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 101–150 of 1,126
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IWB | ISHARES TR | 5K | $1M+ | SH |
| MRK | MERCK & CO INC | 19K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 35K | $1M+ | SH |
| DEW | WISDOMTREE TR | 32K | $1M+ | SH |
| DIS | DISNEY WALT CO | 17K | $1M+ | SH |
| HON | HONEYWELL INTL INC | 10K | $1M+ | SH |
| IXUS | ISHARES TR | 22K | $1M+ | SH |
| MU | MICRON TECHNOLOGY INC | 6K | $1M+ | SH |
| AVEM | AMERICAN CENTY ETF TR | 23K | $1M+ | SH |
| BSMU | INVESCO EXCH TRD SLF IDX FD | 80K | $1M+ | SH |
| GD | GENERAL DYNAMICS CORP | 5K | $1M+ | SH |
| COF | CAPITAL ONE FINL CORP | 7K | $1M+ | SH |
| ETN | EATON CORP PLC | 5K | $1M+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 8K | $1M+ | SH |
| COHR | COHERENT CORP | 9K | $1M+ | SH |
| GILD | GILEAD SCIENCES INC | 13K | $1M+ | SH |
| IJR | ISHARES TR | 13K | $1M+ | SH |
| TLTE | FLEXSHARES TR | 25K | $1M+ | SH |
| IWD | ISHARES TR | 8K | $1M+ | SH |
| BSMT | INVESCO EXCH TRD SLF IDX FD | 69K | $1M+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 58K | $1M+ | SH |
| CRM | SALESFORCE INC | 6K | $1M+ | SH |
| DVY | ISHARES TR | 11K | $1M+ | SH |
| SPTM | SPDR SERIES TRUST | 18K | $1M+ | SH |
| EMXC | ISHARES INC | 21K | $1M+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 37K | $1M+ | SH |
| VSS | VANGUARD INTL EQUITY INDEX F | 10K | $1M+ | SH |
| IWV | ISHARES TR | 4K | $1M+ | SH |
| VBR | VANGUARD INDEX FDS | 7K | $1M+ | SH |
| SHW | SHERWIN WILLIAMS CO | 4K | $1M+ | SH |
| NKE | NIKE INC | 23K | $1M+ | SH |
| T | AT&T INC | 58K | $1M+ | SH |
| TXN | TEXAS INSTRS INC | 8K | $1M+ | SH |
| CB | CHUBB LIMITED | 5K | $1M+ | SH |
| SCHF | SCHWAB STRATEGIC TR | 59K | $1M+ | SH |
| FNDC | SCHWAB STRATEGIC TR | 31K | $1M+ | SH |
| SAP | SAP SE | 5K | $1M+ | SH |
| BA | BOEING CO | 6K | $1M+ | SH |
| PGR | PROGRESSIVE CORP | 6K | $1M+ | SH |
| C | CITIGROUP INC | 11K | $1M+ | SH |
| PEP | PEPSICO INC | 9K | $1M+ | SH |
| MS | MORGAN STANLEY | 7K | $1M+ | SH |
| EBAY | EBAY INC. | 15K | $1M+ | SH |
| TSLA | TESLA INC | 3K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 5K | $1M+ | SH |
| DFAI | DIMENSIONAL ETF TRUST | 33K | $1M+ | SH |
| ELV | ELEVANCE HEALTH INC FORMERLY | 4K | $1M+ | SH |
| CL | COLGATE PALMOLIVE CO | 16K | $1M+ | SH |
| INTU | INTUIT | 2K | $1M+ | SH |
| ITW | ILLINOIS TOOL WKS INC | 5K | $1M+ | SH |