Bedel Financial Consulting, Inc. [Rocket]

Holdings

Bedel Financial Consulting, Inc.

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:

Name	Ticker	Class	Shares	Change	Value	Change	% Port	% OS	Hist	Date
Dimensional ETF Trust	DFAE	Common	516,356	190,225	12,113,703,000	4,955,132,000	2.53		Hist	06/30/2023
iSHARES TRUST	EFG	MSCI GRW IDX	129,409	29,926	12,346,898,000	4,014,174,000	2.58		Hist	06/30/2023
SPDR S&P 500 ETF TRUST	SPY	Common	15,404	46	6,828,503,000	954,980,000	1.43		Hist	06/30/2023
iSHARES TRUST	JKH	Common	76,198	6,793	4,643,506,000	903,965,000	0.97		Hist	06/30/2023
iSHARES TRUST	IVV	Common	9,513	740	4,239,861,000	869,345,000	0.89		Hist	06/30/2023
BERKSHIRE HATHAWAY INC	BRK/B	Common	18,582	112	6,336,502,000	631,083,000	1.32		Hist	06/30/2023
Tesla, Inc.	TSLA	COM	3,965	651	1,037,996,000	629,830,000	0.22		Hist	06/30/2023
AMAZON COM INC	AMZN	Common	12,687	468	1,653,828,000	627,419,000	0.35		Hist	06/30/2023
Alphabet Inc.	GOOG	COM	15,147	23	1,832,333,000	490,380,000	0.38		Hist	06/30/2023
iSHARES TRUST	IWM	Common	8,884	2,060	1,663,728,000	473,966,000	0.35		Hist	06/30/2023
FIRST TR EXCNGE TRD ALPHADEX	FYC	Common	43,779	4,470	2,635,715,000	462,713,000	0.55		Hist	06/30/2023
Pacer Funds Trust	CALF	Common	40,313	7,432	1,640,748,000	458,682,000	0.34		Hist	06/30/2023
iSHARES TRUST	IWF	Common	4,322	891	1,189,234,000	454,073,000	0.25		Hist	06/30/2023
Pacer Funds Trust	COWZ	Common	39,010	8,224	1,867,422,000	443,559,000	0.39		Hist	06/30/2023
APPLIED MATERIALS INC /DE	AMAT	Common	9,256	70	1,337,861,000	443,282,000	0.28	0.00	Hist	06/30/2023
Vanguard Growth ETF	VUG	ETF	4,344	406	1,229,178,000	389,951,000	0.26		Hist	06/30/2023
iSHARES TRUST	IWS	Common	10,030	3,079	1,101,695,000	369,477,000	0.23		Hist	06/30/2023
iSHARES TRUST	ISCF	Common	103,985	7,874	3,207,924,000	324,579,000	0.67		Hist	06/30/2023
iSHARES TRUST	JKI	Common	57,117	3,394	3,638,381,000	304,896,000	0.76		Hist	06/30/2023
INTEL CORP	INTC	Common	33,212	783	1,110,619,000	253,523,000	0.23		Hist	06/30/2023
VANGUARD INDEX FDS SANDP 500 ETF	VOO	STOCK	2,727	221	1,110,650,000	230,027,000	0.23		Hist	06/30/2023
MCDONALDS CORP	MCD	Common	5,197	63	1,550,941,000	197,993,000	0.32	0.00	Hist	06/30/2023
iSHARES TRUST	IWO	ETF	2,404	593	583,355,000	194,859,000	0.12		Hist	06/30/2023
ISHARES MSCI EAFE INDEX FUND	EFA	ETF	18,729	733	1,357,841,000	176,578,000	0.28		Hist	06/30/2023
LOWES COMPANIES INC	LOW	Common	5,332	138	1,203,508,000	168,690,000	0.25	0.00	Hist	06/30/2023
iSHARES TRUST	EEM	Common	14,546	3,787	575,453,000	167,680,000	0.12		Hist	06/30/2023
SCHWAB US LC ETF	SCHX	Equities	11,363	1,596	595,080,000	154,100,000	0.12		Hist	06/30/2023
AMERICAN EXPRESS CO	AXP	Common	5,178	18	901,958,000	139,502,000	0.19		Hist	06/30/2023
iSHARES TRUST	IWR	ETF	15,429	744	1,126,807,000	136,330,000	0.24		Hist	06/30/2023
ILLINOIS TOOL WORKS INC	ITW	Common	4,179	8	1,045,456,000	126,552,000	0.22		Hist	06/30/2023
Discover Financial Services	DFS	Common	2,758	686	322,271,000	119,541,000	0.07	0.00	Hist	06/30/2023
iSHARES TRUST	IWP	RUSSELL MCP GR	5,986	458	578,432,000	116,287,000	0.12		Hist	06/30/2023
iSHARES TRUST	IWD	ETF	3,124	594	493,122,000	109,390,000	0.10		Hist	06/30/2023
VANGUARD INDEX FUNDS	VGT	Common	817	13	361,245,000	104,439,000	0.08		Hist	06/30/2023
FEDEX CORP	FDX	Common	1,286	15	318,869,000	98,681,000	0.07	0.00	Hist	06/30/2023
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