| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2010 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 35 | Q2 2024 | 2.6% |
| APPLE INC | 35 | Q2 2024 | 2.7% |
| SPDR S&P 400 Mid Cap Value ETF | 35 | Q2 2024 | 2.4% |
| SPDR S&P 600 Small Cap Value ETF | 35 | Q2 2024 | 3.8% |
| ISHARES INC | 35 | Q2 2024 | 1.9% |
| AMAZON COM INC | 35 | Q2 2024 | 1.8% |
| JPMORGAN CHASE & CO. | 35 | Q2 2024 | 1.9% |
| UNITEDHEALTH GROUP INC | 35 | Q2 2024 | 1.1% |
| Visa Inc Com Cl A | 35 | Q2 2024 | 0.9% |
| Cisco Systems Inc | 35 | Q2 2024 | 1.1% |
View Asset Dedication, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-06 |
| 13F-HR | 2024-04-16 |
| 13F-HR | 2024-02-08 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-22 |
| 13F-HR | 2023-04-24 |
| 13F-HR | 2023-01-19 |
| 13F-HR | 2022-10-27 |
| 13F-HR | 2022-07-19 |
| 13F-HR | 2022-04-21 |
View Asset Dedication, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.