0001214659-23-000988.txt : 20230123
0001214659-23-000988.hdr.sgml : 20230123
20230123122246
ACCESSION NUMBER: 0001214659-23-000988
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20221231
FILED AS OF DATE: 20230123
DATE AS OF CHANGE: 20230123
EFFECTIVENESS DATE: 20230123
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Center For Asset Management LLC
CENTRAL INDEX KEY: 0001844878
IRS NUMBER: 263109193
STATE OF INCORPORATION: FL
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-20683
FILM NUMBER: 23543118
BUSINESS ADDRESS:
STREET 1: 3399 PGA BOULEVARD
STREET 2: SUITE 320
CITY: PALM BEACH GARDENS
STATE: FL
ZIP: 33410
BUSINESS PHONE: 5616250900
MAIL ADDRESS:
STREET 1: 3399 PGA BOULEVARD
STREET 2: SUITE 320
CITY: PALM BEACH GARDENS
STATE: FL
ZIP: 33410
13F-HR
1
primary_doc.xml
X0202
13F-HR
LIVE
false
false
false
0001844878
XXXXXXXX
12-31-2022
12-31-2022
false
Center For Asset Management LLC
3399 PGA BOULEVARD
SUITE 320
PALM BEACH GARDENS
FL
33410
13F HOLDINGS REPORT
028-20683
N
Peter Blatt
President
5616250900-101
/s/ Peter Blatt
Palm Beach Gardens
FL
01-20-2023
0
111
107318483
INFORMATION TABLE
2
infotable.xml
ABBVIE INC
COM
00287Y109
791154
4895
SH
SOLE
0
0
4895
AFLAC INC
COM
001055102
216785
3013
SH
SOLE
0
0
3013
ALPHABET INC
CAP STK CL A
02079K305
425881
4827
SH
SOLE
0
0
4827
AMAZON COM INC
COM
023135106
271491
3232
SH
SOLE
0
0
3232
AMCOR PLC
ORD
G0250X107
331921
27869
SH
SOLE
0
0
27869
AMERICAN ELEC PWR CO INC
COM
025537101
356626
3756
SH
SOLE
0
0
3756
AMGEN INC
COM
031162100
553059
2106
SH
SOLE
0
0
2106
APPLE INC
COM
037833100
4070139
31326
SH
SOLE
0
0
31326
ARCHER DANIELS MIDLAND CO
COM
039483102
267037
2876
SH
SOLE
0
0
2876
AT&T INC
COM
00206R102
701904
38126
SH
SOLE
0
0
38126
BCE INC
COM NEW
05534B760
808290
18391
SH
SOLE
0
0
18391
BRITISH AMERN TOB PLC
SPONSORED ADR
110448107
1031545
25802
SH
SOLE
0
0
25802
CADENCE DESIGN SYSTEM INC
COM
127387108
207065
1289
SH
SOLE
0
0
1289
CANADIAN IMPERIAL BK COMM TO
COM
136069101
304784
7535
SH
SOLE
0
0
7535
CARRIER GLOBAL CORPORATION
COM
14448C104
253481
6145
SH
SOLE
0
0
6145
CATERPILLAR INC
COM
149123101
356897
1490
SH
SOLE
0
0
1490
CHUBB LIMITED
COM
H1467J104
225980
1024
SH
SOLE
0
0
1024
CISCO SYS INC
COM
17275R102
615595
12922
SH
SOLE
0
0
12922
CLOROX CO DEL
COM
189054109
459516
3275
SH
SOLE
0
0
3275
CONAGRA BRANDS INC
COM
205887102
400146
10340
SH
SOLE
0
0
10340
CORNERSTONE STRATEGIC VALUE
COM
21924B302
110985
15059
SH
SOLE
0
0
15059
CORNING INC
COM
219350105
222526
6967
SH
SOLE
0
0
6967
CROWN CASTLE INC
COM
22822V101
755416
5569
SH
SOLE
0
0
5569
CVS HEALTH CORP
COM
126650100
306566
3290
SH
SOLE
0
0
3290
DEVON ENERGY CORP NEW
COM
25179M103
255740
4158
SH
SOLE
0
0
4158
DIGITAL RLTY TR INC
COM
253868103
451710
4505
SH
SOLE
0
0
4505
DOMINION ENERGY INC
COM
25746U109
637644
10399
SH
SOLE
0
0
10399
DUKE ENERGY CORP NEW
COM NEW
26441C204
926617
8997
SH
SOLE
0
0
8997
ENBRIDGE INC
COM
29250N105
852558
21805
SH
SOLE
0
0
21805
GENERAL MLS INC
COM
370334104
295393
3523
SH
SOLE
0
0
3523
GILEAD SCIENCES INC
COM
375558103
1448519
16873
SH
SOLE
0
0
16873
HUNTINGTON BANCSHARES INC
COM
446150104
610565
43303
SH
SOLE
0
0
43303
INVESCO EXCH TRD SLF IDX FD
BULSHS 2024 CB
46138J841
311927
15227
SH
SOLE
0
0
15227
IRIDIUM COMMUNICATIONS INC
COM
46269C102
200460
3900
SH
SOLE
0
0
3900
ISHARES TR
0-5YR HI YL CP
46434V407
2057857
50327
SH
SOLE
0
0
50327
ISHARES TR
1 3 YR TREAS BD
464287457
5679546
69971
SH
SOLE
0
0
69971
ISHARES TR
20 YR TR BD ETF
464287432
364091
3657
SH
SOLE
0
0
3657
ISHARES TR
FLTG RATE NT ETF
46429B655
352763
7009
SH
SOLE
0
0
7009
ISHARES TR
NATIONAL MUN ETF
464288414
453103
4294
SH
SOLE
0
0
4294
ISHARES TR
US TREAS BD ETF
46429B267
5631889
247882
SH
SOLE
0
0
247882
ISHARES TR
MSCI USA MMENTM
46432F396
959272
6574
SH
SOLE
0
0
6574
ISHARES TR
MSCI USA MIN VOL
46429B697
1145144
15883
SH
SOLE
0
0
15883
ISHARES TR
IBOXX INV CP ETF
464287242
3662074
34735
SH
SOLE
0
0
34735
ISHARES TR
ISHS 1-5YR INVS
464288646
6850568
137506
SH
SOLE
0
0
137506
ISHARES TR
ISHS 5-10YR INVT
464288638
1100783
22234
SH
SOLE
0
0
22234
ISHARES TR
IBOXX HI YD ETF
464288513
291428
3958
SH
SOLE
0
0
3958
ISHARES TR
USD INV GRDE ETF
464288620
2592276
52785
SH
SOLE
0
0
52785
ISHARES TR
0-5YR INVT GR CP
46434V100
827643
17293
SH
SOLE
0
0
17293
ISHARES TR
3 7 YR TREAS BD
464288661
957684
8336
SH
SOLE
0
0
8336
ISHARES TR
S&P 500 GRWT ETF
464287309
220783
3774
SH
SOLE
0
0
3774
ISHARES TR
S&P 500 VAL ETF
464287408
358851
2474
SH
SOLE
0
0
2474
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT INC
46641Q837
1160911
23158
SH
SOLE
0
0
23158
JANUS DETROIT STR TR
HENDRSON AAA CL
47103U845
424375
8615
SH
SOLE
0
0
8615
JOHNSON & JOHNSON
COM
478160104
324683
1838
SH
SOLE
0
0
1838
JPMORGAN CHASE & CO
COM
46625H100
594965
4437
SH
SOLE
0
0
4437
KEYCORP
COM
493267108
410330
23555
SH
SOLE
0
0
23555
KIMBERLY-CLARK CORP
COM
494368103
728709
5368
SH
SOLE
0
0
5368
LILLY ELI & CO
COM
532457108
212386
581
SH
SOLE
0
0
581
LYONDELLBASELL INDUSTRIES N
SHS - A -
N53745100
238982
2878
SH
SOLE
0
0
2878
MARSH & MCLENNAN COS INC
COM
571748102
266037
1608
SH
SOLE
0
0
1608
MEDTRONIC PLC
SHS
G5960L103
342901
4412
SH
SOLE
0
0
4412
MERCK & CO INC
COM
58933Y105
509897
4596
SH
SOLE
0
0
4596
META PLATFORMS INC
CL A
30303M102
200607
1667
SH
SOLE
0
0
1667
METLIFE INC
COM
59156R108
304520
4208
SH
SOLE
0
0
4208
MICROSOFT CORP
COM
594918104
1083371
4517
SH
SOLE
0
0
4517
NATIONAL GRID PLC
SPONSORED ADR NE
636274409
543296
9007
SH
SOLE
0
0
9007
NEXTERA ENERGY INC
COM
65339F101
2659300
31810
SH
SOLE
0
0
31810
NORTHROP GRUMMAN CORP
COM
666807102
491049
900
SH
SOLE
0
0
900
PFIZER INC
COM
717081103
956453
18666
SH
SOLE
0
0
18666
PHILIP MORRIS INTL INC
COM
718172109
1026911
10146
SH
SOLE
0
0
10146
PNC FINL SVCS GROUP INC
COM
693475105
580427
3675
SH
SOLE
0
0
3675
PPL CORP
COM
69351T106
441716
15117
SH
SOLE
0
0
15117
PROCTER AND GAMBLE CO
COM
742718109
1369354
9035
SH
SOLE
0
0
9035
QUALCOMM INC
COM
747525103
440930
4011
SH
SOLE
0
0
4011
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
595125
5897
SH
SOLE
0
0
5897
REALTY INCOME CORP
COM
756109104
364195
5742
SH
SOLE
0
0
5742
SOUTHERN CO
COM
842587107
791692
11087
SH
SOLE
0
0
11087
SPDR INDEX SHS FDS
PORTFOLIO DEVLPD
78463X889
256967
8655
SH
SOLE
0
0
8655
SPDR SER TR
BLOOMBERG 1-3 MO
78468R663
604617
6610
SH
SOLE
0
0
6610
SPDR SER TR
PORTFOLIO SHORT
78464A474
387581
13192
SH
SOLE
0
0
13192
SPDR SER TR
PORTFOLIO S&P500
78464A854
451084
10029
SH
SOLE
0
0
10029
SPDR SER TR
BLOOMBERG INVT
78468R200
529120
17411
SH
SOLE
0
0
17411
SSGA ACTIVE ETF TR
SPDR TR TACTIC
78467V848
281962
7042
SH
SOLE
0
0
7042
TC ENERGY CORP
COM
87807B107
400674
10052
SH
SOLE
0
0
10052
TOTALENERGIES SE
SPONSORED ADS
89151E109
1008490
16245
SH
SOLE
0
0
16245
TRUIST FINL CORP
COM
89832Q109
479380
11141
SH
SOLE
0
0
11141
UNILEVER PLC
SPON ADR NEW
904767704
409907
8141
SH
SOLE
0
0
8141
UNITED PARCEL SERVICE INC
CL B
911312106
231960
1334
SH
SOLE
0
0
1334
US BANCORP DEL
COM NEW
902973304
498583
11433
SH
SOLE
0
0
11433
VANGUARD BD INDEX FDS
LONG TERM BOND
921937793
393742
5435
SH
SOLE
0
0
5435
VANGUARD BD INDEX FDS
INTERMED TERM
921937819
423300
5696
SH
SOLE
0
0
5696
VANGUARD BD INDEX FDS
SHORT TRM BOND
921937827
906745
12045
SH
SOLE
0
0
12045
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
92203J407
1085801
22893
SH
SOLE
0
0
22893
VANGUARD INDEX FDS
GROWTH ETF
922908736
534235
2507
SH
SOLE
0
0
2507
VANGUARD INDEX FDS
MCAP GR IDXVIP
922908538
1577283
8774
SH
SOLE
0
0
8774
VANGUARD INDEX FDS
MCAP VL IDXVIP
922908512
1755548
12981
SH
SOLE
0
0
12981
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
345719
984
SH
SOLE
0
0
984
VANGUARD INDEX FDS
SML CP GRW ETF
922908595
826326
4121
SH
SOLE
0
0
4121
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
2143547
13498
SH
SOLE
0
0
13498
VANGUARD INDEX FDS
VALUE ETF
922908744
594797
4237
SH
SOLE
0
0
4237
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
207738
5329
SH
SOLE
0
0
5329
VANGUARD MALVERN FDS
STRM INFPROIDX
922020805
700490
14997
SH
SOLE
0
0
14997
VANGUARD SCOTTSDALE FDS
MTG-BKD SECS ETF
92206C771
4482045
98463
SH
SOLE
0
0
98463
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
405565
5394
SH
SOLE
0
0
5394
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT
921943858
642814
15316
SH
SOLE
0
0
15316
VANGUARD WORLD FD
MEGA GRWTH IND
921910816
5570013
32371
SH
SOLE
0
0
32371
VANGUARD WORLD FD
MEGA CAP VAL ETF
921910840
5759063
55995
SH
SOLE
0
0
55995
VERIZON COMMUNICATIONS INC
COM
92343V104
1127886
28627
SH
SOLE
0
0
28627
VODAFONE GROUP PLC NEW
SPONSORED ADR
92857W308
462496
45701
SH
SOLE
0
0
45701
WALGREENS BOOTS ALLIANCE INC
COM
931427108
452731
12118
SH
SOLE
0
0
12118
WILLIAMS COS INC
COM
969457100
775475
23571
SH
SOLE
0
0
23571