IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Asset Dedication, LLC

Q3 2017 Holdings

Filed 2017-10-18 | 375 holdings | $1.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Verizon Communications Inc(VZ)Equities92343V104$92318,7390.1%
Pepsico Inc(PEP)Equities713448108$9398,4740.1%
Alphabet Inc C(GOOG)Equities02079K107$9519700.1%
Exxon Mobil Corp(XOM)Equities30231G102$1.0K12,3520.1%
United Technologies Corp(UTXZ)Equities913017109$1.0K8,8050.1%
iShares Select Dividend ETF(DVY)ETF464287168$1.0K11,0710.1%
Bank of America Corporation(BAC)Equities060505104$1.1K41,9870.1%
Cisco Systems Inc(CSCO)Equities17275R102$1.1K32,3890.1%
Pfizer Inc(PFE)Equities717081103$1.1K30,3090.1%
Comcast Corp Class A(CMCSA)Equities20030N101$1.1K28,9810.1%
iShares Emerging Markets Dividend ETF(DVYE)ETF464286319$1.1K27,2490.1%
iShares Core Dividend Growth ETF(DGRO)ETF46434V621$1.2K35,4180.1%
Berkshire Hathaway Inc B(BRK/B)Equities084670702$1.2K6,4240.1%
Visa Inc Class A(V)Equities92826C839$1.2K11,3980.1%
Merck & Co Inc(MRK)Equities58933Y105$1.2K19,4150.1%
Facebook Inc A(META)Equities30303M102$1.2K7,2650.1%
Intel Corp(INTC)Equities458140100$1.4K36,5290.1%
iShares Muni Bond ETF 09/2/2019Equities46429B564$1.4K56,4000.1%
iShares Core S&P 500 ETF(IVV)ETF464287200$1.4K5,6940.1%
Walt Disney Co(DIS)Equities254687106$1.5K14,9330.1%
DowDuPont IncEquities26078J100$1.5K21,2320.1%
iShares S&P Small-Cap 600 Value ETF(IJS)ETF464287879$1.5K10,0640.1%
iShares Muni Bond ETF 09/2/2018Equities46429B580$1.5K59,6440.1%
3M Co(MMM)Equities88579Y101$1.6K7,5550.1%
Johnson & Johnson(JNJ)Equities478160104$1.6K12,3210.1%
iShares Muni Bond ETF 12/2/2022ETF46435G755$1.6K62,0210.1%
Coca-Cola Co(KO)Equities191216100$1.6K36,5910.1%
UnitedHealth Group Inc(UNH)Equities91324P102$1.7K8,5280.1%
BulletShares Corporate Bond ETF 12/31/2025ETF18383M191$1.7K83,1430.1%
Spdr S&P 600 Small Cap Value ETF(SLYV)ETF78464A300$1.8K14,0190.1%
iShares Core 1-5 Year USD Bond ETF(ISTB)ETF46432F859$1.8K36,2720.1%
iShares Core U.S. Aggregate Bond ETF(AGG)ETF464287226$1.9K17,2480.1%
Apple Inc(AAPL)Equities037833100$2.0K12,8520.1%
Broadridge Financial Solutions Inc(BR)Equities11133T103$2.0K290.1%
Amazon.com Inc(AMZN)Equities023135106$2.0K2,1060.1%
Spdr S&P 400 Mid Cap Value ETF(MDYV)ETF78464A839$2.1K20,7820.1%
Microsoft Corp(MSFT)Equities594918104$2.1K28,6620.1%
Vanguard Growth Index Fund ETF Shares(VUG)ETF922908736$2.4K17,7000.1%
Boeing Co(BA)Equities097023105$2.4K9,3800.1%
iShares Muni Bond ETF 09/2/2020ETF46434V571$2.5K95,6190.2%
Schwab Fundamental Emerging Markets Large Company Index ETF(FNDE)ETF808524730$2.5K86,8280.2%
Vanguard High Dividend Yield Index Fund ETF Shares(VYM)ETF921946406$2.5K30,8880.2%
iShares Muni Bond ETF 12/2/2021ETF46435G789$2.5K98,2090.2%
Vanguard Total International Stock Index Fund ETF Shares(VXUS)ETF921909768$2.6K46,8780.2%
Vanguard 500 Index Fund ETF Class(VOO)ETF922908363$2.6K11,2670.2%
JPMorgan Chase & Co(JPM)Equities46625H100$2.6K27,5870.2%
Vanguard Ftse All-World ex-US Index Fund ETF Shares(VEU)ETF922042775$2.7K52,0340.2%
Vanguard Ftse Emerging Markets Index Fund ETF Shares(VWO)ETF922042858$2.8K63,2910.2%
Guggenheim Msci Emerging Markets Equal Country Weight ETFETF78355W536$3.0K88,6910.2%
iShares Edge Msci Min Vol Emerging Markets ETF(EEMV)ETF464286533$3.2K54,7210.2%
PreviousPage 7 of 8Next