Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
BALDRIGE ASSET MANAGEMENT LLC 04-17-2023 03-31-2023 467 243,796,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
DIMENSIONAL ETF TRUST US CORE EQUITY 2 1 $18,816,000 738,468 7.72 7.92 5,451 0.74 03-31-2023
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 2 $17,748,000 232,821 7.28 6.94 25,541 12.32 03-31-2023
MSCI INC COM 3 $12,272,000 21,927 5.03 5.00 -2,222 -9.20 03-31-2023
VANGUARD INDEX FDS SM CP VAL ETF 4 $10,303,000 64,897 4.23 4.58 121 0.19 03-31-2023
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