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 |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCHANGE TRADED FD T | LARGE CAP VALUE | 151 | $448,136 | 8,832 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| UNION PAC CORP | COM | 152 | $444,821 | 1,811 | 0.00 | 0.00 | 1 | 0.06 | 12-31-2023 |
| CONOCOPHILLIPS | COM | 153 | $443,852 | 3,824 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| DUPONT DE NEMOURS INC | COM | 154 | $442,508 | 5,752 | 0.00 | 0.00 | -210 | -3.52 | 12-31-2023 |
