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Home > Institutional Investor > Baldrige Asset Management Llc > Profile

Instuitional Investor - Baldrige Asset Management Llc

Fund Profile
Filing Period:
Fund Name: Baldrige Asset Management Llc
Portfolio Value $243,796
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 738,468 $18,816 7.71%
2.
Vanguard Scottsdale Funds
 232,821 $17,748 7.27%
3.
Msci Inc.
 MSCI 21,927 $12,272 5.03%
4.
Vanguard Index Fds
 64,897 $10,303 4.22%
5.
Apple Inc.
 AAPL 56,346 $9,292 3.81%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)