Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Bedel Financial Consulting, Inc. > Profile

Instuitional Investor - Bedel Financial Consulting, Inc.

Fund Profile
Filing Period:
Fund Name: Bedel Financial Consulting, Inc.
Portfolio Value $697,944,713
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Eli Lilly & Co
 LLY 328,664 $254,753,693 36.5%
2.
Dimensional Etf Trust
 1,377,498 $45,264,573 6.49%
3.
Vanguard Mun Bd Fds
 658,251 $32,247,716 4.62%
4.
Apple Inc.
 AAPL 80,889 $16,057,271 2.3%
5.
Dimensional Etf Trust
 585,366 $15,699,527 2.25%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)