Long-term investor
Asset Dedication, LLC @assetdedicationllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001475896).
Record
- Tracked since 2025-06-30 (441 days), 16 trades recorded
- Returns: week n/a · month n/a · 90 days +10.1% · 6 months n/a · 1 year +20.8% · all +20.8%
- Max drawdown n/a · win rate 23% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- DFAC · 12.5% · long · since 2025-06-30
- DFAT · 11.2% · long · since 2025-06-30
- DFEV · 6.6% · long · since 2025-06-30
- DFEM · 6.3% · long · since 2025-06-30
- DFIC · 5.8% · long · since 2025-06-30
- DFAX · 3.6% · long · since 2025-06-30
- DISV · 3.1% · long · since 2025-06-30
- DFUS · 1.9% · long · since 2025-06-30
- BSCQ · 1.6% · long · since 2025-06-30
- AAPL · 1.3% · long · since 2025-06-30
- NVDA · 1.1% · long · since 2025-06-30
- BSCR · 1.1% · long · since 2025-06-30