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
-17.48%
-0.44%
687,378.2
Drug Manufacturers
DFAI 		Dimensional International Core Equity Market ETF
1,377,498
45,264.6
+4.92%
6.490
+0.30%
0.470
+7.35%
+17.86%
10,221.0
 
VTEB 		Vanguard Tax-Exempt Bond ETF
658,251
32,247.7
+2.92%
4.620
+0.13%
0.090
-2.18%
-1.45%
35,726.3
 
AAPL 		Apple Inc
80,889
16,057.3
+0.33%
2.300
+0.01%
0.000
-14.78%
-19.69%
2,996,574.8
Hardware
DFAE 		Dimensional Emerging Core Equity Market ETF
585,366
15,699.5
+3.71%
2.250
+0.08%
0.290
+6.21%
+10.61%
5,807.2
 
MSFT 		Microsoft Corp
33,421
14,481.6
-1.49%
2.070
-0.03%
0.000
+16.84%
+11.38%
3,476,052.1
Software
EFG 		iShares MSCI EAFE Growth ETF
120,540
12,802.5
+0.44%
1.830
+0.01%
0.100
+4.18%
+14.39%
13,158.8
 
JKH 		iShares Morningstar Mid-Cap Growth ETF
151,151
11,026.4
+63.92%
1.580
+0.62%
-
+1.20%
+2.42%
0
 
SPY 		SPDR S&P 500 ETF Trust
19,513
10,903.9
+6.94%
1.560
+0.10%
0.000
+2.02%
+1.49%
606,590.6
 
CGGR 		Capital Group Growth ETF
282,203
10,018.2
+0.83%
1.440
+0.01%
0.090
+5.12%
+3.79%
12,172.7
 

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 ETF2025-03-31Add
+0.62%
●
69.69 ($76.2) 79.99
$374.17
391.04%
Add 63.92%
151,151
58,942
LLY 		Eli Lilly and Co2025-03-31Add
+0.31%
●
725.72 ($832.09) 929.72
$765.68
-7.98%
Add 0.86%
328,664
2,800
DFAI 		Dimensional International Core Equity Market ETF2025-03-31Add
+0.30%
●
28.88 ($30.87) 32.4
$34.31
11.14%
Add 4.92%
1,377,498
64,606
FYC 		FIRST TR EXCH TRD2025-03-31Add
+0.17%
●
68.13 ($75.55) 80.57
$75.45
-0.13%
Add 32.57%
71,104
17,468
DFAT 		Dimensional U.S. Targeted Value ETF2025-03-31Add
+0.13%
●
50.44 ($55.03) 58.1
$52.14
-5.25%
Add 64.61%
46,719
18,337
VTEB 		Vanguard Tax-Exempt Bond ETF2025-03-31Add
+0.13%
●
49.25 ($50.03) 50.66
$48.73
-2.60%
Add 2.92%
658,251
18,686
COWZ 		Pacer US Cash Cows 100 ETF2025-03-31Add
+0.12%
●
53.6 ($56.92) 58.97
$53.91
-5.29%
Add 22.88%
83,193
15,488
SPY 		SPDR S&P 500 ETF Trust2025-03-31Add
+0.10%
●
551.42 ($587.78) 612.93
$593.05
0.90%
Add 6.94%
19,513
1,267
FLV 		American Century Focused Large Cap Value ETF2025-03-31Add
+0.08%
●
65.71 ($69.09) 70.81
$68.21
-1.27%
Add 13.98%
69,745
8,555
DFAE 		Dimensional Emerging Core Equity Market ETF2025-03-31Add
+0.08%
●
24.64 ($25.96) 26.86
$28.00
7.86%
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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