BEDEL FINANCIAL CONSULTING INC
CIK 850553 · Holdings on Sep 30, 2023 · First reported Nov 1, 2023
Top ten holdings
Q3 2023- LLY35.40%
- VTEB5.79%
- DFAI5.49%
- AAPL2.87%
- DFAE2.36%
- MSFT2.31%
- EFG2.18%
- TOTL1.92%
- PAPR1.55%
- SPY1.35%
Share classes counted separately61.22%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | LLYELI LILLY & CO View history and evidence | $174.86M | 35.40% | 325.54K shares | Prior unavailable — | — | ↗▾ |
| 02 | VTEBVANGUARD TAX-EXEMPT BOND ETFTAX EXEMPT BD View history and evidence | $28.58M | 5.79% | 594.19K shares | Prior unavailable — | — | ↗▾ |
| 03 | DFAIDIMENSIONAL INTERNATIONAL COINTL CORE EQT MK View history and evidence | $27.14M | 5.49% | 1.04M shares | Prior unavailable — | — | ↗▾ |
| 04 | AAPLAPPLE INC View history and evidence | $14.20M | 2.87% | 82.92K shares | Prior unavailable — | — | ↗▾ |
| 05 | DFAEDIMENSIONAL EMERGING CORE EQEMGR CRE EQT MNG View history and evidence | $11.65M | 2.36% | 516.15K shares | Prior unavailable — | — | ↗▾ |
| 06 | MSFTMICROSOFT CORP View history and evidence | $11.40M | 2.31% | 36.11K shares | Prior unavailable — | — | ↗▾ |
| 07 | EFGISHARES MSCI EAFE GROWTH ETFEAFE GRWTH ETF View history and evidence | $10.79M | 2.18% | 125.04K shares | Prior unavailable — | — | ↗▾ |
| 08 | TOTLSS DOUBLELINE TR TACT ETFSPDR TR TACTIC View history and evidence | $9.47M | 1.92% | 244.93K shares | Prior unavailable — | — | ↗▾ |
| 09 | PAPRINNOVATOR U.S. EQUITY POWERUS EQT PWR BUF View history and evidence | $7.67M | 1.55% | 250.50K shares | Prior unavailable — | — | ↗▾ |
| 10 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $6.67M | 1.35% | 15.61K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 850553 · Period 2023-09-30
Data loaded 2026-09-23 · First reported 2023-11-01
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 493920599
}Research all 235 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.