HoldingsChannel.com
Baldrige Asset Management LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
VANGUARD SCOTTSDALE FDS (VCSH) 200,236 +15,765 $16,225
     VCSH200,236+15,765$16,225
VANGUARD INDEX FDS (VTI) 33,487 -149 $5,479
     VTI33,487-149$5,479
ISHARES TR (ITOT) 75,317 -275 $5,475
     ITOT75,317-275$5,475
APPLE INC 17,220 -500 $5,057
     AAPL17,220-500$5,057
VANGUARD INDEX FDS (VBR) 36,801 -309 $5,044
     VBR36,801-309$5,044
VANGUARD INDEX FDS (VNQ) 51,957 +432 $4,821
     VNQ51,957+432$4,821
ISHARES TR (IVV) 13,277 -961 $4,292
     IVV13,277-961$4,292
VANGUARD TAX MANAGED INTL FD (VEA) 92,327 -2,853 $4,068
     VEA92,327-2,853$4,068
VANGUARD INDEX FDS (VB) 24,295 -667 $4,024
     VB24,295-667$4,024
ISHARES TR (IEFA) 58,636 -810 $3,825
     IEFA58,636-810$3,825
ISHARES TR (AGG) 32,527 +1,891 $3,655
     AGG32,527+1,891$3,655
SCHWAB STRATEGIC TR 99,921 +3,371 $3,360
     SCHF99,921+3,371$3,360
VANGUARD BD INDEX FD INC (BIV) 35,769 -595 $3,120
     BIV35,769-595$3,120
ISHARES TR (TIP) 24,229 +599 $2,824
     TIP24,229+599$2,824
SCHWAB STRATEGIC TR 34,967 -2,009 $2,686
     SCHX34,967-2,009$2,686
VANGUARD INDEX FDS (VTV) 19,938 -542 $2,390
     VTV19,938-542$2,390
VANGUARD CHARLOTTE FDS (BNDX) 34,034 +467 $1,926
     BNDX34,034+467$1,926
ISHARES TR (IJR) 22,348 -1,705 $1,874
     IJR22,348-1,705$1,874
SCHWAB STRATEGIC TR 23,665 -1,202 $1,790
     SCHA23,665-1,202$1,790
ISHARES TR (IJS) 10,883 +70 $1,750
     IJS10,883+70$1,750
ISHARES TR (IGSB) 30,164 +849 $1,618
     IGSB30,164+849$1,618
VANGUARD MUN BD FD INC (VTEB) 30,216 +529 $1,618
     VTEB30,216+529$1,618
SCHWAB STRATEGIC TR 20,899 +118 $1,607
     SCHB20,899+118$1,607
SCHWAB STRATEGIC TR 27,245 +144 $1,543
     SCHP27,245+144$1,543
ISHARES TR (IVE) 11,708 -207 $1,523
     IVE11,708-207$1,523
ISHARES TR (ISCF) 45,000 UNCH $1,427
     ISCF45,000UNCH$1,427
ISHARES INC (IEMG) 26,396 +992 $1,419
     IEMG26,396+992$1,419
SCHWAB STRATEGIC TR 26,482 +883 $1,415
     SCHZ26,482+883$1,415
ISHARES TR (SCZ) 20,968 -689 $1,306
     SCZ20,968-689$1,306
MICROSOFT CORP 7,951 UNCH $1,254
     MSFT7,951UNCH$1,254
VANGUARD INTL EQUITY INDEX F (VSS) 11,246 UNCH $1,249
     VSS11,246UNCH$1,249
BERKSHIRE HATHAWAY INC DEL      $1,248
     BRK.B5,512UNCH$1,248
VANGUARD BD INDEX FD INC (BSV) 14,045 -1,595 $1,132
     BSV14,045-1,595$1,132
CME GROUP INC 4,946 -30 $993
     CME4,946-30$993
VANGUARD INTL EQUITY INDEX F (VWO) 19,069 +215 $848
     VWO19,069+215$848
SCHWAB STRATEGIC TR 30,711 +1,753 $841
     SCHE30,711+1,753$841
ISHARES TR (IUSV) 12,587 +271 $793
     IUSV12,587+271$793
AIR PRODS & CHEMS INC 3,272 UNCH $769
     APD3,272UNCH$769
SCHWAB STRATEGIC TR 12,343 -32 $742
     SCHV12,343-32$742
ISHARES TR (IYR) 7,600 +43 $707
     IYR7,600+43$707
SCHWAB STRATEGIC TR 19,973 -481 $692
     SCHC19,973-481$692
VANGUARD WORLD FD (ESGV) 11,634 +4,272 $658
     ESGV11,634+4,272$658
CAMPBELL SOUP CO 12,902 UNCH $638
     CPB12,902UNCH$638
SCHWAB STRATEGIC TR 13,449 +536 $618
     SCHH13,449+536$618
INVESCO LTD 32,072 -2,750 $577
     IVZ32,072-2,750$577
US BANCORP DEL 9,555 +1,165 $567
     USB9,555+1,165$567
VANGUARD SCOTTSDALE FDS (VCIT) 6,063 -379 $554
     VCIT6,063-379$554
VANGUARD INTL EQUITY INDEX F (VEU) 9,598 -76 $516
     VEU9,598-76$516
UNIVERSAL FST PRODS INC 9,645 +2,625 $460
     UFPI9,645+2,625$460
ISHARES TR (SUSB) 17,491 +17,491 $445
     SUSB17,491+17,491$445

See Full List: All Stocks Held By Baldrige Asset Management LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Baldrige Asset Management LLC

Size ($ in 1000's)
At 12/31/2019: $121,230
At 09/30/2019: $112,759

Baldrige Asset Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Baldrige Asset Management LLC 13F filings. Link to 13F filings: SEC filings

Baldrige Asset Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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