Baldrige Asset Management LLC Purchases in Q1 2023

Baldrige Asset Management LLC

  • $244 Million
  • Q1 2023
Stock Shares change Price Range Shares Held Trade History
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
25.5K
+ 12.32%
$74.76 - $76.57 $1.91M - $1.96M
233K $17.7M
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
42.3K
New
$29.5 - $32.33 $1.25M - $1.37M
42.3K $1.32M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
8.93K
+ 11.72%
$96.32 - $100.79 $861K - $900K
85.2K $8.49M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
5.45K
+ 0.74%
$24.18 - $26.58 $132K - $145K
738K $18.8M
IVV
Ishares Core S&P 500 ETF

ETFs
261
+ 1.36%
$381.13 - $418.66 $99.5K - $109K
19.4K $7.97M
VEA
Vanguard Ftse Developed Market

ETFs
3.88K
+ 2.79%
$42.2 - $46.17 $164K - $179K
143K $6.46M
VTI
Vanguard Total Stock Market Et

ETFs
374
+ 0.93%
$189.85 - $210.01 $71K - $78.5K
40.7K $8.3M
IEFA
Ishares Tr

ETFs
3.41K
+ 5.22%
$62.17 - $67.7 $212K - $231K
68.8K $4.6M
DFAI
Dimensional ETF Tr

ETFs
10.9K
+ 10.77%
$25.21 - $27.45 $276K - $301K
113K $3.04M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.58K
+ 2.82%
$84.12 - $93.15 $133K - $148K
57.8K $5.24M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
8.63K
+ 44.48%
$47.4 - $48.69 $409K - $420K
28K $1.35M
DFSB
Dimensional ETF Tr Dimensional
7.66K
+ 302.05%
N/A
10.2K $528K
DFAX
Dimensional ETF Tr
1.23K
+ 0.49%
$21.74 - $23.72 $26.7K - $29.1K
250K $5.77M
VB
Vanguard Small Cap ETF

ETFs
355
+ 0.84%
$179.51 - $208.76 $63.7K - $74.1K
42.4K $8.04M
Dimensional ETF Trust
12.6K
+ 685.87%
N/A
14.5K $355K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
798
+ 0.74%
$32.42 - $35.44 $25.9K - $28.3K
108K $3.77M
BNDX
Vanguard Total International B

ETFs
4.35K
+ 7.5%
$47.52 - $49.23 $207K - $214K
62.4K $3.05M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
5.04K
+ 13.45%
$46.38 - $48.56 $234K - $245K
42.5K $2.04M
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.75K
+ 7.63%
$71.33 - $74.57 $196K - $205K
38.8K $2.87M
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.29K
+ 1.97%
$44.78 - $49.41 $57.9K - $63.8K
66.8K $3.23M
Linde PLC
679
New
N/A
679 $241K
TIP
Ishares Tr Tips Bd ETF

ETFs
766
+ 2.69%
$106.24 - $110.25 $81.4K - $84.5K
29.3K $3.23M
DFSU
Dimensional ETF Tr Dimen Us Su
5.38K
+ 33.92%
N/A
21.2K $565K
DFAU
Dimensional ETF Tr

ETFs
978
+ 1.25%
$26.87 - $29.65 $26.3K - $29K
79.5K $2.29M
SCHP
Schwab Strategic Us Tips ETF

ETFs
1.65K
+ 4.49%
$51.68 - $53.62 $85.1K - $88.3K
38.3K $2.05M
AMZN
Amazon Com Inc

Consumer Cyclical
1.24K
+ 92.04%
$83.12 - $112.91 $103K - $140K
2.58K $267K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
199
+ 1.03%
$65.27 - $73.55 $13K - $14.6K
19.5K $1.4M
DFSI
Dimensional ETF Tr Dimen Intl
3.87K
+ 111.93%
N/A
7.32K $220K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
3.25K
+ 6.72%
$23.32 - $26.39 $75.7K - $85.7K
51.6K $1.26M
DFIV
Dimensional ETF Tr

ETFs
1.23K
+ 2.84%
$30.43 - $33.38 $37.3K - $41K
44.4K $1.43M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.14K
+ 146.22%
$100.82 - $111.44 $115K - $127K
1.92K $203K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.6K
+ 4.25%
$38.45 - $43.18 $61.6K - $69.1K
39.3K $1.59M
VNQ
Vanguard Specialized Funds Van

ETFs
974
+ 1.51%
$77.59 - $93.7 $75.6K - $91.3K
65.4K $5.43M
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
914
+ 0.9%
$46.68 - $47.8 $42.7K - $43.7K
102K $4.86M
DFAT
Dimensional ETF Tr U S Target

ETFs
2.19K
+ 12.58%
$42.38 - $49.75 $92.8K - $109K
19.6K $871K
IEMG
Ishares Inc

ETFs
1.09K
+ 4.77%
$46.2 - $52.12 $50.3K - $56.7K
23.9K $1.17M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
460
+ 1.71%
$73.57 - $77.31 $33.8K - $35.6K
27.3K $2.09M
AVDV
American Centy ETF Tr Avantis

ETFs
1.13K
+ 10.76%
$55.2 - $60.58 $62.4K - $68.5K
11.6K $680K
GOOG
Alphabet Inc.

Communication Services
500
+ 18.25%
$86.77 - $108.8 $43.4K - $54.4K
3.24K $337K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
412
+ 1.74%
$92.27 - $107.68 $38K - $44.4K
24.1K $2.33M
ICVT
Ishares Tr Convertible Bond Et

ETFs
267
+ 1.32%
$69.32 - $75.11 $18.5K - $20.1K
20.5K $1.49M
GOOGL
Alphabet Inc.

Communication Services
508
+ 47.04%
$86.2 - $107.74 $43.8K - $54.7K
1.59K $165K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
208
+ 1.12%
$56.53 - $62.22 $11.8K - $12.9K
18.7K $1.11M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
186
+ 2.51%
$103.34 - $113.48 $19.2K - $21.1K
7.6K $830K
SCHA
Schwab Strategic Tr Us Small C

ETFs
414
+ 1.17%
$39.82 - $46.36 $16.5K - $19.2K
35.7K $1.5M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
190
+ 2.35%
$66.27 - $72.39 $12.6K - $13.8K
8.29K $595K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
628
+ 2.43%
$45.33 - $47.44 $28.5K - $29.8K
26.5K $1.24M
DD
Du Pont De Nemours, Inc.

Basic Materials
822
+ 256.88%
$67.55 - $77.79 $55.5K - $63.9K
1.14K $82K
DFAS
Dimensional ETF Tr U S Small C

ETFs
849
+ 9.54%
$50.35 - $57.8 $42.7K - $49.1K
9.74K $514K
Activity Summary
Buys All Purchases 262 New Holdings 148 Increased Positions 114 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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