BF

Bedel Financial Consulting, Inc.

13F
Bedel Financial Consulting, Inc.
Last update 2021-02-02 251 Stocks (7 new)
Value $682.00 Mil Turnover 1 %
Countries:
Top Holdings: LLY(43.40%)DFAI(5.03%)VTEB(4.54%)AAPL(2.53%)MSFT(2.18%)
Portfolio Report
Summary Stock Picks Current Portfolio
Bedel Financial Consulting, In... Top Holdings of 2024-06-30 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
327,110
296159.040
-0.94%
43.400
-0.38%
0.040
-6.18%
+44.01%
793029.858
Drug Manufacturers
DFAI 		Dimensional International Core Equity Market ETF
1,155,807
34292.790
+3.63%
5.030
+0.18%
-
+2.90%
+5.88%
7158.392
 
VTEB 		Vanguard Tax-Exempt Bond ETF
618,306
30983.310
-1.10%
4.540
-0.05%
-
-0.28%
-1.16%
33908.316
 
AAPL 		Apple Inc
81,842
17237.540
-0.49%
2.530
-0.01%
0.000
+3.39%
+16.43%
3375665.594
Hardware
MSFT 		Microsoft Corp
33,240
14856.570
-2.78%
2.180
-0.06%
0.000
+3.46%
+12.12%
3118895.310
Software
DFAE 		Dimensional Emerging Core Equity Market ETF
546,253
14131.560
+0.67%
2.070
+0.01%
-
+3.61%
+9.42%
4809.266
 
EFG 		iShares MSCI EAFE Growth ETF
121,216
12400.370
-2.62%
1.820
-0.05%
-
+1.62%
+4.90%
14475.599
 
SPY 		S&P 500 ETF TRUST ETF
16,647
9059.450
+0.54%
1.330
+0.01%
-
+12.45%
+26.10%
618819.573
 
CGGR 		Capital Group Growth ETF
271,040
8914.510
-1.28%
1.310
-0.02%
-
+17.34%
+33.01%
8043.472
 
PAPR 		Innovator U.S. Equity Power Buffer ETF - April
242,242
8396.120
-0.29%
1.230
0%
-
+6.58%
+12.16%
803.770
 

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
LLY 		Eli Lilly and Co2024-06-30Reduce
-0.38%
●
724.87 ($799.92) 909.04
$835.37
4.43%
Reduce -0.94%
327,110
-3,089
DFAI 		Dimensional International Core Equity Market ETF2024-06-30Add
+0.18%
●
28.93 ($30.01) 30.91
$30.34
1.12%
Add 3.63%
1,155,807
40,514
MSFT 		Microsoft Corp2024-06-30Reduce
-0.06%
●
389.33 ($422.32) 452.85
$419.50
-0.67%
Reduce -2.78%
33,240
-949
FLV 		American Century Focused Large Cap Value ETF2024-06-30Reduce
-0.05%
●
61.78 ($63.77) 65.81
$70.55
10.63%
Reduce -7.06%
60,281
-4,576
UOCT 		Innovator U.S. Equity Ultra Buffer ETF - October2024-06-30Reduce
-0.05%
●
33.17 ($33.81) 34.27
$35.46
4.88%
Reduce -19.63%
37,597
-9,182
IJUL 		Innovator International Developed Power Buffer ETF July2024-06-30New Buy
+0.05%
●
27.14 ($28.13) 28.98
$28.32
0.68%
New holding
13,143
13,143
EFG 		iShares MSCI EAFE Growth ETF2024-06-30Reduce
-0.05%
●
97.17 ($102.22) 106.25
$101.65
-0.56%
Reduce -2.62%
121,216
-3,262
COWZ 		Pacer US Cash Cows 100 ETF2024-06-30Add
+0.05%
●
54.04 ($55.5) 58.09
$60.23
8.52%
Add 11.12%
59,710
5,976
SHOP 		Shopify Inc2024-06-30New Buy
+0.05%
●
56.97 ($66.33) 78.19
$89.98
35.66%
New holding
4,763
4,763
TSLA 		Tesla Inc2024-06-30Add
+0.05%
●
142.05 ($174.77) 197.88
$344.21
96.95%
Add 41.98%
5,499
1,626

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 2024-06-30

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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