Bedel Financial Consulting, Inc. Diversified Active

Location: Indianapolis, IN

CIK: 0001730511 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Jan 28, 2026

Total Value: $929M (100.0% shares, 0.0% debt)

Holdings (290)

LLY ELI LILLY & CO 37.9%
Value $353M Shares 328,037 Est. Cost $87.05 Unrealized +997.7%
DFAI DIMENSIONAL ETF TRUST 6.0%
Value $55.57M Shares 1,458,188 Est. Cost $28.58 Unrealized
VTEB VANGUARD MUN BD FDS 3.7%
Value $34.8M Shares 691,896 Est. Cost $49.88 Unrealized
DFAE DIMENSIONAL ETF TRUST 2.6%
Value $24.07M Shares 739,164 Est. Cost $25.08 Unrealized
AAPL APPLE INC 2.3%
Value $21.14M Shares 77,747 Est. Cost $95.48 Unrealized +181.0%
VTES VANGUARD WELLINGTON FD 1.8%
Value $16.74M Shares 164,779 Est. Cost $101.50 Unrealized
MSFT MICROSOFT CORP 1.8%
Value $16.26M Shares 33,631 Est. Cost $118.89 Unrealized +321.0%
AVDV AMERICAN CENTY ETF TR 1.6%
Value $15M Shares 159,661 Est. Cost $89.28 Unrealized
EFG ISHARES TR 1.5%
Value $13.92M Shares 122,227 Est. Cost $83.77 Unrealized
SPY SPDR S&P 500 ETF TR 1.4%
Value $13M Shares 19,060 Est. Cost $384.94 Unrealized
IMCG ISHARES TR 1.4%
Value $12.72M Shares 159,323 Est. Cost $63.86 Unrealized
CGGR CAPITAL GROUP GROWTH ETF 1.3%
Value $12.53M Shares 281,826 Est. Cost $21.97 Unrealized
JPM JPMORGAN CHASE & CO. 1.1%
Value $10.22M Shares 31,717 Est. Cost $99.18 Unrealized +212.1%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.0%
Value $9.385M Shares 18,671 Est. Cost $224.17 Unrealized +121.9%
PAPR INNOVATOR ETFS TRUST 1.0%
Value $9.268M Shares 236,921 Est. Cost $25.77 Unrealized
TOTL SSGA ACTIVE ETF TR 1.0%
Value $9.181M Shares 228,099 Est. Cost $41.83 Unrealized
IVV ISHARES TR 0.8%
Value $7.698M Shares 11,239 Est. Cost $361.72 Unrealized
FYC FIRST TR EXCHANGE-TRADED ALP 0.8%
Value $7.155M Shares 74,442 Est. Cost $62.05 Unrealized
IMCV ISHARES TR 0.8%
Value $7.105M Shares 86,288 Est. Cost $66.41 Unrealized
GOOGL ALPHABET INC 0.7%
Value $6.589M Shares 21,050 Est. Cost $113.40 Unrealized +151.8%
FLV AMERICAN CENTY ETF TR 0.7%
Value $6.271M Shares 82,767 Est. Cost $61.77 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.7%
Value $6.183M Shares 77,550 Est. Cost $76.42 Unrealized
VTI VANGUARD INDEX FDS 0.6%
Value $5.798M Shares 17,293 Est. Cost $249.30 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.6%
Value $5.284M Shares 7 Est. Cost $692527.00 Unrealized +7.8%
ISCF ISHARES TR 0.5%
Value $5.017M Shares 120,960 Est. Cost $30.20 Unrealized
NVDA NVIDIA CORPORATION 0.5%
Value $4.703M Shares 25,215 Est. Cost $100.60 Unrealized +85.0%
COWZ PACER FDS TR 0.5%
Value $4.677M Shares 77,735 Est. Cost $50.74 Unrealized
GOOG ALPHABET INC 0.5%
Value $4.65M Shares 14,820 Est. Cost $113.39 Unrealized +152.5%
IMCB ISHARES TR 0.5%
Value $4.445M Shares 53,735 Est. Cost $71.38 Unrealized
DFIV DIMENSIONAL ETF TRUST 0.5%
Value $4.362M Shares 87,416 Est. Cost $30.80 Unrealized
PFFV GLOBAL X FDS 0.4%
Value $4.179M Shares 188,064 Est. Cost $22.46 Unrealized
DFAT DIMENSIONAL ETF TRUST 0.4%
Value $3.962M Shares 66,539 Est. Cost $51.56 Unrealized
IWR ISHARES TR 0.4%
Value $3.871M Shares 40,210 Est. Cost $82.06 Unrealized
CMI CUMMINS INC 0.4%
Value $3.63M Shares 7,112 Est. Cost $151.13 Unrealized +208.6%
QUAL ISHARES TR 0.4%
Value $3.505M Shares 17,647 Est. Cost $114.48 Unrealized
GLD SPDR GOLD TR 0.4%
Value $3.311M Shares 8,354 Est. Cost $271.92 Unrealized
VOO VANGUARD INDEX FDS 0.3%
Value $3.209M Shares 5,118 Est. Cost $418.79 Unrealized
AMZN AMAZON COM INC 0.3%
Value $3.204M Shares 13,880 Est. Cost $134.82 Unrealized +69.7%
ORCL ORACLE CORP 0.3%
Value $2.995M Shares 15,366 Est. Cost $66.61 Unrealized +257.4%
VNLA JANUS DETROIT STR TR 0.3%
Value $2.983M Shares 60,711 Est. Cost $49.90 Unrealized
IWM ISHARES TR 0.3%
Value $2.95M Shares 11,984 Est. Cost $182.82 Unrealized
XOM EXXON MOBIL CORP 0.3%
Value $2.887M Shares 23,993 Est. Cost $61.58 Unrealized +87.6%
QGRO AMERICAN CENTY ETF TR 0.3%
Value $2.834M Shares 24,746 Est. Cost $65.63 Unrealized
WMT WALMART INC 0.3%
Value $2.824M Shares 25,345 Est. Cost $49.04 Unrealized +118.6%
IJUL INNOVATOR ETFS TRUST 0.3%
Value $2.758M Shares 82,306 Est. Cost $29.20 Unrealized
JNJ JOHNSON & JOHNSON 0.3%
Value $2.752M Shares 13,298 Est. Cost $124.94 Unrealized +57.7%
ABBV ABBVIE INC 0.3%
Value $2.679M Shares 11,724 Est. Cost $82.84 Unrealized +174.7%
EFA ISHARES TR 0.3%
Value $2.559M Shares 26,649 Est. Cost $69.98 Unrealized
AMAT APPLIED MATLS INC 0.3%
Value $2.372M Shares 9,230 Est. Cost $95.68 Unrealized +150.3%
CSCO CISCO SYS INC 0.2%
Value $2.28M Shares 29,602 Est. Cost $32.02 Unrealized +130.4%
VUG VANGUARD INDEX FDS 0.2%
Value $2.181M Shares 4,471 Est. Cost $173.87 Unrealized
GSPY TIDAL TRUST I 0.2%
Value $2.18M Shares 59,181 Est. Cost $25.42 Unrealized
MCD MCDONALDS CORP 0.2%
Value $2.179M Shares 7,131 Est. Cost $190.68 Unrealized +60.0%
IJH ISHARES TR 0.2%
Value $2.167M Shares 32,833 Est. Cost $86.43 Unrealized
IWF ISHARES TR 0.2%
Value $2.113M Shares 4,464 Est. Cost $199.78 Unrealized
META META PLATFORMS INC 0.2%
Value $2.021M Shares 3,061 Est. Cost $230.20 Unrealized +189.9%
FNX FIRST TR EXCHANGE-TRADED ALP 0.2%
Value $1.978M Shares 15,700 Est. Cost $65.69 Unrealized
ACWX ISHARES TR 0.2%
Value $1.952M Shares 29,083 Est. Cost $47.60 Unrealized
HD HOME DEPOT INC 0.2%
Value $1.909M Shares 5,548 Est. Cost $180.96 Unrealized +101.5%
BUFB INNOVATOR ETFS TRUST 0.2%
Value $1.874M Shares 51,151 Est. Cost $29.13 Unrealized
ISRG INTUITIVE SURGICAL INC 0.2%
Value $1.838M Shares 3,245 Est. Cost $270.92 Unrealized +96.5%
SPSM SPDR SERIES TRUST 0.2%
Value $1.838M Shares 39,215 Est. Cost $40.40 Unrealized
PEP PEPSICO INC 0.2%
Value $1.793M Shares 12,490 Est. Cost $101.04 Unrealized +44.4%
IBHF ISHARES TR 0.2%
Value $1.777M Shares 76,993 Est. Cost $23.11 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.2%
Value $1.753M Shares 23,834 Est. Cost $67.58 Unrealized
PG PROCTER AND GAMBLE CO 0.2%
Value $1.735M Shares 12,106 Est. Cost $89.65 Unrealized +64.2%
KO COCA COLA CO 0.2%
Value $1.732M Shares 24,771 Est. Cost $47.76 Unrealized +45.3%
POCT INNOVATOR ETFS TRUST 0.2%
Value $1.722M Shares 39,213 Est. Cost $29.23 Unrealized
CALF PACER FDS TR 0.2%
Value $1.699M Shares 38,290 Est. Cost $38.39 Unrealized
AXP AMERICAN EXPRESS CO 0.2%
Value $1.651M Shares 4,462 Est. Cost $101.35 Unrealized +252.2%
VWO VANGUARD INTL EQUITY INDEX F 0.2%
Value $1.632M Shares 30,365 Est. Cost $49.20 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.2%
Value $1.607M Shares 9,041 Est. Cost $73.06 Unrealized +147.8%
DIS DISNEY WALT CO 0.2%
Value $1.605M Shares 14,109 Est. Cost $103.44 Unrealized +5.9%
TCHP T ROWE PRICE ETF INC 0.2%
Value $1.604M Shares 32,169 Est. Cost $27.27 Unrealized
TSLA TESLA INC 0.2%
Value $1.586M Shares 3,526 Est. Cost $211.49 Unrealized +109.6%
SPG SIMON PPTY GROUP INC NEW 0.2%
Value $1.458M Shares 7,875 Est. Cost $98.12 Unrealized +83.4%
IWS ISHARES TR 0.2%
Value $1.455M Shares 10,314 Est. Cost $106.19 Unrealized
UOCT INNOVATOR ETFS TRUST 0.2%
Value $1.412M Shares 36,171 Est. Cost $23.43 Unrealized
LOW LOWES COS INC 0.2%
Value $1.41M Shares 5,847 Est. Cost $99.19 Unrealized +141.8%
BSX BOSTON SCIENTIFIC CORP 0.1%
Value $1.394M Shares 14,618 Est. Cost $36.52 Unrealized +168.5%
CVX CHEVRON CORP NEW 0.1%
Value $1.342M Shares 8,806 Est. Cost $90.10 Unrealized +68.0%
HBAN HUNTINGTON BANCSHARES INC 0.1%
Value $1.341M Shares 77,313 Est. Cost $12.22 Unrealized +33.3%
FDN FIRST TR EXCHANGE-TRADED FD 0.1%
Value $1.312M Shares 4,875 Est. Cost $109.86 Unrealized
PJUL INNOVATOR ETFS TRUST 0.1%
Value $1.283M Shares 27,641 Est. Cost $34.79 Unrealized
HON HONEYWELL INTL INC 0.1%
Value $1.26M Shares 6,461 Est. Cost $138.28 Unrealized +41.0%
MINT PIMCO ETF TR 0.1%
Value $1.249M Shares 12,445 Est. Cost $100.96 Unrealized
HELO J P MORGAN EXCHANGE TRADED F 0.1%
Value $1.247M Shares 18,771 Est. Cost $58.40 Unrealized
VXUS VANGUARD STAR FDS 0.1%
Value $1.234M Shares 16,362 Est. Cost $57.78 Unrealized
DFAS DIMENSIONAL ETF TRUST 0.1%
Value $1.217M Shares 17,463 Est. Cost $54.94 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value $1.204M Shares 4,682 Est. Cost $103.60 Unrealized +155.6%
RTX RTX CORPORATION 0.1%
Value $1.177M Shares 6,418 Est. Cost $78.27 Unrealized +121.5%
AVGO BROADCOM INC 0.1%
Value $1.136M Shares 3,283 Est. Cost $158.83 Unrealized +124.8%
FBTC FIDELITY WISE ORIGIN BITCOIN 0.1%
Value $1.126M Shares 14,766 Est. Cost $65.99 Unrealized
CAT CATERPILLAR INC 0.1%
Value $1.122M Shares 1,958 Est. Cost $171.51 Unrealized +223.9%
V VISA INC 0.1%
Value $1.099M Shares 3,133 Est. Cost $186.99 Unrealized +82.0%
VB VANGUARD INDEX FDS 0.1%
Value $1.098M Shares 4,255 Est. Cost $215.23 Unrealized
IWD ISHARES TR 0.1%
Value $1.093M Shares 5,196 Est. Cost $159.13 Unrealized
VTV VANGUARD INDEX FDS 0.1%
Value $1.091M Shares 5,715 Est. Cost $147.25 Unrealized
VGT VANGUARD WORLD FD 0.1%
Value $1.088M Shares 1,444 Est. Cost $419.62 Unrealized
IEI ISHARES TR 0.1%
Value $1.083M Shares 9,071 Est. Cost $119.35 Unrealized
IJS ISHARES TR 0.1%
Value $1.064M Shares 9,354 Est. Cost $110.49 Unrealized
PSEP INNOVATOR ETFS TRUST 0.1%
Value $1.042M Shares 23,831 Est. Cost $31.10 Unrealized
IWP ISHARES TR 0.1%
Value $1.012M Shares 7,391 Est. Cost $99.08 Unrealized
PNOV INNOVATOR ETFS TRUST 0.1%
Value $989K Shares 23,667 Est. Cost $29.69 Unrealized
PJAN INNOVATOR ETFS TRUST 0.1%
Value $962K Shares 20,451 Est. Cost $29.75 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value $948K Shares 3,201 Est. Cost $112.95 Unrealized +164.5%
SCHB SCHWAB STRATEGIC TR 0.1%
Value $940K Shares 35,827 Est. Cost $35.57 Unrealized
ELV ELEVANCE HEALTH INC FORMERLY 0.1%
Value $939K Shares 2,678 Est. Cost $319.06 Unrealized +5.5%
COST COSTCO WHSL CORP NEW 0.1%
Value $939K Shares 1,088 Est. Cost $449.31 Unrealized +101.6%
PM PHILIP MORRIS INTL INC 0.1%
Value $924K Shares 5,762 Est. Cost $80.24 Unrealized +91.4%
SCHD SCHWAB STRATEGIC TR 0.1%
Value $907K Shares 33,075 Est. Cost $34.46 Unrealized
IUSG ISHARES TR 0.1%
Value $903K Shares 5,379 Est. Cost $60.80 Unrealized
IWO ISHARES TR 0.1%
Value $898K Shares 2,779 Est. Cost $216.94 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value $898K Shares 11,181 Est. Cost $58.53 Unrealized +40.9%
BAC BANK AMERICA CORP 0.1%
Value $891K Shares 16,204 Est. Cost $32.47 Unrealized +62.2%
IWN ISHARES TR 0.1%
Value $887K Shares 4,895 Est. Cost $142.28 Unrealized
INTC INTEL CORP 0.1%
Value $885K Shares 23,983 Est. Cost $39.35 Unrealized -4.0%
EXLS EXLSERVICE HOLDINGS INC 0.1%
Value $879K Shares 20,713 Est. Cost $25.83 Unrealized +58.3%
GD GENERAL DYNAMICS CORP 0.1%
Value $844K Shares 2,506 Est. Cost $192.78 Unrealized +76.8%
PFE PFIZER INC 0.1%
Value $835K Shares 33,514 Est. Cost $28.02 Unrealized -10.7%
VNQ VANGUARD INDEX FDS 0.1%
Value $830K Shares 9,380 Est. Cost $88.08 Unrealized
SCZ ISHARES TR 0.1%
Value $829K Shares 10,695 Est. Cost $77.53 Unrealized
WFC WELLS FARGO CO NEW 0.1%
Value $814K Shares 8,733 Est. Cost $45.84 Unrealized +89.0%
ORLY OREILLY AUTOMOTIVE INC 0.1%
Value $795K Shares 8,711 Est. Cost $86.32 Unrealized +13.2%
SCHX SCHWAB STRATEGIC TR 0.1%
Value $789K Shares 29,335 Est. Cost $34.76 Unrealized
VO VANGUARD INDEX FDS 0.1%
Value $764K Shares 2,633 Est. Cost $268.74 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.1%
Value $763K Shares 10,688 Est. Cost $48.48 Unrealized
ITW ILLINOIS TOOL WKS INC 0.1%
Value $747K Shares 3,032 Est. Cost $137.67 Unrealized +79.8%
MRK MERCK & CO INC 0.1%
Value $729K Shares 6,925 Est. Cost $67.06 Unrealized +39.0%
PFEB INNOVATOR ETFS TRUST 0.1%
Value $722K Shares 17,736 Est. Cost $25.25 Unrealized
CTAS CINTAS CORP 0.1%
Value $717K Shares 3,812 Est. Cost $152.76 Unrealized +23.2%
RSP INVESCO EXCHANGE TRADED FD T 0.1%
Value $716K Shares 3,738 Est. Cost $143.75 Unrealized
USB US BANCORP DEL 0.1%
Value $711K Shares 13,318 Est. Cost $39.34 Unrealized +23.9%
VEA VANGUARD TAX-MANAGED FDS 0.1%
Value $709K Shares 11,355 Est. Cost $51.61 Unrealized
VBR VANGUARD INDEX FDS 0.1%
Value $707K Shares 3,339 Est. Cost $137.24 Unrealized
DISV DIMENSIONAL ETF TRUST 0.1%
Value $703K Shares 18,510 Est. Cost $26.24 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value $692K Shares 2,277 Est. Cost $158.35 Unrealized
FFBC FIRST FINL BANCORP OH 0.1%
Value $686K Shares 27,412 Est. Cost $21.78 Unrealized +13.9%
DVY ISHARES TR 0.1%
Value $685K Shares 4,851 Est. Cost $103.97 Unrealized
MUNI PIMCO ETF TR 0.1%
Value $678K Shares 12,943 Est. Cost $51.38 Unrealized
SMMU PIMCO ETF TR 0.1%
Value $665K Shares 13,184 Est. Cost $49.29 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.1%
Value $660K Shares 3,081 Est. Cost $101.68 Unrealized +120.9%
NVS NOVARTIS AG 0.1%
Value $647K Shares 4,695 Est. Cost $86.53 Unrealized
CSX CSX CORP 0.1%
Value $643K Shares 17,730 Est. Cost $25.94 Unrealized +37.6%
MS MORGAN STANLEY 0.1%
Value $594K Shares 3,348 Est. Cost $73.38 Unrealized +126.9%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value $594K Shares 2,703 Est. Cost $149.82 Unrealized
SYK STRYKER CORPORATION 0.1%
Value $592K Shares 1,683 Est. Cost $148.79 Unrealized +144.3%
QCOM QUALCOMM INC 0.1%
Value $590K Shares 3,452 Est. Cost $122.10 Unrealized +39.9%
PWV INVESCO EXCHANGE TRADED FD T 0.1%
Value $588K Shares 8,832 Est. Cost $35.65 Unrealized
PMAY INNOVATOR ETFS TRUST 0.1%
Value $574K Shares 14,508 Est. Cost $28.91 Unrealized
USEP INNOVATOR ETFS TRUST 0.1%
Value $574K Shares 14,593 Est. Cost $26.52 Unrealized
MPLX MPLX LP 0.1%
Value $559K Shares 10,475 Est. Cost $53.82 Unrealized
XLF SELECT SECTOR SPDR TR 0.1%
Value $552K Shares 10,077 Est. Cost $28.52 Unrealized
MO ALTRIA GROUP INC 0.1%
Value $551K Shares 9,551 Est. Cost $39.75 Unrealized +49.4%
TJX TJX COS INC NEW 0.1%
Value $545K Shares 3,549 Est. Cost $70.15 Unrealized +110.5%
DUK DUKE ENERGY CORP NEW 0.1%
Value $541K Shares 4,620 Est. Cost $80.02 Unrealized +51.9%
AMGN AMGEN INC 0.1%
Value $526K Shares 1,606 Est. Cost $168.24 Unrealized +87.8%
MA MASTERCARD INCORPORATED 0.1%
Value $518K Shares 907 Est. Cost $212.89 Unrealized +162.5%
MEM MATTHEWS ASIA FDS 0.1%
Value $517K Shares 14,436 Est. Cost $26.88 Unrealized
BALL BALL CORP 0.1%
Value $509K Shares 9,600 Est. Cost $52.22 Unrealized -6.0%
ETN EATON CORP PLC 0.1%
Value $508K Shares 1,595 Est. Cost $159.52 Unrealized +122.2%
SHOP SHOPIFY INC 0.1%
Value $507K Shares 3,150 Est. Cost $66.33 Unrealized +142.1%
GE GE AEROSPACE 0.1%
Value $491K Shares 1,595 Est. Cost $90.83 Unrealized +231.2%
MMM 3M CO 0.1%
Value $488K Shares 3,047 Est. Cost $133.92 Unrealized +21.8%
COF CAPITAL ONE FINL CORP 0.1%
Value $487K Shares 2,011 Est. Cost $185.05 Unrealized +20.1%
IJT ISHARES TR 0.1%
Value $486K Shares 3,446 Est. Cost $142.16 Unrealized
DHR DANAHER CORPORATION 0.1%
Value $482K Shares 2,106 Est. Cost $83.14 Unrealized +164.1%
KR KROGER CO 0.1%
Value $480K Shares 7,681 Est. Cost $38.57 Unrealized +69.1%
UNP UNION PAC CORP 0.1%
Value $480K Shares 2,074 Est. Cost $129.11 Unrealized +76.1%
T AT&T INC 0.1%
Value $467K Shares 18,793 Est. Cost $16.80 Unrealized +50.5%
CEG CONSTELLATION ENERGY CORP 0.0%
Value $458K Shares 1,296 Est. Cost $227.17 Unrealized +59.9%
KMB KIMBERLY-CLARK CORP 0.0%
Value $457K Shares 4,529 Est. Cost $93.39 Unrealized +16.1%
EEM ISHARES TR 0.0%
Value $446K Shares 8,153 Est. Cost $40.59 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.0%
Value $446K Shares 3,867 Est. Cost $66.62 Unrealized +76.7%
QQQ INVESCO QQQ TR 0.0%
Value $433K Shares 705 Est. Cost $436.02 Unrealized
SCHA SCHWAB STRATEGIC TR 0.0%
Value $431K Shares 15,124 Est. Cost $43.45 Unrealized
IJR ISHARES TR 0.0%
Value $426K Shares 3,545 Est. Cost $117.09 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD T 0.0%
Value $423K Shares 5,634 Est. Cost $66.61 Unrealized
UJUL INNOVATOR ETFS TRUST 0.0%
Value $423K Shares 10,909 Est. Cost $25.48 Unrealized
SBUX STARBUCKS CORP 0.0%
Value $419K Shares 4,973 Est. Cost $75.69 Unrealized +11.1%
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value $414K Shares 687 Est. Cost $388.35 Unrealized
NJR NEW JERSEY RES CORP 0.0%
Value $412K Shares 8,932 Est. Cost $41.19 Unrealized +11.2%
IUSV ISHARES TR 0.0%
Value $408K Shares 3,976 Est. Cost $57.28 Unrealized
PUSH PGIM ETF TR 0.0%
Value $403K Shares 8,000 Est. Cost $50.40 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value $400K Shares 2,472 Est. Cost $116.29 Unrealized +34.3%
NFLX NETFLIX INC 0.0%
Value $398K Shares 4,240 Est. Cost $100.97 Unrealized +6.8%
SO SOUTHERN CO 0.0%
Value $396K Shares 4,539 Est. Cost $46.36 Unrealized +96.0%
PMAR INNOVATOR ETFS TRUST 0.0%
Value $382K Shares 8,508 Est. Cost $25.62 Unrealized
COP CONOCOPHILLIPS 0.0%
Value $380K Shares 4,063 Est. Cost $53.81 Unrealized +67.3%
VCIT VANGUARD SCOTTSDALE FDS 0.0%
Value $379K Shares 4,531 Est. Cost $83.39 Unrealized
UL UNILEVER PLC 0.0%
Value $377K Shares 5,765 Est. Cost $65.40 Unrealized
FE FIRSTENERGY CORP 0.0%
Value $377K Shares 8,413 Est. Cost $34.91 Unrealized +31.0%
UJAN INNOVATOR ETFS TRUST 0.0%
Value $373K Shares 8,624 Est. Cost $28.10 Unrealized
SHYM BLACKROCK ETF TRUST II 0.0%
Value $371K Shares 16,712 Est. Cost $22.22 Unrealized
GSK GSK PLC 0.0%
Value $371K Shares 7,562 Est. Cost $35.72 Unrealized
UNH UNITEDHEALTH GROUP INC 0.0%
Value $363K Shares 1,099 Est. Cost $352.58 Unrealized -4.4%
ACN ACCENTURE PLC IRELAND 0.0%
Value $361K Shares 1,345 Est. Cost $170.03 Unrealized +49.4%
BLK BLACKROCK INC 0.0%
Value $358K Shares 334 Est. Cost $998.79 Unrealized +9.1%
BIV VANGUARD BD INDEX FDS 0.0%
Value $356K Shares 4,575 Est. Cost $80.82 Unrealized
BJAN INNOVATOR ETFS TRUST 0.0%
Value $353K Shares 6,420 Est. Cost $33.76 Unrealized
STLD STEEL DYNAMICS INC 0.0%
Value $347K Shares 2,049 Est. Cost $121.99 Unrealized +29.8%
FNDX SCHWAB STRATEGIC TR 0.0%
Value $347K Shares 12,750 Est. Cost $27.21 Unrealized
BA BOEING CO 0.0%
Value $347K Shares 1,596 Est. Cost $197.51 Unrealized +4.1%
CAH CARDINAL HEALTH INC 0.0%
Value $346K Shares 1,683 Est. Cost $114.81 Unrealized +63.5%
GS GOLDMAN SACHS GROUP INC 0.0%
Value $345K Shares 392 Est. Cost $547.63 Unrealized +48.5%
IWB ISHARES TR 0.0%
Value $342K Shares 917 Est. Cost $216.65 Unrealized
EMR EMERSON ELEC CO 0.0%
Value $341K Shares 2,570 Est. Cost $58.04 Unrealized +128.1%
GWW WW GRAINGER INC 0.0%
Value $339K Shares 336 Est. Cost $627.18 Unrealized +54.5%
CRM SALESFORCE INC 0.0%
Value $333K Shares 1,258 Est. Cost $193.11 Unrealized +28.5%
PNW PINNACLE WEST CAP CORP 0.0%
Value $327K Shares 3,690 Est. Cost $63.41 Unrealized +40.7%
DGRO ISHARES TR 0.0%
Value $325K Shares 4,687 Est. Cost $46.12 Unrealized
OKE ONEOK INC NEW 0.0%
Value $323K Shares 4,395 Est. Cost $57.97 Unrealized +21.5%
USMV ISHARES TR 0.0%
Value $322K Shares 3,415 Est. Cost $94.15 Unrealized
FDX FEDEX CORP 0.0%
Value $317K Shares 1,097 Est. Cost $182.96 Unrealized +43.0%
BSTP INNOVATOR ETFS TRUST 0.0%
Value $315K Shares 8,471 Est. Cost $25.31 Unrealized
THO THOR INDS INC 0.0%
Value $314K Shares 3,062 Est. Cost $115.39 Unrealized -10.5%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value $312K Shares 5,790 Est. Cost $49.75 Unrealized -4.5%
ALL ALLSTATE CORP 0.0%
Value $312K Shares 1,499 Est. Cost $155.50 Unrealized +31.2%
IAU ISHARES GOLD TR 0.0%
Value $308K Shares 3,789 Est. Cost $64.37 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value $302K Shares 2,140 Est. Cost $103.29 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value $297K Shares 7,285 Est. Cost $35.44 Unrealized +14.2%
ABT ABBOTT LABS 0.0%
Value $297K Shares 2,367 Est. Cost $101.03 Unrealized +26.0%
DE DEERE & CO 0.0%
Value $295K Shares 634 Est. Cost $158.43 Unrealized +195.2%
RING ISHARES INC 0.0%
Value $292K Shares 3,965 Est. Cost $64.72 Unrealized
DIHP DIMENSIONAL ETF TRUST 0.0%
Value $291K Shares 9,186 Est. Cost $24.16 Unrealized
SGOV ISHARES TR 0.0%
Value $289K Shares 2,877 Est. Cost $100.69 Unrealized
C CITIGROUP INC 0.0%
Value $287K Shares 2,457 Est. Cost $95.36 Unrealized +8.7%
VSS VANGUARD INTL EQUITY INDEX F 0.0%
Value $287K Shares 2,000 Est. Cost $115.62 Unrealized
PAUG INNOVATOR ETFS TRUST 0.0%
Value $286K Shares 6,609 Est. Cost $29.56 Unrealized
SLV ISHARES SILVER TR 0.0%
Value $284K Shares 4,409 Est. Cost $64.42 Unrealized
CB CHUBB LIMITED 0.0%
Value $277K Shares 888 Est. Cost $273.87 Unrealized +6.8%
PLD PROLOGIS INC. 0.0%
Value $277K Shares 2,169 Est. Cost $113.86 Unrealized +8.8%
ET ENERGY TRANSFER L P 0.0%
Value $274K Shares 16,593 Est. Cost $20.79 Unrealized
CBXJ CALAMOS ETF TR 0.0%
Value $273K Shares 12,061 Est. Cost $25.58 Unrealized
LDUR PIMCO ETF TR 0.0%
Value $273K Shares 2,841 Est. Cost $93.26 Unrealized
CTVA CORTEVA INC 0.0%
Value $260K Shares 3,875 Est. Cost $51.26 Unrealized +25.9%
XMHQ INVESCO EXCHANGE TRADED FD T 0.0%
Value $260K Shares 2,535 Est. Cost $94.03 Unrealized
PDEC INNOVATOR ETFS TRUST 0.0%
Value $256K Shares 5,908 Est. Cost $30.03 Unrealized
SCMB SCHWAB STRATEGIC TR 0.0%
Value $251K Shares 9,729 Est. Cost $36.85 Unrealized
TIP ISHARES TR 0.0%
Value $250K Shares 2,272 Est. Cost $114.03 Unrealized
XLK SELECT SECTOR SPDR TR 0.0%
Value $249K Shares 1,730 Est. Cost $212.92 Unrealized
MTRN MATERION CORP 0.0%
Value $249K Shares 2,000 Est. Cost $105.00 Unrealized +17.4%
RDVY FIRST TR EXCHANGE TRADED FD 0.0%
Value $248K Shares 3,575 Est. Cost $57.91 Unrealized
TMUS T-MOBILE US INC 0.0%
Value $245K Shares 1,206 Est. Cost $163.58 Unrealized +29.2%
TPIF TIMOTHY PLAN 0.0%
Value $244K Shares 7,048 Est. Cost $27.66 Unrealized
GDX VANECK ETF TRUST 0.0%
Value $244K Shares 2,846 Est. Cost $76.40 Unrealized
BUFF INNOVATOR ETFS TRUST 0.0%
Value $243K Shares 4,883 Est. Cost $45.80 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.0%
Value $243K Shares 2,903 Est. Cost $77.51 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value $243K Shares 4,508 Est. Cost $68.31 Unrealized -16.5%
RMD RESMED INC 0.0%
Value $241K Shares 1,000 Est. Cost $192.34 Unrealized +32.8%
GEV GE VERNOVA INC 0.0%
Value $240K Shares 367 Est. Cost $605.83 Unrealized +0.5%
WWJD NORTHERN LTS FD TR IV 0.0%
Value $239K Shares 6,560 Est. Cost $32.69 Unrealized
XLI SELECT SECTOR SPDR TR 0.0%
Value $237K Shares 1,527 Est. Cost $154.33 Unrealized
IXUS ISHARES TR 0.0%
Value $234K Shares 2,767 Est. Cost $77.31 Unrealized
XLY SELECT SECTOR SPDR TR 0.0%
Value $233K Shares 1,948 Est. Cost $168.46 Unrealized
IBD NORTHERN LTS FD TR IV 0.0%
Value $232K Shares 9,605 Est. Cost $24.03 Unrealized
NI NISOURCE INC 0.0%
Value $231K Shares 5,540 Est. Cost $23.70 Unrealized +79.8%
BIBL NORTHERN LTS FD TR IV 0.0%
Value $231K Shares 5,110 Est. Cost $41.33 Unrealized
JIG J P MORGAN EXCHANGE TRADED F 0.0%
Value $228K Shares 3,110 Est. Cost $66.81 Unrealized
WAT WATERS CORP 0.0%
Value $228K Shares 600 Est. Cost $367.96 Unrealized 0.0%
QBTS D-WAVE QUANTUM INC 0.0%
Value $227K Shares 8,695 Est. Cost $18.22 Unrealized +59.9%
MCK MCKESSON CORP 0.0%
Value $227K Shares 277 Est. Cost $815.57 Unrealized 0.0%
ELCV STRATEGY SHS 0.0%
Value $226K Shares 8,533 Est. Cost $26.74 Unrealized
EVRG EVERGY INC 0.0%
Value $223K Shares 3,076 Est. Cost $59.13 Unrealized +27.6%
AZN ASTRAZENECA PLC 0.0%
Value $221K Shares 2,400 Est. Cost $91.93 Unrealized
IHI ISHARES TR 0.0%
Value $220K Shares 3,534 Est. Cost $59.22 Unrealized
HBNC HORIZON BANCORP INC 0.0%
Value $219K Shares 12,937 Est. Cost $19.12 Unrealized -13.4%
IYW ISHARES TR 0.0%
Value $218K Shares 1,091 Est. Cost $195.86 Unrealized
VOT VANGUARD INDEX FDS 0.0%
Value $217K Shares 779 Est. Cost $279.03 Unrealized
IYH ISHARES TR 0.0%
Value $217K Shares 3,327 Est. Cost $65.10 Unrealized
DUHP DIMENSIONAL ETF TRUST 0.0%
Value $216K Shares 5,669 Est. Cost $35.56 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value $214K Shares 1,900 Est. Cost $106.51 Unrealized 0.0%
WELL WELLTOWER INC 0.0%
Value $214K Shares 1,153 Est. Cost $163.41 Unrealized +14.1%
NKE NIKE INC 0.0%
Value $213K Shares 3,347 Est. Cost $97.27 Unrealized -33.3%
EXC EXELON CORP 0.0%
Value $213K Shares 4,889 Est. Cost $45.46 Unrealized 0.0%
EJAN INNOVATOR ETFS TRUST 0.0%
Value $210K Shares 6,224 Est. Cost $33.21 Unrealized
UMAY INNOVATOR ETFS TRUST 0.0%
Value $209K Shares 5,722 Est. Cost $35.87 Unrealized
ENB ENBRIDGE INC 0.0%
Value $208K Shares 4,359 Est. Cost $35.52 Unrealized +32.6%
MDT MEDTRONIC PLC 0.0%
Value $207K Shares 2,160 Est. Cost $91.27 Unrealized +6.4%
LMT LOCKHEED MARTIN CORP 0.0%
Value $205K Shares 424 Est. Cost $448.15 Unrealized +6.3%
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value $204K Shares 436 Est. Cost $454.77 Unrealized +12.0%
LNC LINCOLN NATL CORP IND 0.0%
Value $204K Shares 4,587 Est. Cost $41.17 Unrealized 0.0%
CAG CONAGRA BRANDS INC 0.0%
Value $202K Shares 11,696 Est. Cost $28.45 Unrealized -38.0%
LITE LUMENTUM HLDGS INC 0.0%
Value $202K Shares 547 Est. Cost $256.82 Unrealized 0.0%
TSCO TRACTOR SUPPLY CO 0.0%
Value $200K Shares 4,006 Est. Cost $53.71 Unrealized +0.0%
LLY ELI LILLY & CO 0.0%
Value $71,755 Shares 17,400 Est. Cost $87.05 Unrealized +997.7%
EATON VANCE SR INCOME TR 0.0%
Value $63,040 Shares 11,962 Est. Cost $6.51 Unrealized
RLMD RELMADA THERAPEUTICS INC 0.0%
Value $48,300 Shares 10,000 Est. Cost $2.76 Unrealized +21.2%
IRD OPUS GENETICS INC 0.0%
Value $30,150 Shares 15,000 Est. Cost $2.16 Unrealized -5.9%
NOTV INOTIV INC 0.0%
Value $8,401 Shares 14,945 Est. Cost $1.64 Unrealized -36.3%