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 |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US AGGREGATE B | 51 | $1,244,000 | 26,516 | 0.51 | 0.53 | 628 | 2.43 | 03-31-2023 |
| ISHARES INC | CORE MSCI EMKT | 52 | $1,167,000 | 23,920 | 0.48 | 0.47 | 1,088 | 4.77 | 03-31-2023 |
| ISHARES TR | EAFE SML CP ETF | 53 | $1,113,000 | 18,704 | 0.46 | 0.47 | 208 | 1.12 | 03-31-2023 |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | 54 | $1,091,000 | 22,160 | 0.45 | 0.53 | -1,975 | -8.18 | 03-31-2023 |
