BEDEL FINANCIAL CONSULTING INC has disclosed 233 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2023-09-30. The current portfolio value is calculated to be $488.00 Mil. The turnover rate is 0%.
In BEDEL FINANCIAL CONSULTING INC's current portfolio as of 2023-09-30, the top 5 holdings are
Eli Lilly and Co (LLY), Vanguard Tax-Exempt Bond ETF (VTEB), Dimensional International Core Equity Market ETF (DFAI), Apple Inc (AAPL), Dimensional Emerging Core Equity Market ETF (DFAE), not including call and put options.
BEDEL FINANCIAL CONSULTING INC did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for BEDEL FINANCIAL CONSULTING INC, as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for BEDEL FINANCIAL CONSULTING INC, which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for BEDEL FINANCIAL CONSULTING INC.