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Portfolio (Quarterly) Guide ↗

Asset Dedication, LLC

· CIK 0001475896
13F Portfolio $1.6B AUM 1,243 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 1242 New
Page 3 of 63  ·  1,242 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MU MICRON TECHNOLOGY INC Technology 5,024.0 $5.8M 0.36% NEW — $1154.29 -7.7%
42 XOM EXXON MOBIL CORP Energy 42,130.0 $5.8M 0.36% NEW — $136.72 +18.0%
43 IJS ISHARES TR — 41,242.0 $5.6M 0.35% NEW — $136.68 -5.7%
44 — ISHARES TR — 249,289.0 $5.5M 0.35% NEW — $22.14 —
45 VTI VANGUARD INDEX FDS — 14,801.0 $5.5M 0.34% NEW — $370.03 +1.4%
46 IDEV ISHARES TR — 60,580.0 $5.4M 0.34% NEW — $89.01 +1.1%
47 — ISHARES TR — 247,828.0 $5.4M 0.34% NEW — $21.65 —
48 SCHG SCHWAB STRATEGIC TR — 152,290.0 $5.2M 0.32% NEW — $33.84 +6.1%
49 V VISA INC Financial Services 14,974.0 $5.1M 0.32% NEW — $343.09 +6.6%
50 ITOT ISHARES TR — 31,019.0 $5.1M 0.32% NEW — $164.27 +1.4%
51 — ISHARES TR — 220,155.0 $5.0M 0.31% NEW — $22.70 —
52 — ISHARES TR — 253,041.0 $4.9M 0.31% NEW — $19.54 —
53 — ISHARES TR — 242,011.0 $4.9M 0.31% NEW — $20.19 —
54 BSMQ INVESCO EXCH TRD SLF IDX FD — 206,624.0 $4.9M 0.31% NEW — $23.55 -0.8%
55 GOOGL ALPHABET INC Communication Services 13,594.0 $4.9M 0.31% NEW — $357.37 -4.6%
56 CSCO CISCO SYS INC Technology 41,316.0 $4.9M 0.30% NEW — $117.46 -9.0%
57 NFLX NETFLIX INC. Communication Services 67,827.0 $4.8M 0.30% NEW — $71.40 -1.5%
58 — BERKSHIRE HATHAWAY INC DEL — 9,235.0 $4.6M 0.29% NEW — $500.39 —
59 LLY ELI LILLY & CO Healthcare 3,816.0 $4.6M 0.29% NEW — $1199.51 -1.2%
60 IBM INTERNATIONAL BUSINESS MACHS Technology 16,074.0 $4.5M 0.28% NEW — $281.21 -21.8%
Page 3 of 63  ·  1,242 positions

① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.1%
Financial Services 20.5%
Industrials 11.0%
Healthcare 7.9%
Consumer Cyclical 7.6%
Consumer Defensive 7.0%
Communication Services 6.1%
Energy 3.3%
Basic Materials 1.6%
Utilities 0.6%