Center For Asset Management LLC 13F Holdings
CIK 0001844878 · PALM BEACH GARDENS, FL
As of Sep 30, 2025, Center For Asset Management LLC reported 136 positions worth
CIK 0001844878 · PALM BEACH GARDENS, FL
As of Sep 30, 2025, Center For Asset Management LLC reported 136 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND | VOO | — | 17,756 | 0.9M | 5.80% |
| PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | MINT | — | 91,611 | $9.2M | 4.92% |
| VANGUARD WORLD FUND | MGK | — | 21,847 | $8.8M | 4.69% |
| MICROSOFT CORP | MSFT | Technology | 15,271 | $7.9M | 4.22% |
| VANGUARD CHARLOTTE FUNDS | BNDX | — | 145,006 | $7.2M | 3.83% |
| ISHARES US TREASURY BOND ETF | GOVT | — | 269,653 | $6.2M | 3.33% |
| NVIDIA CORP | NVDA | Technology | 30,044 | $5.6M | 2.99% |
| ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF | USIG | — | 104,749 | $5.5M | 2.92% |
| VANGUARD MEGA CAP VALUE INDEX FUND | MGV | — | 39,018 | $5.4M | 2.87% |
| APPLE INC | AAPL | Technology | 20,434 | $5.2M | 2.78% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 55,255 | $4.8M | 2.57% |
| VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND | VMBS | — | 93,344 | $4.4M | 2.34% |
| ISHARES 3-7 YEAR TREASURY BOND ETF | IEI | — | 34,579 | $4.1M | 2.20% |
| ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | IGIB | — | 74,852 | $4.0M | 2.16% |
| ALPHABET INC | GOOGL | Equity | 13,883 | $3.4M | 1.80% |
| BROADCOM INC | AVGO | Technology | 9,996 | $3.3M | 1.76% |
| ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF | SHYG | — | 71,511 | $3.1M | 1.65% |
| META PLATFORMS INC | META | Communication Services | 3,950 | $2.9M | 1.55% |
| VANGUARD TOTAL BOND MARKET INDEX FUND | BND | — | 38,963 | $2.9M | 1.55% |
| ISHARES 10-20 YEAR TREASURY BOND ETF | TLH | — | 26,711 | $2.8M | 1.47% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | — | 35,404 | $2.3M | 1.25% |
| VANGUARD SMALL-CAP VALUE INDEX FUND | VBR | — | 10,303 | $2.2M | 1.15% |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 13,501 | $2.1M | 1.11% |
| AT&T INC | T | Communication Services | 73,425 | $2.1M | 1.11% |
| NEXTERA ENERGY INC | NEE | Utilities | 26,529 | $2.0M | 1.07% |