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. > 13F Holdings

Instuitional Investor - Bedel Financial Consulting, Inc.

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Eli Lilly & Co
 LLY 328,198 $393,650,045 36.97%
2.
Dimensional Etf Trust
 DFAC 1,582,438 $65,275,577 6.13%
3.
Vanguard Mun Bd Fds
 703,574 $35,586,759 3.34%
4.
Dimensional Etf Trust
 DFAC 801,558 $32,230,636 3.03%
5.
Apple Inc.
 AAPL 84,110 $24,338,016 2.29%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

Subscribe Now

30 day money back guarantee. Cancel anytime.

Past performance does not guarantee future returns. Click to see how the portfolio is constructed.