Baldrige Asset Management LLC

13F Portfolio Filings

  • Most recent 13F
    Q1 2023
  • Location
    allentown, PA
  • CIK
    0001761742
  • All SEC filings
Q1 2023
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

467

$244.00K
DFAC, VCSH, MSCI, VBR
13F-HR
Apr 17, 2023
000176174223000002

324

$225.00K
DFAC, VCSH, MSCI, VBR
13F-HR
Jan 13, 2023
000176174223000001

308

$210.10M
VCSH, DFAC, MSCI, VBR
13F-HR
Oct 13, 2022
000176174222000004

316

$218.29M
VCSH, DFAC, MSCI, VBR
13F-HR
Jul 12, 2022
000176174222000003

319

$244.65M
DFAC, VCSH, MSCI, VBR
13F-HR
Apr 26, 2022
000176174222000002

335

$256.71M
DFAC, VCSH, MSCI, VBR
13F-HR
Jan 27, 2022
000176174222000001

359

$240.05M
DFAC, MSCI, VCSH, VBR
13F-HR
Oct 22, 2021
000176174221000004

355

$230.82M
DFAC, VCSH, MSCI, VBR
13F-HR
Aug 3, 2021
000176174221000003

85

$182.88M
VCSH, VBR, MSCI, VB
13F-HR
Apr 14, 2021
000175496021000058

85

$168.35M
VCSH, MSCI, VBR, AAPL
13F-HR
Feb 3, 2021
000175496021000029

80

$148.31M
VCSH, MSCI, AAPL, VTI
13F-HR
Nov 12, 2020
000175496020000081

76

$132.98M
VCSH, MSCI, VTI, AAPL
13F-HR
Jul 31, 2020
000175496020000051

70

$114.62M
VCSH, MSCI, VTI, BSV
13F-HR
Apr 14, 2020
000175496020000021

83

$121.23M
VCSH, VTI, ITOT, AAPL
13F-HR
Feb 11, 2020
000175496020000012

81

$112.76M
VCSH, VTI, ITOT, VNQ
13F-HR
Oct 23, 2019
000175496019000033

78

$108.50M
VCSH, VTI, VBR, IVV
13F-HR
Jul 18, 2019
000175496019000020

74

$102.45M
VCSH, VTI, VBR, IVV
13F-HR
May 16, 2019
000175496019000013
Baldrige Asset Management Llc 13F Filings