Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
BALDRIGE ASSET MANAGEMENT LLC | 04-17-2023 | 03-31-2023 | 467 | 243,796,000 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
HOME DEPOT INC | COM | 151 | $103,000 | 348 | 0.04 | 0.05 | 0 | 0.00 | 03-31-2023 |
SPDR SER TR | PORTFLI TIPS ETF | 152 | $101,000 | 3,787 | 0.04 | 0.04 | 400 | 11.81 | 03-31-2023 |
ACCENTURE PLC IRELAND | SHS CLASS A | 153 | $100,000 | 350 | 0.04 | 0.04 | 0 | 0.00 | 03-31-2023 |
AMERICAN CENTY ETF TR | INTL EQT ETF | 154 | $96,000 | 1,683 | 0.04 | 0.04 | 0 | 0.00 | 03-31-2023 |