Asset Dedication, LLC Q2 2020 Filing

Filed August 24, 2020

Portfolio Value

$367.1M

Holdings

664

Report Date

Q2 2020

Filing Type

13F-HR

All Holdings (664 positions)

StockValue
ECLEcolab Inc
$63K
SUSuncor Energy Inc
$63K
ORLYO'Reilly Automotive Inc
$63K
BABAAlibaba Group Holding Ltd ADR
$62K
JETSU.S. Global Jets ETF
$61K
SOSouthern Co
$60K
IWYiShares Russell Top 200 Growth ETF
$59K
FFord Motor Co
$59K
MINTPIMCO Enhanced Short Maturity Active Exchange-Traded Fund
$58K
DGDollar General Corp
$57K
VFCVF Corp
$57K
JLLJones Lang LaSalle Inc
$56K
MCKMcKesson Corp
$53K
REEverest Re Group Ltd
$52K
BPBP PLC ADR
$52K
IAUiShares Muni Bond ETF 12/2/2025
$51K
VXUSVanguard Total International Stock Index Fund ETF Shares
$51K
EEMiShares MSCI Emerging Markets ETF
$50K
GW Pharmaceuticals PLC ADR
$49K
VTVanguard Total World Stock Index Fund ETF Shares
$48K
XLVHealth Care Select Sector Spdr Fund
$47K
CUZCousins Pptys Inc
$47K
VTIPVanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares
$46K
CHDChurch & Dwight Co Inc
$46K
IUSBiShares Core Total USD Bond Market ETF
$45K
AFLAflac Inc
$44K
WTRGEssential Utilities Inc
$44K
FLOTiShares Floating Rate Bond ETF
$43K
ROKRockwell Automation Inc
$43K
HPEHewlett Packard Enterprise Co
$43K
CSXCSX Corp
$42K
SUBiShares Short-Term National Muni Bond ETF
$41K
XLYConsumer Discretionary Select Sector SPDR Fund
$41K
DGRWWisdomTree U.S. Quality Dividend Growth Fund
$41K
STTState Street Corp
$40K
BKNGBooking Holdings Inc
$40K
GLWCorning Inc
$37K
ITTITT Inc
$37K
XLFIConsumer Staples Select Sector SPDR Fund
$36K
XLREThe Real Estate Select Sector SPDR Fund
$36K
WMWaste Management Inc
$35K
GEMGoldman Sachs ActiveBeta Emerging Markets Equity ETF
$34K
AIVIWisdomTree International Dividend ex-Financials Fund
$34K
RMEResMed Inc
$34K
FISVFiserv Inc
$34K
ENBEnbridge Inc
$34K
TDIVFirst Trust NASDAQ Technology Dividend Index Fund
$33K
WEPMagellan Midstream Ptnrs
$33K
WRBWR Berkley Corp
$33K
AEPAmerican Electric Power Co Inc
$32K
FDXFedEx Corp
$32K
Calithera Biosciences Inc
$32K
LNWOScientific Games Corp Class A
$31K
XLFSector Spdr Financial Select
$31K
VODVodafone Group PLC ADR
$31K
AORiShares Core Growth Allocation ETF
$30K
FXHFirst Trust Health Care AlphaDEX Fund
$30K
ZBHZimmer Biomet Holdings Inc
$30K
CSQCalamos Strategic Total Return Fund
$30K
ICFiShares Cohen & Steers REIT ETF
$30K
ARMKAramark
$29K
PAYXPaychex Inc
$29K
IJKiShares S&P Mid-Cap 400 Growth ETF
$28K
CHWYChewy Inc
$28K
Providence Service Corp
$28K
GSGiShares S&P Gsci Cmdty
$28K
SCHHSchwab U.S. REIT ETF
$28K
ORealty Income Corp
$27K
CLXClorox Co
$27K
PPLPPL Corp
$26K
FTVFortive Corp
$26K
AIVLWisdomTree Dividend ex-Financials Fund
$26K
HSYThe Hershey Co
$26K
NVSNNovartis AG ADR
$25K
CAHCardinal Health Inc
$25K
HDBHDFC Bank Ltd ADR
$25K
NTRNutrien Ltd
$24K
MOAltria Group Inc
$24K
A4SAmeriprise Financial Inc
$24K
FNDXSchwab Fundamental U.S. Large Company Index ETF
$23K
KHCThe Kraft Heinz Co
$23K
IYRiShares U.S. Real Estate ETF
$23K
NWSANews Corp A
$23K
XLIIndustrial Select Sector SPDR Fund
$23K
SVMSVM UK Emerging Fund Plc
$22K
LEMBiShares Emerging Markets Local Currency Bond ETF
$22K
IEIiShares 3-7 Year Treasury Bond ETF
$22K
IWOiShares Russell 2000 Growth ETF
$22K
ICLNiShares Global Clean Energy ETF
$22K
RSPSGuggenheim S&P 500 Equal Weight Consumer Staples ETF
$22K
CAGConAgra Foods Inc
$22K
QQLVBulletShares HY Corporate Bond ETF 12/31/2023
$21K
UGIUGI Corp
$20K
DBCPowerShares DB Commodity Index Tracking Fund
$20K
ABXRandgold Resources Ltd ADR
$20K
ACNAccenture PLC A
$20K
SCHMSchwab U.S. Mid-Cap ETF
$19K
BCIAberdeen Standard Bloomberg All Commodity Strategy K-1 Free ETF
$19K
VCSHVanguard Short-Term Corporate Bond Index Fund ETF Shares
$19K
TIPiShares TIPS Bond ETF
$19K
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