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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 Q2 2025 · Filed August 12, 2025 · Accession 0001765380-25-000339

Total Value
$733.2M
Positions
277
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (277)

#IssuerTicker / CUSIPSharesValue% of Filing
1ELI LILLY & COLLY328,690$256.2M34.95%
2DIMENSIONAL ETF TRUST25434V2031,404,967$48.6M6.62%
3VANGUARD MUN BD FDS922907746646,226$31.7M4.32%
4DIMENSIONAL ETF TRUST25434V302583,847$16.9M2.31%
5MICROSOFT CORPMSFT33,452$16.6M2.27%
6APPLE INCAAPL80,249$16.5M2.25%
7ISHARES TR464288885120,993$13.6M1.85%
8ISHARES TR464288307151,145$12.1M1.65%
9SPDR S&P 500 ETF TRSPY19,488$12.0M1.64%
10CAPITAL GROUP GROWTH ETF14020G101278,912$11.3M1.55%
11JPMORGAN CHASE & CO.VYLD30,980$9.0M1.23%
12BERKSHIRE HATHAWAY INC DELBRK-A18,465$9.0M1.22%
13INNOVATOR ETFS TRUSTINHD237,717$8.9M1.21%
14SSGA ACTIVE ETF TR78467V848215,515$8.6M1.18%
15ISHARES TR46428720010,915$6.8M0.92%
16ISHARES TR46428840675,666$5.7M0.78%
17FIRST TR EXCHANGE-TRADED ALP33737M30071,129$5.7M0.77%
18GLOBAL X FDS37954Y376226,094$5.2M0.70%
19BERKSHIRE HATHAWAY INC DELBRK-A7$5.1M0.70%
20AMERICAN CENTY ETF TR02507279472,790$5.1M0.69%
21ISHARES TR46434V266123,178$4.8M0.65%
22PACER FDS TR69374H88180,327$4.4M0.60%
23VANGUARD SCOTTSDALE FDS92206C40955,405$4.4M0.60%
24ISHARES TR46428820847,512$3.8M0.52%
25ALPHABET INCGOOG21,082$3.7M0.51%
26NVIDIA CORPORATIONNVDA23,186$3.7M0.50%
27DIMENSIONAL ETF TRUST25434V80785,441$3.7M0.50%
28ISHARES TR46432F33919,172$3.5M0.48%
29ORACLE CORPORCL-PD15,498$3.4M0.46%
30ISHARES TR46428749935,209$3.2M0.44%
31VANGUARD INDEX FDS92290876910,624$3.2M0.44%
32AMAZON COM INCAMZN13,957$3.1M0.42%
33ALPHABET INCGOOG16,605$2.9M0.40%
34DIMENSIONAL ETF TRUST25434V60950,235$2.7M0.37%
35AMERICAN CENTY ETF TR02507230724,485$2.7M0.36%
36INNOVATOR ETFS TRUSTINHD81,834$2.6M0.36%
37ISHARES TR46428765512,027$2.6M0.35%
38JANUS DETROIT STR TR47103U88652,280$2.6M0.35%
39WALMART INCWMT25,865$2.5M0.34%
40CUMMINS INCCMI7,158$2.3M0.32%
41ABBVIE INCABBV12,567$2.3M0.32%
42EXXON MOBIL CORPXOM21,554$2.3M0.32%
43ISHARES TR46428746524,936$2.2M0.30%
44VANGUARD INDEX FDS9229083633,877$2.2M0.30%
45META PLATFORMS INCMETA2,922$2.2M0.29%
46JOHNSON & JOHNSONJNJ13,878$2.1M0.29%
47ISHARES TR46428750734,007$2.1M0.29%
48TIDAL TRUST I88636483562,139$2.1M0.29%
49CISCO SYS INCCSCO29,990$2.1M0.28%
50VANGUARD WELLINGTON FD92193587020,540$2.1M0.28%
51HOME DEPOT INCHD5,537$2.0M0.28%
52VANGUARD INDEX FDS9229087364,574$2.0M0.27%
53MCDONALDS CORPMCD6,672$1.9M0.27%
54FIRST TR EXCHANGE-TRADED ALP33735B10816,900$1.9M0.26%
55PROCTER AND GAMBLE CO74271810911,692$1.9M0.25%
56ISHARES TR4642876144,305$1.8M0.25%
57ISHARES TR46428824029,203$1.8M0.24%
58DISNEY WALT CO25468710614,140$1.8M0.24%
59INTUITIVE SURGICAL INCISRG3,216$1.7M0.24%
60APPLIED MATLS INC0382221059,276$1.7M0.23%
61INNOVATOR ETFS TRUSTINHD40,086$1.7M0.23%
62PEPSICO INCPEP12,251$1.6M0.22%
63COCA COLA COKO22,672$1.6M0.22%
64PACER FDS TR69374H85739,302$1.6M0.21%
65SPDR SERIES TRUST78468R85335,152$1.5M0.20%
66SPDR GOLD TRGLD4,859$1.5M0.20%
67ISHARES TR46428747311,007$1.5M0.20%
68INNOVATOR ETFS TRUSTINHD42,865$1.5M0.20%
69AUTOMATIC DATA PROCESSING INADP4,670$1.4M0.20%
70T ROWE PRICE ETF INC87283Q10731,295$1.4M0.19%
71HONEYWELL INTL INC4385161066,092$1.4M0.19%
72BOSTON SCIENTIFIC CORPBSX13,053$1.4M0.19%
73PIMCO ETF TR72201R83313,887$1.4M0.19%
74FIDELITY WISE ORIGIN BITCOINFBTC14,736$1.4M0.19%
75AMERICAN EXPRESS COAXP4,340$1.4M0.19%
76INNOVATOR ETFS TRUSTINHD37,124$1.4M0.19%
77FIRST TR EXCHANGE-TRADED FD33733E3024,875$1.3M0.18%
78OREILLY AUTOMOTIVE INC67103H10714,550$1.3M0.18%
79HUNTINGTON BANCSHARES INCHBANP76,444$1.3M0.17%
80LOWES COS INC5486611075,549$1.2M0.17%
81VANGUARD STAR FDS92190976817,668$1.2M0.17%
82CHEVRON CORP NEWCVX8,520$1.2M0.17%
83SIMON PPTY GROUP INC NEW8288061097,558$1.2M0.17%
84INNOVATOR ETFS TRUSTINHD27,641$1.2M0.17%
85J P MORGAN EXCHANGE TRADED F46654Q72419,063$1.2M0.16%
86TESLA INCTSLA3,593$1.1M0.16%
87DIMENSIONAL ETF TRUST25434V50017,456$1.1M0.15%
88COSTCO WHSL CORP NEW22160K1051,100$1.1M0.15%
89PALANTIR TECHNOLOGIES INCPLTR7,777$1.1M0.14%
90VISA INCV2,901$1.0M0.14%
91PHILIP MORRIS INTL INC7181721095,560$1.0M0.14%
92ISHARES TR4642874817,197$998,0800.14%
93VANGUARD INDEX FDS9229087445,646$997,8890.14%
94INNOVATOR ETFS TRUSTINHD24,067$984,1000.13%
95EXLSERVICE HOLDINGS INCEXLS21,965$961,8470.13%
96VANGUARD INDEX FDS9229087513,933$932,1540.13%
97INNOVATOR ETFS TRUSTINHD20,926$921,7900.13%
98INNOVATOR ETFS TRUSTINHD23,250$918,8400.13%
99BROADCOM INCAVGO3,307$911,6650.12%
100INTERNATIONAL BUSINESS MACHSINTR3,021$890,4090.12%
101PFIZER INCPFE36,469$884,0100.12%
102ISHARES TR4642875984,503$874,5280.12%
103SCHWAB STRATEGIC TR80852410235,738$851,6330.12%
104CINTAS CORPCTAS3,812$849,5800.12%
105VANGUARD INDEX FDS9229085539,262$824,8590.11%
106NEXTERA ENERGY INCNEE-PW11,681$810,9120.11%
107ISHARES TR4642876715,379$809,0020.11%
108RTX CORPORATIONRTX5,519$805,8840.11%
109ELEVANCE HEALTH INCELV2,031$789,9780.11%
110INVESCO EXCH TRADED FD TR IIIVZ10,681$777,7960.11%
111CATERPILLAR INCCAT1,923$746,6010.10%
112ISHARES TR4642876482,602$743,8080.10%
113ISHARES TR46436E52831,575$733,4820.10%
114SCHWAB STRATEGIC TR80852420129,770$727,5790.10%
115VANGUARD TAX-MANAGED FDS92194385812,628$719,9060.10%
116ISHARES TR46435U16830,886$718,2630.10%
117ISHARES TR4642876304,534$715,2860.10%
118ILLINOIS TOOL WKS INC4523081092,881$712,3620.10%
119WELLS FARGO CO NEW9497461018,434$675,7420.09%
120INNOVATOR ETFS TRUSTINHD17,736$674,1450.09%
121STRYKER CORPORATIONSYK1,683$666,0200.09%
122FIRST FINL BANCORP OH32020910927,412$665,0150.09%
123PIMCO ETF TR72201R86612,943$664,7520.09%
124PIMCO ETF TR72201R87413,184$661,4410.09%
125INTEL CORPINTC28,964$648,7860.09%
126ISHARES TR4642871684,851$644,3080.09%
127BANK AMERICA CORP06050510413,607$643,8620.09%
128VANGUARD INDEX FDS9229086113,293$642,2310.09%
129GENERAL DYNAMICS CORPGD2,196$640,5760.09%
130VANGUARD SPECIALIZED FUNDS9219088443,068$627,8690.09%
131NETFLIX INCNFLX456$610,6430.08%
132DIMENSIONAL ETF TRUST25434V78118,446$607,0580.08%
133US BANCORP DELUSB-PS13,319$602,6690.08%
134VANGUARD WORLD FD92204A702895$593,9670.08%
135INVESCO EXCHANGE TRADED FD TIVZ3,268$593,9150.08%
136VANGUARD INTL EQUITY INDEX F92204285811,946$590,8590.08%
137STARBUCKS CORPSBUX6,390$585,5150.08%
138KIMBERLY-CLARK CORPKMB4,529$583,8790.08%
139CSX CORPCSX17,730$578,5300.08%
140ADOBE INCADBE1,466$566,9730.08%
141ALTRIA GROUP INCMO9,600$562,8620.08%
142EATON CORP PLCETN1,542$550,5470.08%
143INVESCO EXCHANGE TRADED FD TIVZ8,832$548,8200.07%
144INNOVATOR ETFS TRUSTINHD14,508$548,2310.07%
145QUALCOMM INCQCOM3,420$544,7200.07%
146VANGUARD INDEX FDS9229086291,944$543,9900.07%
147SCHWAB STRATEGIC TR80852479720,510$543,5210.07%
148RESMED INCRSMDF2,100$541,8000.07%
149BALL CORPBALL9,600$538,4640.07%
150NOVARTIS AGNVSEF4,445$537,9280.07%
151INNOVATOR ETFS TRUSTINHD14,593$537,8260.07%
152MPLX LPMPLXP10,319$531,5560.07%
153SELECT SECTOR SPDR TR81369Y6059,974$522,3520.07%
1543M COMMM3,410$519,1440.07%
155MERCK & CO INCMRK6,442$509,9520.07%
156ELI LILLY & COLLY11,800$504,5540.07%
157MASTERCARD INCORPORATEDMA895$503,1870.07%
158NIKE INCNKE6,956$494,1800.07%
159AT&T INCT-PC16,424$475,3170.06%
160DUKE ENERGY CORP NEWDUKB4,022$474,6040.06%
161MATTHEWS ASIA FDS57712581814,436$469,2080.06%
162TAIWAN SEMICONDUCTOR MFG LTD8740391002,068$468,3500.06%
163KROGER COKR6,486$465,2410.06%
164ISHARES TR4642878873,446$458,4560.06%
165INTERCONTINENTAL EXCHANGE IN45866F1042,427$445,2820.06%
166AMGEN INCAMGN1,589$443,6650.06%
167TJX COS INC NEW8725401093,548$438,1560.06%
168CAPITAL ONE FINL CORP14040H1052,035$432,8670.06%
169MORGAN STANLEYMS-PQ3,057$430,6670.06%
170VANGUARD INTL EQUITY INDEX F9220427756,296$423,1960.06%
171ADVANCED MICRO DEVICES INCAMD2,954$419,1730.06%
172DANAHER CORPORATION2358511022,106$416,0750.06%
173GE AEROSPACE3696043011,595$410,4140.06%
174INNOVATOR ETFS TRUSTINHD10,960$403,2180.05%
175INVESCO EXCHANGE TRADED FD TIVZ5,634$401,4790.05%
176AMERICAN ELEC PWR CO INC0255371013,867$401,2400.05%
177SHOPIFY INCSHOP3,463$399,4570.05%
178NEW JERSEY RES CORPNJR8,880$398,0050.05%
179UNILEVER PLCUNLYF6,490$396,9930.05%
180UNION PAC CORPUNP1,715$394,4930.05%
181DUPONT DE NEMOURS INCDD5,744$393,9840.05%
182ISHARES TR4642872348,153$393,3180.05%
183ISHARES TR4642878043,562$389,2500.05%
184SPDR S&P MIDCAP 400 ETF TRMDY687$389,1720.05%
185INNOVATOR ETFS TRUSTINHD9,074$383,1950.05%
186INVESCO QQQ TRIVZ687$379,2240.05%
187ISHARES TR4642876633,976$376,2490.05%
188SOUTHERN COSOMN4,080$374,6200.05%
189INNOVATOR ETFS TRUSTINHD9,221$373,0110.05%
190SCHWAB STRATEGIC TR80852460714,626$370,0260.05%
191SALESFORCE INCCRM1,354$369,3080.05%
192VANGUARD SCOTTSDALE FDS92206C8704,435$367,7540.05%
193CONSTELLATION ENERGY CORPCEG1,120$361,5980.05%
194INNOVATOR ETFS TRUSTINHD10,348$357,4170.05%
195ONEOK INC NEWOKE4,378$357,4160.05%
196LAKELAND FINL CORP5116561005,800$356,4100.05%
197ACCENTURE PLC IRELANDACN1,190$355,6790.05%
198VANGUARD BD INDEX FDS9219378194,502$348,2140.05%
199GRAINGER W W INC384802104331$344,3190.05%
200EMERSON ELEC COEMR2,570$342,7200.05%
201FIRSTENERGY CORPFE8,397$338,0620.05%
202ENERGY TRANSFER L PET-PI18,569$336,6480.05%
203UNITEDHEALTH GROUP INCUNH1,072$334,5240.05%
204PINNACLE WEST CAP CORPPNW3,690$330,1440.05%
205NISOURCE INCNI8,151$328,7980.04%
206INNOVATOR ETFS TRUSTINHD6,420$322,4420.04%
207ISHARES TR46436E7183,195$321,7050.04%
208CONOCOPHILLIPSCOP3,542$317,8590.04%
209DEERE & CODE623$317,0360.04%
210ISHARES TR464287622917$311,3860.04%
211ISHARES TR46434V6214,862$310,8760.04%
212MONDELEZ INTL INC6092071054,505$303,8430.04%
213VERIZON COMMUNICATIONS INCVZ6,994$302,6390.04%
214INNOVATOR ETFS TRUSTINHD7,466$302,0740.04%
215ALLSTATE CORPALL-PJ1,498$301,5370.04%
216THE TRADE DESK INC88339J1054,159$299,4060.04%
217GSK PLCGLAXF7,562$290,3810.04%
218LYONDELLBASELL INDUSTRIES NLYB4,977$287,9790.04%
219T-MOBILE US INCTMUSZ1,203$286,5130.04%
220ABBOTT LABSABLZF2,098$285,3560.04%
221COOPER COS INC2166485014,000$284,6400.04%
222CORTEVA INCCTVA3,816$284,4120.04%
223CLOROX CO DELCLX2,366$284,1300.04%
224CARDINAL HEALTH INCCAH1,683$282,7440.04%
225GOLDMAN SACHS GROUP INCGSCE397$281,1160.04%
226VANGUARD INTL EQUITY INDEX F9220427422,140$275,0330.04%
227STEEL DYNAMICS INCSTLD2,139$273,8130.04%
228PIMCO ETF TR72201R7182,841$272,2530.04%
229THOR INDS INC8851601013,062$271,9360.04%
230DIMENSIONAL ETF TRUST25434V7659,172$270,4690.04%
231BRISTOL-MYERS SQUIBB COCELG-RI5,830$269,8600.04%
232FEDEX CORPFDX1,174$266,8230.04%
233SCHWAB STRATEGIC TR80852464910,513$264,7170.04%
234VANGUARD INTL EQUITY INDEX F9220427181,952$262,3580.04%
235CALAMOS ETF TR12811T7129,510$251,9300.03%
236AXON ENTERPRISE INCAXON301$249,2100.03%
237INVESCO EXCHANGE TRADED FD TIVZ2,535$249,0380.03%
238ISHARES TR4642871762,225$244,8490.03%
239TIMOTHY PLAN8874323347,528$243,1080.03%
240CONAGRA BRANDS INCCAG11,866$242,8970.03%
241IRON MTN INC DEL46284V1012,352$241,2910.03%
242NORTHERN LTS FD TR IVNTRSO6,985$239,3760.03%
243INNOVATOR ETFS TRUSTINHD5,908$236,3790.03%
244ISHARES GOLD TRIAU3,786$236,0950.03%
245ENBRIDGE INCENNPF5,191$235,2560.03%
246TRACTOR SUPPLY COTSCO4,335$228,7360.03%
247FIRST TR EXCHANGE TRADED FD33738R5063,575$224,2960.03%
248CHUBB LIMITEDCB773$223,9540.03%
249VANGUARD INTL EQUITY INDEX F9220428742,877$222,9920.03%
250ISHARES TR4642888103,534$221,3700.03%
251WATSCO INCWSO-B500$220,8100.03%
252J P MORGAN EXCHANGE TRADED F46641Q3243,026$216,3890.03%
253BLACKROCK INCBLK206$216,2240.03%
254VALERO ENERGY CORPVLO1,601$215,2060.03%
255INNOVATOR ETFS TRUSTINHD4,568$214,6960.03%
256BOEING COBA-PA1,022$214,0910.03%
257ISHARES TR46432F8342,767$213,9250.03%
258COMCAST CORP NEWCCZ5,978$213,3650.03%
259PRUDENTIAL FINL INCPUKPF1,968$211,4550.03%
260ISHARES TR4642878792,122$211,1180.03%
261NORTHERN LTS FD TR IVNTRSO5,102$210,8660.03%
262TIMOTHY PLAN8874322768,368$210,6010.03%
263EVERGY INCEVRG3,046$209,9920.03%
264WATERS CORP941848103600$209,4240.03%
265NORTHERN LTS FD TR IVNTRSO8,720$209,3670.03%
266SELECT SECTOR SPDR TR81369Y407956$207,7670.03%
267DIMENSIONAL ETF TRUST25434V8315,663$201,3710.03%
268PROLOGIS INC.PLDGP1,915$201,3390.03%
269HORIZON BANCORP INCHBNC12,937$198,9710.03%
270ELI LILLY & COLLY3,000$179,8000.02%
271FORD MTR CO34537086016,123$174,9330.02%
272ELI LILLY & COLLY2,200$112,6840.02%
273EATON VANCE SR INCOME TRETN11,962$68,0640.01%
274INOTIV INCNOTV13,753$25,0300.00%
275ELI LILLY & COLLY400$16,9800.00%
276OPUS GENETICS INCIRD15,000$14,1320.00%
277RELMADA THERAPEUTICS INCRLMD10,000$6,0030.00%