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CIK: 0001730511
Total reported value
$1.1B
$1.1B
250 檔
37.0%
At the close of Q2 2024, Bedel Financial Consulting, Inc. disclosed equity holdings valued at approximately $1.1B, spread across 250 reported holdings.
During Q2 2024, Bedel Financial Consulting, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 250 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | Stock-Healthcare | 43.40% | +3.21% | -0.89% | |
| 2 | DFAI | Dimensional International Co | ETF-Other | 5.03% | -0.57% | +3.63% | |
| 3 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 4.54% | -0.61% | -1.10% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 2.53% | +0.09% | -0.49% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.18% | -0.22% | -2.78% | |
| 6 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 2.07% | +0.08% | +0.67% | |
| 7 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.82% | -0.09% | -2.62% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.33% | -0.13% | +0.54% | |
| 9 | CGGR | Cap Group Growth Equity | ETF-Other | 1.31% | +0.01% | -1.28% | |
| 10 | PAPR | Innovator U.s. Equity Power | ETF-Other | 1.23% | -0.13% | -0.29% | |
| 11 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 1.16% | -0.15% | -0.09% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.10% | -0.11% | -1.63% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.95% | -0.12% | -1.41% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.93% | -0.07% | -0.07% | |
| 15 | PFFV | Global X Variable Rate Pref | ETF-Other | 0.84% | -0.06% | -1.78% | |
| 16 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 0.82% | +0.09% | +1.78% | |
| 17 | IMCV | Ishares Morningstar Mid-cap | ETF-Other | 0.65% | -0.03% | +2.51% | |
| 18 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.58% | — | +1.18% | |
| 19 | FLV | American Century Focused Lar | ETF-Other | 0.55% | -0.03% | -7.06% | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.51% | +0.09% | +0.06% | |
| 21 | ISCF | Ishares International Small | ETF-Other | 0.50% | -0.08% | +3.96% | |
| 22 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.48% | -0.02% | -4.75% | |
| 23 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.48% | -0.10% | +11.12% | |
| 24 | FYC | First Trust Small Cap Growth | ETF-Small Cap | 0.47% | +0.09% | +4.58% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.45% | — | +0.74% | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 0.44% | -0.01% | +927.23% | |
| 27 | DFIV | Dimensional International Va | ETF-Other | 0.42% | -0.08% | -0.28% | |
| 28 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.42% | +0.07% | +1.29% | |
| 29 | XOM | Exxon Mobil CORP | Stock-Energy | 0.42% | -0.16% | +5.24% | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.38% | — | +7.66% | |
| 31 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.35% | — | -1.70% | |
| 32 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.34% | -0.01% | +2.77% | |
| 33 | VNLA | Janus Henderson Short Durati | ETF-Other | 0.34% | +0.04% | +3.09% | |
| 34 | AMAT | Applied Materials Inc | Stock-Tech | 0.33% | +0.24% | +0.31% | |
| 35 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 0.31% | -0.01% | +6.72% | |
| 36 | ABBV | Abbvie Inc | Stock-Healthcare | 0.31% | -0.01% | +0.15% | |
| 37 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.30% | -0.05% | -2.23% | |
| 38 | ORCL | Oracle CORP | Stock-Tech | 0.30% | -0.04% | +0.83% | |
| 39 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.29% | -0.07% | -0.23% | |
| 40 | QGRO | American Century US Quality | ETF-Other | 0.29% | -0.02% | +2.26% | |
| 41 | CMI | Cummins Inc | Stock-Industrials | 0.29% | +0.07% | +0.14% | |
| 42 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.28% | -0.02% | -0.20% | |
| 43 | IMCB | Ishares Morningstar Mid-cap | ETF-Other | 0.27% | +0.02% | +14.52% | |
| 44 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.27% | -0.02% | -2.02% | |
| 45 | FNX | First Trust Mid Cap Core Alp | ETF-Other | 0.27% | -0.01% | — | |
| 46 | HD | Home Depot Inc | Stock-Consumer Disc | 0.26% | -0.02% | +1.93% | |
| 47 | WMT | Walmart Inc | Stock-Consumer Staples | 0.26% | -0.09% | -4.21% | |
| 48 | VUG | Vanguard Growth ETF | ETF-Other | 0.25% | -0.01% | +0.13% | |
| 49 | GSPY | Gotham Enhanced 500 ETF | ETF-Other | 0.24% | -0.01% | +12.33% | |
| 50 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.24% | -0.03% | +2.19% |
According to official SEC Form 13F filings, Bedel Financial Consulting, Inc. reported a total U.S. public equity portfolio value of $1.1B across 250 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including LLY, DFAI, VTEB) accounted for 37.0% of total reported equity market value during Q2 2024.
During Q2 2024, Bedel Financial Consulting, Inc.'s top holdings by market value included LLY (43.4%)、DFAI (5.0%)、VTEB (4.5%). The largest single position, LLY, represented 43.4% of total portfolio value.
In Q2 2024, Bedel Financial Consulting, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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