13F Filings History of Baldrige Asset Management LLC

Latest 13F report
Q1 2023 - 17 Apr 2023
Value $
$243,749,000
Signature - Title
Michael Insogna - CCO, COO, Wealth Manager
Location
Allentown, PA
Summary
This page shows a list of all the recent 13F filings made by Baldrige Asset Management LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Baldrige Asset Management LLC reported 395 stock holdings with total value $243,749,000 as of Q1 2023. Top holdings included DFAC, VCSH, MSCI, VBR, and AAPL.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q1 2023 395 $243,749,000 +$10,240,228 -$3,177,612 +$7,062,616 DFAC, VCSH, MSCI, VBR, AAPL 13F-HR 17 Apr 2023, 12:14
Q4 2022 305 $224,711,000 +$7,928,184 -$7,307,354 +$620,830 DFAC, VCSH, MSCI, VBR, AAPL 13F-HR 13 Jan 2023, 14:39
Q3 2022 295 $210,093,000 +$6,899,360 -$3,159,788 +$3,739,572 VCSH, DFAC, MSCI, VBR, AAPL 13F-HR 13 Oct 2022, 14:41
Q2 2022 303 $218,288,000 +$14,799,142 -$8,877,931 +$5,921,211 VCSH, DFAC, MSCI, VBR, AAPL 13F-HR 12 Jul 2022, 15:52
Q1 2022 311 $244,641,000 +$15,054,302 -$9,053,831 +$6,000,471 DFAC, VCSH, MSCI, VBR, AAPL 13F-HR 26 Apr 2022, 09:21
Q4 2021 324 $256,702,000 +$7,471,870 -$2,915,824 +$4,556,046 DFAC, VCSH, MSCI, VBR, AAPL 13F-HR 27 Jan 2022, 10:27
Q3 2021 350 $240,042,000 +$13,700,451 -$3,914,287 +$9,786,164 DFAC, MSCI, VCSH, VBR, VB 13F-HR 22 Oct 2021, 15:07
Q2 2021 348 $230,808,000 +$40,366,497 -$3,808,159 +$36,558,338 DFAC, VCSH, MSCI, VBR, VB 13F-HR 03 Aug 2021, 11:00
Q1 2021 85 $182,882,000 +$10,191,975 -$2,063,497 +$8,128,478 VCSH, VBR, MSCI, VB, VTI 13F-HR 14 Apr 2021, 12:44
Q4 2020 85 $168,355,000 +$8,183,072 -$3,810,757 +$4,372,315 VCSH, MSCI, VBR, AAPL, VB 13F-HR 02 Feb 2021, 19:40
Q3 2020 80 $148,314,000 +$16,222,353 -$2,225,511 +$13,996,842 VCSH, MSCI, AAPL, VTI, VBR 13F-HR 12 Nov 2020, 11:11
Q2 2020 76 $132,981,000 +$5,213,788 -$2,817,326 +$2,396,462 VCSH, MSCI, VTI, AAPL, VBR 13F-HR 30 Jul 2020, 19:46
Q1 2020 70 $114,620,000 +$21,290,087 -$8,281,535 +$13,008,552 VCSH, MSCI, VTI, BSV, VBR 13F-HR 13 Apr 2020, 18:57
Q4 2019 82 $121,230,000 +$4,123,239 -$1,962,215 +$2,161,024 VCSH, VTI, ITOT, AAPL, VBR 13F-HR 11 Feb 2020, 14:42
Q3 2019 80 $112,759,000 +$5,942,153 -$2,688,570 +$3,253,583 VCSH, VTI, ITOT, VNQ, VBR 13F-HR 23 Oct 2019, 17:24
Q2 2019 77 $108,497,000 +$4,721,017 -$1,358,154 +$3,362,863 VCSH, VTI, VBR, IVV, ITOT 13F-HR 18 Jul 2019, 11:41
Q1 2019 73 $102,447,000 $0 $0 $0 VCSH, VTI, VBR, IVV, VNQ 13F-HR 15 May 2019, 18:44