Baldrige Asset Management LLC

13F Portfolio Filings

Most recent 13F
Q1 2023
Location
Allentown, PA
CIK
0001761742
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2023 467 243,796 DFAC, VCSH, MSCI, VBR 13F-HR 4/17/2023 000176174223000002
Q4 2022 324 224,716 DFAC, VCSH, MSCI, VBR 13F-HR 1/13/2023 000176174223000001
Q3 2022 308 210,100 VCSH, DFAC, MSCI, VBR 13F-HR 10/13/2022 000176174222000004
Q2 2022 316 218,295 VCSH, DFAC, MSCI, VBR 13F-HR 7/12/2022 000176174222000003
Q1 2022 319 244,649 DFAC, VCSH, MSCI, VBR 13F-HR 4/26/2022 000176174222000002
Q4 2021 335 256,706 DFAC, VCSH, MSCI, VBR 13F-HR 1/27/2022 000176174222000001
Q3 2021 359 240,052 DFAC, MSCI, VCSH, VBR 13F-HR 10/22/2021 000176174221000004
Q2 2021 355 230,816 DFAC, VCSH, MSCI, VBR 13F-HR 8/3/2021 000176174221000003
Q1 2021 85 182,882 VCSH, VBR, MSCI, VB 13F-HR 4/14/2021 000175496021000058
Q4 2020 85 168,355 VCSH, MSCI, VBR, AAPL 13F-HR 2/3/2021 000175496021000029
Q3 2020 80 148,314 VCSH, MSCI, AAPL, VTI 13F-HR 11/12/2020 000175496020000081
Q2 2020 76 132,981 VCSH, MSCI, VTI, AAPL 13F-HR 7/31/2020 000175496020000051
Q1 2020 70 114,620 VCSH, MSCI, VTI, BSV 13F-HR 4/14/2020 000175496020000021
Q4 2019 83 121,230 VCSH, VTI, ITOT, AAPL 13F-HR 2/11/2020 000175496020000012
Q3 2019 81 112,759 VCSH, VTI, ITOT, VNQ 13F-HR 10/23/2019 000175496019000033
Q2 2019 78 108,497 VCSH, VTI, VBR, IVV 13F-HR 7/18/2019 000175496019000020
Q1 2019 74 102,447 VCSH, VTI, VBR, IVV 13F-HR 5/16/2019 000175496019000013