Asset Dedication

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

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Portfolio Holdings for Asset Dedication

Asset Dedication holds 1130 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Asset Dedication has 1130 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 10.6 $131M 4.0M 32.99
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Dimensional Etf Trust Us Targeted Vlu (DFAT) 9.6 $119M 2.3M 51.49
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Dimensional Etf Trust Emerging Mkts Va (DFEV) 5.5 $68M 2.5M 27.05
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Dimensional Etf Trust Emerging Mkts Co (DFEM) 5.4 $66M 2.5M 26.46
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Dimensional Etf Trust Intl Core Equity (DFIC) 4.8 $59M +7% 2.1M 27.77
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Dimensional Etf Trust World Ex Us Core (DFAX) 4.6 $57M -10% 2.2M 26.20
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Dimensional Etf Trust Us Equity Market (DFUS) 3.1 $38M -2% 629k 60.48
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Dimensional Etf Trust Intl Small Cap V (DISV) 3.1 $38M +6% 1.3M 29.12
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Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 2.3 $28M 1.4M 20.68
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Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 2.1 $26M 1.3M 19.48
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Apple (AAPL) 1.8 $22M +9% 100k 222.13
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Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 1.4 $17M -18% 226k 77.05
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Microsoft Corporation (MSFT) 1.2 $15M -3% 39k 375.39
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Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 1.2 $14M +4% 735k 19.59
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NVIDIA Corporation (NVDA) 1.0 $12M -3% 112k 108.38
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.9 $11M -16% 92k 122.01
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Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 0.9 $11M 545k 20.35
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Amazon (AMZN) 0.8 $9.5M 50k 190.26
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Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 0.7 $9.2M 496k 18.53
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.7 $9.0M +2% 410k 22.08
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Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.7 $8.8M -13% 113k 78.40
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JPMorgan Chase & Co. (JPM) 0.7 $8.1M -18% 33k 245.30
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Ishares Tr Sp Smcp600vl Etf (IJS) 0.6 $8.0M -5% 82k 97.48
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Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $7.8M +2% 28k 274.84
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Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) 0.6 $7.4M +7% 443k 16.59
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Wal-Mart Stores (WMT) 0.6 $7.3M -4% 83k 87.79
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Netflix (NFLX) 0.6 $7.0M -4% 7.5k 932.53
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Visa Com Cl A (V) 0.6 $7.0M -3% 20k 350.47
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American Express Company (AXP) 0.6 $6.8M -3% 25k 269.05
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Schwab Strategic Tr Fundamental Emer (FNDE) 0.5 $6.5M -10% 212k 30.80
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Ishares Tr Core Msci Eafe (IEFA) 0.5 $6.3M -21% 83k 75.65
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Broadcom (AVGO) 0.5 $6.2M -3% 37k 167.43
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.5 $6.1M 259k 23.43
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Ishares Tr Core Div Grwth (DGRO) 0.5 $6.0M -11% 98k 61.78
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $5.8M 10k 559.42
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Ishares Tr Ibonds 25 Trm Ts (IBTF) 0.5 $5.8M +90% 247k 23.37
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Costco Wholesale Corporation (COST) 0.5 $5.7M -2% 6.0k 945.86
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UnitedHealth (UNH) 0.5 $5.6M -4% 11k 523.76
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Ishares Tr S&p Mc 400vl Etf (IJJ) 0.5 $5.6M +10% 47k 119.73
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Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV) 0.4 $5.5M +26% 337k 16.31
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Meta Platforms Cl A (META) 0.4 $5.4M -6% 9.4k 576.35
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Exxon Mobil Corporation (XOM) 0.4 $5.2M -2% 44k 118.93
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Caterpillar (CAT) 0.4 $4.5M -2% 14k 329.80
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Oracle Corporation (ORCL) 0.4 $4.5M -5% 32k 139.81
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Ishares Core Msci Emkt (IEMG) 0.4 $4.4M -17% 82k 53.97
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Home Depot (HD) 0.4 $4.4M -9% 12k 366.49
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Alphabet Cap Stk Cl C (GOOG) 0.4 $4.4M -3% 28k 156.23
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McDonald's Corporation (MCD) 0.3 $4.1M 13k 312.36
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International Business Machines (IBM) 0.3 $4.1M -2% 17k 248.67
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Travelers Companies (TRV) 0.3 $4.1M -3% 16k 264.46
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Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.3 $4.1M +115959% 106k 38.44
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Goldman Sachs (GS) 0.3 $4.0M -5% 7.4k 546.28
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Dimensional Etf Trust International (DFSI) 0.3 $3.9M -13% 112k 34.89
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $3.8M +5% 7.5k 513.90
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Procter & Gamble Company (PG) 0.3 $3.8M -10% 22k 170.42
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Eli Lilly & Co. (LLY) 0.3 $3.7M -10% 4.5k 825.92
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Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW) 0.3 $3.6M +49% 176k 20.37
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.3 $3.5M -8% 89k 39.37
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Amgen (AMGN) 0.3 $3.5M 11k 311.55
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Coca-Cola Company (KO) 0.3 $3.4M 48k 71.62
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.3 $3.4M 8.1k 419.89
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.3 $3.4M 134k 25.04
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Ishares Tr Core S&p500 Etf (IVV) 0.3 $3.2M -12% 5.7k 561.88
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Mastercard Incorporated Cl A (MA) 0.2 $3.1M -7% 5.6k 548.10
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Dimensional Etf Trust Us Sustainabilty (DFSU) 0.2 $3.0M +8% 84k 35.81
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Cisco Systems (CSCO) 0.2 $2.9M -4% 47k 61.71
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Raytheon Technologies Corp (RTX) 0.2 $2.8M -3% 21k 132.46
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $2.8M -38% 131k 21.53
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Texas Instruments Incorporated (TXN) 0.2 $2.8M -7% 15k 179.70
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Metropcs Communications (TMUS) 0.2 $2.7M -6% 10k 266.71
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Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ) 0.2 $2.7M +4% 115k 23.61
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Dimensional Etf Trust Emerging Markets (DFSE) 0.2 $2.7M -8% 80k 33.68
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Alphabet Cap Stk Cl A (GOOGL) 0.2 $2.7M -3% 17k 154.64
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Chevron Corporation (CVX) 0.2 $2.6M -7% 16k 167.29
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Ishares Tr Msci Usa Esg Slc (SUSA) 0.2 $2.6M +3% 23k 114.87
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Johnson & Johnson (JNJ) 0.2 $2.5M +14% 15k 165.84
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3M Company (MMM) 0.2 $2.5M 17k 146.86
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Invesco Exch Trd Slf Idx Invesco Bulletsh (BSCX) 0.2 $2.5M +81% 119k 20.89
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Invesco Exch Trd Slf Idx Bulshs 2027 Muni (BSMR) 0.2 $2.5M +22% 105k 23.55
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Invesco Exch Trd Slf Idx Bulshs 2025 Muni (BSMP) 0.2 $2.5M 100k 24.48
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Ishares Tr Core Msci Intl (IDEV) 0.2 $2.4M +17% 35k 68.89
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $2.4M +6% 5.1k 468.92
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Abbvie (ABBV) 0.2 $2.3M -6% 11k 209.53
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Honeywell International (HON) 0.2 $2.3M 11k 211.76
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Servicenow (NOW) 0.2 $2.3M -3% 2.8k 796.14
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Vanguard Index Fds Value Etf (VTV) 0.2 $2.2M +5% 13k 172.74
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $2.0M 40k 50.83
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Invesco Exch Trd Slf Idx Bulshs 2028 Muni (BSMS) 0.2 $2.0M +14% 88k 23.18
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Ishares Tr S&P SML 600 GWT (IJT) 0.2 $2.0M +3% 16k 124.50
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Lowe's Companies (LOW) 0.2 $2.0M +13% 8.5k 233.23
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Walt Disney Company (DIS) 0.2 $2.0M -5% 20k 98.70
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Merck & Co (MRK) 0.2 $1.9M -30% 22k 89.76
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $1.9M -14% 73k 26.58
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $1.8M 5.0k 361.07
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Wisdomtree Tr Glb High Div Fd (DEW) 0.1 $1.8M 31k 56.12
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Ishares Tr Rus 1000 Etf (IWB) 0.1 $1.7M 5.7k 306.75
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At&t (T) 0.1 $1.7M -2% 60k 28.28
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Bank of America Corporation (BAC) 0.1 $1.7M 41k 41.73
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Ishares Tr Esg Aware Msci (ESML) 0.1 $1.7M -11% 44k 38.41
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Vanguard Index Fds Growth Etf (VUG) 0.1 $1.7M -4% 4.5k 370.83
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Ishares Tr Select Divid Etf (DVY) 0.1 $1.7M -16% 12k 134.29
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Progressive Corporation (PGR) 0.1 $1.6M -2% 5.7k 283.01
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Adobe Systems Incorporated (ADBE) 0.1 $1.6M -6% 4.2k 383.53
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salesforce (CRM) 0.1 $1.6M -3% 6.0k 268.38
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Ishares Tr Core Msci Total (IXUS) 0.1 $1.6M -30% 23k 69.81
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Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $1.6M NEW 2.00 798442.00
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $1.6M -6% 56k 27.96
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $1.5M +3% 34k 45.26
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Hubbell (HUBB) 0.1 $1.5M 4.5k 330.91
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Sap Se Spon Adr (SAP) 0.1 $1.5M -14% 5.5k 268.44
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Verizon Communications (VZ) 0.1 $1.5M -3% 32k 45.36
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Gilead Sciences (GILD) 0.1 $1.4M +96% 13k 112.05
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Pepsi (PEP) 0.1 $1.4M -20% 9.4k 149.94
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Eaton Corp SHS (ETN) 0.1 $1.4M -2% 5.2k 271.84
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Dupont De Nemours (DD) 0.1 $1.4M -14% 19k 74.68
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American Centy Etf Tr Avantis Emgmkt (AVEM) 0.1 $1.4M -7% 23k 60.17
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Invesco Exch Trd Slf Idx Bulshs 2029 Muni (BSMT) 0.1 $1.4M +15% 60k 22.74
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $1.4M -30% 7.3k 186.30
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Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $1.3M +9% 7.2k 188.16
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Ishares Msci Emrg Chn (EMXC) 0.1 $1.3M -2% 24k 55.09
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Flexshares Tr Mstar Emkt Fac (TLTE) 0.1 $1.3M -2% 25k 52.49
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Chubb (CB) 0.1 $1.3M -9% 4.4k 301.99
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Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.1 $1.3M 19k 68.01
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Enterprise Products Partners (EPD) 0.1 $1.3M 38k 34.14
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Illinois Tool Works (ITW) 0.1 $1.3M -11% 5.2k 248.01
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Ishares Tr Core S&p Scp Etf (IJR) 0.1 $1.3M +2% 12k 104.57
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Schwab Strategic Tr Fundamental Intl (FNDC) 0.1 $1.3M -6% 36k 36.20
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Linde SHS (LIN) 0.1 $1.3M +4% 2.8k 465.64
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General Dynamics Corporation (GD) 0.1 $1.3M -3% 4.7k 272.61
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Intuit (INTU) 0.1 $1.3M -5% 2.0k 613.99
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $1.2M -7% 62k 19.78
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Abbott Laboratories (ABT) 0.1 $1.2M -4% 9.2k 132.65
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American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.1 $1.2M 14k 87.17
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Ishares Tr Russell 3000 Etf (IWV) 0.1 $1.2M 3.8k 317.64
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V.F. Corporation (VFC) 0.1 $1.2M -8% 77k 15.52
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American Centy Etf Tr Emerging Mkt Val (AVES) 0.1 $1.2M 25k 47.16
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Capital One Financial (COF) 0.1 $1.2M -2% 6.4k 179.30
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Ishares Tr Ibonds 27 Trm Ts (IBTH) 0.1 $1.1M +32% 51k 22.42
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Vanguard Index Fds Mid Cap Etf (VO) 0.1 $1.1M -33% 4.4k 258.65
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Starbucks Corporation (SBUX) 0.1 $1.1M -11% 12k 98.09
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Lockheed Martin Corporation (LMT) 0.1 $1.1M -8% 2.5k 446.76
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Boeing Company (BA) 0.1 $1.1M 6.4k 170.54
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Sherwin-Williams Company (SHW) 0.1 $1.1M +11% 3.1k 349.19
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Qualcomm (QCOM) 0.1 $1.1M -6% 6.9k 153.62
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Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $1.0M -5% 13k 81.69
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Ishares Msci Emerg Mrkt (EEMV) 0.1 $1.0M -8% 17k 58.34
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Ishares Tr S&p 500 Val Etf (IVE) 0.1 $1.0M +2% 5.3k 190.58
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Intel Corporation (INTC) 0.1 $988k -11% 44k 22.71
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Blackrock (BLK) 0.1 $980k -4% 1.0k 946.48
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Deere & Company (DE) 0.1 $977k 2.1k 469.35
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Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.1 $956k -15% 16k 59.75
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Automatic Data Processing (ADP) 0.1 $949k 3.1k 305.58
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Schwab Strategic Tr Fundamental Us S (FNDA) 0.1 $949k -4% 35k 27.39
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Ishares Esg Awr Msci Em (ESGE) 0.1 $939k -34% 27k 34.95
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American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.1 $925k +3% 13k 69.74
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Thermo Fisher Scientific (TMO) 0.1 $921k -18% 1.9k 497.60
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Northrop Grumman Corporation (NOC) 0.1 $903k +5% 1.8k 512.01
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $902k 15k 60.66
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Anthem (ELV) 0.1 $893k +6% 2.1k 434.96
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Morgan Stanley Com New (MS) 0.1 $885k -9% 7.6k 116.67
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Accenture Plc Ireland Shs Class A (ACN) 0.1 $884k -3% 2.8k 312.04
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Colgate-Palmolive Company (CL) 0.1 $869k -9% 9.3k 93.70
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Citigroup Com New (C) 0.1 $860k 12k 70.99
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Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.1 $854k +7% 7.4k 115.60
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TransDigm Group Incorporated (TDG) 0.1 $837k 605.00 1383.29
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Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $835k 11k 74.72
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Invesco Exch Trd Slf Idx Invsc 30 Muni Bd (BSMU) 0.1 $828k +7% 38k 21.58
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Spdr Index Shs Fds S&p Em Mkt Div (EDIV) 0.1 $803k -20% 23k 35.70
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Yum! Brands (YUM) 0.1 $798k -8% 5.1k 157.36
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Tesla Motors (TSLA) 0.1 $797k -3% 3.1k 259.19
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Ishares Tr Msci Usa Min Vol (USMV) 0.1 $795k 8.5k 93.66
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Schwab Strategic Tr Fundamental Intl (FNDF) 0.1 $790k 22k 36.14
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Comcast Corp Cl A (CMCSA) 0.1 $778k -5% 21k 36.90
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Ishares Tr Eafe Value Etf (EFV) 0.1 $762k 13k 58.94
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First Tr Nasdaq 100 Tech Ind SHS (QTEC) 0.1 $746k 4.3k 173.56
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Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $742k -29% 5.8k 128.95
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Vanguard Index Fds Small Cp Etf (VB) 0.1 $728k -22% 3.3k 221.78
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MetLife (MET) 0.1 $727k 9.1k 80.29
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Schlumberger Com Stk (SLB) 0.1 $725k 17k 41.80
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Wisdomtree Tr Us Midcap Fund (EZM) 0.1 $713k 12k 59.60
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Ishares Tr Cre U S Reit Etf (USRT) 0.1 $707k 12k 57.60
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eBay (EBAY) 0.1 $703k +147% 10k 67.73
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Danaher Corporation (DHR) 0.1 $698k -22% 3.4k 205.02
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Nike CL B (NKE) 0.1 $693k -11% 11k 63.48
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $673k 2.7k 251.77
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PNC Financial Services (PNC) 0.1 $671k 3.8k 175.77
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Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $653k 10k 63.53
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Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.1 $644k -6% 7.8k 83.00
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Chipotle Mexican Grill (CMG) 0.1 $643k 13k 50.21
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Ishares Tr Ibonds 26 Trm Ts (IBTG) 0.1 $639k +72% 28k 22.94
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Dimensional Etf Trust Internatnal Val (DFIV) 0.1 $629k 16k 39.36
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Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $622k +844% 13k 46.81
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $614k -49% 22k 27.57
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Wisdomtree Tr Us Midcap Divid (DON) 0.0 $609k 12k 49.52
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Coherent Corp (COHR) 0.0 $585k 9.0k 64.94
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Ishares Tr Msci Eafe Etf (EFA) 0.0 $573k -3% 7.0k 81.73
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United Sts Commodity Index F Comm Idx Fnd (USCI) 0.0 $559k +4% 7.8k 72.12
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Pfizer (PFE) 0.0 $555k -18% 22k 25.34
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Vanguard Specialized Funds Div App Etf (VIG) 0.0 $535k -15% 2.8k 194.01
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Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $527k +30% 3.9k 135.69
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Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH) 0.0 $526k 18k 29.75
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Palo Alto Networks (PANW) 0.0 $521k 3.1k 170.64
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Spdr Ser Tr Portfolio S&p500 (SPLG) 0.0 $513k -28% 7.8k 65.76
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Cummins (CMI) 0.0 $512k 1.6k 313.44
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Spdr Gold Tr Gold Shs (GLD) 0.0 $505k +58% 1.8k 288.14
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Advanced Micro Devices (AMD) 0.0 $505k +16% 4.9k 102.74
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Micron Technology (MU) 0.0 $501k 5.8k 86.89
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Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PDN) 0.0 $499k 15k 33.48
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American Centy Etf Tr Avantis Responsi (AVSE) 0.0 $496k -33% 9.6k 51.38
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Ishares Tr Esg Select Scre (XVV) 0.0 $490k 12k 42.78
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Crowdstrike Hldgs Cl A (CRWD) 0.0 $471k -7% 1.3k 352.58
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McKesson Corporation (MCK) 0.0 $465k 691.00 672.99
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Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.0 $457k 5.2k 88.00
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Ishares Tr U.s. Tech Etf (IYW) 0.0 $449k 3.2k 140.44
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Invesco Exchange Traded Fd T Buyback Achiev (PKW) 0.0 $449k 4.0k 112.67
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Dimensional Etf Trust Us Large Cap Val (DFLV) 0.0 $436k 14k 30.57
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Cigna Corp (CI) 0.0 $425k -8% 1.3k 329.02
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Mondelez Intl Cl A (MDLZ) 0.0 $425k 6.3k 67.85
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Ishares Msci Gbl Min Vol (ACWV) 0.0 $424k 3.6k 116.37
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ConocoPhillips (COP) 0.0 $411k -14% 3.9k 105.02
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Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.0 $410k 5.1k 79.86
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First Tr Exchange-traded Dj Internt Idx (FDN) 0.0 $406k 1.8k 222.15
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Vanguard Index Fds Large Cap Etf (VV) 0.0 $405k -4% 1.6k 257.09
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Bristol Myers Squibb (BMY) 0.0 $403k -54% 6.6k 60.99
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $402k +4% 2.4k 170.89
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Ishares Tr Esg Select Scree (XJR) 0.0 $394k 11k 37.62
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Dell Technologies CL C (DELL) 0.0 $386k -5% 4.2k 91.15
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Southern Company (SO) 0.0 $386k 4.2k 91.95
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Air Products & Chemicals (APD) 0.0 $378k +9% 1.3k 295.00
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Parker-Hannifin Corporation (PH) 0.0 $376k -21% 619.00 607.85
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Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $371k +8% 6.4k 58.35
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Asml Holding N V N Y Registry Shs (ASML) 0.0 $369k -2% 557.00 662.63
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Ishares Tr Ibonds 29 Trm Ts (IBTJ) 0.0 $366k +16% 17k 21.77
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.0 $362k +380% 10k 36.41
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Consolidated Edison (ED) 0.0 $352k 3.2k 110.57
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Invesco Exch Trd Slf Idx Bulletshs 31 Mun (BSMV) 0.0 $349k -2% 17k 20.73
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Suncor Energy (SU) 0.0 $348k -10% 9.0k 38.72
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Ishares Tr Mrning Sm Cp Etf (ISCV) 0.0 $339k +5500% 5.7k 59.30
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Carrier Global Corporation (CARR) 0.0 $334k -2% 5.3k 63.40
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Invesco Exchange Traded Fd T Dorsey Wrgt Finl (PFI) 0.0 $319k 6.0k 53.45
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Ishares Gold Tr Ishares New (IAU) 0.0 $316k -2% 5.4k 58.96
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Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.0 $315k -4% 9.8k 31.96
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Wells Fargo & Company (WFC) 0.0 $310k -4% 4.3k 71.79
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Lululemon Athletica (LULU) 0.0 $305k +54% 1.1k 283.06
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $303k 1.2k 244.64
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Stryker Corporation (SYK) 0.0 $300k -15% 807.00 372.25
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Wisdomtree Tr Us S Cap Qty Div (DGRS) 0.0 $299k 6.4k 46.50
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Eastman Chemical Company (EMN) 0.0 $298k 3.4k 88.11
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $295k +50% 553.00 533.48
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Atmos Energy Corporation (ATO) 0.0 $291k -6% 1.9k 154.58
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Past Filings by Asset Dedication

SEC 13F filings are viewable for Asset Dedication going back to 2015

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