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 |
|---|---|---|---|---|---|---|---|---|---|
| COSTCO WHSL CORP NEW | COM | 101 | $273,000 | 549 | 0.11 | 0.12 | -51 | -8.50 | 03-31-2023 |
| INVESCO QQQ TR | UNIT SER 1 | 102 | $271,000 | 844 | 0.11 | 0.10 | 0 | 0.00 | 03-31-2023 |
| PPL CORP | COM | 103 | $270,000 | 9,700 | 0.11 | 0.13 | 0 | 0.00 | 03-31-2023 |
| AMAZON COM INC | COM | 104 | $267,000 | 2,583 | 0.11 | 0.05 | 1,238 | 92.04 | 03-31-2023 |
