Bedel Financial Consulting, Inc. Incresed Positions in Q2 2025

Bedel Financial Consulting, Inc.

  • $737 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFAI
Dimensional ETF Tr

ETFs
27.5K
+ 1.99%
$28.02 - $34.71 $770K - $953K
1.4M $48.6M
MSFT
Microsoft Corp

Technology
31
+ 0.09%
$354.56 - $497.45 $11K - $15.4K
33.5K $16.6M
EFG
Msci Eafe Growth ETF

ETFs
453
+ 0.38%
$89.8 - $112.0 $40.7K - $50.7K
121K $13.6M
NVDA
Nvidia Corp

Technology
798
+ 3.56%
$94.31 - $157.99 $75.3K - $126K
23.2K $3.66M
FYC
First Trust Small Cap Growth A

ETFs
25
+ 0.04%
$61.01 - $79.58 $1.53K - $1.99K
71.1K $5.66M
IVV
Ishares Core S&P 500 ETF

ETFs
50
+ 0.46%
$498.8 - $620.9 $24.9K - $31K
10.9K $6.78M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
629
+ 19.37%
$456.74 - $568.03 $287K - $357K
3.88K $2.2M
GOOGL
Alphabet Inc.

Communication Services
1
+ 0.0%
$144.7 - $178.6 $145 - $179
21.1K $3.72M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
357
+ 1.48%
$83.67 - $109.12 $29.9K - $39K
24.5K $2.67M
VTI
Vanguard Total Stock Market Et

ETFs
361
+ 3.52%
$243.75 - $303.93 $88K - $110K
10.6K $3.23M
IWF
Ishares Russell 1000 Gr ETF

ETFs
108
+ 2.57%
$320.42 - $424.58 $34.6K - $45.9K
4.31K $1.83M
DFAT
Dimensional ETF Tr U S Target

ETFs
3.52K
+ 7.53%
$44.8 - $53.97 $158K - $190K
50.2K $2.71M
DFIV
Dimensional ETF Tr

ETFs
86
+ 0.1%
$34.67 - $43.21 $2.98K - $3.72K
85.4K $3.66M
IWR
Ishares Russell Mid Cap ETF

ETFs
575
+ 1.66%
$74.88 - $91.97 $43.1K - $52.9K
35.2K $3.24M
TCHP
T Rowe Price Exchange Traded F

Technology
1.04K
+ 3.43%
$34.07 - $45.35 $35.4K - $47.1K
31.3K $1.42M
CMI
Cummins Inc

Industrials
523
+ 7.88%
$267.12 - $336.65 $140K - $176K
7.16K $2.34M
AXP
American Express CO

Financial Services
4
+ 0.09%
$231.39 - $318.98 $926 - $1.28K
4.34K $1.38M
FLV
American Centy ETF Tr Focused

ETFs
3.05K
+ 4.37%
$62.33 - $69.79 $190K - $213K
72.8K $5.08M
EFA
Ishares Tr Msci Eafe ETF

ETFs
131
+ 0.53%
$72.96 - $90.39 $9.56K - $11.8K
24.9K $2.23M
IMCV
Ishares Morningstar Mid Cap Va

ETFs
862
+ 1.15%
$65.1 - $75.98 $56.1K - $65.5K
75.7K $5.75M
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
8.62K
+ 37.55%
$22.57 - $23.23 $195K - $200K
31.6K $733K
IBHE
Ishares Ibonds 2025 Term High

ETFs
7.49K
+ 32.01%
$22.98 - $23.27 $172K - $174K
30.9K $718K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
483
+ 2.81%
$55.54 - $69.09 $26.8K - $33.4K
17.7K $1.22M
IBM
International Business Machines Corp

Technology
2
+ 0.07%
$221.03 - $294.78 $442 - $590
3.02K $890K
CEG
Constellation Energy Corp

Utilities
1
+ 0.09%
$170.96 - $322.76 $171 - $323
1.12K $361K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
1.36K
+ 4.04%
$35.35 - $42.68 $48.2K - $58.2K
35.2K $1.5M
DISV
Dimensional ETF Tr Dimensional

ETFs
649
+ 3.65%
$25.93 - $32.91 $16.8K - $21.4K
18.4K $607K
VO
Vanguard Mid Cap ETF

ETFs
183
+ 10.39%
$228.54 - $279.83 $41.8K - $51.2K
1.94K $543K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
44
+ 0.12%
$19.1 - $23.83 $840 - $1.05K
35.7K $851K
BAC
Bank Of America Corp

Financial Services
167
+ 1.24%
$34.39 - $47.46 $5.74K - $7.93K
13.6K $643K
VEA
Vanguard Ftse Developed Market

ETFs
31
+ 0.25%
$45.65 - $57.01 $1.42K - $1.77K
12.6K $719K
DFAS
Dimensional ETF Tr U S Small C

ETFs
89
+ 0.51%
$52.31 - $63.72 $4.66K - $5.67K
17.5K $1.11M
IWS
Ishares Russell Midcap Value E

ETFs
15
+ 0.14%
$110.58 - $132.14 $1.66K - $1.98K
11K $1.45M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
328
+ 0.6%
$77.94 - $79.5 $25.6K - $26.1K
55.4K $4.4M
IWN
Ishares Russell2000 Val ETF

ETFs
173
+ 3.97%
$131.84 - $157.76 $22.8K - $27.3K
4.53K $715K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
13
+ 0.11%
$39.89 - $49.46 $519 - $643
11.9K $590K
IWD
Ishares Russell 1000 Val ETF

ETFs
99
+ 2.25%
$166.82 - $194.23 $16.5K - $19.2K
4.5K $874K
CTVA
Corteva, Inc.

Basic Materials
26
+ 0.69%
$55.52 - $74.53 $1.44K - $1.94K
3.82K $284K
GD
General Dynamics Corp

Industrials
1
+ 0.05%
$247.68 - $291.66 $248 - $292
2.2K $640K
VEU
Vanguard Ftse All World Ex Us

ETFs
10
+ 0.16%
$54.19 - $67.22 $542 - $672
6.3K $423K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
9
+ 0.46%
$104.23 - $134.39 $938 - $1.21K
1.95K $262K
IAU
Ishares Gold Trust

ETFs
350
+ 10.19%
$56.1 - $64.74 $19.6K - $22.7K
3.79K $236K
RSP
Invesco S&P 500 Equal Weight E

ETFs
40
+ 1.24%
$152.93 - $181.74 $6.12K - $7.27K
3.27K $593K
V
Visa Inc.

Financial Services
51
+ 1.79%
$308.27 - $373.31 $15.7K - $19K
2.9K $1.03M
VBR
Vanguard Small Cap Value ETF

ETFs
1
+ 0.03%
$162.76 - $195.77 $163 - $196
3.29K $642K
SCHA
Schwab Strategic Tr Us Small C

ETFs
11
+ 0.08%
$20.42 - $25.3 $225 - $278
14.6K $370K
VTV
Vanguard Value ETF

ETFs
11
+ 0.2%
$153.67 - $176.74 $1.69K - $1.94K
5.65K $997K
DIHP
Dimensional ETF Tr Dimensional

ETFs
20
+ 0.22%
$24.32 - $29.74 $486 - $595
9.17K $270K
QCOM
Qualcomm Inc

Technology
3
+ 0.09%
$124.66 - $159.48 $374 - $478
3.42K $544K
Activity Summary
Buys All Purchases 94 New Holdings 16 Increased Positions 78 Sells All Sells 79 Reductions 79 Sold out 0 Options Calls 0 Puts 0
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