Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2020 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD WORLD FD | 15 | Q2 2024 | 6.8% |
ISHARES TR | 15 | Q2 2024 | 6.1% |
VANGUARD WORLD FD | 15 | Q2 2024 | 5.5% |
VANGUARD SCOTTSDALE FDS | 15 | Q2 2024 | 6.4% |
ISHARES TR | 15 | Q2 2024 | 5.9% |
APPLE INC | 15 | Q2 2024 | 5.9% |
VANGUARD CHARLOTTE FDS | 15 | Q2 2024 | 5.4% |
NEXTERA ENERGY INC | 15 | Q2 2024 | 2.5% |
VANGUARD INDEX FDS | 15 | Q2 2024 | 2.4% |
MICROSOFT CORP | 15 | Q2 2024 | 4.7% |
View Center For Asset Management LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-26 |
13F-HR | 2024-07-29 |
13F-HR | 2024-04-25 |
13F-HR | 2024-01-22 |
13F-HR | 2023-10-27 |
13F-HR | 2023-07-24 |
13F-HR | 2023-04-24 |
13F-HR | 2023-01-23 |
13F-HR | 2022-10-21 |
13F-HR | 2022-07-20 |
View Center For Asset Management 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.