Bedel Financial Consulting, Inc. Incresed Positions in Q4 2025

Bedel Financial Consulting, Inc.

  • $895 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
DFAE
Dimensional ETF Tr

ETFs
105K
+ 16.58%
$30.74 - $33.05 $3.23M - $3.47M
739K $24M
VTI
Vanguard Total Stock Market Et

ETFs
6.96K
+ 67.41%
$321.8 - $337.95 $2.24M - $2.35M
17.3K $5.7M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
23.2K
+ 42.68%
$79.55 - $80.13 $1.85M - $1.86M
77.6K $6.17M
DFAI
Dimensional ETF Tr

ETFs
19.7K
+ 1.37%
$35.82 - $37.52 $704K - $738K
1.46M $54.1M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
30.6K
+ 4.63%
$49.98 - $50.59 $1.53M - $1.55M
692K $34.8M
VEU
Vanguard Ftse All World Ex Us

ETFs
17.5K
+ 278.38%
$70.2 - $73.89 $1.23M - $1.3M
23.8K $1.74M
GLD
Spdr Gold Trust

ETFs
2.99K
+ 55.86%
$354.79 - $403.15 $1.06M - $1.21M
8.35K $3.14M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
17.8K
+ 141.41%
$52.54 - $55.77 $935K - $992K
30.4K $1.67M
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
39.5K
+ 105.53%
$23.18 - $23.38 $916K - $924K
77K $1.78M
AVDV
American Centy ETF Tr Avantis

ETFs
7.93K
+ 5.23%
$87.37 - $90.92 $693K - $721K
160K $14.4M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
20.1K
+ 9.66%
$40.28 - $40.85 $809K - $820K
228K $9.22M
GOOGL
Alphabet Inc.

Communication Services
68
+ 0.32%
$236.57 - $291.31 $16.1K - $19.8K
21.1K $5.82M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
960
+ 23.09%
$600.51 - $631.95 $576K - $607K
5.12K $3.16M
VNLA
Janus Henderson Short Duration

ETFs
8.42K
+ 16.1%
$49.13 - $49.33 $414K - $415K
60.7K $2.99M
VGT
Vanguard Information Technolog

ETFs
470
+ 48.25%
$736.33 - $801.52 $346K - $377K
1.44K $1.09M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
12.7K
+ 62.72%
$26.44 - $27.53 $337K - $351K
33.1K $900K
IMCV
Ishares Morningstar Mid Cap Va

ETFs
4.45K
+ 5.44%
$77.94 - $81.16 $347K - $361K
86.3K $6.9M
ISRG
Intuitive Surgical Inc

Healthcare
14
+ 0.43%
$429.59 - $576.2 $6.01K - $8.07K
3.25K $1.77M
BUFB
Innovator Etfs Tr Laddered Fd

ETFs
8.93K
+ 21.16%
$35.32 - $36.19 $315K - $323K
51.2K $1.84M
XOM
Exxon Mobil Corp

Energy
1.64K
+ 7.33%
$110.64 - $119.78 $181K - $196K
24K $2.82M
DFAT
Dimensional ETF Tr U S Target

ETFs
6.12K
+ 10.14%
$55.75 - $58.83 $341K - $360K
66.5K $3.79M
FLV
American Centy ETF Tr Focused

ETFs
3.32K
+ 4.17%
$72.4 - $74.64 $240K - $248K
82.8K $6.12M
IWR
Ishares Russell Mid Cap ETF

ETFs
3.52K
+ 9.58%
$94.02 - $97.61 $331K - $343K
40.2K $3.8M
XLK
Technology Sector Spdr

ETFs
865
+ 100.0%
$278.39 - $304.13 $241K - $263K
1.73K $498K
XLY
Select Sector Spdr Consumer Di

ETFs
976
+ 100.41%
$228.75 - $242.18 $223K - $236K
1.95K $449K
IMCB
Ishares Morningstar Mid Cap Et

ETFs
3.43K
+ 6.82%
$80.91 - $83.82 $278K - $288K
53.7K $4.38M
DFIV
Dimensional ETF Tr

ETFs
998
+ 1.15%
$45.13 - $48.25 $45K - $48.2K
87.4K $4.19M
KO
Coca Cola CO

Consumer Defensive
1.43K
+ 6.1%
$66.1 - $71.61 $94.2K - $102K
24.8K $1.75M
EFG
Msci Eafe Growth ETF

ETFs
528
+ 0.43%
$112.91 - $117.61 $59.6K - $62.1K
122K $14M
CAT
Caterpillar Inc

Industrials
9
+ 0.46%
$480.82 - $585.49 $4.33K - $5.27K
1.96K $1.08M
DUK
Duke Energy Corp

Utilities
1.14K
+ 32.57%
$121.57 - $129.03 $138K - $146K
4.62K $578K
ELV
Elevance Health, Inc.

Healthcare
427
+ 18.97%
$303.78 - $362.34 $130K - $155K
2.68K $872K
VO
Vanguard Mid Cap ETF

ETFs
537
+ 25.62%
$286.27 - $296.23 $154K - $159K
2.63K $755K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
3.52K
+ 9.85%
$44.53 - $47.25 $157K - $166K
39.2K $1.79M
BAC
Bank Of America Corp

Financial Services
2.33K
+ 16.75%
$48.65 - $54.11 $113K - $126K
16.2K $834K
FYC
First Trust Small Cap Growth A

ETFs
812
+ 1.1%
$89.7 - $96.32 $72.8K - $78.2K
74.4K $6.8M
MCD
Mcdonalds Corp

Consumer Cyclical
307
+ 4.5%
$293.81 - $310.11 $90.2K - $95.2K
7.13K $2.17M
IWD
Ishares Russell 1000 Val ETF

ETFs
447
+ 9.41%
$199.44 - $208.01 $89.1K - $93K
5.2K $1.06M
IWF
Ishares Russell 1000 Gr ETF

ETFs
180
+ 4.2%
$459.47 - $491.71 $82.7K - $88.5K
4.46K $2.1M
RTX
Raytheon Technologies Corp

Industrials
217
+ 3.5%
$157.0 - $179.44 $34.1K - $38.9K
6.42K $1.13M
AXP
American Express CO

Financial Services
118
+ 2.72%
$316.26 - $372.77 $37.3K - $44K
4.46K $1.52M
BSX
Boston Scientific Corp

Healthcare
58
+ 0.4%
$94.95 - $104.98 $5.51K - $6.09K
14.6K $1.5M
RSP
Invesco S&P 500 Equal Weight E

ETFs
459
+ 14.0%
$185.12 - $192.11 $85K - $88.2K
3.74K $700K
KR
Kroger CO

Consumer Defensive
1.2K
+ 18.42%
$63.15 - $69.15 $75.5K - $82.6K
7.68K $512K
EFA
Ishares Tr Msci Eafe ETF

ETFs
210
+ 0.79%
$92.24 - $96.56 $19.4K - $20.3K
26.6K $2.54M
CEG
Constellation Energy Corp

Utilities
174
+ 15.51%
$335.74 - $401.43 $58.4K - $69.8K
1.3K $438K
MRK
Merck & Co., Inc.

Healthcare
4
+ 0.06%
$82.49 - $92.93 $330 - $372
6.93K $643K
PLD
Prologis, Inc.

Real Estate
342
+ 18.72%
$111.23 - $127.18 $38K - $43.5K
2.17K $267K
GD
General Dynamics Corp

Industrials
134
+ 5.65%
$330.59 - $353.77 $44.3K - $47.4K
2.51K $862K
Activity Summary
Buys All Purchases 144 New Holdings 17 Increased Positions 127 Sells All Sells 71 Reductions 71 Sold out 0 Options Calls 0 Puts 0
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