Baldrige Asset Management LLC

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CIK 1761742

13F portfolio (2023-Q1)

$244M

Positions

466

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2022-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

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As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2023-Q1)

Holdings

395

Top 5

28.1%

Top 10

44.2%

Effective N

35.9

HHI

0.028

This quarter

147 new · 0 exit →

By sector

Unclassified82.7%

Industrials5.3%

Information Technology4.9%

Financials2.7%

Materials2.4%

Consumer Discretionary0.6%

Health Care0.5%

Consumer Staples0.3%

Other0.7%

By market cap

Unknown82.8%

Large ($10–200B)9.7%

Mega (>$200B)6.8%

Mid ($2–10B)0.6%

Small ($300M–2B)0.1%

Micro (<$300M)0.0%

By region

Other82.7%

North America17.2%

Europe0.1%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	83.39%	181
Commercial Services & Supplies	5.12%	12
Technology Hardware & Equipment	3.86%	7
Chemicals	2.11%	8
Capital Markets	1.36%	7
Software	0.89%	10
Specialty Retail	0.53%	15
Banks	0.50%	15
Pharmaceuticals & Biotechnology	0.49%	15
Paper & Forest Products	0.31%	1
Software & IT Services	0.22%	7
Utilities	0.21%	10
Food Products	0.16%	5
Equity Real Estate Investment Trusts (REITs)	0.13%	12
Beverages	0.09%	4
Road & Rail	0.09%	6
Semiconductors & Semiconductor Equipment	0.09%	11
Machinery	0.08%	4
Oil, Gas & Consumable Fuels	0.06%	5
Insurance	0.06%	11
Distributors	0.03%	3
Industrial Conglomerates	0.03%	1
Hotels, Restaurants & Leisure	0.03%	5
Life Sciences Tools & Services	0.03%	2
Entertainment	0.02%	2
Tobacco	0.02%	2
Agricultural Products	0.02%	1
Metals & Mining	0.01%	3
Marine	0.01%	1
Media & Entertainment	0.01%	4
Diversified Telecommunication Services	0.01%	2
Health Care Equipment & Supplies	0.01%	3
Transportation Infrastructure	0.01%	3
Automobiles & Components	0.01%	4
Aerospace & Defense	0.01%	4
Electrical Equipment & Components	0.00%	2
Health Care Providers & Services	0.00%	2
Real Estate Management & Development	0.00%	2
Communications Equipment	0.00%	1
Food & Staples Retailing	0.00%	1
Professional Services	0.00%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	DFAC	DIMENSIONAL ETF TRUST	Unclassified	7.72%
2	VCSH	VANGUARD SCOTTSDALE FDS	Unclassified	7.28%
3	MSCI	MSCI Inc.	Industrials	5.03%
4	VBR	VANGUARD INDEX FDS	Unclassified	4.23%
5	AAPL	Apple Inc.	Information Technology	3.81%
6	AGG	ISHARES TR	Unclassified	3.48%
7	VTI	VANGUARD INDEX FDS	Unclassified	3.40%
8	VB	VANGUARD INDEX FDS	Unclassified	3.30%
9	IVV	ISHARES TR	Unclassified	3.27%
10	VEA	VANGUARD TAX-MANAGED FDS	Unclassified	2.65%

216/395 names classified · sector 17.3% of weight · industry 16.6% · mkt cap 17.2%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 17 quarters

Information TechnologyAAPL, MSFT, AVGO, CSCO, IBM · other

IndustrialsMSCI, UNP, ITW, ACN, MMM · other

FinancialsBRK.B, BX, CME, IVZ, USB · other

MaterialsAPD, UFPI, PG, DD, LIN · other

Health CareJNJ, AMGN, ILMN, MDT, PFE · other

Consumer DiscretionarySHW, ROST, AMZN, COST, HD · other

Consumer StaplesCPB, DEO, HSY, PM, PEP · other

Communication ServicesGOOG, GOOGL, DIS, MTN, VZ · other

UtilitiesPPL, ET, NJR, AWK, AEP · other

Real EstateWY, RYN, AGNC, CPT, NHI · other

EnergyXOM, CVX, EOG, OXY, COP

UnclassifiedVCSH, VBR, VTI, VB, DFAC · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 17.3% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2023-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Only 16% of book weight classified — the grid is NOT representative of the whole book.

holdings, colored by sector (195 classified)Baldrige Asset Management LLC centroid (Large Core)

IndustrialsInformation TechnologyMaterialsFinancialsConsumer DiscretionaryHealth CareCommunication ServicesConsumer StaplesUtilitiesReal EstateEnergy

Style box summary for Baldrige Asset Management LLC: centroid Large Core. Heaviest cells: Large Growth 5.5%, Mid Growth 5.0%, Mid Core 2.2%.

Classified: 16.4% of book weight (195/391 names) · unclassified 83.6%: DFAC, VCSH, VBR, AGG, VTI, VB, IVV, VEA, DFAX, VNQ +186 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 466 positions (2023-Q1) · largest first · Δ vs 2022-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	DFACDIMENSIONAL ETF TRUST	738,468	$19M	7.7%	HOLD
2	VCSHVANGUARD SCOTTSDALE FDS	232,821	$18M	7.3%	ADD 12%
3	MSCIMSCI INC	21,927	$12M	5.0%	TRIM −9%
4	VBRVANGUARD INDEX FDS	64,897	$10M	4.2%	HOLD
5	AAPLAPPLE INC	56,346	$9M	3.8%	TRIM −6%
6	AGGISHARES TR	85,175	$8M	3.5%	ADD 12%
7	VTIVANGUARD INDEX FDS	40,663	$8M	3.4%	HOLD
8	VBVANGUARD INDEX FDS	42,429	$8M	3.3%	HOLD
9	IVVISHARES TR	19,397	$8M	3.3%	HOLD
10	VEAVANGUARD TAX-MANAGED FDS	142,993	$6M	2.6%	ADD 3%
11	DFAXDIMENSIONAL ETF TRUST	250,076	$6M	2.4%	HOLD
12	VNQVANGUARD INDEX FDS	65,432	$5M	2.2%	HOLD
13	ITOTISHARES TR	57,841	$5M	2.1%	ADD 3%
14	SCHJSCHWAB STRATEGIC TR	102,217	$5M	2.0%	HOLD
15	APDAIR PRODS & CHEMS INC	16,260	$5M	1.9%	HOLD
16	IEFAISHARES TR	68,752	$5M	1.9%	ADD 5%
17	SCHFSCHWAB STRATEGIC TR	108,245	$4M	1.5%	HOLD
18	SCHXSCHWAB U.S. LARGE-CAP ETF	66,787	$3M	1.3%	HOLD
19	TIPISHARES TR	29,276	$3M	1.3%	ADD 3%
20	VTVVANGUARD INDEX FDS	22,877	$3M	1.3%	HOLD
21	BNDXVANGUARD CHARLOTTE FDS	62,406	$3M	1.3%	ADD 7%
22	DFAIDIMENSIONAL ETF TRUST	112,608	$3M	1.2%	ADD 11%
23	BNDVANGUARD BD INDEX FDS	38,819	$3M	1.2%	ADD 8%
24	IJSISHARES TR	29,881	$3M	1.1%	HOLD
25	DFAEDIMENSIONAL ETF TRUST	105,998	$2M	1.0%	ADD 18%
26	IJRISHARES TR	24,060	$2M	1.0%	HOLD
27	DFAUDIMENSIONAL ETF TRUST	79,462	$2M	0.9%	HOLD
28	SUSBISHARES TR	94,451	$2M	0.9%	HOLD
29	MSFTMICROSOFT CORP	7,337	$2M	0.9%	HOLD
30	BIVVANGUARD BD INDEX FDS	27,285	$2M	0.9%	HOLD
31	BXBLACKSTONE INC	23,725	$2M	0.9%	HOLD
32	SCHPSCHWAB STRATEGIC TR	38,271	$2M	0.8%	ADD 4%
33	EAGGISHARES TR	42,470	$2M	0.8%	ADD 13%
34	EMNTPIMCO ETF TR	18,761	$2M	0.8%	HOLD
35	BRK.BBERKSHIRE HATHAWAY INC DEL	5,741	$2M	0.7%	HOLD
36	SCHBSCHWAB STRATEGIC TR	36,677	$2M	0.7%	TRIM −3%
37	VWOVANGUARD INTL EQUITY INDEX F	39,313	$2M	0.7%	ADD 4%
38	SCHASCHWAB STRATEGIC TR	35,708	$1M	0.6%	HOLD
39	ICVTISHARES TR CONV BD ETF	20,489	$1M	0.6%	HOLD
40	IVEISHARES TR	9,458	$1M	0.6%	HOLD
41	DFIVDIMENSIONAL ETF TRUST	44,377	$1M	0.6%	ADD 3%
42	ESGVVanguard ESG US Stock - ETF	19,472	$1M	0.6%	HOLD
43	SCHCSCHWAB STRATEGIC TR	40,746	$1M	0.6%	HOLD
44	PFFISHARES TR	43,672	$1M	0.6%	TRIM −7%
45	DFNMDIMENSIONAL ETF TRUST	28,034	$1M	0.6%	ADD 44%
46	ISCFISHARES TR	42,325	$1M	0.5%	NEW
47	SCHESCHWAB STRATEGIC TR	51,564	$1M	0.5%	ADD 7%
48	SCHZSCHWAB STRATEGIC TR	26,516	$1M	0.5%	ADD 2%
49	IEMGISHARES INC	23,920	$1M	0.5%	ADD 5%
50	SCZISHARES TR	18,704	$1M	0.5%	HOLD
51	VUSBVANGUARD BD INDEX FDS	22,160	$1M	0.4%	TRIM −8%
52	IAUISHARES GOLD TR	26,390	$986,000	0.4%	HOLD
53	DFATDIMENSIONAL ETF TRUST	19,583	$871,000	0.4%	ADD 13%
54	BSVVANGUARD BD INDEX FDS	10,895	$833,000	0.3%	HOLD
55	VSSVANGUARD INTL EQUITY INDEX F	7,595	$830,000	0.3%	ADD 3%
56	IUSVISHARES TR	11,034	$814,000	0.3%	HOLD
57	SCHVSCHWAB STRATEGIC TR	12,403	$813,000	0.3%	HOLD
58	CMECME GROUP INC	4,111	$787,000	0.3%	TRIM −5%
59	UFPIUFP INDUSTRIES INC	9,649	$767,000	0.3%	HOLD
60	AVDVAMERICAN CENTY ETF TR	11,628	$680,000	0.3%	ADD 11%
61	IYRISHARES TR	7,785	$661,000	0.3%	HOLD
62	VCITVANGUARD SCOTTSDALE FDS	7,738	$621,000	0.3%	HOLD
63	FNDFSCHWAB STRATEGIC TR	19,764	$618,000	0.3%	TRIM −5%
64	ESGDISHARES TR	8,286	$595,000	0.2%	ADD 2%
65	DFSDDIMENSIONAL ETF TRUST	12,285	$573,000	0.2%	HOLD
66	DFSUDIMENSIONAL ETF TRUST	21,243	$565,000	0.2%	ADD 34%
67	DFSBDIMENSIONAL ETF TR DIMENSIONAL GLOBAL SUSTAINABILITY FIXED INCOME	10,192	$528,000	0.2%	ADD 302%
68	VEUVANGUARD INTL EQUITY INDEX F	9,667	$517,000	0.2%	HOLD
69	DFASDIMENSIONAL ETF TRUST	9,744	$514,000	0.2%	ADD 10%
70	VSGXVANGUARD WORLD FD	9,470	$496,000	0.2%	HOLD
71	VWOBVANGUARD WHITEHALL FDS	7,710	$480,000	0.2%	HOLD
72	NULVNUSHARES ETF TR	13,740	$468,000	0.2%	ADD 3%
73	DFUVDIMENSIONAL ETF TRUST	12,355	$414,000	0.2%	HOLD
74	FRELFIDELITY COVINGTON TRUST	16,560	$413,000	0.2%	ADD 6%
75	SCHHSCHWAB STRATEGIC TR	21,200	$413,000	0.2%	ADD 2%
76	VIGVANGUARD SPECIALIZED FUNDS	2,642	$407,000	0.2%	ADD 3%
77	SHMSPDR SERIES TRUST	8,408	$400,000	0.2%	TRIM −23%
78	IWMISHARES TR	2,188	$390,000	0.2%	HOLD
79	AMGNAMGEN INC	1,550	$375,000	0.2%	HOLD
80	USHYISHARES TR	10,488	$373,000	0.2%	ADD 9%
81	IVZINVESCO LTD	22,129	$363,000	0.1%	HOLD
82	DFLVDIMENSIONAL ETF TRUST	14,460	$355,000	0.1%	ADD 686%
83	VTIPVANGUARD MALVERN FDS	7,254	$347,000	0.1%	ADD 7%
84	ESMLISHARES TR	9,951	$338,000	0.1%	HOLD
85	GOOGALPHABET INC	3,240	$337,000	0.1%	ADD 18%
86	LQDISHARES TR	3,051	$334,000	0.1%	HOLD
87	JNJJOHNSON & JOHNSON	2,155	$334,000	0.1%	TRIM −5%
88	USBUS BANCORP	9,255	$334,000	0.1%	HOLD
89	DFSEDIMENSIONAL ETF TRUST	11,125	$333,000	0.1%	ADD 12%
90	ROSTROSS STORES INC	3,101	$329,000	0.1%	HOLD
91	BEPBROOKFIELD RENEWABLE PARTNER	10,178	$321,000	0.1%	TRIM −8%
92	MDYSPDR S&P MIDCAP 400 ETF TR	658	$302,000	0.1%	HOLD
93	SUSCISHARES TR	12,797	$295,000	0.1%	HOLD
94	VTEBVANGUARD MUN BD FDS	5,712	$289,000	0.1%	TRIM −9%
95	COSTCOSTCO WHSL CORP NEW	549	$273,000	0.1%	TRIM −8%
96	QQQINVESCO QQQ TR	844	$271,000	0.1%	HOLD
97	PPLPPL CORP	9,700	$270,000	0.1%	HOLD
98	AMZNAMAZON COM INC	2,583	$267,000	0.1%	ADD 92%
99	SPTMSPDR SERIES TRUST	4,953	$250,000	0.1%	HOLD
100	GLDSPDR GOLD TR	1,353	$248,000	0.1%	ADD 7%
101	CPBTHE CAMPBELLS COMPANY	4,379	$241,000	0.1%	HOLD
102	LINLINDE PLC	679	$241,000	0.1%	NEW
103	PNCPNC FINL SVCS GROUP INC	1,891	$240,000	0.1%	HOLD
104	IAGGISHARES TR	4,764	$233,000	0.1%	HOLD
105	SPYSTATE STR SPDR S&P 500 ETF T	569	$233,000	0.1%	HOLD
106	PGXINVESCO EXCH TRADED FD TR II	19,696	$226,000	0.1%	TRIM −4%
107	AVUVAMERICAN CENTY ETF TR	3,034	$225,000	0.1%	HOLD
108	EFAISHARES TR	3,122	$223,000	0.1%	HOLD
109	EUSBISHARES TR	5,147	$223,000	0.1%	HOLD
110	DFSIDIMENSIONAL ETF TRUST	7,318	$220,000	0.1%	ADD 112%
111	VXUSVANGUARD STAR FDS	3,857	$213,000	0.1%	TRIM −2%
112	SUSAISHARES TR	2,355	$207,000	0.1%	HOLD
113	VYMVANGUARD WHITEHALL FDS	1,923	$203,000	0.1%	ADD 146%
114	ISTBISHARES TR	3,946	$186,000	0.1%	HOLD
115	STIPISHARES TR	1,847	$183,000	0.1%	ADD 3%
116	BBLUEA SERIES TRUST	18,900	$168,000	0.1%	HOLD
117	GOOGLALPHABET INC	1,588	$165,000	0.1%	ADD 47%
118	IWDISHARES TR	1,080	$164,000	0.1%	HOLD
119	IWNISHARES TR	1,163	$159,000	0.1%	HOLD
120	VOOVANGUARD INDEX FDS	421	$158,000	0.1%	HOLD
121	DEODIAGEO PLC	846	$153,000	0.1%	TRIM −3%
122	UNPUNION PAC CORP	752	$151,000	0.1%	HOLD
123	GSBCGREAT SOUTHN BANCORP INC	2,935	$149,000	0.1%	HOLD
124	IGSBISHARES TR	2,939	$149,000	0.1%	TRIM −65%
125	CWBSPDR SER TR	2,187	$147,000	0.1%	HOLD
126	XLRESELECT SECTOR SPDR TR	3,829	$143,000	0.1%	ADD 30%
127	HSYHERSHEY CO	555	$141,000	0.1%	HOLD
128	WYWEYERHAEUSER CO	4,678	$141,000	0.1%	HOLD
129	AVGOBROADCOM INC	218	$140,000	0.1%	HOLD
130	VVVANGUARD INDEX FDS	742	$139,000	0.1%	HOLD
131	VCEBVANGUARD WORLD FD	2,162	$136,000	0.1%	HOLD
132	EMBISHARES TR	1,546	$133,000	0.1%	HOLD
133	SHWSHERWIN WILLIAMS CO	569	$128,000	0.1%	HOLD
134	ITWILLINOIS TOOL WKS INC	520	$127,000	0.1%	HOLD
135	JNKSPDR SER TR	1,342	$125,000	0.1%	HOLD
136	MRKMERCK & CO INC	1,143	$122,000	0.1%	HOLD
137	JPMJPMORGAN CHASE & CO	931	$121,000	0.0%	HOLD
138	ETENERGY TRANSFER L P	9,600	$120,000	0.0%	HOLD
139	HYGISHARES TR	1,492	$113,000	0.0%	TRIM −8%
140	VLYVALLEY NATL BANCORP	11,482	$106,000	0.0%	HOLD
141	AVEMAMERICAN CENTY ETF TR	1,990	$105,000	0.0%	HOLD
142	HDHOME DEPOT INC	348	$103,000	0.0%	HOLD
143	PGPROCTER AND GAMBLE CO	695	$103,000	0.0%	HOLD
144	SPIPSPDR SERIES TRUST	3,787	$101,000	0.0%	ADD 12%
145	ACNACCENTURE PLC IRELAND	350	$100,000	0.0%	HOLD
146	AVDEAMERICAN CENTY ETF TR	1,683	$96,000	0.0%	HOLD
147	ACWIISHARES TR	1,044	$95,000	0.0%	HOLD
148	VUGVANGUARD INDEX FDS	364	$91,000	0.0%	HOLD
149	BMYBRISTOL-MYERS SQUIBB CO	1,283	$89,000	0.0%	HOLD
150	XOMEXXON MOBIL CORP	779	$85,000	0.0%	ADD 4%
151	ESGEISHARES INC	2,687	$85,000	0.0%	ADD 5%
152	BACBANK AMERICA CORP	2,857	$82,000	0.0%	HOLD
153	DDDUPONT DE NEMOURS INC	1,142	$82,000	0.0%	ADD 257%
154	VHTVANGUARD WORLD FD	343	$82,000	0.0%	TRIM −13%
155	RYNRAYONIER INC	2,403	$80,000	0.0%	HOLD
156	WMTWALMART INC	498	$73,000	0.0%	HOLD
157	MCKMCKESSON CORP	200	$71,000	0.0%	HOLD
158	DHRDANAHER CORP DEL	274	$69,000	0.0%	HOLD
159	IWFISHARES TR	283	$69,000	0.0%	HOLD
160	NUBDNUSHARES ETF TR	3,033	$68,000	0.0%	HOLD
161	PEPPEPSICO INC	359	$65,000	0.0%	ADD 4%
162	MAMASTERCARD INCORPORATED	175	$64,000	0.0%	HOLD
163	INTCINTEL CORP	1,930	$63,000	0.0%	HOLD
164	MMM3M CO	597	$63,000	0.0%	HOLD
165	SCHOSCHWAB SHORT-TERM US TREASURY ETF	1,252	$61,000	0.0%	HOLD
166	UNHUNITEDHEALTH GROUP INC	130	$61,000	0.0%	ADD 4%
167	AAGILENT TECHNOLOGIES INC	427	$59,000	0.0%	HOLD
168	ABBVABBVIE INC	364	$58,000	0.0%	ADD 3%
169	CATCATERPILLAR INC	250	$57,000	0.0%	HOLD
170	NVSNOVARTIS AG	605	$56,000	0.0%	HOLD
171	OIAINVESCO MUNI INCOME OPP TRST	8,000	$53,000	0.0%	HOLD
172	ABTABBOTT LABS	500	$51,000	0.0%	TRIM −19%
173	PDBCINVESCO ACTVELY MNGD ETC FD	3,620	$51,000	0.0%	ADD 10%
174	COMTISHARES U S ETF TR	1,867	$50,000	0.0%	ADD 23%
175	ZTSZOETIS INC	300	$50,000	0.0%	HOLD
176	PHOINVESCO EXCHANGE TRADED FD T	915	$49,000	0.0%	HOLD
177	BUSEFIRST BUSEY CORP	2,360	$48,000	0.0%	HOLD
178	NJRNEW JERSEY RES CORP	900	$48,000	0.0%	HOLD
179	DIASPDR DOW JONES INDL AVERAGE	145	$48,000	0.0%	HOLD
180	NSCNORFOLK SOUTHN CORP	220	$47,000	0.0%	HOLD
181	PFEPFIZER INC	1,118	$46,000	0.0%	TRIM −26%
182	IQIINVESCO QUALITY MUN INCOME T	4,500	$45,000	0.0%	HOLD
183	PMPHILIP MORRIS INTL INC	451	$44,000	0.0%	TRIM −32%
184	BLKBLACKROCK INC	61	$41,000	0.0%	TRIM −27%
185	CTVACORTEVA INC	667	$40,000	0.0%	HOLD
186	AXPAMERICAN EXPRESS CO	239	$39,000	0.0%	HOLD
187	WIPSPDR SERIES TRUST	888	$38,000	0.0%	HOLD
188	DLTRDOLLAR TREE INC	261	$37,000	0.0%	HOLD
189	WOODISHARES TR	514	$37,000	0.0%	HOLD
190	RFREGIONS FINANCIAL CORP NEW	1,974	$37,000	0.0%	HOLD
191	DFSVDIMENSIONAL ETF TRUST	1,429	$36,000	0.0%	ADD 58%
192	TRVTRAVELERS COMPANIES INC	204	$35,000	0.0%	ADD 2%
193	BDCBELDEN INC	392	$34,000	0.0%	HOLD
194	IWVISHARES TR	145	$34,000	0.0%	HOLD
195	MSMORGAN STANLEY	391	$34,000	0.0%	HOLD
196	TGTTARGET CORP	200	$33,000	0.0%	HOLD
197	MTNVAIL RESORTS INC	140	$33,000	0.0%	HOLD
198	RCLROYAL CARIBBEAN GROUP	508	$33,000	0.0%	HOLD
199	VTVANGUARD INTL EQUITY INDEX F	343	$32,000	0.0%	HOLD
200	DTHWISDOMTREE TR	863	$32,000	0.0%	NEW

showing the top 200 by weight

☆Baldrige Asset Management LLC