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 |
---|---|---|---|---|---|---|---|---|---|
AMERICAN EXPRESS CO | COM | 201 | $39,000 | 239 | 0.02 | 0.02 | 0 | 0.00 | 03-31-2023 |
SPDR SER TR | FTSE INT GVT ETF | 202 | $38,000 | 888 | 0.02 | 0.02 | 0 | 0.00 | 03-31-2023 |
ISHARES TR | GL TIMB FORE ETF | 203 | $37,000 | 514 | 0.02 | 0.02 | 0 | 0.00 | 03-31-2023 |
REGIONS FINANCIAL CORP NEW | COM | 204 | $37,000 | 1,974 | 0.02 | 0.02 | 0 | 0.00 | 03-31-2023 |