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Baldrige Asset Management LLC

13F
Baldrige Asset Management LLC
Last update 2023-04-17 467 Stocks (146 new)
Value $244.00 Mil Turnover 4 %
Countries:
Baldrige Asset Management LLC Top Holdings of 2023-03-31 View Full List
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
+18.92%
+6.57%
35,706.4
 
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
+2.24%
+3.96%
34,991.5
 
MSCI
MSCI Inc
21,927
12,270.0
-9.20%
5.030
-0.46%
0.030
-1.92%
-11.70%
40,731.2
Capital Markets
VBR
Vanguard Small Cap Value ETF
64,897
10,300.0
+0.19%
4.230
+0.01%
0.040
+16.80%
+3.36%
28,895.4
 
AAPL
Apple Inc
56,346
9,290.0
-5.52%
3.810
-0.19%
0.000
+7.48%
-14.18%
3,202,241.1
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
+2.13%
+3.72%
128,438.9
 
VTI
Vanguard Total Stock Market ETF
40,663
8,300.0
+0.93%
3.400
+0.03%
0.000
+19.96%
+7.60%
474,434.4
 
VB
Vanguard Small Cap ETF
42,429
8,040.0
+0.84%
3.300
+0.03%
0.020
+18.28%
+2.64%
61,525.5
 
IVV
iShares Core S&P 500 ETF
19,397
7,970.0
+1.36%
3.270
+0.04%
0.000
+19.71%
+7.98%
636,576.3
 
VEA
Vanguard FTSE Developed Markets ETF
142,993
6,460.0
+2.79%
2.650
+0.07%
0.010
+12.11%
+21.29%
160,177.0
 

Baldrige Asset Management LLC's Historical Top Holdings Breakdowns

Baldrige Asset Management LLC Total Holding History ($B)

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Baldrige Asset Management LLC's Asset Allocation

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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

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