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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 $493,920,599
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Eli Lilly & Co
 LLY 325,541 $174,857,849 35.4%
2.
Vanguard Mun Bd Fds
 594,192 $28,580,635 5.78%
3.
Dimensional Etf Trust
 1,039,385 $27,138,339 5.49%
4.
Apple Inc.
 AAPL 82,919 $14,196,481 2.87%
5.
Dimensional Etf Trust
 516,151 $11,649,530 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)