Center For Asset Management LLC
145 holdingsFiling period: 2026-03-31Current AUM: $213.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 21.2K | $12.7M | $14.6M | 6.82% | +3.1K | 2026-03-31 |
| 2 | MINT | PIMCO ETF TR | 85.7K | $8.6M | $8.6M | 4.04% | +721 | 2026-03-31 |
| 3 | BNDX | VANGUARD CHARLOTTE FDS | 162.4K | $7.8M | $7.8M | 3.63% | +12.7K | 2026-03-31 |
| 4 | MGK | VANGUARD WORLD FD | 20.1K | $7.4M | $8.7M | 4.05% | -657 | 2026-03-31 |
| 5 | IEFA | ISHARES TR | 68.1K | $6.2M | $6.7M | 3.13% | +7.8K | 2026-03-31 |
| 6 | GOVT | ISHARES TR | 264.4K | $6.1M | $5.9M | 2.78% | +13.2K | 2026-03-31 |
| 7 | MGV | VANGUARD WORLD FD | 37.1K | $5.4M | $6.1M | 2.83% | -660 | 2026-03-31 |
| 8 | USIG | ISHARES TR | 102.2K | $5.2M | $5.1M | 2.41% | +6.4K | 2026-03-31 |
| 9 | MSFT | MICROSOFT CORP | 12.5K | $4.6M | $5.8M | 2.72% | +2.8K | 2026-03-31 |
| 10 | IEI | ISHARES TR | 36.1K | $4.3M | $4.2M | 1.97% | +4.1K | 2026-03-31 |
| 11 | VMBS | VANGUARD SCOTTSDALE FDS | 90.2K | $4.2M | $4.2M | 1.94% | +1.9K | 2026-03-31 |
| 12 | AAPL | APPLE INC | 15.6K | $4.0M | $4.8M | 2.25% | -237 | 2026-03-31 |
| 13 | IGIB | ISHARES TR | 73.3K | $3.9M | $3.8M | 1.79% | +6.9K | 2026-03-31 |
| 14 | FMF | FIRST TR EXCHANGE-TRADED FD | 75.2K | $3.8M | $3.8M | 1.77% | +15.6K | 2026-03-31 |
| 15 | NVDA | NVIDIA CORPORATION | 21.8K | $3.8M | $4.4M | 2.05% | +346 | 2026-03-31 |
| 16 | FAAR | FIRST TR EXCHANGE TRAD FD VI | 112.1K | $3.8M | $3.5M | 1.64% | -8,703 | 2026-03-31 |
| 17 | FTLS | FIRST TR EXCH TRADED FD III | 49.2K | $3.5M | $3.7M | 1.73% | +7.5K | 2026-03-31 |
| 18 | BND | VANGUARD BD INDEX FDS | 45.4K | $3.3M | $3.3M | 1.53% | +7.5K | 2026-03-31 |
| 19 | IEMG | ISHARES INC | 43.7K | $3.1M | $3.4M | 1.59% | +7.2K | 2026-03-31 |
| 20 | GOOGL | ALPHABET INC | 10.1K | $2.9M | $3.6M | 1.68% | +562 | 2026-03-31 |
| 21 | SHYG | ISHARES TR | 63.6K | $2.7M | $2.7M | 1.25% | -431 | 2026-03-31 |
| 22 | AVGO | BROADCOM INC | 8.4K | $2.6M | $3.3M | 1.52% | +160 | 2026-03-31 |
| 23 | NEE | NEXTERA ENERGY INC | 24.9K | $2.3M | $2.2M | 1.01% | +5 | 2026-03-31 |
| 24 | TLH | ISHARES TR | 22.7K | $2.3M | $2.2M | 1.03% | +300 | 2026-03-31 |
| 25 | META | META PLATFORMS INC | 3.8K | $2.2M | $2.1M | 0.98% | +238 | 2026-03-31 |
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