Bedel Financial Consulting, Inc.
294 holdingsFiling period: 2026-03-31Current AUM: $1.03Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | LLY | ELI LILLY & CO | 346.0K | $318.2M | $397.5M | 38.75% | +539 | 2026-03-31 |
| 2 | DFAI | DIMENSIONAL ETF TRUST | 1.53M | $59.5M | $64.3M | 6.27% | +69.9K | 2026-03-31 |
| 3 | VTEB | VANGUARD MUN BD FDS | 703.8K | $35.1M | $34.9M | 3.40% | +11.9K | 2026-03-31 |
| 4 | DFAE | DIMENSIONAL ETF TRUST | 774.0K | $26.2M | $29.0M | 2.83% | +34.8K | 2026-03-31 |
| 5 | AAPL | APPLE INC | 76.9K | $19.5M | $23.8M | 2.32% | -858 | 2026-03-31 |
| 6 | AVDV | AMERICAN CENTY ETF TR | 172.1K | $17.2M | $18.0M | 1.76% | +12.5K | 2026-03-31 |
| 7 | EFG | ISHARES TR | 123.4K | $13.7M | $15.0M | 1.46% | +1.2K | 2026-03-31 |
| 8 | SPY | STATE STR SPDR S&P 500 ETF T | 20.7K | $13.5M | $15.5M | 1.51% | +1.7K | 2026-03-31 |
| 9 | IMCG | ISHARES TR | 165.1K | $13.0M | $15.7M | 1.53% | +5.8K | 2026-03-31 |
| 10 | MSFT | MICROSOFT CORP | 33.7K | $12.5M | $15.7M | 1.53% | +73 | 2026-03-31 |
| 11 | CGGR | CAPITAL GROUP GROWTH ETF | 289.6K | $11.6M | $13.0M | 1.27% | +7.8K | 2026-03-31 |
| 12 | TOTL | SSGA ACTIVE ETF TR | 253.5K | $10.1M | $9.8M | 0.96% | +25.4K | 2026-03-31 |
| 13 | PAPR | INNOVATOR ETFS TRUST | 235.9K | $9.4M | $10.0M | 0.98% | -994 | 2026-03-31 |
| 14 | JPM | JPMORGAN CHASE & CO | 31.5K | $9.3M | $11.1M | 1.08% | -217 | 2026-03-31 |
| 15 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 18.5K | $8.9M | $8.9M | 0.86% | -185 | 2026-03-31 |
| 16 | IVV | ISHARES TR | 11.9K | $7.8M | $8.9M | 0.87% | +650 | 2026-03-31 |
| 17 | IMCV | ISHARES TR | 91.3K | $7.7M | $8.7M | 0.85% | +5.0K | 2026-03-31 |
| 18 | FYC | FIRST TR EXCHANGE-TRADED ALP | 77.2K | $7.5M | $9.2M | 0.89% | +2.7K | 2026-03-31 |
| 19 | FLV | AMERICAN CENTY ETF TR | 88.1K | $6.8M | $7.6M | 0.74% | +5.3K | 2026-03-31 |
| 20 | GOOGL | ALPHABET INC | 21.1K | $6.1M | $7.5M | 0.73% | +67 | 2026-03-31 |
| 21 | VCSH | VANGUARD SCOTTSDALE FDS | 75.5K | $6.0M | $5.9M | 0.58% | -2,093 | 2026-03-31 |
| 22 | VTI | VANGUARD INDEX FDS | 17.3K | $5.6M | $6.4M | 0.62% | +28 | 2026-03-31 |
| 23 | ISCF | ISHARES TR | 121.1K | $5.1M | $5.4M | 0.52% | +95 | 2026-03-31 |
| 24 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 7 | $5.0M | $5.0M | 0.49% | -- | 2026-03-31 |
| 25 | IMCB | ISHARES TR | 59.6K | $5.0M | $5.8M | 0.56% | +5.9K | 2026-03-31 |
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