Asset Dedication

Latest statistics and disclosures from Asset Dedication's latest quarterly 13F-HR filing:

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Portfolio Holdings for Asset Dedication

Companies in the Asset Dedication portfolio as of the December 2020 quarterly 13F filing

Asset Dedication has 782 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
BulletShares Corporate Bond ETF 12/15/2021 Etf (BSCL) 3.7 $18M +17% 867k 21.20
Schwab U.S. Large-Cap ETF Etf (SCHX) 3.6 $18M 200k 90.96
BulletShares Corporate Bond ETF 12/15/2022 Etf (BSCM) 3.5 $18M +11% 815k 21.75
SPDR S&P 600 Small Cap Value ETF Etf (SLYV) 3.2 $16M +4% 240k 66.25
Apple Equities (AAPL) 2.6 $13M -7% 97k 132.81
iShares Core MSCI EAFE ETF Etf (IEFA) 2.6 $13M +6% 186k 69.10
iShares Core Dividend Growth ETF Etf (DGRO) 2.3 $12M +8% 257k 44.78
iShares S&P Small-Cap 600 Value ETF Etf (IJS) 2.2 $11M +98% 134k 81.24
BulletShares Corporate Bond ETF 12/15/2023 Etf (BSCN) 2.1 $11M +53% 479k 21.87
SPDR S&P 400 Mid Cap Value ETF Etf (MDYV) 2.0 $10M +8% 182k 55.43
iShares Core S&P Total U.S. Stock Market ETF Etf (ITOT) 2.0 $9.9M +7% 115k 86.23
iShares Core MSCI Emerging Markets ETF Etf (IEMG) 1.9 $9.4M +5% 152k 61.99
Microsoft Corp Equities (MSFT) 1.7 $8.8M 40k 222.40
BulletShares Corporate Bond ETF 12/15/2024 Etf (BSCO) 1.7 $8.6M +17% 385k 22.37

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Amazon.com Equities (AMZN) 1.6 $8.1M -3% 2.5k 3253.41
BulletShares Corporate Bond ETF 12/15/2025 Etf (BSCP) 1.6 $7.8M +68% 345k 22.61
Schwab U.S. Small-Cap ETF Etf (SCHA) 1.5 $7.7M 86k 89.04
Schwab Fundamental Emerging Markets Large Company Index ETF Etf (FNDE) 1.5 $7.6M +12% 269k 28.31
BulletShares Corporate Bond ETF 12/15/2026 Etf (BSCQ) 1.1 $5.6M +32% 257k 21.97
iShares Gold Trust Etf (IAU) 1.0 $5.2M +8% 287k 18.14
BulletShares HY Corporate Bond ETF 12/15/2021 Etf (BSJL) 1.0 $5.2M 225k 23.09
Walt Disney Equities (DIS) 1.0 $4.8M +3% 27k 181.01
SPDR Portfolio Emerging Markets ETF Etf (SPEM) 1.0 $4.8M -3% 113k 42.12
Vanguard Total Stock Market Index Fund ETF Shares Equities (VTI) 0.9 $4.5M 23k 194.57
BulletShares Corporate Bond ETF 12/15/2027 Etf (BSCR) 0.9 $4.5M +37% 202k 22.30
JPMorgan Chase & Co Equities (JPM) 0.8 $4.0M +5% 32k 126.63
Visa Inc Class A Equities (V) 0.8 $3.8M +2% 18k 218.04
UnitedHealth Group Equities (UNH) 0.8 $3.8M +9% 11k 349.09
BulletShares Corporate Bond ETF 12/15/2028 Etf (BSCS) 0.7 $3.7M +33% 158k 23.62
Nike Inc B Equities (NKE) 0.7 $3.7M +9% 26k 141.19
Home Depot Equities (HD) 0.7 $3.6M +9% 14k 265.33
Schwab U.S. Broad Market ETF Etf (SCHB) 0.7 $3.6M -3% 40k 90.90
Schwab U.S. Large-Cap Value ETF Etf (SCHV) 0.7 $3.5M 59k 59.43
iShares S&P Mid-Cap 400 Value ETF Etf (IJJ) 0.7 $3.5M +96% 40k 86.29
iShares Core MSCI Total International Stock ETF Etf (IXUS) 0.7 $3.5M 52k 67.12
McDonald's Corp Equities (MCD) 0.7 $3.4M +9% 16k 214.64
Wal-Mart Stores Equities (WMT) 0.7 $3.4M +10% 23k 144.15
Adobe Systems Equities (ADBE) 0.6 $3.2M -5% 6.2k 510.51
Procter & Gamble Equities (PG) 0.6 $3.1M +10% 23k 138.94
Boeing Equities (BA) 0.6 $3.1M +17% 14k 213.25
American Express Equities (AXP) 0.6 $3.0M 25k 120.71
Caterpillar Equities (CAT) 0.6 $2.9M +11% 16k 182.31
Johnson & Johnson Equities (JNJ) 0.6 $2.8M +4% 18k 156.90
Schwab U.S. Large-Cap Growth ETF Etf (SCHG) 0.6 $2.8M -3% 22k 128.36
Texas Instruments Equities (TXN) 0.6 $2.8M +18% 17k 163.41
Facebook Inc A Equities (FB) 0.6 $2.8M 10k 273.46
PayPal Holdings Equities (PYPL) 0.5 $2.7M +2% 11k 233.72
PepsiCo Equities (PEP) 0.5 $2.6M 18k 147.72
NVIDIA Corp Equities (NVDA) 0.5 $2.5M -4% 4.9k 524.41
Netflix Equities (NFLX) 0.5 $2.4M +3% 4.5k 541.95
Alphabet Inc C Equities (GOOG) 0.5 $2.4M +2% 1.4k 1768.84
BulletShares Corporate Bond ETF 12/15/2029 Etf (BSCT) 0.5 $2.4M +76% 110k 21.84
Intel Corp Equities (INTC) 0.5 $2.4M -3% 48k 49.75
iShares Corporate Bond ETF 12/31/2021 Etf (IBDM) 0.5 $2.3M 94k 24.83
Honeywell International Equities (HON) 0.5 $2.3M +19% 11k 212.68
Merck & Co Equities (MRK) 0.5 $2.3M -2% 29k 81.58
Costco Wholesale Corp Equities (COST) 0.5 $2.3M +7% 6.0k 378.30
iShares Corporate Bond ETF 12/31/2022 Etf (IBDN) 0.4 $2.2M 88k 25.54
Cisco Systems Equities (CSCO) 0.4 $2.2M +2% 50k 44.74
Comcast Corp Class A Equities (CMCSA) 0.4 $2.2M +7% 42k 52.14
Broadcom Equities (AVGO) 0.4 $2.1M +7% 4.9k 439.98
Verizon Communications Equities (VZ) 0.4 $2.1M +6% 36k 58.89
Schwab U.S. Dividend Equity ETF Etf (SCHD) 0.4 $2.1M +2% 33k 64.01
Schwab Fundamental International Small Company Index ETF Etf (FNDC) 0.4 $2.1M +6% 60k 34.75
MasterCard Inc A Equities (MA) 0.4 $2.1M +16% 5.8k 354.12
iShares Corporate Bond ETF 12/31/2024 Etf (IBDP) 0.4 $2.1M 77k 26.59
iShares Edge MSCI Min Vol Emerging Markets ETF Etf (EEMV) 0.4 $2.0M 33k 60.83
Bank of America Corporation Equities (BAC) 0.4 $2.0M 66k 30.20
Alphabet Inc A Equities (GOOGL) 0.4 $2.0M -4% 1.1k 1772.93
Coca-Cola Equities (KO) 0.4 $1.9M +14% 35k 54.65
SPDR Dow Jones Industrial Average ETF Etf (DIA) 0.4 $1.9M 6.2k 305.43
3M Equities (MMM) 0.4 $1.9M +9% 11k 173.55
Schwab Fundamental U.S. Small Company Index ETF Etf (FNDA) 0.4 $1.9M 44k 42.96
Abbott Laboratories Equities (ABT) 0.4 $1.8M 17k 109.45
FlexShares Morningstar Emerging Markets Factor Tilt Index Fund Etf (TLTE) 0.4 $1.8M 31k 58.23
Goldman Sachs Group Equities (GS) 0.4 $1.8M +13% 7.0k 261.58
Amgen Equities (AMGN) 0.4 $1.8M +15% 7.9k 229.51
iShares Corporate Bond ETF 12/31/2023 Etf (IBDO) 0.4 $1.8M -2% 68k 26.25
iShares Core S&P 500 ETF Etf (IVV) 0.4 $1.8M +4% 4.7k 376.00
Oracle Corp Equities (ORCL) 0.3 $1.7M +2% 27k 64.42
SPDR S&P Emerging Markets Dividend ETF Etf (EDIV) 0.3 $1.7M 62k 27.69
Vanguard FTSE All-World ex-US Index Fund ETF Shares Etf (VEU) 0.3 $1.7M +2% 30k 57.97
Charter Communications Inc A Equities (CHTR) 0.3 $1.7M +5% 2.6k 665.75
Spdr S&p 500 Etf Etf (SPY) 0.3 $1.7M +8% 4.5k 373.84
Berkshire Hathaway Inc B Equities (BRK.B) 0.3 $1.6M -5% 7.1k 230.79
SPDR Portfolio Total Stock Market ETF Etf (SPTM) 0.3 $1.6M -7% 35k 46.07
Pfizer Equities (PFE) 0.3 $1.6M -3% 44k 36.86
Starbucks Corp Equities (SBUX) 0.3 $1.4M +4% 13k 107.09
iShares Corporate Bond ETF 12/31/2025 Etf (IBDQ) 0.3 $1.4M 51k 27.31
Vanguard Small-Cap Value Index Fund ETF Shares Etf (VBR) 0.3 $1.4M -3% 9.7k 142.42
iShares Russell 1000 Growth ETF Etf (IWF) 0.3 $1.3M 5.3k 241.35
Lowe's Companies Equities (LOW) 0.3 $1.3M +4% 8.0k 159.85
iShares Core S&P Small-Cap ETF Etf (IJR) 0.3 $1.3M 14k 91.79
International Business Machines Corp Equities (IBM) 0.3 $1.3M +2% 10k 125.59
iShares Russell 1000 ETF Etf (IWB) 0.2 $1.2M -5% 5.8k 211.64
Qualcomm Equities (QCOM) 0.2 $1.2M +47% 8.1k 152.12
Schwab Emerging Markets Equity ETF Etf (SCHE) 0.2 $1.2M -3% 40k 30.67
SPDR MSCI Emerging Markets StrategicFactors ETF Etf (QEMM) 0.2 $1.2M +2% 19k 64.56
Bristol-Myers Squibb Company Equities (BMY) 0.2 $1.2M +13% 20k 61.75
Chevron Corp Equities (CVX) 0.2 $1.2M +39% 14k 84.61
iShares Russell 3000 ETF Etf (IWV) 0.2 $1.2M +71% 5.3k 223.60
ARK Innovation ETF Etf (ARKK) 0.2 $1.2M NEW 9.4k 124.61
Schwab International Equity ETF Etf (SCHF) 0.2 $1.2M +5% 32k 35.94
iShares Corporate Bond ETF 12/31/2026 Etf (IBDR) 0.2 $1.2M 43k 27.17
DuPont de Nemours Equities (DD) 0.2 $1.2M +24% 16k 70.57
iShares Emerging Markets Dividend ETF Etf (DVYE) 0.2 $1.1M 30k 36.92
Exxon Mobil Corp Equities (XOM) 0.2 $1.1M +89% 27k 41.16
Enterprise Prd Prtnrs MLP (EPD) 0.2 $1.1M +11% 54k 19.53
iShares Select Dividend ETF Etf (DVY) 0.2 $1.1M 11k 96.19
Illinois Tool Works Equities (ITW) 0.2 $1.0M 5.1k 203.97
Colgate-Palmolive Equities (CL) 0.2 $966k +3% 11k 85.41
SPDR S&P 600 Small Cap Growth ETF Etf (SLYG) 0.2 $964k 13k 76.22
iShares S&P Small-Cap 600 Growth ETF Etf (IJT) 0.2 $949k +123% 8.3k 114.02
Schwab Fundamental International Large Company Index ETF Etf (FNDF) 0.2 $935k +2% 32k 29.24
iShares Russell 1000 Value ETF Etf (IWD) 0.2 $931k 6.8k 136.39
First Trust NASDAQ-100-Tech. Sector Index Fund Etf (QTEC) 0.2 $890k -4% 6.5k 137.92
At&t Equities (T) 0.2 $886k -13% 31k 28.65
WisdomTree MidCap Earnings Fund Etf (EZM) 0.2 $876k 20k 43.45
Vanguard High Dividend Yield Index Fund ETF Shares Etf (VYM) 0.2 $858k -19% 9.4k 91.42
T-Mobile US Equities (TMUS) 0.2 $851k +20% 6.4k 134.02
Capital One Financial Corp Equities (COF) 0.2 $840k 8.5k 98.72
iShares Corporate Bond ETF 12/31/2027 Etf (IBDS) 0.2 $839k 31k 27.55
Automatic Data Processing Equities (ADP) 0.2 $828k -12% 4.7k 176.36
Dow Chemical Equities (DOW) 0.2 $818k 15k 54.62
Eaton Corp Equities (ETN) 0.2 $817k 6.8k 119.90
Thermo Fisher Scientific Equities (TMO) 0.2 $785k 1.7k 464.50
AbbVie Equities (ABBV) 0.2 $768k -3% 7.2k 107.29
Vanguard FTSE All-World ex-US Small-Cap Index Fund ETF Shares Etf (VSS) 0.1 $741k +2% 6.2k 119.23
iShares MSCI EAFE Small-Cap ETF Etf (SCZ) 0.1 $732k -5% 11k 67.97
Capri Holdings Equities (CPRI) 0.1 $722k 17k 41.99
iShares MSCI EAFE Value ETF Etf (EFV) 0.1 $721k +16% 15k 47.17
Progressive Corp Equities (PGR) 0.1 $718k 7.2k 99.13
iShares Corporate Bond ETF 12/31/2028 Etf (IBDT) 0.1 $692k 24k 29.49
Uber Technologies Equities (UBER) 0.1 $678k -53% 13k 50.98
iShares Core High Dividend ETF Etf (HDV) 0.1 $676k 7.7k 87.58
Becton Dickinson & Co Equities (BDX) 0.1 $675k +2% 2.7k 254.14
General Dynamics Corp Equities (GD) 0.1 $653k +131% 4.4k 149.53
Danaher Corp Equities (DHR) 0.1 $642k -5% 2.9k 222.99
Eastman Chemical Equities (EMN) 0.1 $641k 6.4k 100.45
Sysco Corp Equities (SYY) 0.1 $630k 8.5k 74.00
Lockheed Martin Corp Equities (LMT) 0.1 $625k -28% 1.8k 354.31
BlackRock Equities (BLK) 0.1 $619k 858.00 721.45
iShares Muni Bond ETF 12/2/2021 Etf (IBMJ) 0.1 $608k +11% 24k 25.76
Invesco S&P SmallCap 600 Equal Weight ETF Etf (EWSC) 0.1 $600k 9.3k 64.47
SPDR S&P Emerging Markets Small Cap ETF Etf (EWX) 0.1 $597k +2% 12k 51.30
Yum Brands Equities (YUM) 0.1 $595k 5.5k 108.91
Walgreens Boots Alliance Equities (WBA) 0.1 $581k +12% 15k 39.70
SPDR Portfolio Large Cap ETF Etf (SPLG) 0.1 $581k 13k 43.72
US Bancorp Equities (USB) 0.1 $579k 12k 46.63
iShares Muni Bond ETF 12/2/2023 Etf (IBML) 0.1 $577k 22k 26.11
Vanguard Dividend Appreciation Index Fund ETF Shares Etf (VIG) 0.1 $567k 4.0k 140.90
iShares Muni Bond ETF 12/2/2022 Etf (IBMK) 0.1 $556k 21k 26.43
SPDR S&P International Small Cap ETF Etf (GWX) 0.1 $535k 15k 35.23
Wells Fargo & Co Equities (WFC) 0.1 $531k -13% 17k 30.52
Truist Finl Corp Equities (TFC) 0.1 $528k 11k 47.79
Tesla Motors Equities (TSLA) 0.1 $524k +27% 750.00 698.67
Square Inc A Equities (SQ) 0.1 $522k 2.4k 217.14
Micron Technology Equities (MU) 0.1 $496k 6.6k 75.49
Sanofi SA Equities (SNY) 0.1 $486k +153% 10k 48.59
Salesforce.com Equities (CRM) 0.1 $474k +29% 2.1k 222.33
ViacomCBS Inc Class B Equities (VIAC) 0.1 $464k 13k 37.23
Citigroup Equities (C) 0.1 $463k +51% 7.5k 61.60
MetLife Equities (MET) 0.1 $463k +3% 9.9k 46.95
S&P Global Equities (SPGI) 0.1 $462k +4% 1.4k 331.66
Chipotle Mexican Grill Inc Class A Equities (CMG) 0.1 $461k 332.00 1388.55
Sherwin-Williams Equities (SHW) 0.1 $460k 624.00 737.18
Vanguard FTSE Emerging Markets Index Fund ETF Shares Etf (VWO) 0.1 $455k 9.1k 50.02
Schlumberger Equities (SLB) 0.1 $452k +10% 21k 21.84
SPDR S&P Dividend ETF Etf (SDY) 0.1 $452k 4.3k 105.93
Cummins Equities (CMI) 0.1 $451k 2.0k 227.43
Anthem Equities (ANTM) 0.1 $448k +2% 1.4k 322.30
iShares Muni Bond ETF 12/2/2024 Etf (IBMM) 0.1 $446k 17k 27.10
Hormel Foods Corp Equities (HRL) 0.1 $443k +3% 9.6k 46.32
BulletShares HY Corporate Bond ETF 12/15/2022 Etf (BSJM) 0.1 $438k -6% 19k 23.46
Mettler-Toledo International Equities (MTD) 0.1 $435k -9% 382.00 1138.74
Air Products & Chemicals Equities (APD) 0.1 $431k 1.6k 273.13
Medtronic Equities (MDT) 0.1 $427k +2867% 3.7k 116.99
PNC Financial Services Group Equities (PNC) 0.1 $423k 2.8k 148.58
iShares Edge MSCI Min Vol EAFE ETF Etf (EFAV) 0.1 $422k +234% 5.7k 73.47
Morgan Stanley Equities (MS) 0.1 $415k +6% 6.0k 68.61
Vanguard Growth Index Fund ETF Shares Etf (VUG) 0.1 $415k 1.6k 253.36
iShares MSCI EM ESG Optimized ETF Etf (ESGE) 0.1 $402k +18% 9.5k 42.20
Vanguard Small-Cap Growth Index Fund ETF Shares Etf (VBK) 0.1 $399k +4866% 1.5k 267.79
Guggenheim S&P 500 Equal Weight Health Care ETF Etf (RYH) 0.1 $390k 1.5k 262.10
TransDigm Group Equities (TDG) 0.1 $389k 630.00 617.46
Norfolk Southern Corp Equities (NSC) 0.1 $376k 1.6k 237.97
Mondelez International Inc Class A Equities (MDLZ) 0.1 $374k -3% 6.4k 58.22
Vanguard Mid-Cap Index Fund ETF Shares Etf (VO) 0.1 $374k 1.8k 206.17
iShares MSCI EAFE ESG Optimized ETF Etf (ESGD) 0.1 $365k +34% 5.0k 73.46
Duke Energy Corp Equities (DUK) 0.1 $364k 4.0k 90.98
iShares Edge MSCI Min Vol Global ETF Etf (ACWV) 0.1 $356k NEW 3.7k 96.95
ASML Holding NV Equities (ASML) 0.1 $353k +42% 745.00 473.83
BulletShares Municipal Bond ETF 12/15/2025 Etf (BSMP) 0.1 $345k +67% 13k 26.05
Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares Etf (IVOV) 0.1 $341k -9% 2.6k 132.17
Vanguard 500 Index Fund ETF Class Etf (VOO) 0.1 $339k -92% 987.00 343.46
Carrier Global Corp Ordinary Shares Equities (CARR) 0.1 $338k 8.8k 38.30
iShares S&P 500 Growth ETF Etf (IVW) 0.1 $335k +300% 5.3k 63.79
iShares MSCI Emerging Markets ETF Etf (EEM) 0.1 $321k -5% 6.2k 51.81
Invesco BuyBack Achievers ETF Etf (PKW) 0.1 $310k 4.2k 73.23
CVS Health Corp Equities (CVS) 0.1 $308k +13% 4.5k 68.41
Boston Scientific Corp Equities (BSX) 0.1 $301k 8.4k 35.98
iShares U.S. Technology ETF Etf (IYW) 0.1 $297k +336% 3.5k 85.05
Enterprise Financial Services Corp Equities (EFSC) 0.1 $297k 8.5k 35.05
Vanguard FTSE Developed Markets Index Fund ETF Shares Etf (VEA) 0.1 $295k -4% 6.2k 47.45
iShares MSCI EAFE ETF Etf (EFA) 0.1 $293k 4.0k 72.89
Parker Hannifin Corp Equities (PH) 0.1 $289k 1.1k 271.11
iShares Muni Bond ETF 12/2/2025 Etf (IBMN) 0.1 $288k 10k 28.19
WisdomTree MidCap Dividend Fund Etf (DON) 0.1 $274k 7.9k 34.78
Eli Lilly and Equities (LLY) 0.1 $267k -2% 1.6k 167.92
Onto Innovation Equities (ONTO) 0.1 $266k 5.6k 47.53
Avery Dennison Corp Equities (AVY) 0.1 $260k 1.7k 154.49
Deere & Co Equities (DE) 0.1 $258k +3% 959.00 269.03
PowerShares DWA Financial Momentum Portfolio Etf (PFI) 0.1 $257k 6.0k 43.03
iShares Muni Bond ETF 12/2/2026 Etf (IBMO) 0.1 $252k 9.3k 27.15
Schwab Short-Term U.S. Treasury ETF Etf (SCHO) 0.1 $251k -16% 4.9k 51.61
iShares Russell 2000 Value ETF Etf (IWN) 0.0 $244k 1.8k 131.96
Suncor Energy Equities (SU) 0.0 $242k -67% 14k 16.78
Linde Equities (LIN) 0.0 $242k -11% 917.00 263.90
VanEck Vectors Morningstar Wide Moat ETF Etf (MOAT) 0.0 $241k 3.9k 62.08
BulletShares Municipal Bond ETF 12/15/2021 Etf (BSML) 0.0 $240k +686% 9.5k 25.34
Otis Worldwide Corp Equities (OTIS) 0.0 $238k -12% 3.5k 67.65
Schwab International Small-Cap Equity ETF Etf (SCHC) 0.0 $238k 6.3k 37.83
iShares S&P 500 Value ETF Etf (IVE) 0.0 $237k +3% 1.9k 127.76
Humana Equities (HUM) 0.0 $236k 580.00 406.90
WisdomTree International MidCap Dividend Fund Etf (DIM) 0.0 $236k 3.7k 63.70
Keurig Dr Pepper Equities (KDP) 0.0 $232k 7.3k 31.70
iShares 1-3 Year Treasury Bond ETF Etf (SHY) 0.0 $229k -3% 2.6k 86.51
iShares MSCI Emerging Markets Small-Cap ETF Etf (EEMS) 0.0 $224k 4.2k 53.58
Intuit Equities (INTU) 0.0 $224k 593.00 377.74
Vanguard Value Index Fund ETF Shares Etf (VTV) 0.0 $221k -4% 1.9k 118.82
SPDR Portfolio Aggregate Bond ETF Etf (SPAB) 0.0 $220k +2% 7.2k 30.72
iShares New York Muni Bond ETF Etf (NYF) 0.0 $218k NEW 3.8k 58.13
iShares Core Growth Allocation ETF Etf (AOR) 0.0 $214k +530% 4.1k 52.20
Stanley Black & Decker Equities (SWK) 0.0 $213k 1.2k 178.39
WisdomTree SmallCap Dividend Fund Etf (DES) 0.0 $209k 7.8k 26.66
BulletShares Municipal Bond ETF 12/15/2024 Etf (BSMO) 0.0 $208k +75% 8.1k 25.67
Consolidated Edison Equities (ED) 0.0 $204k +11% 2.8k 72.24
SPDR Portfolio Short Term Corporate Bond ETF Etf (SPSB) 0.0 $200k 6.4k 31.39
Estee Lauder Companies Inc Class A Equities (EL) 0.0 $199k 746.00 266.76
McCormick & Co Inc Non-Voting Equities (MKC) 0.0 $193k +100% 2.0k 95.92
ProShares Large Cap Core Plus Etf (CSM) 0.0 $192k 2.3k 85.03
United Parcel Service Inc Class B Equities (UPS) 0.0 $190k 1.1k 169.49
iShares ESG Aware MSCI USA Small-Cap ETF Etf (ESML) 0.0 $188k +55% 5.5k 34.30
Pinduoduo Equities (PDD) 0.0 $186k NEW 1.1k 176.47
WisdomTree SmallCap Earnings Fund Etf (EES) 0.0 $185k 4.8k 38.86
Nuance Communications Equities (NUAN) 0.0 $184k 4.2k 44.15
Dell Equities (DELL) 0.0 $183k 2.5k 72.94
United States Commodity Index Fund Etf (USCI) 0.0 $183k -2% 5.7k 32.31
Gilead Sciences Equities (GILD) 0.0 $175k +36% 3.0k 58.45
Vanguard Large-Cap Index Fund ETF Shares Etf (VV) 0.0 $174k -4% 990.00 175.76

Past Filings by Asset Dedication

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