Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
BEDEL FINANCIAL CONSULTING INC 05-06-2020 03-31-2020 935 151,214,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
LILLY ELI & CO COM 1 $46,666,000 336,405 30.86 26.45 -18,465 -5.20 03-31-2020
INNOVATOR ETFS TR S&P 500 PWR BU 2 $7,278,000 301,240 4.81 4.99 -36,436 -10.79 03-31-2020
MICROSOFT CORP COM 3 $5,140,000 32,590 3.40 2.93 -207 -0.63 03-31-2020
APPLE INC COM 4 $4,834,000 19,012 3.20 3.00 1,011 5.62 03-31-2020
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