BF

Bedel Financial Consulting, Inc.

13F
Bedel Financial Consulting, Inc.
Last update 2025-05-07 261 Stocks (8 new)
Value $698.00 Mil Turnover 3 %
Countries:
Top Holdings: LLY(36.50%)DFAI(6.49%)VTEB(4.62%)AAPL(2.30%)DFAE(2.25%)
Summary Stock Picks Current Portfolio
Bedel Financial Consulting, In... Top Holdings of 2025-03-31 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
328,664
254,753.7
+0.86%
36.500
+0.31%
0.040
-5.98%
+0.95%
697,037.9
Drug Manufacturers
DFAI
Dimensional International Core Equity Market ETF
Dimensional International Core Equity Market ETF
1,377,498
45,264.6
+4.92%
6.490
+0.30%
0.470
+9.95%
+18.87%
10,676.8
 
VTEB
Vanguard Tax-Exempt Bond ETF
658,251
32,247.7
+2.92%
4.620
+0.13%
0.090
+0.33%
-3.05%
35,727.7
 
AAPL
Apple Inc
80,889
16,057.3
+0.33%
2.300
+0.01%
0.000
+7.48%
-14.18%
3,202,241.1
Hardware
DFAE
Dimensional Emerging Core Equity Market ETF
Dimensional Emerging Core Equity Market ETF
585,366
15,699.5
+3.71%
2.250
+0.08%
0.290
+17.27%
+16.99%
6,271.4
 
MSFT
Microsoft Corp
33,421
14,481.6
-1.49%
2.070
-0.03%
0.000
+38.00%
+20.34%
3,755,441.4
Software
EFG
iShares MSCI EAFE Growth ETF
120,540
12,802.5
+0.44%
1.830
+0.01%
0.100
+10.07%
+14.19%
13,002.8
 
JKH
iShares Morningstar Mid-Cap Growth ETF
iShares Morningstar Mid-Cap Growth ETF
151,151
11,026.4
+63.92%
1.580
+0.62%
-
+19.90%
+8.45%
0
 
SPY
SPDR S&P 500 ETF Trust
19,513
10,903.9
+6.94%
1.560
+0.10%
0.000
+19.62%
+7.94%
648,846.5
 
CGGR
Capital Group Growth ETF
282,203
10,018.2
+0.83%
1.440
+0.01%
0.090
+26.62%
+10.95%
14,156.3
 

Bedel Financial Consulting, Inc.'s Historical Top Holdings Breakdowns

Bedel Financial Consulting, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
JKH
iShares Morningstar Mid-Cap Growth ETF
iShares Morningstar Mid-Cap Growth ETF
2025-03-31
Add
Add
+0.62%
●
69.69 ($76.2) 79.99
$374.17
391.04%
Add 63.92%
151,151
58,942
LLY
Eli Lilly and Co
2025-03-31
Add
Add
+0.31%
●
725.72 ($832.09) 929.72
$776.44
-6.69%
Add 0.86%
328,664
2,800
DFAI
Dimensional International Core Equity Market ETF
Dimensional International Core Equity Market ETF
2025-03-31
Add
Add
+0.30%
●
28.88 ($30.87) 32.4
$34.71
12.44%
Add 4.92%
1,377,498
64,606
FYC
FIRST TR EXCH TRD
2025-03-31
Add
Add
+0.17%
●
68.13 ($75.55) 80.57
$80.70
6.82%
Add 32.57%
71,104
17,468
DFAT
Dimensional U.S. Targeted Value ETF
2025-03-31
Add
Add
+0.13%
●
50.44 ($55.03) 58.1
$56.17
2.07%
Add 64.61%
46,719
18,337
VTEB
Vanguard Tax-Exempt Bond ETF
2025-03-31
Add
Add
+0.13%
●
49.25 ($50.03) 50.66
$48.60
-2.86%
Add 2.92%
658,251
18,686
COWZ
Pacer US Cash Cows 100 ETF
2025-03-31
Add
Add
+0.12%
●
53.6 ($56.92) 58.97
$56.77
-0.26%
Add 22.88%
83,193
15,488
SPY
SPDR S&P 500 ETF Trust
2025-03-31
Add
Add
+0.10%
●
551.42 ($587.78) 612.93
$628.86
6.99%
Add 6.94%
19,513
1,267
FLV
American Century Focused Large Cap Value ETF
American Century Focused Large Cap Value ETF
2025-03-31
Add
Add
+0.08%
●
65.71 ($69.09) 70.81
$72.63
5.12%
Add 13.98%
69,745
8,555
DFAE
Dimensional Emerging Core Equity Market ETF
Dimensional Emerging Core Equity Market ETF
2025-03-31
Add
Add
+0.08%
●
24.64 ($25.96) 26.86
$29.68
14.33%
Add 3.71%
585,366
20,916

Bedel Financial Consulting, Inc. Total Holding History ($B)

To

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

  • 1

Bedel Financial Consulting, Inc.'s Hypothetical Growth since 2025-03-31

Bedel Financial Consulting, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Bedel Financial Consulting, Inc.'s Holdings Heat Map

Size field:

Bedel Financial Consulting, Inc.'s Holdings Bubble Chart

Bedel Financial Consulting, Inc. News

  • 1

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