Baldrige Asset Management LLC Incresed Positions 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
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
DFAE
Dimensional ETF Tr

ETFs
16K
+ 17.76%
$21.78 - $24.36 $348K - $389K
106K $2.44M
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
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
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.6K
+ 4.25%
$38.45 - $43.18 $61.6K - $69.1K
39.3K $1.59M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.14K
+ 146.22%
$100.82 - $111.44 $115K - $127K
1.92K $203K
DFIV
Dimensional ETF Tr

ETFs
1.23K
+ 2.84%
$30.43 - $33.38 $37.3K - $41K
44.4K $1.43M
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
DFSE
Dimensional ETF Tr Dimen Emrgn
1.21K
+ 12.15%
N/A
11.1K $333K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
1.12K
+ 1.19%
$23.63 - $24.19 $26.3K - $27K
94.5K $2.27M
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
Track This Portfolio

Track Baldrige Asset Management LLC Portfolio

Follow Baldrige Asset Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Baldrige Asset Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Baldrige Asset Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email