Fund HoldingsBedel Financial Consulting, Inc.

Total Portfolio Value
$929.25M
Total Bought
$65.48M
Total Sold
$128.81M
Net Transaction
-$63.32M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
ELI LILLY & CO(LLY)0328,037+328,0370352,53437.94%+352,534
VANGUARD WELLINGTON FD22,614164,779+142,1652,30516,7371.80%+14,432
SSGA ACTIVE ETF TR
ST STR TOTAL ETF
0228,099+228,09909,1810.99%+9,181
DIMENSIONAL ETF TRUST
EMGR CRE EQT MNG
634,028739,164+105,13619,99124,0752.59%+4,084
DIMENSIONAL ETF TRUST
INTL CORE EQT MK
1,438,5241,458,188+19,66452,29055,5725.98%+3,281
VANGUARD INDEX FDS10,33017,293+6,9633,3905,7980.62%+2,408
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
077,550+77,55006,1830.67%+6,183
SPDR SERIES TRUST
ST STR SP600 SML
039,215+39,21501,8380.20%+1,838
VANGUARD MUN BD FDS661,268691,896+30,62833,11034,7953.74%+1,686
AMERICAN CENTY ETF TR151,732159,661+7,92913,50915,0031.61%+1,495
ALPHABET INC(GOOG)20,98221,050+685,1016,5890.71%+1,488
SPDR GOLD TR(GLD)5,3608,354+2,9941,9053,3110.36%+1,405
VANGUARD INTL EQUITY INDEX F023,834+23,83401,7530.19%+1,753
ISHARES TR09,071+9,07101,0830.12%+1,083
VANGUARD INTL EQUITY INDEX F12,57830,365+17,7876811,6320.18%+951
APPLE INC(AAPL)79,38877,747-1,64120,21521,1362.27%+922
ISHARES TR37,46076,993+39,5338761,7770.19%+901
ISHARES TR010,695+10,69508290.09%+829
ISHARES TR09,354+9,35401,0640.11%+1,064
VANGUARD INDEX FDS4,1585,118+9602,5463,2090.35%+663
ALPHABET INC(GOOG)16,50014,820-1,6804,0184,6500.50%+632
CUMMINS INC(CMI)7,1417,112-293,0163,6300.39%+614
SELECT SECTOR SPDR TR
ST STR FINL ETF
010,077+10,07705520.06%+552
ISHARES TR81,83786,288+4,4516,5767,1050.76%+529
FIRST TR EXCHANGE-TRADED ALP
SML CP GRW ALP
73,63074,442+8126,6797,1550.77%+476
APPLIED MATLS INC9,3159,230-851,9072,3720.26%+465
DIMENSIONAL ETF TRUST
US TARGETED VLU
60,41566,539+6,1243,5173,9620.43%+445
AMERICAN CENTY ETF TR79,45082,767+3,3175,8606,2710.67%+412
JANUS DETROIT STR TR
HENDRSN SHRT ETF
060,711+60,71102,9830.32%+2,983
PGIM ETF TR
ULTR SHO MUN ETF
08,000+8,00004030.04%+403
INTUITIVE SURGICAL INC03,245+3,24501,8380.20%+1,838
UNILEVER PLC(UL)05,765+5,76503770.04%+377
DIMENSIONAL ETF TRUST
INTERNATNAL VAL
86,41887,416+9983,9864,3620.47%+376
BLACKROCK ETF TRUST II016,712+16,71203710.04%+371
EXXON MOBIL CORP22,35423,993+1,6392,5202,8870.31%+367
INNOVATOR ETFS TRUST
LADDERED ALC BFR
051,151+51,15101,8740.20%+1,874
VANGUARD WORLD FD
INF TECH ETF
9741,444+4707271,0880.12%+362
SCHWAB STRATEGIC TR033,075+33,07509070.10%+907
SCHWAB STRATEGIC TR012,750+12,75003470.04%+347
ISHARES TR36,69340,210+3,5173,5433,8710.42%+328
JPMORGAN CHASE & CO.(JPM)31,37931,717+3389,89810,2201.10%+322
ISHARES TR
MSCI USA MIN ETF
03,415+3,41503220.03%+322
ISHARES SILVER TR(SLV)04,409+4,40902840.03%+284
ISHARES TR50,30253,735+3,4334,1784,4450.48%+268
SELECT SECTOR SPDR TR
ST STR TECHN ETF
01,730+1,73002490.03%+249
SELECT SECTOR SPDR TR
ST STR INDL ETF
01,527+1,52702370.03%+237
SELECT SECTOR SPDR TR
ST STR DISCR ETF
01,948+1,94802330.03%+233
WATERS CORP(WAT)0600+60002280.02%+228
MCKESSON CORP(MCK)0277+27702270.02%+227
ASTRAZENECA PLC(AZN)02,400+2,40002210.02%+221
VANGUARD INDEX FDS0779+77902170.02%+217
ISHARES TR03,327+3,32702170.02%+217
PRUDENTIAL FINL INC(PFH)01,900+1,90002140.02%+214
EXELON CORP(EXC)04,889+4,88902130.02%+213
ELEVANCE HEALTH INC FORMERLY(ELV)02,678+2,67809390.10%+939
CISCO SYS INC(CSCO)029,602+29,60202,2800.25%+2,280
AMERICAN EXPRESS CO(AXP)04,462+4,46201,6510.18%+1,651
LINCOLN NATL CORP IND(LNC)04,587+4,58702040.02%+204
LUMENTUM HLDGS INC(LITE)0547+54702020.02%+202
CATERPILLAR INC(CAT)1,9491,958+99301,1220.12%+192
COCA COLA CO(KO)024,771+24,77101,7320.19%+1,732
BANK AMERICA CORP13,87916,204+2,3257168910.10%+175
INNOVATOR ETFS TRUST
US EQT PWR BUF
237,717236,921-7969,1199,2681.00%+150
VANGUARD INDEX FDS2,0962,633+5376167640.08%+148
MERCK & CO INC(MRK)6,9216,925+45817290.08%+148
ADVANCED MICRO DEVICES INC(AMD)3,1933,081-1125176600.07%+143
RTX CORPORATION(RTX)6,2016,418+2171,0381,1770.13%+139
WALMART INC(WMT)26,08125,345-7362,6882,8240.30%+136
ISHARES TR4,7495,196+4479671,0930.12%+126
JOHNSON & JOHNSON(JNJ)14,21213,298-9142,6352,7520.30%+117
DUKE ENERGY CORP NEW(DUK)04,620+4,62005410.06%+541
ISHARES TR4,2844,464+1802,0072,1130.23%+106
MCDONALDS CORP(MCD)6,8247,131+3072,0742,1790.23%+106
WELLS FARGO CO NEW(WFC)08,733+8,73308140.09%+814
PACER FDS TR
US CASH COWS 100
79,60777,735-1,8724,5754,6770.50%+102
MORGAN STANLEY(MS)03,348+3,34805940.06%+594
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
03,738+3,73807160.08%+716
ISHARES TR26,43926,649+2102,4692,5590.28%+90
CONSTELLATION ENERGY CORP(CEG)01,296+1,29604580.05%+458
ISHARES TR4,5404,895+3558038870.10%+84
CARDINAL HEALTH INC(CAH)01,683+1,68303460.04%+346
BOEING CO(BA)01,596+1,59603470.04%+347
AMAZON COM INC(AMZN)013,880+13,88003,2040.34%+3,204
SPDR S&P 500 ETF TR(SPY)19,39519,060-33512,92112,9981.40%+77
VANGUARD INDEX FDS4,0154,255+2401,0211,0980.12%+77
AMGEN INC(AMGN)01,606+1,60605260.06%+526
CITIGROUP INC(C)2,1362,457+3212172870.03%+70
ISHARES TR11,39811,239-1597,6297,6980.83%+69
PROLOGIS INC.(PLD)02,169+2,16902770.03%+277
INNOVATOR ETFS TRUST
INTRNL DEV JULY
82,30682,30602,6902,7580.30%+68
US BANCORP DEL(USB)013,318+13,31807110.08%+711
ISHARES TR121,699122,227+52813,85913,9241.50%+65
DANAHER CORPORATION(DHR)02,106+2,10604820.05%+482
ISHARES TR2,6042,779+1758338980.10%+64
ACCENTURE PLC IRELAND
SHS CLASS A
01,345+1,34503610.04%+361
ISHARES TR29,08829,083-51,8911,9520.21%+61
CAPITAL ONE FINL CORP(COF)02,011+2,01104870.05%+487
CHUBB LIMITED
COM
0888+88802770.03%+277
INNOVATOR ETFS TRUST
US EQTY PWR BUF
023,667+23,66709890.11%+989
STEEL DYNAMICS INC(STLD)02,049+2,04903470.04%+347
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