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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 $720,115,447
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Eli Lilly & Co
 LLY 325,864 $274,436,135 38.11%
2.
Dimensional Etf Trust
 1,312,892 $40,318,903 5.59%
3.
Vanguard Mun Bd Fds
 639,565 $32,208,493 4.47%
4.
Apple Inc.
 AAPL 80,621 $18,742,060 2.6%
5.
Dimensional Etf Trust
 564,450 $14,585,376 2.02%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)