BA
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Baldrige Asset Management LLC13F | |
| Baldrige Asset Management LLC | |
| Last update 2023-04-17 | 467 Stocks (146 new) |
| Value $244.00 Mil | Turnover 4 % |
Baldrige Asset Management LLC Top Holdings of 2023-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFAC | Dimensional U.S. Core Equity 2 ETF | 738,468 | 18,820.0 | +0.74% | 7.720 | +0.06% | 0.100 | +15.67% | +7.24% | 35,930.5 | ||
VCSH |
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
| 232,821 | 17,750.0 | +12.32% | 7.280 | +0.80% | 0.050 | +1.68% | +3.80% | 34,938.6 | ||
MSCI | MSCI Inc | 21,927 | 12,270.0 | -9.20% | 5.030 | -0.46% | 0.030 | +2.72% | -8.88% | 42,033.3 | Capital Markets | |
VBR | Vanguard Small Cap Value ETF | 64,897 | 10,300.0 | +0.19% | 4.230 | +0.01% | 0.040 | +13.10% | +3.24% | 28,859.7 | ||
AAPL | Apple Inc | 56,346 | 9,290.0 | -5.52% | 3.810 | -0.19% | 0.000 | +2.72% | -14.43% | 3,192,682.2 | Hardware | |
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 85,175 | 8,490.0 | +11.72% | 3.480 | +0.37% | 0.010 | +1.03% | +3.43% | 128,074.0 | ||
VTI | Vanguard Total Stock Market ETF | 40,663 | 8,300.0 | +0.93% | 3.400 | +0.03% | 0.000 | +16.45% | +8.47% | 478,263.0 | ||
VB | Vanguard Small Cap ETF | 42,429 | 8,040.0 | +0.84% | 3.300 | +0.03% | 0.020 | +14.26% | +2.80% | 61,621.0 | ||
IVV | iShares Core S&P 500 ETF | 19,397 | 7,970.0 | +1.36% | 3.270 | +0.04% | 0.000 | +16.45% | +8.98% | 642,461.0 | ||
VEA | Vanguard FTSE Developed Markets ETF | 142,993 | 6,460.0 | +2.79% | 2.650 | +0.07% | 0.010 | +11.93% | +23.01% | 162,442.1 |
Baldrige Asset Management LLC's Historical Top Holdings Breakdowns
Baldrige Asset Management LLC Total Holding History ($B)
Baldrige Asset Management LLC's Asset Allocation
Baldrige Asset Management LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Baldrige Asset Management LLC's Hypothetical Growth since 2023-03-31
Baldrige Asset Management LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Baldrige Asset Management LLC's Holdings Heat Map
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Baldrige Asset Management LLC's Holdings Bubble Chart
Baldrige Asset Management LLC News
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