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 |
|---|---|---|---|---|---|---|---|---|---|
| BROOKFIELD RENEWABLE CORP | CL A SUB VTG | 351 | $6,000 | 167 | 0.00 | 0.00 | 75 | 81.52 | 03-31-2023 |
| HEALTHCARE RLTY TR | CL A COM | 352 | $6,000 | 286 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
| ISHARES TR | USD GRN BOND ETF | 353 | $5,000 | 110 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
| SPDR SER TR | SPDR S&P 500 ETF | 354 | $5,000 | 138 | 0.00 | 0.00 | 92 | 200.00 | 03-31-2023 |
