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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Bedel Financial Consulting, Inc.

Quarter ended Q1 2024 · Filed May 7, 2024 · Accession 0001765380-24-000191

Total Value
$637.5M
Positions
254
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (254)

#IssuerTicker / CUSIPSharesValue% of Filing
1ELI LILLY & COLLY330,199$256.9M40.29%
2DIMENSIONAL ETF TRUST25434V2031,115,293$33.7M5.29%
3VANGUARD MUN BD FDS922907746625,163$31.6M4.96%
4MICROSOFT CORPMSFT34,189$14.4M2.26%
5APPLE INCAAPL82,243$14.1M2.21%
6DIMENSIONAL ETF TRUST25434V302542,600$13.4M2.10%
7ISHARES TR464288885124,478$12.9M2.03%
8CAPITAL GROUP GROWTH ETF14020G101274,562$8.8M1.38%
9SPDR S&P 500 ETF TRSPY16,557$8.7M1.36%
10INNOVATOR ETFS TRUSTINHD242,956$8.2M1.28%
11SSGA ACTIVE ETF TR78467V848199,501$8.0M1.25%
12BERKSHIRE HATHAWAY INC DELBRK-A18,750$7.9M1.24%
13ISHARES TR46428720011,967$6.3M0.99%
14JPMORGAN CHASE & COVYLD31,341$6.3M0.98%
15GLOBAL X FDS37954Y376246,054$5.8M0.91%
16ISHARES TR46428830780,872$5.7M0.90%
17ISHARES TR46428840661,356$4.5M0.70%
18AMERICAN CENTY ETF TR02507279464,857$4.2M0.66%
19VANGUARD SCOTTSDALE FDS92206C40950,590$3.9M0.61%
20ISHARES TR46434V266102,138$3.4M0.53%
21ISHARES TR46432F33920,307$3.3M0.52%
22PACER FDS TR69374H88153,734$3.1M0.49%
23FIRST TR EXCHANGE-TRADED ALP33737M30046,698$3.1M0.48%
24VANGUARD INDEX FDS92290876911,340$2.9M0.46%
25DIMENSIONAL ETF TRUST25434V80780,154$2.9M0.46%
26ALPHABET INCGOOG19,065$2.9M0.45%
27EXXON MOBIL CORPXOM23,533$2.7M0.43%
28ISHARES TR46428765511,877$2.5M0.39%
29ISHARES TR46428749927,989$2.4M0.37%
30ALPHABET INCGOOG15,364$2.3M0.37%
31JOHNSON & JOHNSONJNJ14,476$2.3M0.36%
32AMAZON COM INCAMZN12,511$2.3M0.35%
33PACER FDS TR69374H85745,619$2.2M0.35%
34JANUS DETROIT STR TR47103U88646,192$2.2M0.35%
35ABBVIE INCABBV12,249$2.2M0.35%
36NVIDIA CORPORATIONNVDA2,391$2.2M0.34%
37PEPSICO INCPEP12,123$2.1M0.33%
38CUMMINS INCCMI7,068$2.1M0.33%
39DISNEY WALT CO25468710616,213$2.0M0.31%
40HOME DEPOT INCHD5,124$2.0M0.31%
41APPLIED MATLS INC0382221059,483$2.0M0.31%
42ISHARES TR46428750732,027$1.9M0.31%
43FIRST TR MID CAP CORE ALPHAD33735B10816,900$1.9M0.30%
44AMERICAN CENTY ETF TR02507230722,305$1.9M0.30%
45PROCTER AND GAMBLE CO74271810911,505$1.9M0.29%
46ORACLE CORPORCL-PD14,466$1.8M0.29%
47ISHARES TR46428820823,314$1.7M0.27%
48ISHARES TR46428746520,421$1.6M0.26%
49WALMART INCWMT26,989$1.6M0.25%
50CISCO SYS INCCSCO31,551$1.6M0.25%
51INNOVATOR ETFS TRUSTINHD46,779$1.6M0.25%
52INNOVATOR ETFS TRUSTINHD41,439$1.6M0.24%
53VANGUARD INDEX FDS9229087364,497$1.5M0.24%
54ISHARES TR4642876144,486$1.5M0.24%
55MCDONALDS CORPMCD5,279$1.5M0.23%
56INTEL CORPINTC33,621$1.5M0.23%
57ISHARES TR46428824027,532$1.5M0.23%
58TIDAL ETF TR88636483549,693$1.4M0.22%
59COCA COLA COKO23,131$1.4M0.22%
60HONEYWELL INTL INC4385161066,765$1.4M0.22%
61META PLATFORMS INCMETA2,852$1.4M0.22%
62INTUITIVE SURGICAL INCISRG3,444$1.4M0.22%
63DIMENSIONAL ETF TRUST25434V60925,217$1.4M0.22%
64VANGUARD INDEX FDS9229083632,848$1.4M0.21%
65LOWES COS INC5486611075,219$1.3M0.21%
66AUTOMATIC DATA PROCESSING INADP5,237$1.3M0.21%
67ISHARES TR46428747310,424$1.3M0.20%
68CHEVRON CORP NEWCVX8,203$1.3M0.20%
69PIMCO ETF TR72201R83312,807$1.3M0.20%
70VANGUARD STAR FDS92190976820,047$1.2M0.19%
71SIMON PPTY GROUP INC NEW8288061097,704$1.2M0.19%
72ILLINOIS TOOL WKS INC4523081094,129$1.1M0.17%
73SPDR SER TR78468R85325,478$1.1M0.17%
74OREILLY AUTOMOTIVE INC67103H107970$1.1M0.17%
75AMERICAN EXPRESS COAXP4,465$1.0M0.16%
76FIRST TR EXCHANGE-TRADED FD33733E3024,875$999,8140.16%
77INNOVATOR ETFS TRUSTINHD33,491$983,9650.15%
78DANAHER CORPORATION2358511023,938$983,4880.15%
79HUNTINGTON BANCSHARES INCHBANP68,981$962,2900.15%
80DIMENSIONAL ETF TRUST25434V50015,256$951,0860.15%
81INNOVATOR ETFS TRUSTINHD24,744$903,1560.14%
82BOSTON SCIENTIFIC CORPBSX13,053$894,0000.14%
83T ROWE PRICE ETF INC87283Q10725,242$891,0430.14%
84INNOVATOR ETFS TRUSTINHD22,263$870,7060.14%
85ISHARES TR4642874817,617$869,4040.14%
86VANGUARD INDEX FDS9229087445,241$853,5170.13%
87INNOVATOR ETFS TRUSTINHD23,250$826,5380.13%
88MERCK & CO INCMRK6,260$826,0430.13%
89INNOVATOR ETFS TRUSTINHD19,807$793,0720.12%
90ISHARES TR4642875984,377$784,0340.12%
91PFIZER INCPFE27,903$774,3080.12%
92VANGUARD INDEX FDS9229085538,926$771,9530.12%
93COSTCO WHSL CORP NEW22160K105995$728,7190.11%
94ADOBE INCADBE1,440$726,3720.11%
95SCHWAB STRATEGIC TR80852410211,843$723,0430.11%
96VISA INCV2,576$719,0150.11%
97INVESCO EXCH TRADED FD TR IIIVZ10,666$702,5400.11%
98NEXTERA ENERGY INCNEE-PW10,981$701,8110.11%
99CATERPILLAR INCCAT1,907$698,8630.11%
100EXLSERVICE HOLDINGS INCEXLS21,965$698,4870.11%
101ISHARES TR4642876304,348$690,4280.11%
102ISHARES TR4642876482,549$690,2690.11%
103TESLA INCTSLA3,873$680,8870.11%
104SPDR GOLD TRGLD3,291$677,0250.11%
105PIMCO ETF TR72201R86612,748$668,8880.10%
106INNOVATOR ETFS TRUSTINHD16,400$663,7060.10%
107NIKE INCNKE7,056$663,1630.10%
108SCHWAB STRATEGIC TR80852420110,643$660,5050.10%
109PIMCO ETF TR72201R87413,184$657,8820.10%
110CSX CORPCSX17,730$657,2510.10%
111CINTAS CORPCTAS953$654,7400.10%
112BALL CORPBALL9,600$646,6560.10%
113ELEVANCE HEALTH INCELV1,247$646,6190.10%
114KIMBERLY-CLARK CORPKMB4,962$641,8350.10%
115INTERNATIONAL BUSINESS MACHSINTR3,353$640,2430.10%
116ISHARES TR4642876715,397$632,5820.10%
117INNOVATOR ETFS TRUSTINHD18,348$626,7680.10%
118STRYKER CORPORATIONSYK1,733$620,3470.10%
119GENERAL DYNAMICS CORPGD2,191$618,8540.10%
120FIRST FINL BANCORP OH32020910927,412$614,5770.10%
121VANGUARD INDEX FDS9229086113,134$601,2600.09%
122US BANCORP DELUSB-PS13,317$595,2530.09%
123STARBUCKS CORPSBUX6,365$581,6980.09%
124WELLS FARGO CO NEW9497461019,838$570,2370.09%
125VANGUARD INDEX FDS9229087512,457$561,5600.09%
126QUALCOMM INCQCOM3,288$556,6400.09%
127BANK AMERICA CORP06050510414,414$546,5720.09%
128ISHARES TR4642871684,254$524,0080.08%
129VANGUARD INTL EQUITY INDEX F92204285812,286$513,1960.08%
130MASTERCARD INCORPORATEDMA1,056$508,7200.08%
131J P MORGAN EXCHANGE TRADED F46654Q7249,004$503,9540.08%
132UNITEDHEALTH GROUP INCUNH1,016$502,6150.08%
133RTX CORPORATIONRTX5,144$501,6940.08%
134INVESCO EXCHANGE TRADED FD TIVZ8,832$500,5980.08%
135PHILIP MORRIS INTL INC7181721095,429$497,4050.08%
136INNOVATOR ETFS TRUSTINHD13,094$497,3230.08%
137CONOCOPHILLIPSCOP3,824$486,7190.08%
138INNOVATOR ETFS TRUSTINHD14,593$480,7680.08%
139INNOVATOR ETFS TRUSTINHD14,508$471,0790.07%
140DIMENSIONAL ETF TRUST25434V78116,996$462,1210.07%
141ISHARES TR4642878873,446$450,4960.07%
142EATON CORP PLCETN1,436$449,0230.07%
143UNION PAC CORPUNP1,811$445,3830.07%
144INNOVATOR ETFS TRUSTINHD13,783$439,2630.07%
145DUPONT DE NEMOURS INCDD5,702$437,1660.07%
146ACCENTURE PLC IRELANDACN1,244$431,1830.07%
147NOVARTIS AGNVSEF4,445$429,9950.07%
148VANGUARD BD INDEX FDS9219378355,910$429,2430.07%
149VANGUARD WORLD FD92204A702818$429,1290.07%
150LAKELAND FINL CORP5116561006,450$427,7640.07%
151MATTHEWS ASIA FDS57712581814,400$424,0110.07%
152ADVANCED MICRO DEVICES INCAMD2,332$420,9030.07%
153VANGUARD SPECIALIZED FUNDS9219088442,303$420,6250.07%
154SCHWAB STRATEGIC TR8085247975,209$419,9810.07%
1553M COMMM3,932$417,0720.07%
156SELECT SECTOR SPDR TR81369Y6059,898$416,8980.07%
157BROADCOM INCAVGO314$416,4460.07%
158RESMED INCRSMDF2,100$415,8630.07%
159ALTRIA GROUP INCMO9,442$411,8430.06%
160AMGEN INCAMGN1,447$411,4110.06%
161COOPER COS INC2166485014,000$405,8400.06%
162DUKE ENERGY CORP NEWDUKB3,931$380,1740.06%
163SCHWAB STRATEGIC TR8085246077,569$372,7180.06%
164KROGER COKR6,486$370,5450.06%
165SALESFORCE INCCRM1,228$369,8490.06%
166SPDR S&P MIDCAP 400 ETF TRMDY657$365,5550.06%
167ISHARES TR4642876633,997$361,4890.06%
168CLOROX CO DELCLX2,359$361,2440.06%
169VANGUARD INTL EQUITY INDEX F9220427756,144$360,3460.06%
170THOR INDS INC8851601013,062$359,2950.06%
171INNOVATOR ETFS TRUSTINHD11,870$359,1360.06%
172ONEOK INC NEWOKE4,349$348,6220.05%
173ISHARES TR4642872348,459$347,5100.05%
174INNOVATOR ETFS TRUSTINHD7,904$344,1400.05%
175INNOVATOR ETFS TRUSTINHD9,521$343,7230.05%
176VANGUARD SCOTTSDALE FDS92206C8704,247$341,9540.05%
177EMERSON ELEC COEMR2,997$339,8890.05%
178GRAINGER W W INC384802104330$335,7090.05%
179FEDEX CORPFDX1,155$334,7820.05%
180SOUTHERN COSOMN4,660$334,2730.05%
181INNOVATOR ETFS TRUSTINHD9,074$334,0140.05%
182UNILEVER PLCUNLYF6,490$325,7330.05%
183VANGUARD INDEX FDS9229086521,857$325,4760.05%
184TARGET CORPTGT1,834$325,0150.05%
185GSK PLCGLAXF7,562$324,1830.05%
186DOW INCDOW5,571$322,7080.05%
187BRISTOL-MYERS SQUIBB COCELG-RI5,881$318,9040.05%
188ISHARES TR46434V6215,479$318,1110.05%
189MONDELEZ INTL INC6092071054,501$315,0460.05%
190TJX COS INC NEW8725401093,093$313,7100.05%
191ISHARES TR4642876221,084$312,2250.05%
192AMERICAN ELEC PWR CO INC0255371013,567$307,1190.05%
193STEEL DYNAMICS INCSTLD2,039$302,2410.05%
194THE TRADE DESK INC88339J1053,429$299,7630.05%
195INVESCO EXCHANGE TRADED FD TIVZ1,758$297,8360.05%
196CONAGRA BRANDS INCCAG10,005$296,5480.05%
197FIRSTENERGY CORPFE7,607$293,7920.05%
198VERIZON COMMUNICATIONS INCVZ6,890$289,1200.05%
199GENERAL ELECTRIC CO3696043011,645$288,8220.05%
200PIMCO ETF TR72201R7183,041$288,4690.05%
201GENTEX CORPGNTX7,977$288,1310.05%
202MORGAN STANLEYMS-PQ3,053$287,4980.05%
203WEYERHAEUSER CO MTN BEWY7,901$283,7390.04%
204HASHICORP INC41810010310,360$279,2020.04%
205LYONDELLBASELL INDUSTRIES NLYB2,729$279,1160.04%
206NETFLIX INCNFLX457$277,5530.04%
207INNOVATOR ETFS TRUSTINHD7,816$276,5300.04%
208PINNACLE WEST CAP CORPPNW3,690$275,7540.04%
209AT&T INCT-PC15,599$274,5410.04%
210CAMPING WORLD HLDGS INCCWH9,710$270,4240.04%
211VALERO ENERGY CORPVLO1,578$269,3490.04%
212MATERION CORPMTRN2,000$263,5000.04%
213DEERE & CODE642$263,4990.04%
214CUSTOM TRUCK ONE SOURCE INCCTOS45,227$263,2210.04%
215INTERCONTINENTAL EXCHANGE IN45866F1041,894$260,2920.04%
216CHIPOTLE MEXICAN GRILL INCCMG89$258,7030.04%
217DIMENSIONAL ETF TRUST25434V7659,482$255,4400.04%
218INNOVATOR ETFS TRUSTINHD6,950$254,3550.04%
219NEW JERSEY RES CORPNJR5,897$253,0400.04%
220TAIWAN SEMICONDUCTOR MFG LTD8740391001,848$251,4260.04%
221COMCAST CORP NEWCCZ5,747$249,1140.04%
222PROLOGIS INC.PLDGP1,911$248,8360.04%
223CAMPBELL SOUP COCPB5,560$247,1420.04%
224VANGUARD INTL EQUITY INDEX F9220427422,140$236,4700.04%
225ALLSTATE CORPALL-PJ1,357$234,7770.04%
226DISCOVER FINL SVCS2547091081,768$231,7920.04%
227ISHARES TR4642871762,140$229,8940.04%
228ABBOTT LABSABLZF2,014$228,9110.04%
229INVESCO QQQ TRIVZ509$225,7860.04%
230NISOURCE INCNI8,151$225,4470.04%
231VANGUARD INTL EQUITY INDEX F9220427181,889$220,6790.03%
232PRUDENTIAL FINL INCPUKPF1,878$220,5140.03%
233VANGUARD BD INDEX FDS9219378192,893$218,1190.03%
234WATSCO INCWSO-B500$215,9850.03%
235CORTEVA INCCTVA3,736$215,4270.03%
236UNITED PARCEL SERVICE INCUPS1,442$214,3670.03%
237FORTIVE CORPFTV2,445$210,3190.03%
238GENUINE PARTS COGPC1,356$210,0270.03%
239THE CIGNA GROUP125523100572$207,8830.03%
240ISHARES TR4642888103,534$207,0570.03%
241WATERS CORP941848103600$206,5380.03%
242NORTHERN LTS FD TR IVNTRSO5,299$206,1840.03%
243TRACTOR SUPPLY COTSCO786$205,6510.03%
244QUAKER HOUGHTON7473161071,000$205,2500.03%
245MARATHON PETE CORPMARA1,008$203,1120.03%
246HORIZON BANCORP INCHBNC12,937$165,9820.03%
247NUVEEN MUNICIPAL CREDIT INCNU11,803$144,4690.02%
248ELI LILLY & COLLY14,200$85,1290.01%
249EATON VANCE SR INCOME TRETN11,962$76,0780.01%
250SIRIUS XM HOLDINGS INCSIRI16,030$62,1960.01%
251LAZYDAYS HLDGS INC52110H10015,288$61,6110.01%
252RELMADA THERAPEUTICS INCRLMD10,000$46,5000.01%
253OCUPHIRE PHARMA INCIRD15,000$30,1500.00%
254ELI LILLY & COLLY1,000$8,5160.00%