Universe · entity

Bedel Financial Consulting, Inc.

Institutional manager (13F) · CIK 1730511
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $708M
#IssuerValueShares
1ELI LILLY & CO$301M327,576
2DIMENSIONAL ETF TRUST$60M1,528,044
3VANGUARD MUN BD FDS$35M703,776
4DIMENSIONAL ETF TRUST$26M773,996
5APPLE INC$20M76,889
6AMERICAN CENTY ETF TR$17M172,112
7ISHARES TR$14M123,400
8ISHARES TR$13M165,140
9STATE STR SPDR S&P 500 ETF T$13M19,331
10MICROSOFT CORP$12M33,704
11CAPITAL GROUP GROWTH ETF$12M289,582
12SSGA ACTIVE ETF TR$10M253,475
13INNOVATOR ETFS TRUST$9M235,927
14JPMORGAN CHASE & CO$9M31,500
15BERKSHIRE HATHAWAY INC DEL$9M18,486
16ISHARES TR$8M11,889
17ISHARES TR$8M91,324
18FIRST TR EXCHANGE-TRADED ALP$7M77,173
19AMERICAN CENTY ETF TR$7M88,099
20ALPHABET INC$6M21,117
21VANGUARD SCOTTSDALE FDS$6M75,457
22VANGUARD INDEX FDS$6M17,321
23ISHARES TR$5M121,055
24BERKSHIRE HATHAWAY INC DEL$5M7
25ISHARES TR$5M59,645
26PACER FDS TR$5M77,825
27DIMENSIONAL ETF TRUST$5M75,161
28DIMENSIONAL ETF TRUST$5M87,418
29NVIDIA CORPORATION$4M25,258
30ALPHABET INC$4M14,790
31ISHARES TR$4M42,895
32EXXON MOBIL CORP$4M23,917
33CUMMINS INC$4M6,763
34GLOBAL X FDS$4M166,527
35SPDR GOLD TR$4M8,319
36VANGUARD WELLINGTON FD$4M34,807
37ISHARES TR$3M17,902
38VANGUARD INDEX FDS$3M5,462
39JOHNSON & JOHNSON$3M13,199
40JANUS DETROIT STR TR$3M64,776
41WALMART INC$3M25,279
42APPLIED MATLS INC$3M9,160
43ISHARES TR$3M11,924
44AMAZON COM INC$3M14,091
45INNOVATOR ETFS TRUST$3M81,624
46AMERICAN CENTY ETF TR$3M25,184
47ISHARES TR$3M26,857
48ABBVIE INC$3M11,748
49CISCO SYS INC$2M29,555
50SPDR SERIES TRUST$2M46,847
All filings on EDGAR ↗

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.