Baldrige Asset Management LLC Buys Universal Forest Products Inc, SPDR MidCap Trust Series I, PowerShares QQQ Trust Ser 1, Sells iShares Core 1-5 Year USD Bond ETF

Investment company Baldrige Asset Management LLC (Current Portfolio) buys Universal Forest Products Inc, SPDR MidCap Trust Series I, PowerShares QQQ Trust Ser 1, iShares Core S&P U.S. Value ETF, US Bancorp, sells iShares Core 1-5 Year USD Bond ETF during the 3-months ended 2019Q2, according to the most recent filings of the investment company, Baldrige Asset Management LLC. As of 2019Q2, Baldrige Asset Management LLC owns 77 stocks with a total value of $108 million. These are the details of the buys and sells.

For the details of Baldrige Asset Management LLC's stock buys and sells, go to https://www.gurufocus.com/guru/baldrige+asset+management+llc/current-portfolio/portfolioportfolio

These are the top 5 holdings of Baldrige Asset Management LLC
  1. Vanguard Short-Term Corporate Bond ETF (VCSH) - 163,079 shares, 12.17% of the total portfolio. Shares added by 5.15%
  2. Vanguard Total Stock Market (VTI) - 34,882 shares, 4.84% of the total portfolio. Shares reduced by 0.05%
  3. Vanguard Small-Cap Value (VBR) - 39,328 shares, 4.75% of the total portfolio. Shares added by 1.55%
  4. iShares Core S&P 500 (IVV) - 16,635 shares, 4.53% of the total portfolio. Shares reduced by 1.67%
  5. iShares Core S&P Total U.S. Stock Market (ITOT) - 71,691 shares, 4.42% of the total portfolio. Shares added by 16.66%
New Purchase: Universal Forest Products Inc (UFPI)

Baldrige Asset Management LLC initiated holding in Universal Forest Products Inc. The purchase prices were between $29.77 and $38.06, with an estimated average price of $34.61. The stock is now traded at around $36.55. The impact to a portfolio due to this purchase was 0.25%. The holding were 7,020 shares as of .

New Purchase: SPDR MidCap Trust Series I (MDY)

Baldrige Asset Management LLC initiated holding in SPDR MidCap Trust Series I. The purchase prices were between $330.13 and $361.02, with an estimated average price of $349.42. The stock is now traded at around $353.31. The impact to a portfolio due to this purchase was 0.23%. The holding were 700 shares as of .

New Purchase: PowerShares QQQ Trust Ser 1 (QQQ)

Baldrige Asset Management LLC initiated holding in PowerShares QQQ Trust Ser 1. The purchase prices were between $170.12 and $191.11, with an estimated average price of $184. The stock is now traded at around $191.15. The impact to a portfolio due to this purchase was 0.22%. The holding were 1,261 shares as of .

New Purchase: Waste Management Inc (WM)

Baldrige Asset Management LLC initiated holding in Waste Management Inc. The purchase prices were between $100.57 and $116.97, with an estimated average price of $108.46. The stock is now traded at around $117.05. The impact to a portfolio due to this purchase was 0.01%. The holding were 100 shares as of .

New Purchase: Nokia Oyj (NOK)

Baldrige Asset Management LLC initiated holding in Nokia Oyj. The purchase prices were between $4.77 and $5.96, with an estimated average price of $5.27. The stock is now traded at around $5.12. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 880 shares as of .

Added: iShares Core S&P U.S. Value ETF (IUSV)

Baldrige Asset Management LLC added to a holding in iShares Core S&P U.S. Value ETF by 49.95%. The purchase prices were between $52.36 and $56.84, with an estimated average price of $55.42. The stock is now traded at around $57.24. The impact to a portfolio due to this purchase was 0.19%. The holding were 10,708 shares as of .

Added: US Bancorp (USB)

Baldrige Asset Management LLC added to a holding in US Bancorp by 73.63%. The purchase prices were between $49.07 and $53.48, with an estimated average price of $51.52. The stock is now traded at around $55.22. The impact to a portfolio due to this purchase was 0.17%. The holding were 8,390 shares as of .

Added: Vanguard Short-Term Inflation-Protected Securities (VTIP)

Baldrige Asset Management LLC added to a holding in Vanguard Short-Term Inflation-Protected Securities by 22.65%. The purchase prices were between $48.65 and $49.37, with an estimated average price of $48.97. The stock is now traded at around $49.35. The impact to a portfolio due to this purchase was 0.03%. The holding were 3,525 shares as of .

Sold Out: iShares Core 1-5 Year USD Bond ETF (ISTB)

Baldrige Asset Management LLC sold out a holding in iShares Core 1-5 Year USD Bond ETF. The sale prices were between $49.29 and $50.32, with an estimated average price of $49.68.



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