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Asset Dedication, LLC

SEC CIK
0001475896
Latest filing
Jul 30, 2026

Holdings in Q4 2021

Holdings as of Dec 31, 2021, filed Jan 21, 2022. Long positions only; changes compare share counts with Q3 2021.

Institution overview
Positions
945
−79 vs. Q3 2021
Portfolio value
$830.2M
+$71.5M (+9.4%) vs. Q3 2021
Filed
Jan 21, 2022
SEC
Holdings of Asset Dedication, LLC in Q4 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
Dimensional U.S. Targeted Value ETF25434V609ETF981,783$46.7M5.6%+158,184+19.2%Added–
Invesco Exch TRD SLF Idx FD46138J866BULSHS 2023 CB1,537,607$33.0M4.0%+253,781+19.8%Added–
Dimensional U.S. Core Equity 2 ETF25434V708ETF1,104,697$32.0M3.9%+125,497+12.8%Added–
Invesco Exch TRD SLF Idx FD46138J882BULSHS 2022 CB1,469,348$31.4M3.8%+238,839+19.4%Added–
Invesco Exch TRD SLF Idx FD46138J841BULSHS 2024 CB1,148,567$25.1M3.0%+320,850+38.8%Added–
Invesco Exch TRD SLF Idx FD46138J825BULSHS 2025 CB1,036,110$22.7M2.7%+247,467+31.4%Added–
Schwab U.S. Large-Cap ETF808524201ETF193,990$22.1M2.7%+1,153+0.6%Added–
Dimensional World Ex U.S. Core Equity 2 ETF25434V880ETF831,082$21.7M2.6%+134,898+19.4%Added–
State Street SPDR S&P 600 Small Cap Value ETF78464A300ETF229,746$19.5M2.3%−837−0.4%Reduced–
Invesco Exch TRD SLF Idx FD46138J791BULSHS 2026 CB884,863$18.7M2.3%+528,204+148.1%Added–
AAPLApple Inc.Stock103,432$18.4M2.2%+1,701+1.7%AddedHistory
State Street SPDR S&P 400 Mid Cap Value ETF78464A839ETF250,250$17.8M2.1%+33,867+15.7%Added–
MSFTMicrosoft CorpStock45,948$15.4M1.9%−847−1.8%ReducedHistory
iShares Core MSCI Eafe ETF46432F842ETF193,906$14.5M1.7%−6,149−3.1%Reduced–
iShares Tr464287150CORE S&P TTL STK130,456$13.9M1.7%−1,222−0.9%Reduced–
iShares Core Dividend Growth ETF46434V621ETF226,671$12.6M1.5%−37,941−14.3%Reduced–
iShares S&P Small-Cap 600 Value ETF464287879ETF108,407$11.3M1.4%−1,668−1.5%Reduced–
iShares Core MSCI Emerging Markets ETF46434G103ETF178,059$10.6M1.3%+8,729+5.2%Added–
Schwab Fundamental Emerging Markets Equity ETF808524730ETF301,692$9.35M1.1%+11,464+3.9%Added–
AMZNAmazon Com IncStock2,539$8.42M1.0%+74+3.0%AddedHistory
Schwab U.S. Small-Cap ETF808524607ETF75,662$7.75M0.9%−4,263−5.3%Reduced–
Invesco Exch TRD SLF Idx FD46138J783BULSHS 2027 CB347,550$7.50M0.9%+51,002+17.2%Added–
iShares Tr46434VBA7IBONDS DEC22 ETF291,154$7.32M0.9%+31,968+12.3%Added–
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833ETF68,157$6.92M0.8%+68,157New–
iShares Tr46434VAX8IBONDS DEC23 ETF261,573$6.71M0.8%+29,505+12.7%Added–
JPMJPMorgan Chase & CoStock41,795$6.63M0.8%+968+2.4%AddedHistory
UNHUnitedHealth Group IncStock12,392$6.32M0.8%+933+8.1%AddedHistory
HDHome Depot, Inc.Stock14,851$6.16M0.7%−75−0.5%ReducedHistory
Invesco Exch TRD SLF Idx FD46138J643INVSCO BLSH 28269,882$6.12M0.7%+49,840+22.7%Added–
Invesco Exch TRD SLF Idx FD46138J577BULETSHS 2029250,568$5.24M0.6%+43,333+20.9%Added–
NVDANVIDIA CorpStock17,297$5.09M0.6%−453−2.6%ReducedHistory
AXPAmerican Express CoStock30,641$5.00M0.6%+2,750+9.9%AddedHistory
Invesco Bulletshares 2022 HY Bd (BSJM)46138J874BULSHS 2022 HY214,764$4.98M0.6%+25,078+13.2%Added–
iShares Tr46435U176IBONDS 22 TRM HG204,808$4.94M0.6%+22,842+12.6%Added–
MCDMcDonalds CorpStock17,973$4.81M0.6%+324+1.8%AddedHistory
NKENIKE, Inc.Stock27,935$4.70M0.6%+1,475+5.6%AddedHistory
JNJJohnson & JohnsonStock26,720$4.57M0.5%+5,028+23.2%AddedHistory
SPDR Index Shs FDS78463X509ST PORT MARK ETF110,203$4.57M0.5%−1,941−1.7%Reduced–
CSCOCisco Systems, Inc.Stock70,797$4.48M0.5%+10,389+17.2%AddedHistory
PGProcter & Gamble CoStock27,112$4.41M0.5%+2,181+8.7%AddedHistory
DISWalt Disney CoStock28,334$4.37M0.5%+397+1.4%AddedHistory
TXNTexas Instruments IncStock22,987$4.33M0.5%+4,848+26.7%AddedHistory
COSTCostco Wholesale CorpStock7,565$4.31M0.5%+781+11.5%AddedHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF17,585$4.25M0.5%−80.0%Reduced–
iShares S&P Mid-Cap 400 Value ETF464287705ETF38,240$4.24M0.5%+1,997+5.5%Added–
Schwab U.S. Broad Market ETF808524102ETF37,014$4.17M0.5%−352−0.9%Reduced–
CATCaterpillar IncStock19,561$4.04M0.5%+2,444+14.3%AddedHistory
VVisa Inc.Stock18,546$4.03M0.5%−1,262−6.4%ReducedHistory
METAMeta Platforms, Inc.Stock11,596$3.89M0.5%+668+6.1%AddedHistory
WMTWalmart Inc.Stock26,761$3.86M0.5%+1,708+6.8%AddedHistory
GOOGAlphabet Inc.Stock1,326$3.85M0.5%+74+5.9%AddedHistory
SPYSPDR S&P 500 ETF TrustETF7,948$3.78M0.5%+751+10.4%AddedHistory
iShares Core MSCI Total International Stock ETF46432F834ETF51,154$3.63M0.4%−430−0.8%Reduced–
SPDR Index Shs FDS78463X426MSCI EMRG MKTS52,768$3.56M0.4%+8,442+19.0%Added–
PEPPepsiCo IncStock20,361$3.53M0.4%+1,678+9.0%AddedHistory
ADBEAdobe Inc.Stock6,107$3.48M0.4%+151+2.5%AddedHistory
BACBank of America CorpStock77,889$3.46M0.4%+10,587+15.7%AddedHistory
GOOGLAlphabet Inc.Stock1,168$3.40M0.4%+26+2.3%AddedHistory
AVGOBroadcom Inc.Stock4,978$3.31M0.4%+387+8.4%AddedHistory
INTCIntel CorpStock64,034$3.29M0.4%+10,864+20.4%AddedHistory
BABoeing CoStock16,198$3.25M0.4%+478+3.0%AddedHistory
GSGoldman Sachs Group IncStock8,435$3.25M0.4%+1,126+15.4%AddedHistory
Schwab U.S. Large-Cap Growth ETF808524300ETF19,558$3.20M0.4%−1,191−5.7%Reduced–
NFLXNetflix IncStock5,286$3.19M0.4%+629+13.5%AddedHistory
Schwab U.S. Large-Cap Value ETF808524409ETF43,152$3.16M0.4%−12,448−22.4%Reduced–
KOCoca Cola CoStock52,393$3.08M0.4%+7,819+17.5%AddedHistory
CVXChevron CorpStock24,334$2.88M0.3%+3,272+15.5%AddedHistory
ABTAbbott LaboratoriesStock20,414$2.86M0.3%+3,173+18.4%AddedHistory
PFEPfizer IncStock47,458$2.79M0.3%+4,173+9.6%AddedHistory
Invesco Exch TRD SLF Idx FD46138J460INVSCO 30 CORP141,869$2.74M0.3%+54,362+62.1%Added–
LOWLowes Companies IncStock10,487$2.71M0.3%+755+7.8%AddedHistory
HONHoneywell International IncCOM12,920$2.69M0.3%−63−0.5%ReducedHistory
MMM3M CoStock14,765$2.62M0.3%+1,784+13.7%AddedHistory
Schwab Fundamental International Small Equity ETF808524748ETF70,008$2.61M0.3%+3,258+4.9%Added–
IBMInternational Business Machines CorpStock19,377$2.59M0.3%+4,919+34.0%AddedHistory
XOMExxonMobil Holdings CorpCOM42,114$2.58M0.3%+3,264+8.4%AddedHistory
BRK.BBerkshire Hathaway IncStock8,549$2.54M0.3%+715+9.1%AddedHistory
ORCLOracle CorpStock29,001$2.53M0.3%+800+2.8%AddedHistory
VZVerizon Communications IncStock48,634$2.52M0.3%+6,909+16.6%AddedHistory
iShares Tr46434VBG4IBONDS DEC24 ETF96,736$2.50M0.3%+22,166+29.7%Added–
CMCSAComcast CorpStock48,826$2.45M0.3%+4,901+11.2%AddedHistory
Schwab US Dividend Equity ETF808524797ETF29,353$2.37M0.3%+224+0.8%Added–
MRKMerck & Co., Inc.Stock30,214$2.32M0.3%+2,815+10.3%AddedHistory
iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853ETF75,417$2.31M0.3%+8,697+13.0%Added–
QCOMQualcomm IncStock12,516$2.29M0.3%+691+5.8%AddedHistory
MAMastercard IncStock6,324$2.28M0.3%+352+5.9%AddedHistory
Schwab Fundamental U.S. Small Company ETF808524763ETF39,595$2.20M0.3%+278+0.7%Added–
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 16,035$2.19M0.3%−260−4.1%ReducedHistory
WBAWalgreens Boots Alliance, Inc.COM39,845$2.08M0.3%+13,564+51.6%AddedHistory
PYPLPayPal Holdings, Inc.Stock11,000$2.06M0.2%+781+7.6%AddedHistory
iShares Inc464286533MSCI EMERG MRKT32,765$2.06M0.2%+206+0.6%Added–
AMGNAmgen IncStock9,186$2.04M0.2%+963+11.7%AddedHistory
SPDR Series Trust78464A805ST STR PR SP150034,303$2.01M0.2%−208−0.6%Reduced–
SBUXStarbucks CorpStock16,736$1.96M0.2%+2,339+16.2%AddedHistory
CHTRCharter Communications, Inc.CL A2,987$1.96M0.2%+159+5.6%AddedHistory
ABBVAbbVie Inc.Stock13,958$1.89M0.2%+5,168+58.8%AddedHistory
iShares Core S&P 500 ETF464287200ETF3,935$1.87M0.2%−319−7.5%Reduced–
CRMSalesforce, Inc.Stock7,242$1.86M0.2%+2,491+52.4%AddedHistory
Vanguard Ftse All-World Ex-US Index Fund922042775ETF30,582$1.85M0.2%+2,513+9.0%Added–
SPDR Index Shs FDS78463X533ST MAR DIVID ETF60,212$1.78M0.2%−1,141−1.9%Reduced–

Sold out since Q3 2021 (131)

Positions held at the end of Q3 2021 that are gone from this filing.

The largest 100 of 131 by value last quarter.

Positions of Asset Dedication, LLC sold out since Q3 2021
SecurityClassShares in Q3 2021Value in Q3 2021% of portfolio in Q3 2021History
BSCLBILI Social International, Inc.BULSHS 2021 CB1,753,701$37.0M4.9%History
iShares Tr46434VBK5IBONDS DEC21 ETF311,104$7.69M1.0%–
Invesco BulletShares 2021 HY Corp (BSJL)46138J809Exchange Traded Fund169,160$3.89M0.5%–
iShares Tr46435U226IBONDS 21 TRM HG125,838$3.04M0.4%–
iShares Tr46435G789IBONDS DEC202121,275$544.0K0.1%–
Invesco Exch TRD SLF Idx FD46138J569BULSHS 2021 MUNI16,743$424.0K0.1%–
Invesco Exchange Traded FD T46137V498S&P SMLCP MOMENT1,731$92.0K<0.1%–
PDDPDD Holdings Inc.SPONSORED ADS989$78.0K<0.1%History
MELIMercadolibre IncCOM37$62.0K<0.1%History
UPSTUpstart Holdings, Inc.COM180$58.0K<0.1%History
Goldman Sachs ETF Tr381430206ACTIVEBETA EME1,115$41.0K<0.1%–
State Street Industrial Select Sector SPDR ETF81369Y704ETF331$32.0K<0.1%–
JPINuveen Preferred Securities & Income Opportunities FundCOM1,302$32.0K<0.1%History
iShares Tr4642886613 7 YR TREAS BD239$30.0K<0.1%–
Abrdn ETFs003261104BBRG ALL COMD K11,036$29.0K<0.1%–
HSICHenry Schein IncCOM313$24.0K<0.1%History
iShares Inc464286517JP MORGAN EM ETF547$23.0K<0.1%–
GABGabelli Equity Trust IncCOM3,468$23.0K<0.1%History
iShares Tr464288760US AER DEF ETF211$22.0K<0.1%–
SWKSSkyworks Solutions, Inc.Stock130$21.0K<0.1%History
Flagstar Bank, National Association649445103COM1,664$21.0K<0.1%–
WPCW. P. Carey Inc.COM272$20.0K<0.1%History
CGNXCognex CorpCOM255$20.0K<0.1%History
SPDR Series Trust78464A383ST STR BACKE ETF716$18.0K<0.1%–
FVRRFiverr International Ltd.ORD SHS95$17.0K<0.1%History
FGBFirst Trust Specialty Finance & Financial Opportunities FundCOM BEN INTR4,182$17.0K<0.1%History
BEPCBrookfield Renewable CorpCL A SUB VTG412$16.0K<0.1%History
CXPColumbia Property Trust, Inc.COM NEW833$16.0K<0.1%History
Royal Dutch Shell PLC780259107SPON ADR B357$16.0K<0.1%–
ETEnergy Transfer LPCOM UT LTD PTN1,583$15.0K<0.1%History
SPDR Ser Tr78468R648S&P KENSHO NEW235$15.0K<0.1%–
FRPTFreshpet, Inc.Stock97$14.0K<0.1%History
CQPCheniere Energy Partners, L.P.COM UNIT333$14.0K<0.1%History
SAMBoston Beer Co IncCL A25$13.0K<0.1%History
EFXEquifax IncCOM51$13.0K<0.1%History
Kraneshares Trust500767306CSI CHI INTERNET246$12.0K<0.1%–
VIVTelefonica Brasil S.A.SPONSORED ADS1,488$12.0K<0.1%History
MMacy's, Inc.COM536$12.0K<0.1%History
FLGTFulgent Genetics, Inc.COM136$12.0K<0.1%History
MARMarriott International IncStock74$11.0K<0.1%History
BBYBest Buy Co IncStock102$11.0K<0.1%History
LOBLive Oak Bancshares, Inc.COM175$11.0K<0.1%History
FRTFederal Realty Investment TrustSH BEN INT NEW92$11.0K<0.1%History
Adamas Trust, Inc.649604501COM PAR $.022,492$11.0K<0.1%–
SOFISoFi Technologies, Inc.Stock630$10.0K<0.1%History
KNSLKinsale Capital Group, Inc.Stock60$10.0K<0.1%History
DASHDoorDash, Inc.Stock50$10.0K<0.1%History
iShares Inc46434G772MSCI TAIWAN ETF165$10.0K<0.1%–
CWENClearway Energy, Inc.CL C345$10.0K<0.1%History
TRGPTarga Resources Corp.COM207$10.0K<0.1%History
ABEVAmbev S.A.SPONSORED ADR3,750$10.0K<0.1%History
Invesco Actively Managed Exc46090A887ULTRA SHRT DUR207$10.0K<0.1%–
GDRXGoodRx Holdings, Inc.COM CL A250$10.0K<0.1%History
Invesco Exch TRD SLF Idx FD46138J684BULLSHS 21 USD400$10.0K<0.1%–
OMOutset Medical, Inc.COM200$10.0K<0.1%History
J P Morgan Exchange Traded F46641Q225BETA CDA ETF NEW141$9.00K<0.1%–
INVHInvitation Homes Inc.COM232$9.00K<0.1%History
SRPTSarepta Therapeutics, Inc.COM100$9.00K<0.1%History
CELHCelsius Holdings, Inc.COM NEW100$9.00K<0.1%History
SPNTSiriusPoint LtdCOM937$9.00K<0.1%History
STORStore Capital LLCCOM275$9.00K<0.1%History
Kraneshares Trust500767405BOSERA MSCI CHIN184$8.00K<0.1%–
iShares U S ETF Tr46431W838SHOR MAT MUN ETF153$8.00K<0.1%–
SPDR Series Trust78464A821ST STR SP400GRW113$8.00K<0.1%–
CURICuriosityStream Inc.COM CL A760$8.00K<0.1%History
NVTAInvitae CorpCOM282$8.00K<0.1%History
LMNDLemonade, Inc.Stock100$7.00K<0.1%History
JBLJabil IncStock117$7.00K<0.1%History
TSCOTractor Supply CoCOM33$7.00K<0.1%History
PAAPlains All American Pipeline LPUNIT LTD PARTN667$7.00K<0.1%History
DCBODocebo Inc.COM100$7.00K<0.1%History
ALLAllstate CorpStock51$6.00K<0.1%History
DVADavita Inc.COM48$6.00K<0.1%History
STMPStamps.com IncCOM NEW17$6.00K<0.1%History
TPHTri Pointe Homes, Inc.COM300$6.00K<0.1%History
Vanguard Industrials ETF92204A603ETF28$5.00K<0.1%–
WWDWoodward, Inc.COM41$5.00K<0.1%History
HIIHuntington Ingalls Industries, Inc.COM25$5.00K<0.1%History
LNGCheniere Energy, Inc.COM NEW47$5.00K<0.1%History
iShares Tr46435G342MORTGE REL ETF125$5.00K<0.1%–
XMQualtrics International Inc.COM CL A119$5.00K<0.1%History
WRKWestRock CoCOM95$5.00K<0.1%History
PLTRPalantir Technologies Inc.Stock176$4.00K<0.1%History
XRAYDentsply Sirona Inc.Stock64$4.00K<0.1%History
CRLCharles River Laboratories International, Inc.COM9$4.00K<0.1%History
LYGLloyds Banking Group plcSPONSORED ADR1,671$4.00K<0.1%History
GHGuardant Health, Inc.COM31$4.00K<0.1%History
CMSCMS Energy CorpCOM67$4.00K<0.1%History
CWTCalifornia Water Service GroupCOM72$4.00K<0.1%History
FSLYFastly, Inc.CL A100$4.00K<0.1%History
VIRVir Biotechnology, Inc.COM100$4.00K<0.1%History
MROMarathon Oil CorpCOM304$4.00K<0.1%History
ZSZscaler, Inc.Stock11$3.00K<0.1%History
ALNYAlnylam Pharmaceuticals, Inc.COM16$3.00K<0.1%History
CMPSCOMPASS Pathways plcSPONSORED ADS100$3.00K<0.1%History
DALDelta Air Lines, Inc.COM NEW80$3.00K<0.1%History
ELANElanco Animal Health IncCOM101$3.00K<0.1%History
ZGZillow Group, Inc.CL A35$3.00K<0.1%History
MAGNMagnera CorpCOM222$3.00K<0.1%History
IAAIAA, Inc.COM50$3.00K<0.1%History