Baldrige Asset Management LLC - Q3 2022 holdings

$210 Million is the total value of Baldrige Asset Management LLC's 308 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was - .

 Value Shares↓ Weighting
NewMIND MEDICINE MINDMED INC$0133
+100.0%
0.00%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2022-10-13
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
Vanguard Short-Term Corporate Bond ETF17Q1 202313.4%
Vanguard Small Cap Value ETF17Q1 20236.3%
Vanguard Total Stock Market ETF17Q1 20235.3%
APPLE INC17Q1 20235.2%
Vanguard Small Cap ETF17Q1 20235.2%
ISHARES TR17Q1 20234.7%
VANGUARD TAX-MANAGED INTL FD17Q1 20233.7%
ISHARES TR17Q1 20234.5%
Vanguard REIT ETF17Q1 20234.4%
ISHARES TR17Q1 20233.6%

View Baldrige Asset Management LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2023-04-17
13F-HR2023-01-13
13F-HR2022-10-13
13F-HR2022-07-12
13F-HR2022-04-26
13F-HR2022-01-27
13F-HR2021-10-22
13F-HR2021-08-03
13F-HR2021-04-14
13F-HR2021-02-03

View Baldrige Asset Management LLC's complete filings history.

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