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 51–100 of 1,126
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| LLY | ELI LILLY & CO | 4K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 5K | $1M+ | SH |
| IBTH | ISHARES TR | 198K | $1M+ | SH |
| IDEV | ISHARES TR | 52K | $1M+ | SH |
| TRV | TRAVELERS COMPANIES INC | 15K | $1M+ | SH |
| BSMQ | INVESCO EXCH TRD SLF IDX FD | 181K | $1M+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 128K | $1M+ | SH |
| SPEM | SPDR INDEX SHS FDS | 86K | $1M+ | SH |
| RTX | RTX CORPORATION | 21K | $1M+ | SH |
| CSCO | CISCO SYS INC | 49K | $1M+ | SH |
| MCD | MCDONALDS CORP | 12K | $1M+ | SH |
| HD | HOME DEPOT INC | 11K | $1M+ | SH |
| DFSU | DIMENSIONAL ETF TRUST | 85K | $1M+ | SH |
| AMGN | AMGEN INC | 11K | $1M+ | SH |
| IVV | ISHARES TR | 5K | $1M+ | SH |
| DFSE | DIMENSIONAL ETF TRUST | 85K | $1M+ | SH |
| KO | COCA COLA CO | 51K | $1M+ | SH |
| IBTI | ISHARES TR | 158K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 17K | $1M+ | SH |
| IBTJ | ISHARES TR | 151K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 5K | $1M+ | SH |
| SCHB | SCHWAB STRATEGIC TR | 125K | $1M+ | SH |
| BSMR | INVESCO EXCH TRD SLF IDX FD | 139K | $1M+ | SH |
| IBTK | ISHARES TR | 160K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 6K | $1M+ | SH |
| MMM | 3M CO | 20K | $1M+ | SH |
| IVE | ISHARES TR | 15K | $1M+ | SH |
| IBTL | ISHARES TR | 143K | $1M+ | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 6K | $1M+ | SH |
| BSMS | INVESCO EXCH TRD SLF IDX FD | 122K | $1M+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 8K | $1M+ | SH |
| SUSA | ISHARES TR | 19K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 42K | $1M+ | SH |
| IJT | ISHARES TR | 18K | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 48K | $1M+ | SH |
| IWF | ISHARES TR | 5K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 18K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 13K | $1M+ | SH |
| IBTM | ISHARES TR | 109K | $1M+ | SH |
| ABBV | ABBVIE INC | 11K | $1M+ | SH |
| AVUV | AMERICAN CENTY ETF TR | 23K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 5K | $1M+ | SH |
| BSCY | INVESCO EXCH TRD SLF IDX FD | 109K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 14K | $1M+ | SH |
| NOW | SERVICENOW INC | 14K | $1M+ | SH |
| LOW | LOWES COS INC | 8K | $1M+ | SH |
| ESML | ISHARES TR | 44K | $1M+ | SH |
| TMUS | T-MOBILE US INC | 10K | $1M+ | SH |
| SCHV | SCHWAB STRATEGIC TR | 68K | $1M+ | SH |
| HUBB | HUBBELL INC | 5K | $1M+ | SH |