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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 Q3 2024 · Filed November 12, 2024 · Accession 0001765380-24-000437

Total Value
$708.7M
Positions
260
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (260)

#IssuerTicker / CUSIPSharesValue% of Filing
1ELI LILLY & COLLY325,855$288.7M40.73%
2DIMENSIONAL ETF TRUST25434V2031,224,848$38.9M5.49%
3VANGUARD MUN BD FDS922907746621,954$31.8M4.49%
4APPLE INCAAPL80,380$18.7M2.64%
5DIMENSIONAL ETF TRUST25434V302551,266$15.1M2.13%
6MICROSOFT CORPMSFT34,196$14.7M2.08%
7ISHARES TR464288885118,767$12.8M1.80%
8SPDR S&P 500 ETF TRSPY17,963$10.3M1.45%
9CAPITAL GROUP GROWTH ETF14020G101271,707$9.5M1.33%
10INNOVATOR ETFS TRUSTINHD240,901$8.7M1.22%
11BERKSHIRE HATHAWAY INC DELBRK-A18,377$8.5M1.19%
12SSGA ACTIVE ETF TR78467V848202,649$8.4M1.18%
13ISHARES TR46428720012,257$7.1M1.00%
14JPMORGAN CHASE & CO.VYLD31,075$6.6M0.92%
15ISHARES TR46428830787,844$6.4M0.90%
16GLOBAL X FDS37954Y376231,458$5.6M0.79%
17ISHARES TR46428840667,089$5.1M0.73%
18AMERICAN CENTY ETF TR02507279461,407$4.3M0.61%
19VANGUARD SCOTTSDALE FDS92206C40953,235$4.2M0.60%
20ISHARES TR46434V266111,857$3.9M0.56%
21FIRST TR EXCHANGE-TRADED ALP33737M30050,975$3.8M0.53%
22PACER FDS TR69374H88163,054$3.6M0.51%
23ISHARES TR46432F33919,187$3.4M0.49%
24ALPHABET INCGOOG20,342$3.4M0.48%
25VANGUARD INDEX FDS92290876911,868$3.4M0.47%
26DIMENSIONAL ETF TRUST25434V80779,942$3.0M0.43%
27NVIDIA CORPORATIONNVDA23,934$2.9M0.41%
28ALPHABET INCGOOG16,564$2.8M0.39%
29ISHARES TR46428765512,224$2.7M0.38%
30ORACLE CORPORCL-PD15,592$2.7M0.37%
31EXXON MOBIL CORPXOM22,619$2.7M0.37%
32ISHARES TR46428749929,151$2.6M0.36%
33INNOVATOR ETFS TRUSTINHD83,273$2.4M0.35%
34PACER FDS TR69374H85752,383$2.4M0.34%
35ABBVIE INCABBV12,302$2.4M0.34%
36JANUS DETROIT STR TR47103U88649,051$2.4M0.34%
37ISHARES TR46428820831,593$2.4M0.34%
38AMAZON COM INCAMZN12,779$2.4M0.34%
39JOHNSON & JOHNSONJNJ13,905$2.3M0.32%
40HOME DEPOT INCHD5,395$2.2M0.31%
41WALMART INCWMT26,823$2.2M0.31%
42CUMMINS INCCMI6,613$2.1M0.30%
43PEPSICO INCPEP12,480$2.1M0.30%
44PROCTER AND GAMBLE CO74271810912,174$2.1M0.30%
45AMERICAN CENTY ETF TR02507230723,131$2.1M0.30%
46ISHARES TR46428750733,235$2.1M0.29%
47FIRST TR MID CAP CORE ALPHAD33735B10816,900$2.0M0.28%
48APPLIED MATLS INC0382221059,398$1.9M0.27%
49ISHARES TR46428746521,956$1.8M0.26%
50TIDAL ETF TR88636483556,830$1.8M0.25%
51MCDONALDS CORPMCD5,756$1.8M0.25%
52VANGUARD INDEX FDS9229087364,562$1.8M0.25%
53INTUITIVE SURGICAL INCISRG3,444$1.7M0.24%
54COCA COLA COKO23,045$1.7M0.23%
55ISHARES TR46428824028,920$1.7M0.23%
56ISHARES TR4642876144,375$1.6M0.23%
57CISCO SYS INCCSCO30,835$1.6M0.23%
58META PLATFORMS INCMETA2,806$1.6M0.23%
59VANGUARD INDEX FDS9229083632,978$1.6M0.22%
60INNOVATOR ETFS TRUSTINHD40,138$1.6M0.22%
61DIMENSIONAL ETF TRUST25434V60927,910$1.6M0.22%
62LOWES COS INC5486611075,545$1.5M0.21%
63DISNEY WALT CO25468710615,506$1.5M0.21%
64TESLA INCTSLA5,484$1.4M0.20%
65ISHARES TR46428747310,585$1.4M0.20%
66VANGUARD STAR FDS92190976820,634$1.3M0.19%
67SPDR SER TR78468R85328,881$1.3M0.19%
68INNOVATOR ETFS TRUSTINHD37,597$1.3M0.18%
69SIMON PPTY GROUP INC NEW8288061097,618$1.3M0.18%
70AUTOMATIC DATA PROCESSING INADP4,649$1.3M0.18%
71INNOVATOR ETFS TRUSTINHD40,647$1.3M0.18%
72PIMCO ETF TR72201R83312,680$1.3M0.18%
73HONEYWELL INTL INC4385161066,095$1.3M0.18%
74CHEVRON CORP NEWCVX8,504$1.3M0.18%
75INNOVATOR ETFS TRUSTINHD30,318$1.2M0.17%
76AMERICAN EXPRESS COAXP4,340$1.2M0.17%
77DIMENSIONAL ETF TRUST25434V50017,230$1.1M0.16%
78OREILLY AUTOMOTIVE INC67103H107970$1.1M0.16%
79T ROWE PRICE ETF INC87283Q10728,114$1.1M0.16%
80DANAHER CORPORATION2358511023,941$1.1M0.15%
81BOSTON SCIENTIFIC CORPBSX13,053$1.1M0.15%
82FIRST TR EXCHANGE-TRADED FD33733E3024,875$1.0M0.15%
83HUNTINGTON BANCSHARES INCHBANP70,018$1.0M0.15%
84NEXTERA ENERGY INCNEE-PW11,722$990,8810.14%
85ILLINOIS TOOL WKS INC4523081093,765$986,7630.14%
86COSTCO WHSL CORP NEW22160K1051,099$973,8620.14%
87INNOVATOR ETFS TRUSTINHD24,840$957,0850.14%
88J P MORGAN EXCHANGE TRADED F46654Q72415,462$945,3470.13%
89SPDR GOLD TRGLD3,713$902,4820.13%
90INNOVATOR ETFS TRUSTINHD21,733$898,0080.13%
91VANGUARD INDEX FDS9229085539,174$893,7120.13%
92VANGUARD INDEX FDS9229087444,942$862,8020.12%
93INNOVATOR ETFS TRUSTINHD23,250$858,3900.12%
94PFIZER INCPFE29,495$853,5770.12%
95EXLSERVICE HOLDINGS INCEXLS21,965$837,9650.12%
96ISHARES TR4642875984,347$824,9720.12%
97VISA INCV2,956$812,8370.11%
98ISHARES TR4642874816,864$805,0790.11%
99INTEL CORPINTC33,895$795,1750.11%
100SCHWAB STRATEGIC TR80852410211,874$789,8830.11%
101CINTAS CORPCTAS3,812$784,8150.11%
102INVESCO EXCH TRADED FD TR IIIVZ10,672$765,5020.11%
103CATERPILLAR INCCAT1,885$737,2440.10%
104ADOBE INCADBE1,419$734,4710.10%
105MERCK & CO INCMRK6,466$734,3190.10%
106ISHARES TR4642876304,353$726,0970.10%
107ISHARES TR4642876482,539$721,0760.10%
108ISHARES TR4642876715,397$711,9180.10%
109INTERNATIONAL BUSINESS MACHSINTR3,186$704,3470.10%
110FIRST FINL BANCORP OH32020910927,430$692,0590.10%
111PHILIP MORRIS INTL INC7181721095,682$689,7950.10%
112PIMCO ETF TR72201R86612,748$675,3890.10%
113ISHARES TR4642878045,744$671,7810.09%
114KIMBERLY-CLARK CORPKMB4,718$671,2770.09%
115RTX CORPORATIONRTX5,510$667,5920.09%
116SCHWAB STRATEGIC TR8085242019,835$667,3050.09%
117PIMCO ETF TR72201R87413,184$665,7920.09%
118GENERAL DYNAMICS CORPGD2,193$662,6640.09%
119INNOVATOR ETFS TRUSTINHD18,348$661,2620.09%
120ELEVANCE HEALTH INCELV1,262$656,2400.09%
121ISHARES TR4642871684,851$655,2720.09%
122BALL CORPBALL9,627$653,7700.09%
123VANGUARD INDEX FDS9229087512,708$642,4510.09%
124STARBUCKS CORPSBUX6,580$641,4630.09%
125VANGUARD INDEX FDS9229086113,145$631,3740.09%
126NIKE INCNKE7,063$624,3570.09%
127UNITEDHEALTH GROUP INCUNH1,065$622,6840.09%
128STRYKER CORPORATIONSYK1,711$618,2750.09%
129CSX CORPCSX17,730$612,2170.09%
130SCHWAB STRATEGIC TR8085247977,018$593,2710.08%
131VANGUARD INTL EQUITY INDEX F92204285812,322$589,5990.08%
132US BANCORP DELUSB-PS12,644$578,1940.08%
133QUALCOMM INCQCOM3,309$562,7330.08%
134ALTRIA GROUP INCMO10,899$556,2860.08%
135BROADCOM INCAVGO3,153$543,8640.08%
136FIDELITY WISE ORIGIN BITCOINFBTC9,597$532,9210.08%
137INVESCO EXCHANGE TRADED FD TIVZ8,832$515,0920.07%
138RESMED INCRSMDF2,100$512,6520.07%
139INNOVATOR ETFS TRUSTINHD14,508$511,3160.07%
140NOVARTIS AGNVSEF4,445$511,3000.07%
141BANK AMERICA CORP06050510412,858$510,1910.07%
142INNOVATOR ETFS TRUSTINHD14,593$506,9610.07%
143DUPONT DE NEMOURS INCDD5,687$506,7770.07%
144VANGUARD WORLD FD92204A702827$485,3430.07%
145DIMENSIONAL ETF TRUST25434V78116,679$484,6920.07%
146ISHARES TR4642878873,446$480,6830.07%
1473M COMMM3,506$479,2340.07%
148EATON CORP PLCETN1,444$478,6470.07%
149MATTHEWS ASIA FDS57712581814,436$476,5230.07%
150MASTERCARD INCORPORATEDMA957$472,6930.07%
151AMGEN INCAMGN1,451$467,5270.07%
152DUKE ENERGY CORP NEWDUKB3,994$460,5160.06%
153VANGUARD SPECIALIZED FUNDS9219088442,282$451,9240.06%
154SELECT SECTOR SPDR TR81369Y6059,909$449,0820.06%
155UNION PAC CORPUNP1,817$447,8280.06%
156VANGUARD BD INDEX FDS9219378355,923$444,8770.06%
157WELLS FARGO CO NEW9497461017,827$442,1540.06%
158ACCENTURE PLC IRELANDACN1,249$441,4970.06%
159COOPER COS INC2166485014,000$441,3600.06%
160INNOVATOR ETFS TRUSTINHD13,466$440,6080.06%
161UNILEVER PLCUNLYF6,501$422,3050.06%
162LAKELAND FINL CORP5116561006,450$420,0240.06%
163ONEOK INC NEWOKE4,361$397,4290.06%
164AMERICAN ELEC PWR CO INC0255371013,871$397,1650.06%
165NEW JERSEY RES CORPNJR8,405$396,7260.06%
166VANGUARD INTL EQUITY INDEX F9220427756,232$392,5960.06%
167CLOROX CO DELCLX2,363$384,9750.05%
168INTERCONTINENTAL EXCHANGE IN45866F1042,394$384,5720.05%
169ISHARES TR4642876221,219$383,2410.05%
170ISHARES TR4642876633,997$381,6740.05%
171ADVANCED MICRO DEVICES INCAMD2,322$380,9940.05%
172THE TRADE DESK INC88339J1053,449$378,1830.05%
173SCHWAB STRATEGIC TR8085246077,294$375,6550.05%
174SPDR S&P MIDCAP 400 ETF TRMDY657$374,2670.05%
175ISHARES TR4642872348,153$373,9130.05%
176INNOVATOR ETFS TRUSTINHD11,017$373,5860.05%
177KROGER COKR6,486$371,6480.05%
178SOUTHERN COSOMN4,103$369,9630.05%
179TJX COS INC NEW8725401093,102$364,6100.05%
180AT&T INCT-PC16,512$363,2710.05%
181INNOVATOR ETFS TRUSTINHD9,521$362,2740.05%
182VANGUARD SCOTTSDALE FDS92206C8704,320$361,7710.05%
183INNOVATOR ETFS TRUSTINHD9,074$356,1550.05%
184HASHICORP INC41810010310,360$350,7900.05%
185INNOVATOR ETFS TRUSTINHD9,155$346,6080.05%
186GRAINGER W W INC384802104331$343,8460.05%
187INNOVATOR ETFS TRUSTINHD7,384$343,7990.05%
188ISHARES TR46434V6215,469$342,8520.05%
189CONOCOPHILLIPSCOP3,224$339,4230.05%
190FIRSTENERGY CORPFE7,623$338,0900.05%
191VANGUARD INDEX FDS9229086521,857$337,9550.05%
192SHOPIFY INCSHOP4,207$337,1490.05%
193THOR INDS INC8851601013,062$336,4830.05%
194SALESFORCE INCCRM1,218$333,4060.05%
195MONDELEZ INTL INC6092071054,511$332,3540.05%
196EMERSON ELEC COEMR3,003$328,4160.05%
197PINNACLE WEST CAP CORPPNW3,690$326,8970.05%
198CONAGRA BRANDS INCCAG10,005$325,3630.05%
199NETFLIX INCNFLX457$324,1360.05%
200VERIZON COMMUNICATIONS INCVZ7,123$319,9060.05%
201MORGAN STANLEYMS-PQ3,055$318,4710.04%
202FEDEX CORPFDX1,162$317,8880.04%
203INVESCO EXCHANGE TRADED FD TIVZ1,773$317,5610.04%
204TAIWAN SEMICONDUCTOR MFG LTD8740391001,821$316,1950.04%
205GSK PLCGLAXF7,573$309,5840.04%
206DOW INCDOW5,552$303,2980.04%
207BRISTOL-MYERS SQUIBB COCELG-RI5,515$285,3370.04%
208NISOURCE INCNI8,151$282,4200.04%
209IRON MTN INC DEL46284V1012,317$275,3840.04%
210PIMCO ETF TR72201R7182,841$272,6220.04%
211CONSTELLATION ENERGY CORPCEG1,048$272,5010.04%
212CAMPBELL SOUP COCPB5,560$271,9950.04%
213GE AEROSPACE3696043011,434$270,4810.04%
214STEEL DYNAMICS INCSTLD2,139$269,6850.04%
215WEYERHAEUSER CO MTN BEWY7,901$267,5410.04%
216VANGUARD INTL EQUITY INDEX F9220427422,193$262,5020.04%
217LYONDELLBASELL INDUSTRIES NLYB2,701$258,9910.04%
218ALLSTATE CORPALL-PJ1,361$258,0510.04%
219INVESCO QQQ TRIVZ525$256,2190.04%
220DEERE & CODE613$255,8200.04%
221TARGET CORPTGT1,632$254,3740.04%
222COMCAST CORP NEWCCZ6,075$253,7430.04%
223DIMENSIONAL ETF TRUST25434V7659,138$253,1150.04%
224TRACTOR SUPPLY COTSCO860$250,0610.04%
225DISCOVER FINL SVCS2547091081,774$248,9180.04%
226T-MOBILE US INCTMUSZ1,198$247,3200.03%
227WATSCO INCWSO-B500$245,9400.03%
228PROLOGIS INC.PLDGP1,913$241,5630.03%
229ISHARES TR4642871762,183$241,1930.03%
230LOCKHEED MARTIN CORPLMT411$240,3680.03%
231VANGUARD INTL EQUITY INDEX F9220427181,907$240,2410.03%
232SCHWAB STRATEGIC TR8085246494,553$239,1920.03%
233INNOVATOR ETFS TRUSTINHD6,454$237,9970.03%
234CAMPING WORLD HLDGS INCCWH9,710$235,1760.03%
235VANGUARD BD INDEX FDS9219378192,947$230,9620.03%
236PRUDENTIAL FINL INCPUKPF1,905$230,6430.03%
237CHIPOTLE MEXICAN GRILL INCCMG4,000$230,4800.03%
238ABBOTT LABSABLZF2,017$229,9030.03%
239INNOVATOR ETFS TRUSTINHD5,908$226,3350.03%
240GENTEX CORPGNTX7,618$226,1820.03%
241MATERION CORPMTRN2,000$223,7200.03%
242CORTEVA INCCTVA3,762$221,1550.03%
243NORTHERN LTS FD TR IVNTRSO5,327$216,6490.03%
244CHUBB LIMITEDCB751$216,5810.03%
245VALERO ENERGY CORPVLO1,601$216,1830.03%
246WATERS CORP941848103600$215,9340.03%
247ENBRIDGE INCENNPF5,191$210,8070.03%
248ISHARES TR4642888103,534$209,2830.03%
249ISHARES TR46435U1688,767$204,2710.03%
250TIMOTHY PLAN8874322767,892$202,6350.03%
251UNITED PARCEL SERVICE INCUPS1,481$201,8880.03%
252HORIZON BANCORP INCHBNC12,937$201,1700.03%
253VANGUARD TAX-MANAGED FDS9219438583,794$200,3700.03%
254EATON VANCE SR INCOME TRETN11,962$73,9250.01%
255RELMADA THERAPEUTICS INCRLMD10,000$32,4000.00%
256INOTIV INCNOTV13,753$23,3800.00%
257LAZYDAYS HLDGS INC52110H10015,288$22,9320.00%
258ELI LILLY & COLLY14,200$20,0910.00%
259OCUPHIRE PHARMA INCIRD15,000$19,6500.00%
260ELI LILLY & COLLY1,000$2,0260.00%