CIK 1475896
Asset Dedication, LLC
Institutional 13F holdings & portfolio
Holdings
1,126
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 1,126
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 4.4M | $1M+ | SH |
| DFAT | DIMENSIONAL ETF TRUST | 2.6M | $1M+ | SH |
| DFEV | DIMENSIONAL ETF TRUST | 2.7M | $1M+ | SH |
| DFIC | DIMENSIONAL ETF TRUST | 2.5M | $1M+ | SH |
| DFEM | DIMENSIONAL ETF TRUST | 2.6M | $1M+ | SH |
| DFAX | DIMENSIONAL ETF TRUST | 2.0M | $1M+ | SH |
| DFUS | DIMENSIONAL ETF TRUST | 700K | $1M+ | SH |
| DISV | DIMENSIONAL ETF TRUST | 1.2M | $1M+ | SH |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | 1.4M | $1M+ | SH |
| AAPL | APPLE INC | 97K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 109K | $1M+ | SH |
| MDYV | SPDR SERIES TRUST | 232K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 37K | $1M+ | SH |
| BSCR | INVESCO EXCH TRD SLF IDX FD | 882K | $1M+ | SH |
| BSCS | INVESCO EXCH TRD SLF IDX FD | 792K | $1M+ | SH |
| ITOT | ISHARES TR | 87K | $1M+ | SH |
| AVGO | BROADCOM INC | 36K | $1M+ | SH |
| BSCT | INVESCO EXCH TRD SLF IDX FD | 617K | $1M+ | SH |
| BSCU | INVESCO EXCH TRD SLF IDX FD | 646K | $1M+ | SH |
| AMZN | AMAZON COM INC | 46K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 31K | $1M+ | SH |
| SLYV | SPDR SERIES TRUST | 112K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 31K | $1M+ | SH |
| SCHX | SCHWAB STRATEGIC TR | 355K | $1M+ | SH |
| WMT | WALMART INC | 82K | $1M+ | SH |
| AXP | AMERICAN EXPRESS CO | 24K | $1M+ | SH |
| IJS | ISHARES TR | 77K | $1M+ | SH |
| BSCV | INVESCO EXCH TRD SLF IDX FD | 496K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 12K | $1M+ | SH |
| GOOG | ALPHABET INC | 26K | $1M+ | SH |
| CAT | CATERPILLAR INC | 14K | $1M+ | SH |
| DGRO | ISHARES TR | 113K | $1M+ | SH |
| FNDE | SCHWAB STRATEGIC TR | 205K | $1M+ | SH |
| SCHA | SCHWAB STRATEGIC TR | 251K | $1M+ | SH |
| IEFA | ISHARES TR | 80K | $1M+ | SH |
| NFLX | NETFLIX INC | 74K | $1M+ | SH |
| IJJ | ISHARES TR | 52K | $1M+ | SH |
| BSCW | INVESCO EXCH TRD SLF IDX FD | 317K | $1M+ | SH |
| V | VISA INC | 18K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 7K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 10K | $1M+ | SH |
| IBTG | ISHARES TR | 271K | $1M+ | SH |
| ORCL | ORACLE CORP | 31K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 49K | $1M+ | SH |
| META | META PLATFORMS INC | 9K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 18K | $1M+ | SH |
| GOOGL | ALPHABET INC | 17K | $1M+ | SH |
| IEMG | ISHARES INC | 79K | $1M+ | SH |
| BSCX | INVESCO EXCH TRD SLF IDX FD | 225K | $1M+ | SH |
| DFSI | DIMENSIONAL ETF TRUST | 109K | $1M+ | SH |