Fund HoldingsCenter For Asset Management LLC

Total Portfolio Value
$100.18M
Total Bought
$5.27M
Total Sold
$10.38M
Net Transaction
-$5.10M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
BROADCOM INC(AVGO)7081,472+7646141,2231.22%+609
ALTRIA GROUP INC(MO)013,469+13,46905660.57%+566
ISHARES TR01,069+1,06904590.46%+459
PUBLIC SVC ENTERPRISE GRP IN(PEG)07,029+7,02904000.40%+400
ISHARES TR55,06165,402+10,3412,7583,1443.14%+386
LENNAR CORP(LEN)03,257+3,25703660.36%+366
STEEL DYNAMICS INC(STLD)03,184+3,18403410.34%+341
PBF ENERGY INC(PBF)05,882+5,88203150.31%+315
GENERAL ELECTRIC CO(GE)02,725+2,72503010.30%+301
ALPHABET INC(GOOG)10,51511,567+1,0521,2591,5141.51%+255
ABBVIE INC(ABBV)1,5182,701+1,1832054030.40%+198
AMAZON COM INC(AMZN)3,3364,800+1,4644356100.61%+175
SPDR S&P 500 ETF TR(SPY)650981+3312884190.42%+131
AMGEN INC(AMGN)2,9642,932-326587880.79%+130
PIONEER NAT RES CO1,4621,575+1133033610.36%+59
VALERO ENERGY CORP(VLO)3,3243,149-1753904460.45%+56
SPDR SER TR
ST STR SP600 SML
7,7169,541+1,8253003520.35%+52
WILLIAMS SONOMA INC(WSM)2,2462,133-1132813310.33%+50
ELI LILLY & CO(LLY)661662+13103560.36%+46
CATERPILLAR INC(CAT)1,4921,493+13674080.41%+40
CARRIER GLOBAL CORPORATION(CARR)6,1456,14503053390.34%+34
AFLAC INC(AFL)6,9136,663-2504835110.51%+29
FEDEX CORP(FDX)1,4321,429-33553790.38%+24
COTERRA ENERGY INC16,05415,834-2204064280.43%+22
MICROSOFT CORP(MSFT)8,4189,141+7232,8672,8862.88%+20
ISHARES TR
US TREAS BD ETF
257,175267,710+10,5355,8895,9005.89%+11
WILLIAMS COS INC(WMB)15,59115,411-1805095190.52%+10
ISHARES TR3,7493,955+2062642710.27%+6
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)4,3244,232-922822870.29%+4
THE CIGNA GROUP(CI)1,7721,753-194975020.50%+4
META PLATFORMS INC(META)2,1552,064-916186200.62%+1
M & T BK CORP(MTB)3,0843,026-583823830.38%+1
VANGUARD MALVERN FDS15,90315,950+477547540.75%0
VANGUARD BD INDEX FDS2,9593,013+542152100.21%-5
CORNERSTONE STRATEGIC VALUE(CLM)18,38818,38801541480.15%-6
ISHARES TR1,3471,383+363523450.34%-7
ISHARES TR8,4888,578+909789710.97%-8
SPDR SER TR
ST STR P500ETF
5,0665,06602642550.25%-9
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
5,7055,592-1134324200.42%-11
CONSOLIDATED EDISON INC(ED)4,2694,357+883863730.37%-13
NORTHROP GRUMMAN CORP(NOC)90090004103960.40%-14
MARSH & MCLENNAN COS INC(MRSH)5,7585,612-1461,0831,0681.07%-15
PRINCIPAL FINANCIAL GROUP IN(PFG)4,2144,190-243203020.30%-18
JOHNSON & JOHNSON(JNJ)1,8381,83803042860.29%-18
ISHARES TR
CORE MSCI EAFE
4,9454,892-533343150.31%-19
ARCHER DANIELS MIDLAND CO3,2692,966-3032472240.22%-23
PPL CORP(PPL)14,27314,975+7023783530.35%-25
VANGUARD BD INDEX FDS4,9624,758-2043733440.34%-29
EXPEDITORS INTL WASH INC(EXPD)3,2453,170-753933630.36%-30
ISHARES TR13,32013,226-946746430.64%-30
CORNING INC(GLW)6,9676,96702442120.21%-32
SUPER MICRO COMPUTER INC(SMCI)1,6221,350-2724043700.37%-34
VANGUARD TAX-MANAGED FDS13,37213,332-406185830.58%-35
SSGA ACTIVE ETF TR
ST STR TOTAL ETF
6,5315,943-5882652300.23%-35
APPLIED MATLS INC2,1601,998-1623122770.28%-36
C H ROBINSON WORLDWIDE INC(CHRW)4,2294,220-93993630.36%-36
GILEAD SCIENCES INC(GILD)18,89618,944+481,4561,4201.42%-37
VANGUARD INDEX FDS3,7853,627-1585385000.50%-38
SEMPRA(SRE)3,7487,468+3,7205465080.51%-38
PRICE T ROWE GROUP INC(TROW)4,8114,768-435395000.50%-39
NUCOR CORP(NUE)4,5484,516-327467060.70%-40
ISHARES TR3,3723,103-2693603180.32%-42
VERTEX PHARMACEUTICALS INC(VRTX)3,0062,920-861,0581,0151.01%-42
ISHARES TR
MSCI USA MMENTM
6,7466,647-999739290.93%-45
VICI PPTYS INC(VICI)18,35718,255-1025775310.53%-46
VANGUARD BD INDEX FDS4,7934,637-1563593110.31%-48
VANGUARD INDEX FDS2,2332,140-936325830.58%-49
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
22,41421,835-5791,0961,0441.04%-51
VANGUARD INDEX FDS1,2981,215-835294770.48%-51
KLA CORP(KLAC)989929-604804260.43%-54
PFIZER INC(PFE)34,02835,726+1,6981,2481,1851.18%-63
ISHARES TR
MSCI USA MIN ETF
16,35215,903-4491,2151,1511.15%-64
ISHARES TR2,4732,170-3033993340.33%-65
ISHARES TR37,41736,155-1,2621,8771,8021.80%-76
VERIZON COMMUNICATIONS INC(VZ)19,15619,276+1207126250.62%-88
ISHARES TR65,74264,745-9975,3305,2425.23%-88
PROCTER AND GAMBLE CO(PG)14,17014,127-432,1502,0602.06%-90
VANGUARD INDEX FDS4,0113,883-1289218320.83%-90
GENERAL MLS INC(GIS)7,2247,242+185544630.46%-91
VANGUARD BD INDEX FDS10,7119,446-1,2658097100.71%-99
QUALCOMM INC(QCOM)9,0698,818-2511,0809790.98%-100
CADENCE DESIGN SYSTEM INC(CDNS)4,4223,909-5131,0379160.91%-121
BUILDERS FIRSTSOURCE INC(BLDR)9,8969,707-1891,3461,2081.21%-137
RTX CORPORATION(RTX)5,8975,89705784240.42%-153
OMNICOM GROUP INC(OMC)8,0898,171+827706090.61%-161
VANGUARD INDEX FDS8,5417,986-5551,7571,5561.55%-202
PIMCO ETF TR
ENHAN SHRT MA AC
71,14168,845-2,2967,0976,8946.88%-203
BOEING CO(BA)9690-9692050-205
OTIS WORLDWIDE CORP(OTIS)2,3340-2,3342080-208
TYSON FOODS INC(TSN)4,1550-4,1552120-212
LOUISIANA PAC CORP(LPX)2,8720-2,8722150-215
VANGUARD INDEX FDS13,18012,249-9311,8241,6041.60%-220
SKYWORKS SOLUTIONS INC(SWKS)2,1060-2,1062330-233
EXTRA SPACE STORAGE INC(EXR)1,5870-1,5872360-236
VANGUARD SCOTTSDALE FDS
MTG-BKD SECS ETF
100,726100,231-4954,6324,3884.38%-244
VANGUARD INDEX FDS13,79212,508-1,2842,2811,9951.99%-286
VANGUARD WORLD FD29,32928,774-5556,9026,5296.52%-373
INTEL CORP(INTC)11,5130-11,5133850-385
METLIFE INC(MET)7,5120-7,5124250-425
LABORATORY CORP AMER HLDGS1,7800-1,7804300-430
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