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 |
|---|---|---|---|---|---|---|---|---|---|
| INNOVATOR ETFS TR | US EQTY ULTRA B | 51 | $1,514,215 | 46,779 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| INNOVATOR ETFS TR | US EQTY PWR BUF | 52 | $1,505,915 | 41,692 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ISHARES TR | MSCI EAFE ETF | 53 | $1,501,986 | 19,933 | 0.00 | 0.00 | 772 | 4.03 | 12-31-2023 |
| ISHARES TR | MRGSTR MD CP ETF | 54 | $1,425,438 | 21,234 | 0.00 | 0.00 | 4,004 | 23.24 | 12-31-2023 |
