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 |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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