Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
BEDEL FINANCIAL CONSULTING INC 02-08-2024 12-31-2023 246 545,676,593
Institutional Holdings
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
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