StockDriftsStockDriftsTop 50 Baldrige Asset Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 7.72% | 738.5K | $19K | +0.74%(+5.45K) | — | 2023-03-31 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 7.28% | 232.8K | $18K | +12.32%(+25.54K) | — | 2023-03-31 | |
| MSCI | MSCI INC | 5.03% | 21.9K | $12K | -9.20%(-2.22K) | — | 2023-03-31 | |
| VBR | VANGUARD INDEX FDS | 4.23% | 64.9K | $10K | +0.19%(+121) | — | 2023-03-31 | |
| AAPL | APPLE INC | 3.81% | 56.3K | $9K | -5.52%(-3.29K) | — | 2023-03-31 | |
| AGG | ISHARES TR | 3.48% | 85.2K | $8K | +11.72%(+8.93K) | — | 2023-03-31 | |
| VTI | VANGUARD INDEX FDS | 3.4% | 40.7K | $8K | +0.93%(+374) | — | 2023-03-31 | |
| VB | VANGUARD INDEX FDS | 3.3% | 42.4K | $8K | +0.84%(+355) | — | 2023-03-31 | |
| IVV | ISHARES TR | 3.27% | 19.4K | $8K | +1.36%(+261) | — | 2023-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 2.65% | 143.0K | $6K | +2.79%(+3.88K) | — | 2023-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Baldrige Asset Management Llc reports $243.80K in US-listed equity holdings across 467 positions in its most recent 13F filing. Its largest disclosed positions are DFAC (7.7%), VCSH (7.3%) and MSCI (5.0%). Figures reflect the Q1 2023 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Baldrige Asset Management Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1761742). View Baldrige Asset Management Llc’s 13F filings on SEC