GURUFOCUS.COM Guru List Institutional Investment Manager (13F) Baldrige Asset Management LLC Stock Picks
Baldrige Asset Management LLC
|Baldrige Asset Management LLC|
|Last update 2023-04-17||467 Stocks (146 new)|
|Value $244.00 Mil||Turnover 4 %|
Top Holdings: DFAC(7.72%) VCSH(7.28%) MSCI(5.03%) VBR(4.23%) AAPL(3.81%)Portfolio Report
Baldrige Asset Management LLC has disclosed 467 total holdings in their latest 13F filing with the SEC for the portfolio date of 2023-03-31. The current portfolio value is calculated to be $244.00 Mil. The turnover rate is 4%.
In Baldrige Asset Management LLC's current portfolio as of 2023-03-31, the top 5 holdings are Dimensional U.S. Core Equity 2 ETF (DFAC), Vanguard Short-Term Corporate Bond ETF (VCSH), MSCI Inc (MSCI), Vanguard Small Cap Value ETF (VBR), Apple Inc (AAPL), not including call and put options. Baldrige Asset Management LLC did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for Baldrige Asset Management LLC, as well as holding map, valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at 52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for Baldrige Asset Management LLC, which include data from 13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for Baldrige Asset Management LLC.
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