Filling information for Bedel Financial Consulting, Inc. as Treemap, investor disclosed 225 total holdings based on 2023-03-31 SEC fillings. A list of the exposed holdings
Product description
CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
---|---|---|---|---|---|---|
646025106 | 646025106 | NEW JERSEY RES CORP | COM | 298824 | 5617 | |
78464A763 | 78464A763 | SPDR SER TR | S&P DIVID ETF | 211037 | 1706 | |
22160K105 | 22160K105 | COSTCO WHSL CORP NEW | COM | 398096 | 801 | |
79466L302 | 79466L302 | SALESFORCE INC | COM | 248127 | 1242 | |
205887102 | 205887102 | CONAGRA BRANDS INC | COM | 327899 | 8730 | |
191216100 | 191216100 | COCA COLA CO | COM | 1134298 | 18286 | |
464288307 | 464288307 | ISHARES TR | MRGSTR MD CP GRW | 4195433 | 72888 | |
580135101 | 580135101 | MCDONALDS CORP | COM | 1437021 | 5139 | |
371901109 | 371901109 | GENTEX CORP | COM | 240133 | 8567 | |
00724F101 | 00724F101 | ADOBE SYSTEMS INCORPORATED | COM | 652817 | 1694 | |
025537101 | 025537101 | AMERICAN ELEC PWR CO INC | COM | 233844 | 2570 | |
20030N101 | 20030N101 | COMCAST CORP NEW | CL A | 214267 | 5652 | |
33735B108 | 33735B108 | FIRST TR MID CAP CORE ALPHAD | COM SHS | 1520324 | 16900 | |
464287671 | 464287671 | ISHARES TR | CORE S&P US GWT | 480690 | 5415 | |
023135106 | 023135106 | AMAZON COM INC | COM | 1093492 | 10587 | |
922907746 | 922907746 | VANGUARD MUN BD FDS | TAX EXEMPT BD | 30685775 | 605720 | |
084670702 | 084670702 | BERKSHIRE HATHAWAY INC DEL | CL B NEW | 4982657 | 16137 | |
65473P105 | 65473P105 | NISOURCE INC | COM | 227891 | 8151 | |
91913Y100 | 91913Y100 | VALERO ENERGY CORP | COM | 225035 | 1612 | |
189054109 | 189054109 | CLOROX CO DEL | COM | 205733 | 1300 | |
036752103 | 036752103 | ELEVANCE HEALTH INC | COM | 564187 | 1227 | |
808524607 | 808524607 | SCHWAB STRATEGIC TR | US SML CAP ETF | 307663 | 7338 | |
922042775 | 922042775 | VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 328520 | 6144 | |
134429109 | 134429109 | CAMPBELL SOUP CO | COM | 258901 | 4709 | |
548661107 | 548661107 | LOWES COS INC | COM | 1039951 | 5201 | |
45782C888 | 45782C888 | INNOVATOR ETFS TR | US EQT BUFR APR | 664723 | 19807 | |
885160101 | 885160101 | THOR INDS INC | COM | 222196 | 2790 | |
45782C375 | 45782C375 | INNOVATOR ETFS TR | US EQT ULTRA BF | 279991 | 9749 | |
007903107 | 007903107 | ADVANCED MICRO DEVICES INC | COM | 209055 | 2133 | |
20825C104 | 20825C104 | CONOCOPHILLIPS | COM | 379379 | 3824 | |
464287200 | 464287200 | ISHARES TR | CORE S&P500 ETF | 3744477 | 9109 | |
78467Y107 | 78467Y107 | SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 301175 | 657 | |
45782C821 | 45782C821 | INNOVATOR ETFS TR | US EQTY ULTRA B | 1456178 | 51051 | |
302081104 | 302081104 | EXLSERVICE HOLDINGS INC | COM | 877928 | 5425 | |
45782C870 | 45782C870 | INNOVATOR ETFS TR | US EQT PWR BUF | 7404813 | 251864 | |
G1151C101 | G1151C101 | ACCENTURE PLC IRELAND | SHS CLASS A | 355548 | 1244 | |
808524797 | 808524797 | SCHWAB STRATEGIC TR | US DIVIDEND EQ | 402293 | 5499 | |
464287598 | 464287598 | ISHARES TR | RUS 1000 VAL ETF | 781913 | 5135 | |
45782C839 | 45782C839 | INNOVATOR ETFS TR | US EQT ULTRA BF | 603979 | 22336 | |
22052L104 | 22052L104 | CORTEVA INC | COM | 240952 | 3995 | |
17275R102 | 17275R102 | CISCO SYS INC | COM | 1745831 | 33397 | |
464287507 | 464287507 | ISHARES TR | CORE S&P MCP ETF | 1631794 | 6523 | |
72201R718 | 72201R718 | PIMCO ETF TR | ENHNCD LW DUR AC | 298034 | 3141 | |
025072307 | 025072307 | AMERICAN CENTY ETF TR | STOXX US QLTY | 1287432 | 20048 | |
65339F101 | 65339F101 | NEXTERA ENERGY INC | COM | 895806 | 11622 | |
30303M102 | 30303M102 | META PLATFORMS INC | CL A | 595551 | 2810 | |
N53745100 | N53745100 | LYONDELLBASELL INDUSTRIES N | SHS - A - | 310531 | 3307 | |
27826S103 | 27826S103 | EATON VANCE SR INCOME TR | SH BEN INT | 63997 | 11962 | |
23204X103 | 23204X103 | CUSTOM TRUCK ONE SOURCE INC | COM CL A | 644636 | 94939 | |
75513E101 | 75513E101 | RAYTHEON TECHNOLOGIES CORP | COM | 478690 | 4888 | |
532457108 | 532457108 | LILLY ELI & CO | COM | 110733833 | 322444 | |
235851102 | 235851102 | DANAHER CORPORATION | COM | 1227799 | 4871 | |
92343V104 | 92343V104 | VERIZON COMMUNICATIONS INC | COM | 289848 | 7453 | |
46090E103 | 46090E103 | INVESCO QQQ TR | UNIT SER 1 | 221944 | 692 | |
464287499 | 464287499 | ISHARES TR | RUS MID CAP ETF | 1342678 | 19203 | |
742718109 | 742718109 | PROCTER AND GAMBLE CO | COM | 1863701 | 12534 | |
88579Y101 | 88579Y101 | 3M CO | COM | 411950 | 3919 | |
45782C383 | 45782C383 | INNOVATOR ETFS TR | US EQTY PWR BUF | 308382 | 9586 | |
101137107 | 101137107 | BOSTON SCIENTIFIC CORP | COM | 653042 | 13053 | |
78467V848 | 78467V848 | SSGA ACTIVE ETF TR | SPDR TR TACTIC | 10443833 | 254541 | |
464288885 | 464288885 | ISHARES TR | EAFE GRWTH ETF | 9569630 | 102152 | |
45782C573 | 45782C573 | INNOVATOR ETFS TR | US EQTY PWR BUF | 739350 | 23250 | |
46434V621 | 46434V621 | ISHARES TR | CORE DIV GRWTH | 233903 | 4679 | |
67577R102 | 67577R102 | OCUPHIRE PHARMA INC | COM | 56250 | 15000 | |
594918104 | 594918104 | MICROSOFT CORP | COM | 10132720 | 35146 | |
808524102 | 808524102 | SCHWAB STRATEGIC TR | US BRD MKT ETF | 438237 | 9159 | |
464287648 | 464287648 | ISHARES TR | RUS 2000 GRW ETF | 527130 | 2324 | |
46137V357 | 46137V357 | INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 250103 | 1729 | |
922908553 | 922908553 | VANGUARD INDEX FDS | REAL ESTATE ETF | 726847 | 8753 | |
67070X101 | 67070X101 | NUVEEN MUNICIPAL CREDIT INC | COM SH BEN INT | 141046 | 11803 | |
922908363 | 922908363 | VANGUARD INDEX FDS | S&P 500 ETF SHS | 1014634 | 2698 | |
747525103 | 747525103 | QUALCOMM INC | COM | 411190 | 3223 | |
72201R874 | 72201R874 | PIMCO ETF TR | SHTRM MUN BD ACT | 656300 | 13184 | |
863667101 | 863667101 | STRYKER CORPORATION | COM | 494845 | 1733 | |
494368103 | 494368103 | KIMBERLY-CLARK CORP | COM | 756464 | 5636 | |
053015103 | 053015103 | AUTOMATIC DATA PROCESSING IN | COM | 1160083 | 5211 | |
717081103 | 717081103 | PFIZER INC | COM | 1149265 | 28168 | |
216648402 | 216648402 | COOPER COS INC | COM NEW | 373360 | 1000 | |
464287622 | 464287622 | ISHARES TR | RUS 1000 ETF | 258114 | 1146 | |
922908611 | 922908611 | VANGUARD INDEX FDS | SM CP VAL ETF | 483114 | 3043 | |
886364835 | 886364835 | TIDAL ETF TR | GOTHAM ENHNCD | 605297 | 26974 | |
872540109 | 872540109 | TJX COS INC NEW | COM | 241990 | 3088 | |
69374H881 | 69374H881 | PACER FDS TR | US CASH COWS 100 | 1790403 | 38134 | |
24906P109 | 24906P109 | DENTSPLY SIRONA INC | COM | 245657 | 6254 | |
45782C797 | 45782C797 | INNOVATOR ETFS TR | US EQTY PWR BUF | 1318718 | 41692 | |
46434V266 | 46434V266 | ISHARES TR | INTERNATIONAL SL | 3119414 | 100359 | |
060505104 | 060505104 | BANK AMERICA CORP | COM | 369179 | 12908 | |
372460105 | 372460105 | GENUINE PARTS CO | COM | 230720 | 1379 | |
02079K107 | 02079K107 | ALPHABET INC | CAP STK CL C | 1574976 | 15144 | |
25434V765 | 25434V765 | DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | 203872 | 8431 | |
92206C409 | 92206C409 | VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 3714993 | 48734 | |
511656100 | 511656100 | LAKELAND FINL CORP | COM | 404028 | 6450 | |
464287614 | 464287614 | ISHARES TR | RUS 1000 GRW ETF | 935195 | 3828 | |
761152107 | 761152107 | RESMED INC | COM | 459879 | 2100 | |
464287465 | 464287465 | ISHARES TR | MSCI EAFE ETF | 1325505 | 18533 | |
464287663 | 464287663 | ISHARES TR | CORE S&P US VLU | 296448 | 4018 | |
718172109 | 718172109 | PHILIP MORRIS INTL INC | COM | 265395 | 2729 | |
808524201 | 808524201 | SCHWAB STRATEGIC TR | US LRG CAP ETF | 464013 | 9593 | |
67066G104 | 67066G104 | NVIDIA CORPORATION | COM | 575216 | 2071 | |
452308109 | 452308109 | ILLINOIS TOOL WKS INC | COM | 1017414 | 4179 | |
828806109 | 828806109 | SIMON PPTY GROUP INC NEW | COM | 897951 | 8020 | |
478160104 | 478160104 | JOHNSON & JOHNSON | COM | 2297238 | 14821 | |
244199105 | 244199105 | DEERE & CO | COM | 268255 | 650 | |
68389X105 | 68389X105 | ORACLE CORP | COM | 1392796 | 14989 | |
45783Y756 | 45783Y756 | INNOVATOR ETFS TR | LADDERED ALC BFR | 331894 | 13578 | |
291011104 | 291011104 | EMERSON ELEC CO | COM | 262999 | 3018 | |
921909768 | 921909768 | VANGUARD STAR FDS | VG TL INTL STK F | 835594 | 15135 | |
921937819 | 921937819 | VANGUARD BD INDEX FDS | INTERMED TERM | 214861 | 2800 | |
45782C409 | 45782C409 | INNOVATOR ETFS TR | US EQTY BUFR JAN | 356206 | 10131 | |
458140100 | 458140100 | INTEL CORP | COM | 1059071 | 32417 | |
231021106 | 231021106 | CUMMINS INC | COM | 1686988 | 7062 | |
260557103 | 260557103 | DOW INC | COM | 320149 | 5840 | |
464287887 | 464287887 | ISHARES TR | S&P SML 600 GWT | 378853 | 3446 | |
45782C680 | 45782C680 | INNOVATOR ETFS TR | US EQTY PWR BF | 220247 | 7466 | |
855244109 | 855244109 | STARBUCKS CORP | COM | 641650 | 6162 | |
25434V203 | 25434V203 | DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 468218 | 17374 | |
37954Y376 | 37954Y376 | GLOBAL X FDS | RATE PREFERRED | 7415624 | 324393 | |
617446448 | 617446448 | MORGAN STANLEY | COM NEW | 243821 | 2777 | |
37733W204 | 37733W204 | GSK PLC | SPONSORED ADR | 230914 | 6490 | |
110122108 | 110122108 | BRISTOL-MYERS SQUIBB CO | COM | 295292 | 4260 | |
45783Y731 | 45783Y731 | INNOVATOR ETFS TR | BUFFER STEP UP S | 446051 | 17561 | |
02209S103 | 02209S103 | ALTRIA GROUP INC | COM | 299849 | 6720 | |
922042858 | 922042858 | VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 489248 | 12110 | |
842587107 | 842587107 | SOUTHERN CO | COM | 315093 | 4529 | |
464287473 | 464287473 | ISHARES TR | RUS MDCP VAL ETF | 997006 | 9388 | |
45782C557 | 45782C557 | INNOVATOR ETFS TR | US EQTY BUF DEC | 217618 | 6432 | |
66987V109 | 66987V109 | NOVARTIS AG | SPONSORED ADR | 394893 | 4292 | |
46120E602 | 46120E602 | INTUITIVE SURGICAL INC | COM NEW | 923780 | 3616 | |
87612E106 | 87612E106 | TARGET CORP | COM | 372348 | 2248 | |
45782C300 | 45782C300 | INNOVATOR ETFS TR | US EQT ULTRA BF | 352863 | 11349 | |
440407104 | 440407104 | HORIZON BANCORP INC | COM | 143083 | 12937 | |
00206R102 | 00206R102 | AT&T INC | COM | 267607 | 13902 | |
907818108 | 907818108 | UNION PAC CORP | COM | 359652 | 1787 | |
464288208 | 464288208 | ISHARES TR | MRGSTR MD CP ETF | 236253 | 3896 | |
78463V107 | 78463V107 | SPDR GOLD TR | GOLD SHS | 602977 | 3291 | |
57636Q104 | 57636Q104 | MASTERCARD INCORPORATED | CL A | 368120 | 1013 | |
464287804 | 464287804 | ISHARES TR | CORE S&P SCP ETF | 222779 | 2304 | |
149123101 | 149123101 | CATERPILLAR INC | COM | 408536 | 1785 | |
369550108 | 369550108 | GENERAL DYNAMICS CORP | COM | 523954 | 2296 | |
446150104 | 446150104 | HUNTINGTON BANCSHARES INC | COM | 698613 | 62376 | |
713448108 | 713448108 | PEPSICO INC | COM | 2164627 | 11874 | |
58933Y105 | 58933Y105 | MERCK & CO INC | COM | 651213 | 6121 | |
25434V500 | 25434V500 | DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 592585 | 11244 | |
922908769 | 922908769 | VANGUARD INDEX FDS | TOTAL STK MKT | 1869716 | 9161 | |
038222105 | 038222105 | APPLIED MATLS INC | COM | 1133954 | 9232 | |
46432F339 | 46432F339 | ISHARES TR | MSCI USA QLT FCT | 2558288 | 20621 | |
02079K305 | 02079K305 | ALPHABET INC | CAP STK CL A | 1935083 | 18655 | |
00287Y109 | 00287Y109 | ABBVIE INC | COM | 1973331 | 12382 | |
097023105 | 097023105 | BOEING CO | COM | 200061 | 942 | |
69374H857 | 69374H857 | PACER FDS TR | PACER US SMALL | 1565127 | 41123 | |
45782C508 | 45782C508 | INNOVATOR ETFS TR | US EQTY PWR BUF | 788339 | 23738 | |
26441C204 | 26441C204 | DUKE ENERGY CORP NEW | COM NEW | 462291 | 4792 | |
74340W103 | 74340W103 | PROLOGIS INC. | COM | 233390 | 1871 | |
459200101 | 459200101 | INTERNATIONAL BUSINESS MACHS | COM | 553246 | 4220 | |
81369Y605 | 81369Y605 | SELECT SECTOR SPDR TR | FINANCIAL | 321327 | 9995 | |
904767704 | 904767704 | UNILEVER PLC | SPON ADR NEW | 322485 | 6210 | |
72201R833 | 72201R833 | PIMCO ETF TR | ENHAN SHRT MA AC | 1429322 | 14401 | |
166764100 | 166764100 | CHEVRON CORP NEW | COM | 1337269 | 8196 | |
577125818 | 577125818 | MATTHEWS ASIA FDS | EMER MKTS EQUITY | 647522 | 23958 | |
78462F103 | 78462F103 | SPDR S&P 500 ETF TR | TR UNIT | 6433781 | 15716 | |
949746101 | 949746101 | WELLS FARGO CO NEW | COM | 364292 | 9746 | |
559080106 | 559080106 | MAGELLAN MIDSTREAM PRTNRS LP | COM UNIT RP LP | 217040 | 4000 | |
464287655 | 464287655 | ISHARES TR | RUSSELL 2000 ETF | 1335553 | 7486 | |
576690101 | 576690101 | MATERION CORP | COM | 232000 | 2000 | |
922908751 | 922908751 | VANGUARD INDEX FDS | SMALL CP ETF | 382259 | 2017 | |
92826C839 | 92826C839 | VISA INC | COM CL A | 574119 | 2546 | |
452327109 | 452327109 | ILLUMINA INC | COM | 289990 | 1247 | |
14020G101 | 14020G101 | CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 5728166 | 255039 | |
126408103 | 126408103 | CSX CORP | COM | 530836 | 17730 | |
G29183103 | G29183103 | EATON CORP PLC | SHS | 250670 | 1463 | |
025072794 | 025072794 | AMERICAN CENTY ETF TR | FOCUSED LRG CAP | 2878127 | 49599 | |
464288406 | 464288406 | ISHARES TR | MRGSTR MD CP VAL | 3359444 | 54290 | |
911312106 | 911312106 | UNITED PARCEL SERVICE INC | CL B | 270422 | 1394 | |
031162100 | 031162100 | AMGEN INC | COM | 349812 | 1447 | |
464288240 | 464288240 | ISHARES TR | MSCI ACWI EX US | 1141173 | 23399 | |
82968B103 | 82968B103 | SIRIUS XM HOLDINGS INC | COM | 63639 | 16030 | |
46137V738 | 46137V738 | INVESCO EXCHANGE TRADED FD T | DYNMC LRG VALU | 399913 | 8832 | |
72201R866 | 72201R866 | PIMCO ETF TR | INTER MUN BD ACT | 666210 | 12748 | |
45782C417 | 45782C417 | INNOVATOR ETFS TR | US EQTY PWR BUF | 544672 | 18634 | |
723484101 | 723484101 | PINNACLE WEST CAP CORP | COM | 277340 | 3500 | |
33737M300 | 33737M300 | FIRST TR EXCHANGE-TRADED ALP | SML CP GRW ALP | 2509302 | 43376 | |
464287234 | 464287234 | ISHARES TR | MSCI EMG MKT ETF | 503872 | 12769 | |
172908105 | 172908105 | CINTAS CORP | COM | 534395 | 1155 | |
45782C656 | 45782C656 | INNOVATOR ETFS TR | US EQTY PWR BUF | 286490 | 9338 | |
45782C771 | 45782C771 | INNOVATOR ETFS TR | US EQTY BUF OCT | 629033 | 18605 | |
91324P102 | 91324P102 | UNITEDHEALTH GROUP INC | COM | 464556 | 983 | |
45782C318 | 45782C318 | INNOVATOR ETFS TR | US EQTY PWR BUF | 418121 | 14508 | |
437076102 | 437076102 | HOME DEPOT INC | COM | 1539069 | 5215 | |
384802104 | 384802104 | GRAINGER W W INC | COM | 227307 | 330 | |
92206C870 | 92206C870 | VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 330554 | 4121 | |
33733E302 | 33733E302 | FIRST TR EXCHANGE-TRADED FD | DJ INTERNT IDX | 720769 | 4875 | |
87283Q107 | 87283Q107 | T ROWE PRICE ETF INC | PRICE BLUE CHIP | 532620 | 22211 | |
922908736 | 922908736 | VANGUARD INDEX FDS | GROWTH ETF | 985537 | 3951 | |
025816109 | 025816109 | AMERICAN EXPRESS CO | COM | 854314 | 5179 | |
67103H107 | 67103H107 | OREILLY AUTOMOTIVE INC | COM | 1228474 | 1447 | |
46138E354 | 46138E354 | INVESCO EXCH TRADED FD TR II | S&P500 LOW VOL | 664511 | 10649 | |
464287176 | 464287176 | ISHARES TR | TIPS BD ETF | 229567 | 2082 | |
438516106 | 438516106 | HONEYWELL INTL INC | COM | 859044 | 4495 | |
501044101 | 501044101 | KROGER CO | COM | 259785 | 5262 | |
47103U886 | 47103U886 | JANUS DETROIT STR TR | HENDRSN SHRT ETF | 22203874 | 465003 | |
464287481 | 464287481 | ISHARES TR | RUS MD CP GR ETF | 542025 | 5953 | |
31428X106 | 31428X106 | FEDEX CORP | COM | 297969 | 1304 | |
25434V609 | 25434V609 | DIMENSIONAL ETF TRUST | US TARGETED VLU | 772913 | 17369 | |
45782C649 | 45782C649 | INNOVATOR ETFS TR | US EQTY ULTRA B | 401270 | 14593 | |
464287168 | 464287168 | ISHARES TR | SELECT DIVID ETF | 498484 | 4254 | |
037833100 | 037833100 | APPLE INC | COM | 13457337 | 81609 | |
92204A702 | 92204A702 | VANGUARD WORLD FDS | INF TECH ETF | 309918 | 804 | |
45782C540 | 45782C540 | INNOVATOR ETFS TR | US EQTY PWR BUF | 212728 | 6764 | |
46625H100 | 46625H100 | JPMORGAN CHASE & CO | COM | 4081536 | 31322 | |
88160R101 | 88160R101 | TESLA INC | COM | 792974 | 3822 | |
67066V101 | 67066V101 | NUVEEN QUALITY MUNCP INCOME | COM | 171739 | 14895 | |
320209109 | 320209109 | FIRST FINL BANCORP OH | COM | 596759 | 27412 | |
25434V302 | 25434V302 | DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 7427863 | 322670 | |
45782C813 | 45782C813 | INNOVATOR ETFS TR | US EQTY PWR BUF | 414305 | 13094 | |
30231G102 | 30231G102 | EXXON MOBIL CORP | COM | 2637655 | 24053 | |
26614N102 | 26614N102 | DUPONT DE NEMOURS INC | COM | 417760 | 5821 | |
337932107 | 337932107 | FIRSTENERGY CORP | COM | 288581 | 7204 | |
931142103 | 931142103 | WALMART INC | COM | 1302114 | 8831 | |
654106103 | 654106103 | NIKE INC | CL B | 896965 | 7314 | |
921908844 | 921908844 | VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 354539 | 2302 | |
25434V807 | 25434V807 | DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 6914551 | 214538 | |
254687106 | 254687106 | DISNEY WALT CO | COM | 1780181 | 17779 | |
418100103 | 418100103 | HASHICORP INC | COM CL A | 303444 | 10360 | |
902973304 | 902973304 | US BANCORP DEL | COM NEW | 414233 | 11491 | |
962166104 | 962166104 | WEYERHAEUSER CO MTN BE | COM NEW | 251205 | 8337 |