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Asset Dedication, LLC

SEC CIK
0001475896
Latest filing
Jul 30, 2026

Holdings in Q3 2024

Holdings as of Sep 30, 2024, filed Oct 15, 2024. Long positions only; changes compare share counts with Q2 2024.

Institution overview
Positions
1,147
−46 vs. Q2 2024
Portfolio value
$1.48B
+$40.7M (+2.8%) vs. Q2 2024
Filed
Oct 15, 2024
SEC
Holdings of Asset Dedication, LLC in Q3 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
Dimensional U.S. Core Equity 2 ETF25434V708ETF3,925,073$134.6M9.1%+198,386+5.3%Added–
Dimensional U.S. Targeted Value ETF25434V609ETF2,193,323$122.0M8.2%+90,019+4.3%Added–
Dimensional World Ex U.S. Core Equity 2 ETF25434V880ETF2,524,409$68.2M4.6%−39,101−1.5%Reduced–
Dimensional ETF Trust25434V740EMERGING MKTS VA2,386,158$67.9M4.6%+94,865+4.1%Added–
Dimensional ETF Trust25434V732EMERGING MKTS CO2,379,152$67.0M4.5%+175,855+8.0%Added–
Dimensional ETF Trust25434V799INTL CORE EQUITY1,771,717$49.9M3.4%+297,540+20.2%Added–
Dimensional ETF Trust25434V401US EQUI MARK ETF584,033$36.3M2.5%+91,971+18.7%Added–
Invesco Exch TRD SLF Idx FD46138J841BULSHS 2024 CB1,717,305$36.3M2.4%−71,614−4.0%Reduced–
Dimensional ETF Trust25434V781INTL SMALL CAP V1,120,251$32.6M2.2%+32,930+3.0%Added–
Invesco Exch TRD SLF Idx FD46138J825BULSHS 2025 CB1,519,597$31.4M2.1%+23,414+1.6%Added–
Invesco Exch TRD SLF Idx FD46138J791BULSHS 2026 CB1,426,103$27.9M1.9%+42,962+3.1%Added–
AAPLApple Inc.Stock109,278$25.5M1.7%−5,117−4.5%ReducedHistory
State Street SPDR S&P 400 Mid Cap Value ETF78464A839ETF285,278$22.7M1.5%+4,667+1.7%Added–
MSFTMicrosoft CorpStock48,899$21.0M1.4%−1,829−3.6%ReducedHistory
Schwab U.S. Large-Cap ETF808524201ETF306,604$20.8M1.4%−39,572−11.4%Reduced–
NVDANVIDIA CorpStock163,256$19.8M1.3%−22,149−11.9%ReducedHistory
iShares Tr464287150CORE S&P TTL STK122,312$15.4M1.0%−4,260−3.4%Reduced–
Invesco Exch TRD SLF Idx FD46138J783BULSHS 2027 CB728,382$14.4M1.0%+9,184+1.3%Added–
State Street SPDR S&P 600 Small Cap Value ETF78464A300ETF142,621$12.4M0.8%−3,532−2.4%Reduced–
Invesco Exch TRD SLF Idx FD46138J643INVSCO BLSH 28600,010$12.3M0.8%+30,924+5.4%Added–
iShares Tr46436E874IBONDS 24 TRM TS508,261$12.2M0.8%−1740.0%Reduced–
AMZNAmazon Com IncStock57,416$10.7M0.7%−8,332−12.7%ReducedHistory
JPMJPMorgan Chase & CoStock48,447$10.2M0.7%−5,040−9.4%ReducedHistory
iShares S&P Small-Cap 600 Value ETF464287879ETF94,409$10.2M0.7%−1,111−1.2%Reduced–
iShares Core MSCI Eafe ETF46432F842ETF123,302$9.62M0.6%−1,090−0.9%Reduced–
AVGOBroadcom Inc.Stock53,049$9.15M0.6%−8,401−13.7%ReducedConverted for a 10-for-1 splitHistory
Invesco Exch TRD SLF Idx FD46138J577BULETSHS 2029472,225$8.88M0.6%−16,287−3.3%Reduced–
WMTWalmart Inc.Stock106,978$8.64M0.6%−12,436−10.4%ReducedHistory
iShares Tr46434VBG4IBONDS DEC24 ETF337,972$8.52M0.6%−128,041−27.5%Reduced–
AXPAmerican Express CoStock31,361$8.51M0.6%−3,153−9.1%ReducedHistory
Schwab Fundamental Emerging Markets Equity ETF808524730ETF261,066$8.42M0.6%−4,907−1.8%Reduced–
iShares Core Dividend Growth ETF46434V621ETF134,265$8.42M0.6%−4,277−3.1%Reduced–
METAMeta Platforms, Inc.Stock14,619$8.37M0.6%−2,308−13.6%ReducedHistory
UNHUnitedHealth Group IncStock13,753$8.04M0.5%−1,491−9.8%ReducedHistory
Invesco Exch TRD SLF Idx FD46138J833BULSHS 2024 HY349,850$7.95M0.5%−150,327−30.1%Reduced–
Vanguard Morningstar Total Stock Market ETF922908769ETF27,570$7.81M0.5%−3,527−11.3%Reduced–
iShares Tr46435U184IBONDS 24 TRM HG326,654$7.61M0.5%−151,055−31.6%Reduced–
NFLXNetflix IncStock10,630$7.54M0.5%−1,452−12.0%ReducedHistory
Invesco Exch TRD SLF Idx FD46138J460INVSCO 30 CORP437,513$7.42M0.5%+8,822+2.1%Added–
ORCLOracle CorpStock42,016$7.16M0.5%−5,569−11.7%ReducedHistory
VVisa Inc.Stock25,656$7.05M0.5%−3,677−12.5%ReducedHistory
Schwab U.S. Small-Cap ETF808524607ETF134,887$6.95M0.5%−2,651−1.9%Reduced–
COSTCostco Wholesale CorpStock7,669$6.80M0.5%−1,030−11.8%ReducedHistory
CATCaterpillar IncStock17,223$6.74M0.5%−2,274−11.7%ReducedHistory
XOMExxonMobil Holdings CorpCOM56,330$6.60M0.4%−7,016−11.1%ReducedHistory
iShares Core MSCI Emerging Markets ETF46434G103ETF112,490$6.46M0.4%−3,949−3.4%Reduced–
LLYEli Lilly & CoStock7,265$6.44M0.4%−1,428−16.4%ReducedHistory
HDHome Depot, Inc.Stock15,870$6.43M0.4%−1,900−10.7%ReducedHistory
iShares S&P Mid-Cap 400 Value ETF464287705ETF50,452$6.24M0.4%+1,781+3.7%Added–
PGProcter & Gamble CoStock34,443$5.97M0.4%−5,082−12.9%ReducedHistory
IBMInternational Business Machines CorpStock25,232$5.58M0.4%−4,304−14.6%ReducedHistory
AMGNAmgen IncStock16,953$5.46M0.4%−2,138−11.2%ReducedHistory
MCDMcDonalds CorpStock17,557$5.35M0.4%−1,756−9.1%ReducedHistory
MRKMerck & Co., Inc.Stock46,777$5.31M0.4%−8,212−14.9%ReducedHistory
GSGoldman Sachs Group IncStock10,421$5.16M0.3%−1,705−14.1%ReducedHistory
TRVTravelers Companies, Inc.Stock21,110$4.94M0.3%−3,236−13.3%ReducedHistory
TXNTexas Instruments IncStock23,528$4.86M0.3%−2,660−10.2%ReducedHistory
GOOGAlphabet Inc.Stock28,720$4.80M0.3%+477+1.7%AddedHistory
Dimensional ETF Trust25434V690INTERNATIONAL132,761$4.74M0.3%+15,623+13.3%Added–
SPYSPDR S&P 500 ETF TrustETF8,263$4.74M0.3%+923+12.6%AddedHistory
GOOGLAlphabet Inc.Stock27,162$4.50M0.3%−5,986−18.1%ReducedHistory
KOCoca Cola CoStock60,998$4.38M0.3%−9,854−13.9%ReducedHistory
SPDR Index Shs FDS78463X509ST PORT MARK ETF103,999$4.29M0.3%−896−0.9%Reduced–
MAMastercard IncStock8,458$4.18M0.3%−1,349−13.8%ReducedHistory
Schwab U.S. Broad Market ETF808524102ETF61,890$4.12M0.3%−2,305−3.6%Reduced–
Vanguard S&P 500 ETF922908363ETF7,156$3.78M0.3%+720+11.2%Added–
iShares Core S&P 500 ETF464287200ETF6,466$3.73M0.3%+140+2.2%Added–
PEPPepsiCo IncStock21,753$3.70M0.2%−4,782−18.0%ReducedHistory
JNJJohnson & JohnsonStock22,593$3.66M0.2%−4,212−15.7%ReducedHistory
CSCOCisco Systems, Inc.Stock67,982$3.62M0.2%−15,659−18.7%ReducedHistory
Schwab U.S. Large-Cap Growth ETF808524300ETF34,515$3.60M0.2%−290−0.8%Reduced–
TMUST-Mobile US, Inc.Stock16,621$3.43M0.2%−4,277−20.5%ReducedHistory
iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1ETF135,969$3.41M0.2%−47,164−25.8%Reduced–
iShares Tr46436E866IBONDS 25 TRM TS145,041$3.40M0.2%−59,614−29.1%Reduced–
Vanguard Morningstar Small-Cap ETF922908751ETF14,276$3.39M0.2%−5,461−27.7%Reduced–
iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0ETF138,862$3.37M0.2%−46,653−25.1%Reduced–
CVXChevron CorpStock22,886$3.37M0.2%−5,815−20.3%ReducedHistory
ADBEAdobe Inc.Stock6,443$3.34M0.2%−842−11.6%ReducedHistory
Dimensional ETF Trust25434V682EMER MARK SU ETF93,595$3.32M0.2%+8,330+9.8%Added–
LOWLowes Companies IncStock11,957$3.24M0.2%−3,159−20.9%ReducedHistory
HONHoneywell International IncCOM15,579$3.22M0.2%−3,425−18.0%ReducedHistory
ABBVAbbVie Inc.Stock16,214$3.20M0.2%−4,162−20.4%ReducedHistory
Invesco Exch TRD SLF Idx FD46138J429BULETSHS 2031 CP185,682$3.10M0.2%+36,053+24.1%Added–
RTXRTX CorpStock23,627$2.86M0.2%+2,102+9.8%AddedHistory
DISWalt Disney CoStock29,688$2.86M0.2%−7,089−19.3%ReducedHistory
NOWServiceNow, Inc.Stock3,132$2.80M0.2%+63+2.1%AddedHistory
Dimensional ETF Trust25434V716US SUSTAINABILTY74,124$2.76M0.2%+17,663+31.3%Added–
BACBank of America CorpStock69,026$2.74M0.2%−21,536−23.8%ReducedHistory
iShares Tr464288802ESG OPTIMIZED22,217$2.67M0.2%+461+2.1%Added–
CRMSalesforce, Inc.Stock9,745$2.67M0.2%−2,327−19.3%ReducedHistory
iShares Tr46435U663ESG AWARE MSCI63,692$2.66M0.2%+767+1.2%Added–
VZVerizon Communications IncStock59,214$2.66M0.2%−17,383−22.7%ReducedHistory
ITWIllinois Tool Works IncStock9,966$2.61M0.2%−2,536−20.3%ReducedHistory
iShares Tr46436E841IBONDS 27 TRM TS114,885$2.60M0.2%−36,946−24.3%Reduced–
Schwab U.S. Large-Cap Value ETF808524409ETF32,342$2.60M0.2%+33+0.1%Added–
Invesco Exch TRD SLF Idx FD46138J536BULSHS 2024 MUNI104,117$2.58M0.2%+553+0.5%Added–
iShares Core MSCI Total International Stock ETF46432F834ETF34,760$2.52M0.2%−5,987−14.7%Reduced–
TGTTarget CorpStock16,146$2.52M0.2%+955+6.3%AddedHistory
Invesco Exch TRD SLF Idx FD46138J510BULSHS 2026 MUNI104,592$2.48M0.2%+10,070+10.7%Added–
MMM3M CoStock18,098$2.47M0.2%−1,449−7.4%ReducedHistory

Sold out since Q2 2024 (120)

Positions held at the end of Q2 2024 that are gone from this filing.

The largest 100 of 120 by value last quarter.

Positions of Asset Dedication, LLC sold out since Q2 2024
SecurityClassShares in Q2 2024Value in Q2 2024% of portfolio in Q2 2024History
SPDR Series Trust78468R523ST STR BL 12 ETF1,850$183.8K<0.1%–
Vanguard Total Bond Market ETF921937835ETF1,735$125.0K<0.1%–
BNBROOKFIELD CorpCL A LTD VT SH1,350$56.1K<0.1%History
MGNIMagnite, Inc.COM3,950$52.5K<0.1%History
BIPBrookfield Infrastructure Partners L.P.LP INT UNIT1,673$45.9K<0.1%History
iShares Tr464287192US TRSPRTION600$39.3K<0.1%–
NEANuveen AMT-Free Quality Municipal Income FundCOM3,200$36.7K<0.1%History
iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853ETF1,330$36.3K<0.1%–
BBDCBarings BDC, Inc.COM3,700$36.0K<0.1%History
NVGNuveen AMT-Free Municipal Credit Income FundCEF2,888$36.0K<0.1%History
ESTCElastic N.V.ORD SHS301$34.3K<0.1%History
iShares Tr464288604MRGSTR SM CP GR695$31.6K<0.1%–
ROGRogers CorpCOM210$25.3K<0.1%History
BEPBrookfield Renewable Partners L.P.PARTNERSHIP UNIT970$24.0K<0.1%History
CEMClearBridge MLP & Midstream Fund Inc.COM500$23.7K<0.1%History
Vanguard Scottsdale FDS92206C649VNG RUS2000VAL174$23.3K<0.1%–
DSLDoubleLine Income Solutions FundCOM1,860$23.3K<0.1%History
PDOPIMCO Dynamic Income Opportunities FundCOM BEN SHS1,740$23.1K<0.1%History
MTNVail Resorts IncCOM127$22.8K<0.1%History
CRHCRH Public Ltd CoORD272$20.4K<0.1%History
ALLYAlly Financial Inc.Stock500$19.8K<0.1%History
BMRNBiomarin Pharmaceutical IncCOM240$19.8K<0.1%History
AGNCAGNC Investment Corp.REIT2,020$19.3K<0.1%History
ARK Innovation ETF00214Q104ETF426$18.7K<0.1%–
LOBLive Oak Bancshares, Inc.COM521$18.3K<0.1%History
ABRArbor Realty Trust IncCOM1,250$17.9K<0.1%History
PDPagerDuty, Inc.COM775$17.8K<0.1%History
AMXAmerica Movil SAB de CVSPON ADS RP CL B1,000$17.0K<0.1%History
TSLXSixth Street Specialty Lending, Inc.COM770$16.4K<0.1%History
EEni SpASPONSORED ADR500$15.4K<0.1%History
Innovator ETFs Tr II S&P High45783Y822ETF822$15.2K<0.1%–
JRINuveen Real Asset Income & Growth FundCOM1,226$14.9K<0.1%History
iShares Tr46429B655FLTG RATE NT ETF281$14.4K<0.1%–
CNICanadian National Railway CoStock120$14.2K<0.1%History
ALRMAlarm.com Holdings, Inc.COM222$14.1K<0.1%History
STAGSTAG Industrial, Inc.COM386$13.9K<0.1%History
LNCLincoln National CorpCOM443$13.8K<0.1%History
AWFAlliancebernstein Global High Income Fund IncCOM1,312$13.8K<0.1%History
PAYCPaycom Software, Inc.Stock95$13.6K<0.1%History
EVFEaton Vance Senior Income TrustSH BEN INT2,000$12.7K<0.1%History
WIXWix.com Ltd.SHS75$11.9K<0.1%History
EXELExelixis, Inc.COM525$11.8K<0.1%History
BUDAnheuser-Busch InBev SA/NVADR200$11.6K<0.1%History
ABAlliancebernstein Holding L.P.UNIT LTD PARTN326$11.0K<0.1%History
FUNSix Flags Entertainment CorporationDEPOSITRY UNIT200$10.9K<0.1%History
Ea Series Trust02072L722STRI US ENER ETF356$10.7K<0.1%–
MPTMedical Properties Trust IncCOM2,455$10.6K<0.1%History
FAXAbrdn Asia-Pacific Income Fund, Inc.COM3,874$10.4K<0.1%History
BOCBoston Omaha CorpStock750$10.1K<0.1%History
First Tr High Income L/S FD33738E109COM816$10.1K<0.1%–
TELFYTelefonica S ASPONSORED ADR2,300$9.68K<0.1%History
HIHillenbrand, Inc.COM200$8.00K<0.1%History
NICENICE Ltd.SPONSORED ADR45$7.74K<0.1%History
VEEVVeeva Systems IncStock41$7.50K<0.1%History
BEPCBrookfield Renewable CorpCL A SUB VTG241$6.84K<0.1%History
APTVAptiv PLCSHS95$6.69K<0.1%History
RGENRepligen CorpCOM53$6.68K<0.1%History
AEMAgnico Eagle Mines LtdStock99$6.47K<0.1%History
VACMarriott Vacations Worldwide CorpCOM71$6.20K<0.1%History
ORIOld Republic International CorpCOM196$6.06K<0.1%History
WRKWestRock CoCOM115$5.78K<0.1%History
DAVAEndava plcADS195$5.70K<0.1%History
RNPCohen & Steers REIT & Preferred & Income Fund IncCOM272$5.53K<0.1%History
GPMTGranite Point Mortgage Trust Inc.COM STK1,766$5.25K<0.1%History
PDIPIMCO Dynamic Income FundSHS272$5.12K<0.1%History
NCNOnCino, Inc.COM155$4.88K<0.1%History
Global X FDS37954Y780INTERNET OF THNG130$4.67K<0.1%–
CRONCronos Group Inc.COM2,000$4.66K<0.1%History
PMTPennyMac Mortgage Investment TrustCOM337$4.63K<0.1%History
Invesco Exch Traded FD Tr II46138E115S&P SMLCP INFO99$4.62K<0.1%–
WSTWest Pharmaceutical Services IncCOM14$4.61K<0.1%History
NEGGNewegg Commerce, Inc.COMMON SHARES5,000$4.54K<0.1%History
SSRMSSR Mining Inc.Stock1,000$4.52K<0.1%History
GCVGabelli Convertible & Income Securities Fund IncCOM1,224$4.48K<0.1%History
DAYDayforce, Inc.COM90$4.46K<0.1%History
VCYTVeracyte, Inc.COM200$4.33K<0.1%History
ADMArcher-Daniels-Midland CoStock70$4.23K<0.1%History
FIVNFive9, Inc.COM95$4.19K<0.1%History
AIZAssurant, Inc.Stock23$3.82K<0.1%History
ENPHEnphase Energy, Inc.Stock38$3.79K<0.1%History
SDGRSchrodinger, Inc.COM193$3.73K<0.1%History
Exchange Traded Concepts Tru301505707ROBO GLB ETF65$3.58K<0.1%–
RHIRobert Half Inc.COM55$3.52K<0.1%History
APPNAppian CorpCL A112$3.46K<0.1%History
FMSFresenius Medical Care AGSPONSORED ADR175$3.34K<0.1%History
BIDUBaidu, Inc.ADR35$3.03K<0.1%History
LWLamb Weston Holdings, Inc.Stock35$2.94K<0.1%History
CPAYCorpay, Inc.COM SHS11$2.93K<0.1%History
ALLAllstate CorpStock18$2.87K<0.1%History
UNITUniti Group Inc.COM980$2.86K<0.1%History
APHAmphenol CorpCL A40$2.69K<0.1%History
IQIInvesco Quality Municipal Income TrustCOM266$2.64K<0.1%History
LHLabcorp Holdings Inc.Stock12$2.44K<0.1%History
TSCOTractor Supply CoCOM9$2.43K<0.1%History
ZGZillow Group, Inc.CL A52$2.34K<0.1%History
PCGPG&E CorpStock126$2.20K<0.1%History
WDCWestern Digital CorpCOM29$2.20K<0.1%History
NRGNRG Energy, Inc.Stock28$2.18K<0.1%History
CPRTCopart IncCOM40$2.17K<0.1%History
NINisource Inc.COM72$2.08K<0.1%History