BEDEL FINANCIAL CONSULTING INC
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Ticker | Name | Shares Owned | Change | % | Historic | Avg Price (*) | % Change | P/L since open | Time since open | % Portfolio | % Outstanding | Value (at report date) | Report Date | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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| LLY | ELI LILLY | 328,664 | +2,800 | +0.86% | $103.58 | 36.55% | 0.03% | 254,753,693 | 2025-03-31 | ||||||
| DFAI | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | 1,377,498 | +64,606 | +4.92% | $27.89 | 6.49% | 0.00% | 45,264,573 | 2025-03-31 | ||||||
| VTEB | VANGUARD TAX-EXEMPT BOND INDEX FUND | 658,251 | +18,686 | +2.92% | $49.98 | 4.63% | 0.09% | 32,247,716 | 2025-03-31 | ||||||
| AAPL | APPLE | 80,889 | +268 | +0.33% | $57.99 | 2.30% | 0.00% | 16,057,271 | 2025-03-31 | ||||||
| DFAE | DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | 585,366 | +20,916 | +3.71% | $22.91 | 2.25% | 0.00% | 15,699,527 | 2025-03-31 | ||||||
| MSFT | MICROSOFT | 33,421 | -507 | -1.49% | $118.70 | 2.08% | 0.00% | 14,481,594 | 2025-03-31 | ||||||
| EFG | ISHARES MSCI EAFE GROWTH ETF | 120,540 | +528 | +0.44% | $87.50 | 1.84% | 0.10% | 12,802,549 | 2025-03-31 | ||||||
| IMCG | ISHARES MORNINGSTAR MID-CAP GROWTH ETF | 151,151 | +58,942 | +63.92% | $64.88 | 1.58% | 0.43% | 11,026,434 | 2025-03-31 | ||||||
| SPY | SPDR S&P 500 ETF | 19,513 | +1,267 | +6.94% | $380.29 | 1.56% | 0.00% | 10,903,877 | 2025-03-31 | ||||||
| CGGR | CAPITAL GROUP GROWTH ETF | 282,203 | +2,315 | +0.83% | $21.83 | 1.44% | 0.00% | 10,018,207 | 2025-03-31 | ||||||
| BRK.B | BERKSHIRE HATHAWAY | 18,225 | -50 | -0.27% | $0.00 | 1.34% | 0.00% | 9,337,274 | 2025-03-31 | ||||||
| TOTL | SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF | 214,967 | +13,058 | +6.47% | $42.80 | 1.23% | 0.25% | 8,557,846 | 2025-03-31 | ||||||
| PAPR | INNOVATOR US EQUITY POWER BUFFER ETF - APRIL | 238,117 | 0 | 0.00% | $0.00 | 1.22% | 0.00% | 8,472,217 | 2025-03-31 | ||||||
| JPM | JPMORGAN CHASE | 31,075 | +231 | +0.75% | $111.50 | 1.11% | 0.00% | 7,745,373 | 2025-03-31 | ||||||
| IVV | ISHARES CORE S&P 500 ETF | 10,865 | +47 | +0.43% | $331.82 | 0.88% | 0.00% | 6,101,282 | 2025-03-31 | ||||||
| IMCV | ISHARES MORNINGSTAR MID-CAP VALUE ETF | 74,804 | +2,708 | +3.76% | $64.34 | 0.77% | 0.87% | 5,385,140 | 2025-03-31 | ||||||
| BRK.A | BERKSHIRE HATHAWAY | 7 | 0 | 0.00% | $693,909.43 | 0.77% | 0.00% | 5,376,000 | 2025-03-31 | ||||||
| PFFV | GLOBAL X VARIABLE RATE PREFERRED ETF | 226,659 | +407 | +0.18% | $23.97 | 0.75% | 2.11% | 5,236,952 | 2025-03-31 | ||||||
| FYC | FIRST TRUST SMALL CAP GROWTH ALPHADEX FUND | 71,104 | +17,468 | +32.57% | $64.47 | 0.71% | 0.00% | 4,949,549 | 2025-03-31 | ||||||
| FLV | AMERICAN CENTURY FOCUSED LARGE CAP VALUE ETF | 69,745 | +8,555 | +13.98% | $60.28 | 0.67% | 0.00% | 4,636,627 | 2025-03-31 | ||||||
| ISCF | ISHARES INTERNATIONAL SMALL-CAP EQUITY FACTOR ETF | 123,968 | +2,816 | +2.32% | $30.82 | 0.64% | 1.35% | 4,473,186 | 2025-03-31 | ||||||
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | 55,077 | +464 | +0.85% | $75.56 | 0.62% | 0.01% | 4,335,661 | 2025-03-31 | ||||||
| COWZ | PACER US CASH COWS 100 ETF | 83,193 | +15,488 | +22.88% | $50.84 | 0.62% | 0.00% | 4,321,059 | 2025-03-31 | ||||||
| DFIV | DIMENSIONAL INTERNATIONAL VALUE ETF | 85,355 | +2,125 | +2.55% | $31.27 | 0.50% | 0.00% | 3,468,818 | 2025-03-31 | ||||||
| GOOGL | ALPHABET | 21,081 | +507 | +2.46% | $67.40 | 0.49% | 0.00% | 3,441,063 | 2025-03-31 | ||||||
| IMCB | ISHARES MORNINGSTAR MID-CAP ETF | 46,481 | +6,271 | +15.60% | $68.64 | 0.49% | 0.35% | 3,428,903 | 2025-03-31 | ||||||
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | 19,543 | +6 | +0.03% | $109.90 | 0.48% | 0.01% | 3,322,923 | 2025-03-31 | ||||||
| IWR | ISHARES RUSSELL MID-CAP ETF | 34,634 | -2,131 | -5.80% | $72.37 | 0.42% | 0.01% | 2,942,172 | 2025-03-31 | ||||||
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND | 10,263 | -1,013 | -8.98% | $174.75 | 0.40% | 0.00% | 2,821,981 | 2025-03-31 | ||||||
| GOOG | ALPHABET | 16,609 | +27 | +0.16% | $80.46 | 0.39% | 0.00% | 2,743,816 | 2025-03-31 | ||||||
| VNLA | JANUS HENDERSON SHORT DURATION INCOME ETF | 53,240 | +3,621 | +7.30% | $50.03 | 0.37% | 0.00% | 2,603,416 | 2025-03-31 | ||||||
| AMZN | AMAZON | 14,008 | +652 | +4.88% | $125.48 | 0.37% | 0.00% | 2,591,568 | 2025-03-31 | ||||||
| WMT | WALMART | 25,915 | +102 | +0.40% | $37.02 | 0.37% | 0.00% | 2,553,900 | 2025-03-31 | ||||||
| NVDA | NVIDIA | 22,388 | -711 | -3.08% | $16.61 | 0.36% | 0.00% | 2,541,924 | 2025-03-31 | ||||||
| IWM | ISHARES RUSSELL 2000 ETF | 12,662 | -993 | -7.27% | $180.61 | 0.36% | 0.00% | 2,491,421 | 2025-03-31 | ||||||
| IJUL | INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - JULY | 81,834 | 0 | 0.00% | $28.39 | 0.36% | 0.00% | 2,486,436 | 2025-03-31 | ||||||
| QGRO | AMERICAN CENTURY STOXX US QUALITY GROWTH ETF | 24,128 | +1,589 | +7.05% | $65.67 | 0.34% | 0.00% | 2,391,085 | 2025-03-31 | ||||||
| ABBV | ABBVIE | 12,544 | +67 | +0.54% | $104.81 | 0.34% | 0.00% | 2,347,594 | 2025-03-31 | ||||||
| DFAT | DIMENSIONAL US TARGETED VALUE ETF | 46,719 | +18,337 | +64.61% | $49.54 | 0.33% | 0.00% | 2,330,816 | 2025-03-31 | ||||||
| ORCL | ORACLE | 15,541 | +43 | +0.28% | $66.16 | 0.33% | 0.00% | 2,295,435 | 2025-03-31 | ||||||
| JNJ | JOHNSON & JOHNSON | 14,751 | -127 | -0.85% | $146.66 | 0.33% | 0.00% | 2,278,645 | 2025-03-31 | ||||||
| XOM | EXXON MOBIL | 21,632 | -51 | -0.24% | $75.37 | 0.32% | 0.00% | 2,265,055 | 2025-03-31 | ||||||
| EFA | ISHARES MSCI EAFE ETF | 24,805 | +24 | +0.10% | $69.43 | 0.31% | 0.00% | 2,136,693 | 2025-03-31 | ||||||
| MCD | MCDONALDS | 6,701 | +1,020 | +17.95% | $203.80 | 0.30% | 0.00% | 2,122,762 | 2025-03-31 | ||||||
| IJH | ISHARES CORE S&P MID-CAP ETF | 34,377 | +233 | +0.68% | $181.96 | 0.29% | 0.00% | 1,996,614 | 2025-03-31 | ||||||
| HD | HOME DEPOT | 5,520 | +101 | +1.86% | $205.69 | 0.28% | 0.00% | 1,983,752 | 2025-03-31 | ||||||
| CMI | CUMMINS | 6,635 | +56 | +0.85% | $171.52 | 0.28% | 0.00% | 1,979,384 | 2025-03-31 | ||||||
| PG | PROCTER & GAMBLE | 12,275 | +51 | +0.42% | $102.30 | 0.28% | 0.00% | 1,954,841 | 2025-03-31 | ||||||
| GSPY | GOTHAM ENHANCED 500 ETF | 62,375 | +3,170 | +5.35% | $24.87 | 0.27% | 0.00% | 1,910,153 | 2025-03-31 | ||||||
| CSCO | CISCO SYSTEMS | 30,581 | +346 | +1.14% | $39.17 | 0.26% | 0.00% | 1,811,022 | 2025-03-31 | ||||||