Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BEDEL FINANCIAL CONSULTING INC | 05-07-2024 | 03-31-2024 | 254 | 637,539,144 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ELI LILLY & CO | COM | 1 | $256,975,319 | 345,399 | 0.04 | 0.04 | -314 | -0.09 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 2 | $33,704,146 | 1,115,293 | 0.01 | 0.01 | 57,638 | 5.45 | 03-31-2024 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 3 | $31,633,248 | 625,163 | 0.00 | 0.01 | -1,040 | -0.17 | 03-31-2024 |
| MICROSOFT CORP | COM | 4 | $14,384,045 | 34,189 | 0.00 | 0.00 | 55 | 0.16 | 03-31-2024 |
