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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 $545,676,593
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Eli Lilly & Co
 LLY 330,513 $192,662,588 35.3%
2.
Vanguard Mun Bd Fds
 626,203 $31,967,644 5.85%
3.
Dimensional Etf Trust
 1,057,655 $30,291,228 5.55%
4.
Apple Inc.
 AAPL 82,031 $15,793,515 2.89%
5.
Microsoft Corp
 MSFT 34,134 $12,835,877 2.35%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)