocks Held By Bedel Financial Consulting Inc.
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Bedel Financial Consulting Inc.
Size ($ in 1000's)
At 12/31/2023: $545,677 At 09/30/2023: $493,925 Bedel Financial Consulting Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Bedel Financial Consulting Inc. 13F filings. Link to 13F filings: SEC filings |