13F HOLDINGS REPORT

Bedel Financial Consulting, Inc.

Quarter ended Q4 2024 · Filed February 6, 2025 · Accession 0001765380-25-000052

Total Value

$720.1M

Positions

270

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (270)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	ELI LILLY & CO	LLY	325,864	$274.4M	38.11%
2	DIMENSIONAL ETF TRUST	25434V203	1,312,892	$40.3M	5.60%
3	VANGUARD MUN BD FDS	922907746	639,565	$32.2M	4.47%
4	APPLE INC	AAPL	80,621	$18.7M	2.60%
5	DIMENSIONAL ETF TRUST	25434V302	564,450	$14.6M	2.03%
6	MICROSOFT CORP	MSFT	33,928	$14.0M	1.95%
7	ISHARES TR	464288885	120,012	$12.3M	1.71%
8	CAPITAL GROUP GROWTH ETF	14020G101	279,888	$11.1M	1.54%
9	SPDR S&P 500 ETF TR	SPY	18,246	$11.0M	1.53%
10	INNOVATOR ETFS TRUST	INHD	238,117	$8.9M	1.24%
11	BERKSHIRE HATHAWAY INC DEL	BRK-A	18,275	$8.7M	1.20%
12	JPMORGAN CHASE & CO.	VYLD	30,844	$8.3M	1.16%
13	SSGA ACTIVE ETF TR	78467V848	201,909	$8.0M	1.12%
14	ISHARES TR	464288307	92,209	$7.4M	1.02%
15	ISHARES TR	464287200	10,818	$6.6M	0.91%
16	ISHARES TR	464288406	72,096	$5.5M	0.77%
17	GLOBAL X FDS	37954Y376	226,252	$5.4M	0.75%
18	BERKSHIRE HATHAWAY INC DEL	BRK-A	7	$5.0M	0.69%
19	FIRST TR EXCHANGE-TRADED ALP	33737M300	53,636	$4.3M	0.60%
20	VANGUARD SCOTTSDALE FDS	92206C409	54,613	$4.3M	0.59%
21	AMERICAN CENTY ETF TR	025072794	61,190	$4.2M	0.59%
22	ISHARES TR	46434V266	121,152	$4.0M	0.56%
23	ALPHABET INC	GOOG	20,574	$3.9M	0.55%
24	PACER FDS TR	69374H881	67,705	$3.9M	0.55%
25	ISHARES TR	46432F339	19,537	$3.6M	0.50%
26	ISHARES TR	464287499	36,765	$3.4M	0.47%
27	VANGUARD INDEX FDS	922908769	11,276	$3.4M	0.47%
28	ALPHABET INC	GOOG	16,582	$3.2M	0.45%
29	ISHARES TR	464288208	40,210	$3.2M	0.44%
30	AMAZON COM INC	AMZN	13,356	$3.2M	0.44%
31	ISHARES TR	464287655	13,655	$3.1M	0.43%
32	DIMENSIONAL ETF TRUST	25434V807	83,230	$3.1M	0.43%
33	NVIDIA CORPORATION	NVDA	23,099	$2.9M	0.40%
34	ORACLE CORP	ORCL-PD	15,498	$2.7M	0.37%
35	WALMART INC	WMT	25,813	$2.6M	0.37%
36	PACER FDS TR	69374H857	57,663	$2.5M	0.35%
37	CUMMINS INC	CMI	6,579	$2.4M	0.34%
38	JANUS DETROIT STR TR	47103U886	49,619	$2.4M	0.34%
39	AMERICAN CENTY ETF TR	025072307	22,539	$2.4M	0.34%
40	ABBVIE INC	ABBV	12,477	$2.4M	0.33%
41	EXXON MOBIL CORP	XOM	21,683	$2.4M	0.33%
42	INNOVATOR ETFS TRUST	INHD	81,834	$2.3M	0.33%
43	JOHNSON & JOHNSON	JNJ	14,878	$2.3M	0.32%
44	HOME DEPOT INC	HD	5,419	$2.2M	0.31%
45	ISHARES TR	464287507	34,144	$2.2M	0.31%
46	META PLATFORMS INC	META	2,937	$2.1M	0.29%
47	PROCTER AND GAMBLE CO	742718109	12,224	$2.1M	0.29%
48	FIRST TR MID CAP CORE ALPHAD	33735B108	16,900	$2.0M	0.28%
49	ISHARES TR	464287465	24,781	$2.0M	0.28%
50	TIDAL ETF TR	886364835	59,205	$2.0M	0.27%
51	INTUITIVE SURGICAL INC	ISRG	3,252	$1.9M	0.27%
52	VANGUARD INDEX FDS	922908736	4,522	$1.9M	0.26%
53	CISCO SYS INC	CSCO	30,235	$1.9M	0.26%
54	PEPSICO INC	PEP	12,351	$1.8M	0.25%
55	APPLIED MATLS INC	038222105	9,727	$1.8M	0.24%
56	ISHARES TR	464287614	4,197	$1.7M	0.24%
57	DISNEY WALT CO	254687106	15,241	$1.7M	0.23%
58	MCDONALDS CORP	MCD	5,681	$1.6M	0.23%
59	VANGUARD INDEX FDS	922908363	2,952	$1.6M	0.23%
60	DIMENSIONAL ETF TRUST	25434V609	28,382	$1.6M	0.23%
61	INNOVATOR ETFS TRUST	INHD	40,138	$1.6M	0.22%
62	ISHARES TR	464288240	29,029	$1.6M	0.22%
63	TESLA INC	TSLA	4,179	$1.6M	0.22%
64	INNOVATOR ETFS TRUST	INHD	47,670	$1.6M	0.22%
65	ISHARES TR	464287473	10,874	$1.5M	0.20%
66	PIMCO ETF TR	72201R833	14,387	$1.4M	0.20%
67	AUTOMATIC DATA PROCESSING IN	ADP	4,650	$1.4M	0.20%
68	COCA COLA CO	KO	22,678	$1.4M	0.20%
69	LOWES COS INC	548661107	5,505	$1.4M	0.20%
70	AMERICAN EXPRESS CO	AXP	4,333	$1.4M	0.19%
71	SPDR SER TR	78468R853	29,500	$1.4M	0.19%
72	BOSTON SCIENTIFIC CORP	BSX	13,053	$1.4M	0.19%
73	SIMON PPTY GROUP INC NEW	828806109	7,618	$1.4M	0.19%
74	HONEYWELL INTL INC	438516106	6,092	$1.4M	0.19%
75	INNOVATOR ETFS TRUST	INHD	37,545	$1.3M	0.19%
76	OREILLY AUTOMOTIVE INC	67103H107	970	$1.3M	0.18%
77	CHEVRON CORP NEW	CVX	8,497	$1.3M	0.18%
78	T ROWE PRICE ETF INC	87283Q107	29,719	$1.3M	0.18%
79	FIRST TR EXCHANGE-TRADED FD	33733E302	4,875	$1.3M	0.18%
80	HUNTINGTON BANCSHARES INC	HBANP	75,952	$1.3M	0.18%
81	SPDR GOLD TR	GLD	4,859	$1.3M	0.18%
82	INNOVATOR ETFS TRUST	INHD	30,190	$1.3M	0.18%
83	COSTCO WHSL CORP NEW	22160K105	1,161	$1.2M	0.17%
84	FIDELITY WISE ORIGIN BITCOIN	FBTC	14,210	$1.2M	0.17%
85	J P MORGAN EXCHANGE TRADED F	46654Q724	18,805	$1.2M	0.16%
86	DIMENSIONAL ETF TRUST	25434V500	17,270	$1.2M	0.16%
87	EXLSERVICE HOLDINGS INC	EXLS	21,965	$1.1M	0.16%
88	VANGUARD STAR FDS	921909768	17,144	$1.1M	0.15%
89	VANGUARD INDEX FDS	922908744	5,735	$1.0M	0.14%
90	VISA INC	V	2,832	$989,532	0.14%
91	ISHARES TR	464287481	6,992	$958,743	0.13%
92	INNOVATOR ETFS TRUST	INHD	24,067	$956,904	0.13%
93	INNOVATOR ETFS TRUST	INHD	21,520	$924,930	0.13%
94	PFIZER INC	PFE	34,824	$920,756	0.13%
95	ILLINOIS TOOL WKS INC	452308109	3,521	$895,213	0.12%
96	INNOVATOR ETFS TRUST	INHD	23,250	$895,125	0.12%
97	ISHARES TR	464287598	4,404	$856,135	0.12%
98	VANGUARD INDEX FDS	922908553	9,199	$843,558	0.12%
99	VANGUARD INDEX FDS	922908751	3,354	$840,555	0.12%
100	SCHWAB STRATEGIC TR	808524102	35,649	$837,042	0.12%
101	NEXTERA ENERGY INC	NEE-PW	11,681	$808,342	0.11%
102	INTERNATIONAL BUSINESS MACHS	INTR	3,017	$794,279	0.11%
103	PALANTIR TECHNOLOGIES INC	PLTR	7,828	$793,446	0.11%
104	FIRST FINL BANCORP OH	320209109	27,412	$789,466	0.11%
105	ISHARES TR	464287648	2,595	$781,640	0.11%
106	ISHARES TR	464287671	5,379	$773,877	0.11%
107	INVESCO EXCH TRADED FD TR II	IVZ	10,676	$768,764	0.11%
108	CINTAS CORP	CTAS	3,812	$768,499	0.11%
109	BROADCOM INC	AVGO	3,254	$754,952	0.10%
110	ISHARES TR	464287630	4,360	$737,433	0.10%
111	ISHARES TR	464287804	6,114	$729,025	0.10%
112	PHILIP MORRIS INTL INC	718172109	5,560	$728,249	0.10%
113	SCHWAB STRATEGIC TR	808524201	30,222	$724,119	0.10%
114	RTX CORPORATION	RTX	5,519	$712,834	0.10%
115	WELLS FARGO CO NEW	949746101	8,897	$712,216	0.10%
116	INTEL CORP	INTC	36,005	$707,491	0.10%
117	ALTRIA GROUP INC	MO	13,453	$707,336	0.10%
118	STARBUCKS CORP	SBUX	6,214	$697,535	0.10%
119	STRYKER CORPORATION	SYK	1,711	$683,019	0.09%
120	CATERPILLAR INC	CAT	1,900	$681,933	0.09%
121	INNOVATOR ETFS TRUST	INHD	17,920	$666,982	0.09%
122	PIMCO ETF TR	72201R866	12,748	$664,553	0.09%
123	US BANCORP DEL	USB-PS	13,994	$663,019	0.09%
124	PIMCO ETF TR	72201R874	13,184	$659,727	0.09%
125	ISHARES TR	464287168	4,851	$653,137	0.09%
126	VANGUARD INDEX FDS	922908611	3,163	$648,698	0.09%
127	ADOBE INC	ADBE	1,468	$642,222	0.09%
128	ELEVANCE HEALTH INC	ELV	1,596	$641,847	0.09%
129	BANK AMERICA CORP	060505104	13,458	$634,022	0.09%
130	QUALCOMM INC	QCOM	3,414	$600,314	0.08%
131	KIMBERLY-CLARK CORP	KMB	4,529	$585,373	0.08%
132	SCHWAB STRATEGIC TR	808524797	20,908	$584,391	0.08%
133	CSX CORP	CSX	17,730	$582,962	0.08%
134	MERCK & CO INC	MRK	6,473	$580,414	0.08%
135	UNITEDHEALTH GROUP INC	UNH	1,065	$574,898	0.08%
136	GENERAL DYNAMICS CORP	GD	2,194	$567,292	0.08%
137	VANGUARD INTL EQUITY INDEX F	922042858	12,430	$555,014	0.08%
138	VANGUARD SPECIALIZED FUNDS	921908844	2,701	$550,754	0.08%
139	MPLX LP	MPLXP	10,182	$547,973	0.08%
140	VANGUARD TAX-MANAGED FDS	921943858	10,760	$542,321	0.08%
141	MASTERCARD INCORPORATED	MA	945	$534,938	0.07%
142	INVESCO EXCHANGE TRADED FD T	IVZ	8,832	$532,128	0.07%
143	INNOVATOR ETFS TRUST	INHD	14,508	$527,801	0.07%
144	NIKE INC	NKE	7,027	$524,039	0.07%
145	3M CO	MMM	3,431	$523,052	0.07%
146	INNOVATOR ETFS TRUST	INHD	14,593	$521,846	0.07%
147	VANGUARD WORLD FD	92204A702	828	$517,554	0.07%
148	SELECT SECTOR SPDR TR	81369Y605	9,974	$515,434	0.07%
149	RESMED INC	RSMDF	2,100	$509,418	0.07%
150	DIMENSIONAL ETF TRUST	25434V781	17,797	$492,977	0.07%
151	BALL CORP	BALL	9,600	$491,424	0.07%
152	ISHARES TR	464287887	3,446	$490,297	0.07%
153	NOVARTIS AG	NVSEF	4,445	$488,140	0.07%
154	ACCENTURE PLC IRELAND	ACN	1,178	$469,139	0.07%
155	AMGEN INC	AMGN	1,517	$466,948	0.06%
156	EATON CORP PLC	ETN	1,470	$463,418	0.06%
157	NETFLIX INC	NFLX	457	$462,077	0.06%
158	DUKE ENERGY CORP NEW	DUKB	4,022	$457,953	0.06%
159	DANAHER CORPORATION	235851102	2,111	$447,863	0.06%
160	ELI LILLY & CO	LLY	11,800	$444,174	0.06%
161	INNOVATOR ETFS TRUST	INHD	12,989	$442,717	0.06%
162	DUPONT DE NEMOURS INC	DD	5,720	$441,046	0.06%
163	ONEOK INC NEW	OKE	4,366	$427,485	0.06%
164	MATTHEWS ASIA FDS	577125818	14,436	$426,344	0.06%
165	MORGAN STANLEY	MS-PQ	3,056	$424,558	0.06%
166	KROGER CO	KR	6,489	$424,510	0.06%
167	SHOPIFY INC	SHOP	3,463	$421,551	0.06%
168	TAIWAN SEMICONDUCTOR MFG LTD	874039100	2,009	$419,016	0.06%
169	UNION PAC CORP	UNP	1,700	$415,511	0.06%
170	SALESFORCE INC	CRM	1,183	$411,663	0.06%
171	AT&T INC	T-PC	16,335	$399,713	0.06%
172	NEW JERSEY RES CORP	NJR	8,452	$397,054	0.06%
173	INVESCO EXCHANGE TRADED FD T	IVZ	2,187	$396,536	0.06%
174	LAKELAND FINL CORP	511656100	5,800	$395,212	0.05%
175	THE TRADE DESK INC	88339J105	3,449	$394,359	0.05%
176	SCHWAB STRATEGIC TR	808524607	14,607	$393,517	0.05%
177	SPDR S&P MIDCAP 400 ETF TR	MDY	657	$389,627	0.05%
178	TJX COS INC NEW	872540109	3,104	$389,590	0.05%
179	COOPER COS INC	216648501	4,000	$386,680	0.05%
180	INNOVATOR ETFS TRUST	INHD	10,960	$385,465	0.05%
181	INTERCONTINENTAL EXCHANGE IN	45866F104	2,394	$384,716	0.05%
182	AMERICAN ELEC PWR CO INC	025537101	3,867	$384,341	0.05%
183	ENERGY TRANSFER L P	ET-PI	18,433	$383,228	0.05%
184	LYONDELLBASELL INDUSTRIES N	LYB	4,925	$379,152	0.05%
185	ISHARES TR	464287663	3,976	$379,112	0.05%
186	UNILEVER PLC	UNLYF	6,490	$378,043	0.05%
187	VANGUARD INTL EQUITY INDEX F	922042775	6,277	$375,848	0.05%
188	INNOVATOR ETFS TRUST	INHD	9,420	$372,637	0.05%
189	INNOVATOR ETFS TRUST	INHD	9,074	$369,743	0.05%
190	INNOVATOR ETFS TRUST	INHD	7,384	$361,447	0.05%
191	VANGUARD SCOTTSDALE FDS	92206C870	4,383	$355,187	0.05%
192	CONOCOPHILLIPS	COP	3,542	$354,944	0.05%
193	HASHICORP INC	418100103	10,360	$353,483	0.05%
194	ISHARES TR	46434V621	5,521	$352,240	0.05%
195	ISHARES TR	464287234	8,153	$351,083	0.05%
196	DISCOVER FINL SVCS	254709108	1,719	$346,802	0.05%
197	GRAINGER W W INC	384802104	331	$345,207	0.05%
198	CLOROX CO DEL	CLX	2,363	$344,939	0.05%
199	SOUTHERN CO	SOMN	4,080	$342,148	0.05%
200	BRISTOL-MYERS SQUIBB CO	CELG-RI	5,690	$339,723	0.05%
201	VANGUARD BD INDEX FDS	921937819	4,463	$336,718	0.05%
202	CONSTELLATION ENERGY CORP	CEG	1,048	$328,894	0.05%
203	PINNACLE WEST CAP CORP	PNW	3,690	$325,790	0.05%
204	EMERSON ELEC CO	EMR	2,570	$320,691	0.04%
205	ADVANCED MICRO DEVICES INC	AMD	2,798	$313,404	0.04%
206	THOR INDS INC	885160101	3,062	$313,120	0.04%
207	NISOURCE INC	NI	8,151	$310,622	0.04%
208	FIRSTENERGY CORP	FE	7,631	$306,932	0.04%
209	INNOVATOR ETFS TRUST	INHD	7,816	$305,996	0.04%
210	ISHARES TR	464287622	917	$305,746	0.04%
211	GE AEROSPACE	369604301	1,494	$305,655	0.04%
212	T-MOBILE US INC	TMUSZ	1,200	$290,885	0.04%
213	FEDEX CORP	FDX	1,149	$290,011	0.04%
214	DEERE & CO	DE	613	$286,722	0.04%
215	GSK PLC	GLAXF	7,562	$285,087	0.04%
216	ABBOTT LABS	ABLZF	2,145	$283,233	0.04%
217	INVESCO QQQ TR	IVZ	529	$278,853	0.04%
218	VERIZON COMMUNICATIONS INC	VZ	6,912	$277,386	0.04%
219	STEEL DYNAMICS INC	STLD	2,139	$276,829	0.04%
220	PIMCO ETF TR	72201R718	2,841	$270,946	0.04%
221	ALLSTATE CORP	ALL-PJ	1,362	$262,905	0.04%
222	VANGUARD INTL EQUITY INDEX F	922042742	2,140	$260,823	0.04%
223	MONDELEZ INTL INC	609207105	4,504	$258,689	0.04%
224	SCHWAB STRATEGIC TR	808524649	9,948	$256,452	0.04%
225	CONAGRA BRANDS INC	CAG	9,983	$250,673	0.03%
226	WATERS CORP	941848103	600	$248,454	0.03%
227	DIMENSIONAL ETF TRUST	25434V765	9,147	$244,321	0.03%
228	IRON MTN INC DEL	46284V101	2,337	$242,877	0.03%
229	CORTEVA INC	CTVA	3,793	$242,089	0.03%
230	TARGET CORP	TGT	1,789	$241,938	0.03%
231	GOLDMAN SACHS GROUP INC	GSCE	373	$240,753	0.03%
232	INNOVATOR ETFS TRUST	INHD	5,249	$239,984	0.03%
233	INNOVATOR ETFS TRUST	INHD	6,294	$239,927	0.03%
234	WEYERHAEUSER CO MTN BE	WY	7,901	$239,728	0.03%
235	ISHARES TR	464287176	2,195	$239,045	0.03%
236	WATSCO INC	WSO-B	500	$237,015	0.03%
237	ISHARES TR	464287879	2,122	$234,651	0.03%
238	INNOVATOR ETFS TRUST	INHD	5,908	$231,180	0.03%
239	TRACTOR SUPPLY CO	TSCO	4,309	$230,995	0.03%
240	ISHARES TR	464288810	3,534	$230,028	0.03%
241	ENBRIDGE INC	ENNPF	5,191	$228,041	0.03%
242	PROLOGIS INC.	PLDGP	1,914	$227,308	0.03%
243	VANGUARD INTL EQUITY INDEX F	922042718	1,943	$226,679	0.03%
244	VALERO ENERGY CORP	VLO	1,601	$225,005	0.03%
245	HORIZON BANCORP INC	HBNC	12,937	$222,387	0.03%
246	CAMPING WORLD HLDGS INC	CWH	9,710	$222,359	0.03%
247	TIMOTHY PLAN	887432334	8,015	$221,692	0.03%
248	SELECT SECTOR SPDR TR	81369Y407	956	$219,087	0.03%
249	PRUDENTIAL FINL INC	PUKPF	1,907	$217,485	0.03%
250	CARDINAL HEALTH INC	CAH	1,683	$214,498	0.03%
251	ISHARES TR	46435U168	9,198	$213,348	0.03%
252	DOW INC	DOW	5,602	$212,600	0.03%
253	PIMCO DYNAMIC INCOME FD	72201Y101	10,812	$211,375	0.03%
254	NORTHERN LTS FD TR IV	NTRSO	5,086	$210,103	0.03%
255	BLACKROCK INC	BLK	206	$208,997	0.03%
256	THE CAMPBELLS COMPANY	CPB	5,560	$207,332	0.03%
257	INNOVATOR ETFS TRUST	INHD	6,017	$205,210	0.03%
258	CHUBB LIMITED	CB	750	$204,600	0.03%
259	AXON ENTERPRISE INC	AXON	300	$204,156	0.03%
260	EVERGY INC	EVRG	3,121	$202,801	0.03%
261	MATERION CORP	MTRN	2,000	$201,360	0.03%
262	COMCAST CORP NEW	CCZ	5,903	$200,346	0.03%
263	FORD MTR CO	345370860	16,190	$162,066	0.02%
264	ELI LILLY & CO	LLY	3,000	$137,421	0.02%
265	ELI LILLY & CO	LLY	2,200	$84,278	0.01%
266	EATON VANCE SR INCOME TR	ETN	11,962	$74,882	0.01%
267	INOTIV INC	NOTV	13,753	$57,488	0.01%
268	OPUS GENETICS INC	IRD	15,000	$18,150	0.00%
269	ELI LILLY & CO	LLY	400	$15,220	0.00%
270	RELMADA THERAPEUTICS INC	RLMD	10,000	$3,800	0.00%