Bedel Financial Consulting, Inc. Q4 2023 Filing
Filed February 8, 2024
Portfolio Value
$545K
Holdings
244
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (244 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | HBANHUNTINGTON BANCSHARES INC | 68,436 | $0 | 0.00% | |
| 2 | AVGOBROADCOM INC | 323 | $0 | 0.00% | |
| 3 | KRKROGER CO | 6,486 | $0 | 0.00% | |
| 4 | DUKDUKE ENERGY CORP NEW | 3,931 | $0 | 0.00% | |
| 5 | PFEPFIZER INC | 27,874 | $0 | 0.00% | |
| 6 | NVSNNOVARTIS AG | 4,445 | $0 | 0.00% | |
| 7 | DWDMORGAN STANLEY | 3,375 | $0 | 0.00% | |
| 8 | CMCSACOMCAST CORP NEW | 5,746 | $0 | 0.00% | |
| 9 | AMZNAMAZON COM INC | 12,497 | $0 | 0.00% | |
| 10 | VVISA INC | 2,575 | $0 | 0.00% | |
| 11 | NADNUVEEN QUALITY MUNCP INCOME | 14,895 | $0 | 0.00% | |
| 12 | COWZPACER FDS TR | 46,546 | $0 | 0.00% | |
| 13 | TTDTHE TRADE DESK INC | 2,929 | $0 | 0.00% | |
| 14 | HBNCHORIZON BANCORP INC | 12,937 | $0 | 0.00% | |
| 15 | SCHBSCHWAB STRATEGIC TR | 11,829 | $0 | 0.00% | |
| 16 | METAMETA PLATFORMS INC | 2,874 | $0 | 0.00% | |
| 17 | CAGCONAGRA BRANDS INC | 10,005 | $0 | 0.00% | |
| 18 | TSLATESLA INC | 3,992 | $0 | 0.00% | |
| 19 | SMMUPIMCO ETF TR | 13,184 | $0 | 0.00% | |
| 20 | VIGVANGUARD SPECIALIZED FUNDS | 2,303 | $0 | 0.00% | |
| 21 | PLDPROLOGIS INC. | 1,951 | $0 | 0.00% | |
| 22 | PJULINNOVATOR ETFS TR | 13,094 | $0 | 0.00% | |
| 23 | ISRGINTUITIVE SURGICAL INC | 3,444 | $0 | 0.00% | |
| 24 | PSEPINNOVATOR ETFS TR | 24,899 | $0 | 0.00% | |
| 25 | PNOVINNOVATOR ETFS TR | 23,250 | $0 | 0.00% | |
| 26 | CWHCAMPING WORLD HLDGS INC | 9,710 | $0 | 0.00% | |
| 27 | GDGENERAL DYNAMICS CORP | 2,217 | $0 | 0.00% | |
| 28 | BOCTINNOVATOR ETFS TR | 16,461 | $0 | 0.00% | |
| 29 | CGGRCAPITAL GROUP GROWTH ETF | 270,062 | $0 | 0.00% | |
| 30 | ACWXISHARES TR | 25,136 | $0 | 0.00% | |
| 31 | MTRNMATERION CORP | 2,000 | $0 | 0.00% | |
| 32 | DFIVDIMENSIONAL ETF TRUST | 81,000 | $0 | 0.00% | |
| 33 | TMUST-MOBILE US INC | 1,365 | $0 | 0.00% | |
| 34 | LLYELI LILLY & CO | 345,713 | $0 | 0.00% | Put |
| 35 | MUNIPIMCO ETF TR | 12,748 | $0 | 0.00% | |
| 36 | CPBCAMPBELL SOUP CO | 5,560 | $0 | 0.00% | |
| 37 | VSSVANGUARD INTL EQUITY INDEX F | 1,889 | $0 | 0.00% | |
| 38 | NFLXNETFLIX INC | 460 | $0 | 0.00% | |
| 39 | ITWILLINOIS TOOL WKS INC | 4,142 | $0 | 0.00% | |
| 40 | CVXCHEVRON CORP NEW | 8,246 | $0 | 0.00% | |
| 41 | UJANINNOVATOR ETFS TR | 9,708 | $0 | 0.00% | |
| 42 | THOTHOR INDS INC | 3,062 | $0 | 0.00% | |
| 43 | NDQINVESCO QQQ TR | 514 | $0 | 0.00% | |
| 44 | DFATDIMENSIONAL ETF TRUST | 22,025 | $0 | 0.00% | |
| 45 | DISVDIMENSIONAL ETF TRUST | 16,006 | $0 | 0.00% | |
| 46 | RLMDRELMADA THERAPEUTICS INC | 10,000 | $0 | 0.00% | |
| 47 | IWNISHARES TR | 4,347 | $0 | 0.00% | |
| 48 | SDYSPDR SER TR | 1,715 | $0 | 0.00% | |
| 49 | DFAIDIMENSIONAL ETF TRUST | 1,057,655 | $0 | 0.00% | |
| 50 | PEPPEPSICO INC | 12,169 | $0 | 0.00% | |
| 51 | CATCATERPILLAR INC | 1,818 | $0 | 0.00% | |
| 52 | SPGSIMON PPTY GROUP INC NEW | 7,703 | $0 | 0.00% | |
| 53 | KWRQUAKER HOUGHTON | 1,000 | $0 | 0.00% | |
| 54 | —LAZYDAYS HLDGS INC | 15,288 | $0 | 0.00% | |
| 55 | FFBCFIRST FINL BANCORP OH | 27,412 | $0 | 0.00% | |
| 56 | VNLAJANUS DETROIT STR TR | 45,724 | $0 | 0.00% | |
| 57 | CITCINTAS CORP | 953 | $0 | 0.00% | |
| 58 | CALFPACER FDS TR | 43,381 | $0 | 0.00% | |
| 59 | IWRISHARES TR | 20,982 | $0 | 0.00% | |
| 60 | ACNACCENTURE PLC IRELAND | 1,244 | $0 | 0.00% | |
| 61 | SCHASCHWAB STRATEGIC TR | 7,280 | $0 | 0.00% | |
| 62 | NZFNUVEEN MUNICIPAL CREDIT INC | 11,803 | $0 | 0.00% | |
| 63 | AXPAMERICAN EXPRESS CO | 4,502 | $0 | 0.00% | |
| 64 | WFCWELLS FARGO CO NEW | 9,819 | $0 | 0.00% | |
| 65 | CLXCLOROX CO DEL | 2,358 | $0 | 0.00% | |
| 66 | DFASDIMENSIONAL ETF TRUST | 14,524 | $0 | 0.00% | |
| 67 | AQLTISHARES TR | 4,254 | $0 | 0.00% | |
| 68 | PDECINNOVATOR ETFS TR | 6,950 | $0 | 0.00% | |
| 69 | PAUGINNOVATOR ETFS TR | 7,816 | $0 | 0.00% | |
| 70 | MAMASTERCARD INCORPORATED | 1,036 | $0 | 0.00% | |
| 71 | TOTLSSGA ACTIVE ETF TR | 194,700 | $0 | 0.00% | |
| 72 | MSFTMICROSOFT CORP | 34,134 | $0 | 0.00% | |
| 73 | GQ9SPDR GOLD TR | 3,291 | $0 | 0.00% | |
| 74 | ABTABBOTT LABS | 1,987 | $0 | 0.00% | |
| 75 | RSPINVESCO EXCHANGE TRADED FD T | 1,751 | $0 | 0.00% | |
| 76 | MCDMCDONALDS CORP | 5,280 | $0 | 0.00% | |
| 77 | ETNEATON CORP PLC | 1,464 | $0 | 0.00% | |
| 78 | KMBKIMBERLY-CLARK CORP | 4,962 | $0 | 0.00% | |
| 79 | FYCFIRST TR EXCHANGE-TRADED ALP | 45,086 | $0 | 0.00% | |
| 80 | BAPRINNOVATOR ETFS TR | 19,807 | $0 | 0.00% | |
| 81 | VBVANGUARD INDEX FDS | 2,253 | $0 | 0.00% | |
| 82 | CRMSALESFORCE INC | 1,214 | $0 | 0.00% | |
| 83 | PAPRINNOVATOR ETFS TR | 250,501 | $0 | 0.00% | |
| 84 | IBMINTERNATIONAL BUSINESS MACHS | 3,494 | $0 | 0.00% | |
| 85 | IRDOCUPHIRE PHARMA INC | 15,000 | $0 | 0.00% | |
| 86 | VTIVANGUARD INDEX FDS | 11,112 | $0 | 0.00% | |
| 87 | TIPISHARES TR | 2,140 | $0 | 0.00% | |
| 88 | ADBEADOBE INC | 1,420 | $0 | 0.00% | |
| 89 | CMICUMMINS INC | 7,089 | $0 | 0.00% | |
| 90 | GEGENERAL ELECTRIC CO | 1,688 | $0 | 0.00% | |
| 91 | KOCOCA COLA CO | 23,411 | $0 | 0.00% | |
| 92 | IWOISHARES TR | 2,617 | $0 | 0.00% | |
| 93 | NJRNEW JERSEY RES CORP | 5,897 | $0 | 0.00% | |
| 94 | INTCINTEL CORP | 32,332 | $0 | 0.00% | |
| 95 | FDXFEDEX CORP | 1,153 | $0 | 0.00% | |
| 96 | EXLSEXLSERVICE HOLDINGS INC | 22,660 | $0 | 0.00% | |
| 97 | ICEINTERCONTINENTAL EXCHANGE IN | 1,894 | $0 | 0.00% | |
| 98 | PNWPINNACLE WEST CAP CORP | 3,690 | $0 | 0.00% | |
| 99 | VBRVANGUARD INDEX FDS | 3,115 | $0 | 0.00% | |
| 100 | VTEBVANGUARD MUN BD FDS | 626,203 | $0 | 0.00% |
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