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 |
|---|---|---|---|---|---|---|---|---|---|
| T ROWE PRICE ETF INC | PRICE BLUE CHIP | 101 | $723,797 | 23,386 | 0.00 | 0.00 | -83 | -0.35 | 12-31-2023 |
| INVESCO EXCH TRADED FD TR II | S&P500 LOW VOL | 102 | $714,436 | 11,402 | 0.00 | 0.00 | 5 | 0.04 | 12-31-2023 |
| EXLSERVICE HOLDINGS INC | COM | 103 | $699,061 | 22,660 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| MERCK & CO INC | COM | 104 | $691,145 | 6,340 | 0.00 | 0.00 | 181 | 2.94 | 12-31-2023 |
