Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
BEDEL FINANCIAL CONSULTING INC | 02-08-2024 | 12-31-2023 | 246 | 545,676,593 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
ELI LILLY & CO | COM | 1 | $193,183,903 | 345,713 | 0.04 | 0.04 | 20,172 | 6.20 | 12-31-2023 |
VANGUARD MUN BD FDS | TAX EXEMPT BD | 2 | $31,967,644 | 626,203 | 0.01 | 0.01 | 32,011 | 5.39 | 12-31-2023 |
DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 3 | $30,291,228 | 1,057,655 | 0.01 | 0.01 | 18,270 | 1.76 | 12-31-2023 |
APPLE INC | COM | 4 | $15,793,515 | 82,031 | 0.00 | 0.00 | -888 | -1.07 | 12-31-2023 |