BF

BEDEL FINANCIAL CONSULTING INC

13F
BEDEL FINANCIAL CONSULTING INC
Last update 2023-11-12 233 Stocks (0 new)
Value $488.00 Mil Turnover 0 %
Countries:
Top Holdings: LLY(35.80%)VTEB(5.85%)DFAI(5.56%)AAPL(2.91%)DFAE(2.39%)
Summary Stock Picks Current Portfolio
BEDEL FINANCIAL CONSULTING INC... Top Holdings of 2023-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
LLY
Eli Lilly and Co
325,541
174,857.9
0%
35.800
0%
0.030
-7.94%
+0.34%
692,791.6
Drug Manufacturers
VTEB
Vanguard Tax-Exempt Bond ETF
594,192
28,580.6
0%
5.850
0%
0.110
+0.55%
-1.63%
35,362.2
 
DFAI
Dimensional International Core Equity Market ETF
Dimensional International Core Equity Market ETF
1,039,385
27,138.3
0%
5.560
0%
0.830
+11.63%
+19.30%
10,458.8
 
AAPL
Apple Inc
82,919
14,196.5
0%
2.910
0%
0.000
+7.35%
-15.47%
3,154,147.7
Hardware
DFAE
Dimensional Emerging Core Equity Market ETF
Dimensional Emerging Core Equity Market ETF
516,151
11,649.5
0%
2.390
0%
0.500
+19.32%
+17.55%
6,237.6
 
MSFT
Microsoft Corp
36,113
11,402.7
0%
2.330
0%
0.000
+38.94%
+21.47%
3,790,969.0
Software
EFG
iShares MSCI EAFE Growth ETF
125,043
10,791.2
0%
2.210
0%
0.090
+11.96%
+14.73%
12,936.8
 
TOTL
SPDR DoubleLine Total Return Tactical ETF
SPDR DoubleLine Total Return Tactical ETF
244,925
9,466.3
0%
1.940
0%
0.350
+1.12%
+3.32%
3,795.4
 
PAPR
Innovator U.S. Equity Power Buffer ETF - April
Innovator U.S. Equity Power Buffer ETF - April
250,501
7,667.9
0%
1.570
0%
1.150
+8.72%
+2.21%
818.7
 
SPY
S&P 500 ETF TRUST ETF
15,607
6,671.6
0%
1.370
0%
0.000
+19.57%
+7.72%
643,289.7
 

BEDEL FINANCIAL CONSULTING INC's Historical Top Holdings Breakdowns

BEDEL FINANCIAL CONSULTING INC Total Holding History ($B)

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BEDEL FINANCIAL CONSULTING INC's Asset Allocation

To

BEDEL FINANCIAL CONSULTING INC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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BEDEL FINANCIAL CONSULTING INC's Hypothetical Growth since 2023-09-30

BEDEL FINANCIAL CONSULTING INC's Yearly Returns

Year Portfolio % % Excess Gain %

BEDEL FINANCIAL CONSULTING INC's Holdings Heat Map

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BEDEL FINANCIAL CONSULTING INC's Holdings Bubble Chart

BEDEL FINANCIAL CONSULTING INC News

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