0001765380-23-000071.txt : 20230502 0001765380-23-000071.hdr.sgml : 20230502 20230502140946 ACCESSION NUMBER: 0001765380-23-000071 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230502 DATE AS OF CHANGE: 20230502 EFFECTIVENESS DATE: 20230502 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Bedel Financial Consulting, Inc. CENTRAL INDEX KEY: 0001730511 IRS NUMBER: 000000000 STATE OF INCORPORATION: IN FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18265 FILM NUMBER: 23878028 BUSINESS ADDRESS: STREET 1: 8940 RIVER CROSSING BOULEVARD STREET 2: SUITE 120 CITY: INDIANAPOLIS STATE: IN ZIP: 46240 BUSINESS PHONE: 317-843-1358 MAIL ADDRESS: STREET 1: 8940 RIVER CROSSING BOULEVARD STREET 2: SUITE 120 CITY: INDIANAPOLIS STATE: IN ZIP: 46240 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001730511 XXXXXXXX 03-31-2023 03-31-2023 Bedel Financial Consulting, Inc.

8940 RIVER CROSSING BOULEVARD SUITE 120 INDIANAPOLIS IN 46240

13F HOLDINGS REPORT 028-18265 N Kevin Patton 5139778305 Kevin Patton Cincinnati OH 05-02-2023 0 225 410625244 false INFORMATION TABLE 2 bedel13f.xml MCDONALDS CORP COM 580135101 1437021 5139 SH SOLE 0 0 5139 INNOVATOR ETFS TR US EQTY PWR BUF 45782C383 308382 9586 SH SOLE 0 0 9586 VANGUARD STAR FDS VG TL INTL STK F 921909768 835594 15135 SH SOLE 0 0 15135 ISHARES TR RUS 1000 GRW ETF 464287614 935195 3828 SH SOLE 0 0 3828 GENERAL DYNAMICS CORP COM 369550108 523954 2296 SH SOLE 0 0 2296 INNOVATOR ETFS TR US EQTY ULTRA B 45782C649 401270 14593 SH SOLE 0 0 14593 ELEVANCE HEALTH INC COM 036752103 564187 1227 SH SOLE 0 0 1227 ISHARES TR MSCI EMG MKT ETF 464287234 503872 12769 SH SOLE 0 0 12769 ISHARES TR TIPS BD ETF 464287176 229567 2082 SH SOLE 0 0 2082 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 330554 4121 SH SOLE 0 0 4121 NISOURCE INC COM 65473P105 227891 8151 SH SOLE 0 0 8151 CAPITAL GROUP GROWTH ETF SHS CREATION UNI 14020G101 5728166 255039 SH SOLE 0 0 255039 3M CO COM 88579Y101 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465003 SH SOLE 0 0 465003 ISHARES TR CORE S&P500 ETF 464287200 3744477 9109 SH SOLE 0 0 9109 INNOVATOR ETFS TR US EQT PWR BUF 45782C870 7404813 251864 SH SOLE 0 0 251864 RESMED INC COM 761152107 459879 2100 SH SOLE 0 0 2100 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4982657 16137 SH SOLE 0 0 16137 HONEYWELL INTL INC COM 438516106 859044 4495 SH SOLE 0 0 4495 PINNACLE WEST CAP CORP COM 723484101 277340 3500 SH SOLE 0 0 3500 ISHARES TR MRGSTR MD CP GRW 464288307 4195433 72888 SH SOLE 0 0 72888 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 30685775 605720 SH SOLE 0 0 605720 SIMON PPTY GROUP INC NEW COM 828806109 897951 8020 SH SOLE 0 0 8020 VANGUARD BD INDEX FDS INTERMED TERM 921937819 214861 2800 SH SOLE 0 0 2800 CUSTOM TRUCK ONE SOURCE INC COM CL A 23204X103 644636 94939 SH SOLE 0 0 94939 FIRST TR MID CAP CORE ALPHAD COM SHS 33735B108 1520324 16900 SH SOLE 0 0 16900 WEYERHAEUSER CO MTN BE COM NEW 962166104 251205 8337 SH SOLE 0 0 8337 DENTSPLY SIRONA INC COM 24906P109 245657 6254 SH 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G29183103 250670 1463 SH SOLE 0 0 1463 DISNEY WALT CO COM 254687106 1780181 17779 SH SOLE 0 0 17779 ILLUMINA INC COM 452327109 289990 1247 SH SOLE 0 0 1247 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 307663 7338 SH SOLE 0 0 7338 SALESFORCE INC COM 79466L302 248127 1242 SH SOLE 0 0 1242 INVESCO EXCHANGE TRADED FD T DYNMC LRG VALU 46137V738 399913 8832 SH SOLE 0 0 8832 GLOBAL X FDS RATE PREFERRED 37954Y376 7415624 324393 SH SOLE 0 0 324393 GENTEX CORP COM 371901109 240133 8567 SH SOLE 0 0 8567 ISHARES TR CORE S&P US VLU 464287663 296448 4018 SH SOLE 0 0 4018 INNOVATOR ETFS TR US EQTY BUF OCT 45782C771 629033 18605 SH SOLE 0 0 18605 PACER FDS TR US CASH COWS 100 69374H881 1790403 38134 SH SOLE 0 0 38134 INNOVATOR ETFS TR US EQTY BUFR JAN 45782C409 356206 10131 SH SOLE 0 0 10131 TIDAL ETF TR GOTHAM ENHNCD 886364835 605297 26974 SH SOLE 0 0 26974 ABBVIE INC COM 00287Y109 1973331 12382 SH SOLE 0 0 12382 INNOVATOR ETFS TR US EQTY PWR BUF 45782C540 212728 6764 SH SOLE 0 0 6764 ISHARES TR RUS 2000 GRW ETF 464287648 527130 2324 SH SOLE 0 0 2324 CORTEVA INC COM 22052L104 240952 3995 SH SOLE 0 0 3995 SPDR SER TR S&P DIVID ETF 78464A763 211037 1706 SH SOLE 0 0 1706 ISHARES TR INTERNATIONAL SL 46434V266 3119414 100359 SH SOLE 0 0 100359 MATERION CORP COM 576690101 232000 2000 SH SOLE 0 0 2000 BANK AMERICA CORP COM 060505104 369179 12908 SH SOLE 0 0 12908 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 6914551 214538 SH SOLE 0 0 214538 VANGUARD INDEX FDS SM CP VAL ETF 922908611 483114 3043 SH SOLE 0 0 3043 CONOCOPHILLIPS COM 20825C104 379379 3824 SH SOLE 0 0 3824 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 321327 9995 SH SOLE 0 0 9995 ISHARES TR EAFE GRWTH ETF 464288885 9569630 102152 SH SOLE 0 0 102152 DUPONT DE NEMOURS INC COM 26614N102 417760 5821 SH SOLE 0 0 5821 PEPSICO INC COM 713448108 2164627 11874 SH SOLE 0 0 11874 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 328520 6144 SH SOLE 0 0 6144 JOHNSON & JOHNSON COM 478160104 2297238 14821 SH SOLE 0 0 14821 UNITED PARCEL SERVICE INC CL B 911312106 270422 1394 SH SOLE 0 0 1394 INNOVATOR ETFS TR US EQTY PWR BUF 45782C797 1318718 41692 SH SOLE 0 0 41692 PACER FDS TR PACER US SMALL 69374H857 1565127 41123 SH SOLE 0 0 41123 ISHARES TR MRGSTR MD CP ETF 464288208 236253 3896 SH SOLE 0 0 3896 PROCTER AND GAMBLE CO COM 742718109 1863701 12534 SH SOLE 0 0 12534 PROLOGIS INC. COM 74340W103 233390 1871 SH SOLE 0 0 1871 ISHARES TR RUS 1000 VAL ETF 464287598 781913 5135 SH SOLE 0 0 5135 SPDR GOLD TR GOLD SHS 78463V107 602977 3291 SH SOLE 0 0 3291 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 438237 9159 SH SOLE 0 0 9159 BOSTON SCIENTIFIC CORP COM 101137107 653042 13053 SH SOLE 0 0 13053 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 464013 9593 SH SOLE 0 0 9593 DEERE & CO COM 244199105 268255 650 SH SOLE 0 0 650 RAYTHEON TECHNOLOGIES CORP COM 75513E101 478690 4888 SH SOLE 0 0 4888 ISHARES TR RUSSELL 2000 ETF 464287655 1335553 7486 SH SOLE 0 0 7486 INNOVATOR ETFS TR US EQT ULTRA BF 45782C839 603979 22336 SH SOLE 0 0 22336 HORIZON BANCORP INC COM 440407104 143083 12937 SH SOLE 0 0 12937 INNOVATOR ETFS TR US EQT BUFR APR 45782C888 664723 19807 SH SOLE 0 0 19807 INNOVATOR ETFS TR US EQTY PWR BUF 45782C656 286490 9338 SH SOLE 0 0 9338 AUTOMATIC DATA PROCESSING IN COM 053015103 1160083 5211 SH SOLE 0 0 5211 INTUITIVE SURGICAL INC COM NEW 46120E602 923780 3616 SH SOLE 0 0 3616 META PLATFORMS INC CL A 30303M102 595551 2810 SH SOLE 0 0 2810 HASHICORP INC COM CL A 418100103 303444 10360 SH SOLE 0 0 10360 INNOVATOR ETFS TR US EQTY PWR BUF 45782C573 739350 23250 SH SOLE 0 0 23250 PIMCO ETF TR SHTRM MUN BD ACT 72201R874 656300 13184 SH SOLE 0 0 13184 ALPHABET INC CAP STK CL A 02079K305 1935083 18655 SH SOLE 0 0 18655 COMCAST CORP NEW CL A 20030N101 214267 5652 SH SOLE 0 0 5652 ADVANCED MICRO DEVICES INC COM 007903107 209055 2133 SH SOLE 0 0 2133 APPLIED MATLS INC COM 038222105 1133954 9232 SH SOLE 0 0 9232 NEXTERA ENERGY INC COM 65339F101 895806 11622 SH SOLE 0 0 11622 NEW JERSEY RES CORP COM 646025106 298824 5617 SH SOLE 0 0 5617 ISHARES TR MRGSTR MD CP VAL 464288406 3359444 54290 SH SOLE 0 0 54290 DANAHER CORPORATION COM 235851102 1227799 4871 SH SOLE 0 0 4871 FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 33733E302 720769 4875 SH SOLE 0 0 4875 QUALCOMM INC COM 747525103 411190 3223 SH SOLE 0 0 3223 INNOVATOR ETFS TR US EQTY PWR BUF 45782C417 544672 18634 SH SOLE 0 0 18634 SPDR S&P 500 ETF TR TR UNIT 78462F103 6433781 15716 SH SOLE 0 0 15716 VALERO ENERGY CORP COM 91913Y100 225035 1612 SH SOLE 0 0 1612 GRAINGER W W INC COM 384802104 227307 330 SH SOLE 0 0 330 WELLS FARGO CO NEW COM 949746101 364292 9746 SH SOLE 0 0 9746 PIMCO ETF TR INTER MUN BD ACT 72201R866 666210 12748 SH SOLE 0 0 12748 PIMCO ETF TR ENHNCD LW DUR AC 72201R718 298034 3141 SH SOLE 0 0 3141 SIRIUS XM HOLDINGS INC COM 82968B103 63639 16030 SH SOLE 0 0 16030 ISHARES TR RUS 1000 ETF 464287622 258114 1146 SH SOLE 0 0 1146 TARGET CORP COM 87612E106 372348 2248 SH SOLE 0 0 2248 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 772913 17369 SH SOLE 0 0 17369 UNION PAC CORP COM 907818108 359652 1787 SH SOLE 0 0 1787 NUVEEN MUNICIPAL CREDIT INC COM SH BEN INT 67070X101 141046 11803 SH SOLE 0 0 11803 INNOVATOR ETFS TR US EQTY ULTRA B 45782C821 1456178 51051 SH SOLE 0 0 51051 LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 310531 3307 SH SOLE 0 0 3307 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 468218 17374 SH SOLE 0 0 17374 INNOVATOR ETFS TR LADDERED ALC BFR 45783Y756 331894 13578 SH SOLE 0 0 13578 FEDEX CORP COM 31428X106 297969 1304 SH SOLE 0 0 1304 AMERICAN ELEC PWR CO INC COM 025537101 233844 2570 SH SOLE 0 0 2570 ISHARES TR CORE S&P MCP ETF 464287507 1631794 6523 SH SOLE 0 0 6523 OREILLY AUTOMOTIVE INC COM 67103H107 1228474 1447 SH SOLE 0 0 1447 ISHARES TR MSCI EAFE ETF 464287465 1325505 18533 SH SOLE 0 0 18533 APPLE INC COM 037833100 13457337 81609 SH SOLE 0 0 81609 NOVARTIS AG SPONSORED ADR 66987V109 394893 4292 SH SOLE 0 0 4292 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1014634 2698 SH SOLE 0 0 2698 LOWES COS INC COM 548661107 1039951 5201 SH SOLE 0 0 5201 AT&T INC COM 00206R102 267607 13902 SH SOLE 0 0 13902 CATERPILLAR INC COM 149123101 408536 1785 SH SOLE 0 0 1785 ISHARES TR MSCI ACWI EX US 464288240 1141173 23399 SH SOLE 0 0 23399 INTERNATIONAL BUSINESS MACHS COM 459200101 553246 4220 SH SOLE 0 0 4220