News + Filings Holdings
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Bedel Financial Consulting, Inc.
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
Dimensional ETF Trust
| DFAE | Common | 516,356 | 190,225 | 12,113,703,000 | 4,955,132,000 | 2.53 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| EFG | MSCI GRW IDX | 129,409 | 29,926 | 12,346,898,000 | 4,014,174,000 | 2.58 | |
Hist
| 06/30/2023 |
SPDR S&P 500 ETF TRUST
| SPY | Common | 15,404 | 46 | 6,828,503,000 | 954,980,000 | 1.43 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| JKH | Common | 76,198 | 6,793 | 4,643,506,000 | 903,965,000 | 0.97 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| IVV | Common | 9,513 | 740 | 4,239,861,000 | 869,345,000 | 0.89 | |
Hist
| 06/30/2023 |
BERKSHIRE HATHAWAY INC
| BRK/B | Common | 18,582 | 112 | 6,336,502,000 | 631,083,000 | 1.32 | |
Hist
| 06/30/2023 |
Tesla, Inc.
| TSLA | COM | 3,965 | 651 | 1,037,996,000 | 629,830,000 | 0.22 | |
Hist
| 06/30/2023 |
AMAZON COM INC
| AMZN | Common | 12,687 | 468 | 1,653,828,000 | 627,419,000 | 0.35 | |
Hist
| 06/30/2023 |
Alphabet Inc.
| GOOG | COM | 15,147 | 23 | 1,832,333,000 | 490,380,000 | 0.38 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| IWM | Common | 8,884 | 2,060 | 1,663,728,000 | 473,966,000 | 0.35 | |
Hist
| 06/30/2023 |
FIRST TR EXCNGE TRD ALPHADEX
| FYC | Common | 43,779 | 4,470 | 2,635,715,000 | 462,713,000 | 0.55 | |
Hist
| 06/30/2023 |
Pacer Funds Trust
| CALF | Common | 40,313 | 7,432 | 1,640,748,000 | 458,682,000 | 0.34 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| IWF | Common | 4,322 | 891 | 1,189,234,000 | 454,073,000 | 0.25 | |
Hist
| 06/30/2023 |
Pacer Funds Trust
| COWZ | Common | 39,010 | 8,224 | 1,867,422,000 | 443,559,000 | 0.39 | |
Hist
| 06/30/2023 |
APPLIED MATERIALS INC /DE
| AMAT | Common | 9,256 | 70 | 1,337,861,000 | 443,282,000 | 0.28 | 0.00 |
Hist
| 06/30/2023 |
Vanguard Growth ETF
| VUG | ETF | 4,344 | 406 | 1,229,178,000 | 389,951,000 | 0.26 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| IWS | Common | 10,030 | 3,079 | 1,101,695,000 | 369,477,000 | 0.23 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| ISCF | Common | 103,985 | 7,874 | 3,207,924,000 | 324,579,000 | 0.67 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| JKI | Common | 57,117 | 3,394 | 3,638,381,000 | 304,896,000 | 0.76 | |
Hist
| 06/30/2023 |
INTEL CORP
| INTC | Common | 33,212 | 783 | 1,110,619,000 | 253,523,000 | 0.23 | |
Hist
| 06/30/2023 |
VANGUARD INDEX FDS SANDP 500 ETF
| VOO | STOCK | 2,727 | 221 | 1,110,650,000 | 230,027,000 | 0.23 | |
Hist
| 06/30/2023 |
MCDONALDS CORP
| MCD | Common | 5,197 | 63 | 1,550,941,000 | 197,993,000 | 0.32 | 0.00 |
Hist
| 06/30/2023 |
iSHARES TRUST
| IWO | ETF | 2,404 | 593 | 583,355,000 | 194,859,000 | 0.12 | |
Hist
| 06/30/2023 |
ISHARES MSCI EAFE INDEX FUND
| EFA | ETF | 18,729 | 733 | 1,357,841,000 | 176,578,000 | 0.28 | |
Hist
| 06/30/2023 |
LOWES COMPANIES INC
| LOW | Common | 5,332 | 138 | 1,203,508,000 | 168,690,000 | 0.25 | 0.00 |
Hist
| 06/30/2023 |
iSHARES TRUST
| EEM | Common | 14,546 | 3,787 | 575,453,000 | 167,680,000 | 0.12 | |
Hist
| 06/30/2023 |
SCHWAB US LC ETF
| SCHX | Equities | 11,363 | 1,596 | 595,080,000 | 154,100,000 | 0.12 | |
Hist
| 06/30/2023 |
AMERICAN EXPRESS CO
| AXP | Common | 5,178 | 18 | 901,958,000 | 139,502,000 | 0.19 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| IWR | ETF | 15,429 | 744 | 1,126,807,000 | 136,330,000 | 0.24 | |
Hist
| 06/30/2023 |
ILLINOIS TOOL WORKS INC
| ITW | Common | 4,179 | 8 | 1,045,456,000 | 126,552,000 | 0.22 | |
Hist
| 06/30/2023 |
Discover Financial Services
| DFS | Common | 2,758 | 686 | 322,271,000 | 119,541,000 | 0.07 | 0.00 |
Hist
| 06/30/2023 |
iSHARES TRUST
| IWP | RUSSELL MCP GR | 5,986 | 458 | 578,432,000 | 116,287,000 | 0.12 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| IWD | ETF | 3,124 | 594 | 493,122,000 | 109,390,000 | 0.10 | |
Hist
| 06/30/2023 |
VANGUARD INDEX FUNDS
| VGT | Common | 817 | 13 | 361,245,000 | 104,439,000 | 0.08 | |
Hist
| 06/30/2023 |
FEDEX CORP
| FDX | Common | 1,286 | 15 | 318,869,000 | 98,681,000 | 0.07 | 0.00 |
Hist
| 06/30/2023 |
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