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Bedel Financial Consulting, Inc.

Q4 2018 Holdings

Filed 2019-01-28 | 714 holdings | $4.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Dentsply Sirona Inc(XRAY)COM24906P109$2336,2540.0%
Ishares TR(ACWX)MSCI ACWI EX US464288240$2345,5730.0%
Ishares TR(IWF)RUS 1000 GRW ETF464287614$2371,8110.0%
Patrick Inds Inc(PATK)COM703343103$2408,1040.0%
Select Sector Spdr TR(XLF)SBI INT-FINL81369Y605$24010,0660.0%
Invesco Exchng Traded FD TR(SPHD)S&P500 HDL VOL46138E362$2416,3000.0%
Oracle Corp(ORCL)COM68389X105$2415,3300.0%
United Technologies Corp(UTXZ)COM913017109$2442,2930.0%
Wells Fargo Co New(WFC)COM949746101$2455,3110.0%
Nuveen Quality Muncp Income(NAD)COM67066V101$24719,6770.0%
Lakeland Finl Corp(LKFN)COM511656100$2596,4500.0%
Weyerhaeuser Co(WY)COM962166104$26011,9020.0%
Ishares TR(IWM)RUSSELL 2000 ETF464287655$2641,9730.0%
Target Corp(TGT)COM87612E106$2674,0330.0%
Ishares TR(IJT)S&P SML 600 GWT464287887$2711,6770.0%
Bristol Myers Squibb Co(BMY)COM110122108$2715,2210.0%
Anthem Inc(ELV)COM036752103$2811,0700.0%
Ishares TR(IWO)RUS 2000 GRW ETF464287648$2851,6970.0%
Schwab Strategic TR(SCHD)US DIVIDEND EQ808524797$2856,0720.0%
General Dynamics Corp(GD)COM369550108$2861,8210.0%
Mondelez Intl Inc(MDLZ)CL A609207105$2887,1980.0%
Visa Inc(V)COM CL A92826C839$2892,1900.0%
Union PAC Corp(UNP)COM907818108$2922,1150.0%
Stryker Corp(SYK)COM863667101$3011,9190.0%
Lincoln Natl Corp IND(LNC)COM534187109$3045,9290.0%
Mastercard Incorporated(MA)CL A57636Q104$3061,6210.0%
Ishares TR(IWR)RUS MID CAP ETF464287499$3176,8200.0%
Vanguard Scottsdale FDS(VCIT)INT-TERM CORP92206C870$3213,8770.0%
Vanguard Index FDS(VNQ)REAL ESTATE ETF922908553$3314,4450.0%
Schwab Strategic TR(SCHX)US LRG CAP ETF808524201$3596,0090.0%
Vanguard Index FDS(VBR)SM CP VAL ETF922908611$3633,1830.0%
Facebook Inc(META)CL A30303M102$3732,8480.0%
Ishares TR(GOVT)US TREAS BD ETF46429B267$37415,1900.0%
Schwab Strategic TR(SCHB)US BRD MKT ETF808524102$3776,2930.0%
Vanguard Scottsdale FDS(VMBS)MORTG-BACK SEC92206C771$3807,3890.0%
Ishares TR(IJR)CORE S&P SCP ETF464287804$3815,4990.0%
Clorox Co del(CLX)COM189054109$3812,4700.0%
Duke Energy Corp New(DUK)COM NEW26441C204$3824,4280.0%
International Business Machs(IBM)COM459200101$3823,3580.0%
Philip Morris Intl Inc(PM)COM718172109$3835,7380.0%
CSX Corp(CSX)COM126408103$3856,2030.0%
Invesco Exchange Traded FD T(PWV)DYNMC LRG VALU46137V738$40912,5400.0%
Ishares TR(DVY)SELECT DIVID ETF464287168$4194,6860.0%
Middleby Corp(MIDD)COM596278101$4244,1280.0%
Amazon COM Inc(AMZN)COM023135106$4302860.0%
Vanguard Index FDS(VOO)S&P 500 ETF SHS922908363$4361,8980.0%
Ball Corp(BALL)COM058498106$4419,6000.0%
Alphabet Inc(GOOG)CAP STK CL C02079K107$4414260.0%
Chemical Finl Corp(CHFCUSD)COM163731102$44212,0630.0%
AT&T Inc(T)COM00206R102$44715,6480.0%
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