Baldrige Asset Management LLC
Q1 2023 13F Holdings
- Locationallentown, PA
- Num holdings
467
- Value ($000)
$244
- Date Filed 04/17/2023
- Form type13F-HR
- CIK 0001761742
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2023 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
D DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $18.82K | 8 % | 738,468 | ||
V VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | $17.75K | 7 % | 232,821 | ||
M MSCI INC | COM | 55354G100 | $12.27K | 5 % | 21,927 | ||
V VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | $10.30K | 4 % | 64,897 | ||
A APPLE INC | COM | 037833100 | $9.29K | 4 % | 56,346 | ||
A ISHARES TR | CORE US AGGBD ET | 464287226 | $8.49K | 4 % | 85,175 | ||
V VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $8.30K | 3 % | 40,663 | ||
V VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | $8.04K | 3 % | 42,429 | ||
I ISHARES TR | CORE S&P500 ETF | 464287200 | $7.97K | 3 % | 19,397 | ||
V VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $6.46K | 3 % | 142,993 |
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