Bedel Financial Consulting, Inc.
Bedel Financial Consulting, Inc. is a fee-only, independent, SEC-registered investment adviser providing customized portfolio management (including fiduciary oversight), financial planning, and retirement planning to individuals, families, trusts, estates, charitable organizations, and retirement plans. The firm acts as a fiduciary and is required to act in clients’ best interests at all times.
Investment Strategy
Focuses on exchange-listed securities, over-the-counter stocks, foreign issuers, corporate debt, and commercial paper. Offers financial planning including tax, estate, retirement, insurance, education funding, and business or charitable planning. Primarily invests in equities and ETFs, with recent significant holdings in Eli Lilly, Apple, Microsoft, and diversified ETFs.
Top Holdings
Equity Positions (271)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
L LLY | ELI LILLY & CO | 34.95% | $256.2M | 328,690 | $104.59 | $779.53 | +$1.5M |
D DFAI | DIMENSIONAL ETF TRUST | 6.62% | $48.6M | 1,404,967 | $28.07 | $34.57 | +$3.3M |
V VTEB | VANGUARD MUN BD FDS | 4.32% | $31.7M | 646,226 | $49.90 | $49.03 | -$563.3K |
D DFAE | DIMENSIONAL ETF TRUST | 2.31% | $16.9M | 583,847 | $23.19 | $28.95 | +$1.2M |
M MSFT | MICROSOFT CORP | 2.27% | $16.6M | 33,452 | $124.39 | $497.41 | +$2.2M |
Options Positions (1)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
L LLY | ELI LILLY & CO | — | Put | $814.0K | 174 | $779.53 | $606.83 | 0 | -$166.3K |