Universe · entity
Bedel Financial Consulting, Inc.
Institutional manager (13F) · CIK 1730511
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $708M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ELI LILLY & CO | $301M | 327,576 |
| 2 | DIMENSIONAL ETF TRUST | $60M | 1,528,044 |
| 3 | VANGUARD MUN BD FDS | $35M | 703,776 |
| 4 | DIMENSIONAL ETF TRUST | $26M | 773,996 |
| 5 | APPLE INC | $20M | 76,889 |
| 6 | AMERICAN CENTY ETF TR | $17M | 172,112 |
| 7 | ISHARES TR | $14M | 123,400 |
| 8 | ISHARES TR | $13M | 165,140 |
| 9 | STATE STR SPDR S&P 500 ETF T | $13M | 19,331 |
| 10 | MICROSOFT CORP | $12M | 33,704 |
| 11 | CAPITAL GROUP GROWTH ETF | $12M | 289,582 |
| 12 | SSGA ACTIVE ETF TR | $10M | 253,475 |
| 13 | INNOVATOR ETFS TRUST | $9M | 235,927 |
| 14 | JPMORGAN CHASE & CO | $9M | 31,500 |
| 15 | BERKSHIRE HATHAWAY INC DEL | $9M | 18,486 |
| 16 | ISHARES TR | $8M | 11,889 |
| 17 | ISHARES TR | $8M | 91,324 |
| 18 | FIRST TR EXCHANGE-TRADED ALP | $7M | 77,173 |
| 19 | AMERICAN CENTY ETF TR | $7M | 88,099 |
| 20 | ALPHABET INC | $6M | 21,117 |
| 21 | VANGUARD SCOTTSDALE FDS | $6M | 75,457 |
| 22 | VANGUARD INDEX FDS | $6M | 17,321 |
| 23 | ISHARES TR | $5M | 121,055 |
| 24 | BERKSHIRE HATHAWAY INC DEL | $5M | 7 |
| 25 | ISHARES TR | $5M | 59,645 |
| 26 | PACER FDS TR | $5M | 77,825 |
| 27 | DIMENSIONAL ETF TRUST | $5M | 75,161 |
| 28 | DIMENSIONAL ETF TRUST | $5M | 87,418 |
| 29 | NVIDIA CORPORATION | $4M | 25,258 |
| 30 | ALPHABET INC | $4M | 14,790 |
| 31 | ISHARES TR | $4M | 42,895 |
| 32 | EXXON MOBIL CORP | $4M | 23,917 |
| 33 | CUMMINS INC | $4M | 6,763 |
| 34 | GLOBAL X FDS | $4M | 166,527 |
| 35 | SPDR GOLD TR | $4M | 8,319 |
| 36 | VANGUARD WELLINGTON FD | $4M | 34,807 |
| 37 | ISHARES TR | $3M | 17,902 |
| 38 | VANGUARD INDEX FDS | $3M | 5,462 |
| 39 | JOHNSON & JOHNSON | $3M | 13,199 |
| 40 | JANUS DETROIT STR TR | $3M | 64,776 |
| 41 | WALMART INC | $3M | 25,279 |
| 42 | APPLIED MATLS INC | $3M | 9,160 |
| 43 | ISHARES TR | $3M | 11,924 |
| 44 | AMAZON COM INC | $3M | 14,091 |
| 45 | INNOVATOR ETFS TRUST | $3M | 81,624 |
| 46 | AMERICAN CENTY ETF TR | $3M | 25,184 |
| 47 | ISHARES TR | $3M | 26,857 |
| 48 | ABBVIE INC | $3M | 11,748 |
| 49 | CISCO SYS INC | $2M | 29,555 |
| 50 | SPDR SERIES TRUST | $2M | 46,847 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.