Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Baldrige Asset Management LLC (CIK 1761742) reported $243.8M across 466 reported positions in its SEC 13F filing for 2023-03-31. Largest positions: DFAC ($18.8M, 7.72%), VCSH ($17.7M, 7.28%), MSCI ($12.3M, 5.03%), VBR ($10.3M, 4.23%), AAPL ($9.3M, 3.81%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $18.8M | 7.72% | 738,468 | Added |
| 2 | VCSH | VANGUARD SCOTTSDALE FDS | $17.7M | 7.28% | 232,821 | Added |
| 3 | MSCI | MSCI INC | $12.3M | 5.03% | 21,927 | Trimmed |
| 4 | VBR | VANGUARD INDEX FDS | $10.3M | 4.23% | 64,897 | Added |
| 5 | AAPL | APPLE INC | $9.3M | 3.81% | 56,346 | Trimmed |
| 6 | AGG | ISHARES TR | $8.5M | 3.48% | 85,175 | Added |
| 7 | VTI | VANGUARD INDEX FDS | $8.3M | 3.40% | 40,663 | Added |
| 8 | VB | VANGUARD INDEX FDS | $8.0M | 3.30% | 42,429 | Added |
| 9 | IVV | ISHARES TR | $8.0M | 3.27% | 19,397 | Added |
| 10 | VEA | VANGUARD TAX-MANAGED FDS | $6.5M | 2.65% | 142,993 | Added |
| 11 | DFAX | DIMENSIONAL ETF TRUST | $5.8M | 2.37% | 250,076 | Added |
| 12 | VNQ | VANGUARD INDEX FDS | $5.4M | 2.23% | 65,432 | Added |
| 13 | ITOT | ISHARES TR | $5.2M | 2.15% | 57,841 | Added |
| 14 | SCHJ | SCHWAB STRATEGIC TR | $4.9M | 1.99% | 102,217 | Added |
| 15 | APD | AIR PRODS & CHEMS INC | $4.7M | 1.92% | 16,260 | Trimmed |
| 16 | IEFA | ISHARES TR | $4.6M | 1.89% | 68,752 | Added |
| 17 | SCHF | SCHWAB STRATEGIC TR | $3.8M | 1.55% | 108,245 | Added |
| 18 | SCHX | SCHWAB STRATEGIC TR | $3.2M | 1.32% | 66,787 | Added |
| 19 | TIP | ISHARES TR | $3.2M | 1.32% | 29,276 | Added |
| 20 | VTV | VANGUARD INDEX FDS | $3.2M | 1.30% | 22,877 | Trimmed |
| 21 | BNDX | VANGUARD CHARLOTTE FDS | $3.1M | 1.25% | 62,406 | Added |
| 22 | DFAI | DIMENSIONAL ETF TRUST | $3.0M | 1.24% | 112,608 | Added |
| 23 | BND | VANGUARD BD INDEX FDS | $2.9M | 1.18% | 38,819 | Added |
| 24 | IJS | ISHARES TR | $2.8M | 1.15% | 29,881 | Trimmed |
| 25 | DFAE | DIMENSIONAL ETF TRUST | $2.4M | 1.00% | 105,998 | Added |
Source: SEC Form 13F filings · as of 2023-03-31