Hedge Fund Database

BALDRIGE ASSET MANAGEMENT

BALDRIGE ASSET MANAGEMENT LLC Legal Name

Adviser information for BALDRIGE ASSET MANAGEMENT last updated from Form ADV on February 23rd, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Pennsylvania, United States

Employees

Total Number of Employees 5
Investment Advisory/Research 2
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 2
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 895 $501.1M
Non-Discretionary 4 $38.5M
Total 899 $539.7M

Clients

Type Number RAUM
Individuals 98 $30.5M
HNW Individuals 141 $447.7M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans <5 $51.4M
Charitable organizations 6 $6.0M
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses <5 $4.1M
Other 0 $0
Type Number
No. of Non-RAUM Clients 1
No. of Non-U.S. Clients 1
No. of Financial Planning Clients 101-250

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businesses
Compensation % of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number 801-57985
SEC ERA File Number 801-57985
SEC CIK Numbers 1761742
SEC CRD Numbers 108396
Legal Entity Identifier None

Principal Office

7540 WINDSOR DRIVE
SUITE 205
ALLENTOWN
PA
United States
Monday - Friday, 9:00 A.M. TO 5:00 P.M.
Tel: 610-336-4395, Fax: 610-336- 8394

Websites

www.linkedin.com/company/baldrige-asset-management/ www.baldrigeasset.com/

Chief Compliance Officer

MICHAEL A. INSOGNA
CHIEF OPERATIONS OFFICER/WEALTH MANAGER
7540 WINDSOR DRIVE
SUITE 205
ALLENTOWN
PA
United States
Tel: 610-336-4395
Fax: 610- 336-8394
(Full email address available in API data)

Regulatory Contact

DIANA LORMAND
DIRECTOR OF CLIENT SERVICES
7540 WINDSOR DRIVE
SUITE 205
ALLENTOWN
PA
United States
Tel: 610-336-4395
Fax: 610- 336-8394
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
BALDRIGE, EDWIN, ROCKEFELLER Individual – MANAGING MEMBER/PRESIDENT/SR. WEALTH MANAGER 01/2012 > 75%
Insogna, Michael, Anthony Individual – CHIEF COMPLIANCE OFFICER/CHIEF OPERATIONS OFFICER/WEALTH MANAGER 03/2022 < 5%

No. Employees, Historic

1050202020212022202320244 on 3/13/20204 on 3/13/20204 on 6/30/20205 on 3/19/20215 on 6/2/20214 on 3/14/20224 on 6/27/20224 on 12/14/20225 on 2/23/2023

RAUM, Historic

700M350M020202021202220232024421809446 on 3/13/2020421809446 on 3/13/2020421809446 on 6/30/2020574771586 on 3/19/2021574771586 on 6/2/2021612349547 on 3/14/2022612349547 on 6/27/2022612349547 on 12/14/2022539653807 on 2/23/2023

No. Clients, Historic

300150020202021202220232024241 on 3/13/2020241 on 3/13/2020241 on 6/30/2020243 on 3/19/2021243 on 6/2/2021244 on 3/14/2022244 on 6/27/2022244 on 12/14/2022247 on 2/23/2023

Holdings

From latest 13F, filed April 17th, 2023 for period ending March 31st, 2023
Name Class Value $USD # Shares Private Fund
DIMENSIONAL ETF TRUST US CORE EQUITY 2 19K 738K Baldridge Asset Management
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 18K 233K Baldridge Asset Management
MSCI INC COM 12K 22K Baldridge Asset Management
VANGUARD INDEX FDS SM CP VAL ETF 10K 65K Baldridge Asset Management
APPLE INC COM 9K 56K Baldridge Asset Management
ISHARES TR CORE US AGGBD ET 8K 85K Baldridge Asset Management
VANGUARD INDEX FDS TOTAL STK MKT 8K 41K Baldridge Asset Management
VANGUARD INDEX FDS SMALL CP ETF 8K 42K Baldridge Asset Management
ISHARES TR CORE S&P500 ETF 8K 19K Baldridge Asset Management
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 6K 143K Baldridge Asset Management
DIMENSIONAL ETF TRUST WORLD EX US CORE 6K 250K Baldridge Asset Management
VANGUARD INDEX FDS REAL ESTATE ETF 5K 65K Baldridge Asset Management
ISHARES TR CORE S&P TTL STK 5K 58K Baldridge Asset Management
SCHWAB STRATEGIC TR 1 5YR CORP BD 5K 102K Baldridge Asset Management
AIR PRODS & CHEMS INC COM 5K 16K Baldridge Asset Management
ISHARES TR CORE MSCI EAFE 5K 69K Baldridge Asset Management
SCHWAB STRATEGIC TR INTL EQTY ETF 4K 108K Baldridge Asset Management
SCHWAB STRATEGIC TR US LRG CAP ETF 3K 67K Baldridge Asset Management
ISHARES TR TIPS BD ETF 3K 29K Baldridge Asset Management
VANGUARD INDEX FDS VALUE ETF 3K 23K Baldridge Asset Management
VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 3K 62K Baldridge Asset Management
DIMENSIONAL ETF TRUST INTL CORE EQT MK 3K 113K Baldridge Asset Management
VANGUARD BD INDEX FDS TOTAL BND MRKT 3K 39K Baldridge Asset Management
ISHARES TR SP SMCP600VL ETF 3K 30K Baldridge Asset Management
DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 2K 106K Baldridge Asset Management
ISHARES TR CORE S&P SCP ETF 2K 24K Baldridge Asset Management
DIMENSIONAL ETF TRUST US CORE EQT MKT 2K 79K Baldridge Asset Management
ISHARES TR ESG AWRE 1 5 YR 2K 94K Baldridge Asset Management
MICROSOFT CORP COM 2K 7K Baldridge Asset Management
VANGUARD BD INDEX FDS INTERMED TERM 2K 27K Baldridge Asset Management
BLACKSTONE INC COM 2K 24K Baldridge Asset Management
SCHWAB STRATEGIC TR US TIPS ETF 2K 38K Baldridge Asset Management
ISHARES TR ESG AWR US AGRGT 2K 42K Baldridge Asset Management
PIMCO ETF TR ENHANCD SHORT 2K 19K Baldridge Asset Management
BERKSHIRE HATHAWAY INC DEL CL B NEW 2K 6K Baldridge Asset Management
SCHWAB STRATEGIC TR US BRD MKT ETF 2K 37K Baldridge Asset Management
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 2K 39K Baldridge Asset Management
SCHWAB STRATEGIC TR US SML CAP ETF 1K 36K Baldridge Asset Management
ISHARES TR CONV BD ETF 1K 20K Baldridge Asset Management
ISHARES TR S&P 500 VAL ETF 1K 9K Baldridge Asset Management
DIMENSIONAL ETF TRUST INTERNATNAL VAL 1K 44K Baldridge Asset Management
VANGUARD WORLD FD ESG US STK ETF 1K 19K Baldridge Asset Management
SCHWAB STRATEGIC TR INTL SCEQT ETF 1K 41K Baldridge Asset Management
ISHARES TR PFD AND INCM SEC 1K 44K Baldridge Asset Management
DIMENSIONAL ETF TRUST NATL MUN BD ETF 1K 28K Baldridge Asset Management
ISHARES TR INTERNATIONAL SL 1K 42K Baldridge Asset Management
SCHWAB STRATEGIC TR EMRG MKTEQ ETF 1K 52K Baldridge Asset Management
SCHWAB STRATEGIC TR US AGGREGATE B 1K 27K Baldridge Asset Management
ISHARES INC CORE MSCI EMKT 1K 24K Baldridge Asset Management
ISHARES TR EAFE SML CP ETF 1K 19K Baldridge Asset Management
VANGUARD BD INDEX FDS VANGUARD ULTRA 1K 22K Baldridge Asset Management
ISHARES GOLD TR ISHARES NEW 986 26K Baldridge Asset Management
DIMENSIONAL ETF TRUST US TARGETED VLU 871 20K Baldridge Asset Management
VANGUARD BD INDEX FDS SHORT TRM BOND 833 11K Baldridge Asset Management
VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 830 8K Baldridge Asset Management
ISHARES TR CORE S&P US VLU 814 11K Baldridge Asset Management
SCHWAB STRATEGIC TR US LCAP VA ETF 813 12K Baldridge Asset Management
CME GROUP INC COM 787 4K Baldridge Asset Management
UFP INDUSTRIES INC COM 767 10K Baldridge Asset Management
AMERICAN CENTY ETF TR INTL SMCP VLU 680 12K Baldridge Asset Management
ISHARES TR U.S. REAL ES ETF 661 8K Baldridge Asset Management
VANGUARD SCOTTSDALE FDS INT-TERM CORP 621 8K Baldridge Asset Management
SCHWAB STRATEGIC TR SCHWB FDT INT LG 618 20K Baldridge Asset Management
ISHARES TR ESG AW MSCI EAFE 595 8K Baldridge Asset Management
DIMENSIONAL ETF TRUST SHORT DURATION F 573 12K Baldridge Asset Management
DIMENSIONAL ETF TRUST US SUSTAINABILTY 565 21K Baldridge Asset Management
DIMENSIONAL ETF TRUST GLOBAL SUSTAINA 528 10K Baldridge Asset Management
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 517 10K Baldridge Asset Management
DIMENSIONAL ETF TRUST US SMALL CAP ETF 514 10K Baldridge Asset Management
VANGUARD WORLD FD ESG INTL STK ETF 496 9K Baldridge Asset Management
VANGUARD WHITEHALL FDS EM MK GOV BD ETF 480 8K Baldridge Asset Management
NUSHARES ETF TR NUVEEN ESG LRGVL 468 14K Baldridge Asset Management
DIMENSIONAL ETF TRUST US MKTWIDE VALUE 414 12K Baldridge Asset Management
SCHWAB STRATEGIC TR US REIT ETF 413 21K Baldridge Asset Management
FIDELITY COVINGTON TRUST MSCI RL EST ETF 413 17K Baldridge Asset Management
VANGUARD SPECIALIZED FUNDS DIV APP ETF 407 3K Baldridge Asset Management
SPDR SER TR NUVEEN BLMBRG SH 400 8K Baldridge Asset Management
ISHARES TR RUSSELL 2000 ETF 390 2K Baldridge Asset Management
AMGEN INC COM 375 2K Baldridge Asset Management
ISHARES TR BROAD USD HIGH 373 10K Baldridge Asset Management
INVESCO LTD SHS 363 22K Baldridge Asset Management
DIMENSIONAL ETF TRUST US LARGE CAP VAL 355 14K Baldridge Asset Management
VANGUARD MALVERN FDS STRM INFPROIDX 347 7K Baldridge Asset Management
ISHARES TR ESG AWARE MSCI 338 10K Baldridge Asset Management
ALPHABET INC CAP STK CL C 337 3K Baldridge Asset Management
ISHARES TR IBOXX INV CP ETF 334 3K Baldridge Asset Management
JOHNSON & JOHNSON COM 334 2K Baldridge Asset Management
US BANCORP DEL COM NEW 334 9K Baldridge Asset Management
DIMENSIONAL ETF TRUST EMERGING MARKETS 333 11K Baldridge Asset Management
ROSS STORES INC COM 329 3K Baldridge Asset Management
BROOKFIELD RENEWABLE PARTNER PARTNERSHIP UNIT 321 10K Baldridge Asset Management
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 302 658 Baldridge Asset Management
ISHARES TR ESG AWRE USD ETF 295 13K Baldridge Asset Management
VANGUARD MUN BD FDS TAX EXEMPT BD 289 6K Baldridge Asset Management
COSTCO WHSL CORP NEW COM 273 549 Baldridge Asset Management
INVESCO QQQ TR UNIT SER 1 271 844 Baldridge Asset Management
PPL CORP COM 270 10K Baldridge Asset Management
AMAZON COM INC COM 267 3K Baldridge Asset Management
SPDR SER TR PORTFOLI S&P1500 250 5K Baldridge Asset Management
SPDR GOLD TR GOLD SHS 248 1K Baldridge Asset Management
LINDE PLC SHS 241 679 Baldridge Asset Management
CAMPBELL SOUP CO COM 241 4K Baldridge Asset Management
PNC FINL SVCS GROUP INC COM 240 2K Baldridge Asset Management
ISHARES TR CORE INTL AGGR 233 5K Baldridge Asset Management
SPDR S&P 500 ETF TR TR UNIT 233 569 Baldridge Asset Management
INVESCO EXCH TRADED FD TR II PFD ETF 226 20K Baldridge Asset Management
AMERICAN CENTY ETF TR US SML CP VALU 225 3K Baldridge Asset Management
ISHARES TR MSCI EAFE ETF 223 3K Baldridge Asset Management
ISHARES TR ESG ADV TTL USD 223 5K Baldridge Asset Management
DIMENSIONAL ETF TRUST INTERNATIONAL 220 7K Baldridge Asset Management
VANGUARD STAR FDS VG TL INTL STK F 213 4K Baldridge Asset Management
ISHARES TR MSCI USA ESG SLC 207 2K Baldridge Asset Management
VANGUARD WHITEHALL FDS HIGH DIV YLD 203 2K Baldridge Asset Management
ISHARES TR CORE 1 5 YR USD 186 4K Baldridge Asset Management
ISHARES TR 0-5 YR TIPS ETF 183 2K Baldridge Asset Management
EA SERIES TRUST BRIDGEWAY BLUE 168 19K Baldridge Asset Management
ALPHABET INC CAP STK CL A 165 2K Baldridge Asset Management
ISHARES TR RUS 1000 VAL ETF 164 1K Baldridge Asset Management
ISHARES TR RUS 2000 VAL ETF 159 1K Baldridge Asset Management
VANGUARD INDEX FDS S&P 500 ETF SHS 158 421 Baldridge Asset Management
DIAGEO PLC SPON ADR NEW 153 846 Baldridge Asset Management
UNION PAC CORP COM 151 752 Baldridge Asset Management
GREAT SOUTHN BANCORP INC COM 149 3K Baldridge Asset Management
ISHARES TR ISHS 1-5YR INVS 149 3K Baldridge Asset Management
SPDR SER TR BBG CONV SEC ETF 147 2K Baldridge Asset Management
SELECT SECTOR SPDR TR RL EST SEL SEC 143 4K Baldridge Asset Management
HERSHEY CO COM 141 555 Baldridge Asset Management
WEYERHAEUSER CO MTN BE COM NEW 141 5K Baldridge Asset Management
BROADCOM INC COM 140 218 Baldridge Asset Management
VANGUARD INDEX FDS LARGE CAP ETF 139 742 Baldridge Asset Management
VANGUARD WORLD FD ESG US CORP BD 136 2K Baldridge Asset Management
ISHARES TR JPMORGAN USD EMG 133 2K Baldridge Asset Management
SHERWIN WILLIAMS CO COM 128 569 Baldridge Asset Management
ILLINOIS TOOL WKS INC COM 127 520 Baldridge Asset Management
SPDR SER TR BLOOMBERG HIGH Y 125 1K Baldridge Asset Management
MERCK & CO INC COM 122 1K Baldridge Asset Management
JPMORGAN CHASE & CO COM 121 931 Baldridge Asset Management
ENERGY TRANSFER L P COM UT LTD PTN 120 10K Baldridge Asset Management
ISHARES TR IBOXX HI YD ETF 113 1K Baldridge Asset Management
VALLEY NATL BANCORP COM 106 11K Baldridge Asset Management
AMERICAN CENTY ETF TR AVANTIS EMGMKT 105 2K Baldridge Asset Management
PROCTER AND GAMBLE CO COM 103 695 Baldridge Asset Management
HOME DEPOT INC COM 103 348 Baldridge Asset Management
SPDR SER TR PORTFLI TIPS ETF 101 4K Baldridge Asset Management
ACCENTURE PLC IRELAND SHS CLASS A 100 350 Baldridge Asset Management
AMERICAN CENTY ETF TR INTL EQT ETF 96 2K Baldridge Asset Management
ISHARES TR MSCI ACWI ETF 95 1K Baldridge Asset Management
VANGUARD INDEX FDS GROWTH ETF 91 364 Baldridge Asset Management
BRISTOL-MYERS SQUIBB CO COM 89 1K Baldridge Asset Management
EXXON MOBIL CORP COM 85 779 Baldridge Asset Management
ISHARES INC ESG AWR MSCI EM 85 3K Baldridge Asset Management
DUPONT DE NEMOURS INC COM 82 1K Baldridge Asset Management
VANGUARD WORLD FDS HEALTH CAR ETF 82 343 Baldridge Asset Management
BANK AMERICA CORP COM 82 3K Baldridge Asset Management
RAYONIER INC COM 80 2K Baldridge Asset Management
WALMART INC COM 73 498 Baldridge Asset Management
MCKESSON CORP COM 71 200 Baldridge Asset Management
ISHARES TR RUS 1000 GRW ETF 69 283 Baldridge Asset Management
DANAHER CORPORATION COM 69 274 Baldridge Asset Management
NUSHARES ETF TR NUVEEN ESG US 68 3K Baldridge Asset Management
PEPSICO INC COM 65 359 Baldridge Asset Management
MASTERCARD INCORPORATED CL A 64 175 Baldridge Asset Management
INTEL CORP COM 63 2K Baldridge Asset Management
3M CO COM 63 597 Baldridge Asset Management
UNITEDHEALTH GROUP INC COM 61 130 Baldridge Asset Management
SCHWAB STRATEGIC TR SHT TM US TRES 61 1K Baldridge Asset Management
AGILENT TECHNOLOGIES INC COM 59 427 Baldridge Asset Management
ABBVIE INC COM 58 364 Baldridge Asset Management
CATERPILLAR INC COM 57 250 Baldridge Asset Management
NOVARTIS AG SPONSORED ADR 56 605 Baldridge Asset Management
INVESCO MUNI INCOME OPP TRST COM 53 8K Baldridge Asset Management
INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELD 51 4K Baldridge Asset Management
ABBOTT LABS COM 51 500 Baldridge Asset Management
ISHARES U S ETF TR GSCI CMDTY STGY 50 2K Baldridge Asset Management
ZOETIS INC CL A 50 300 Baldridge Asset Management
INVESCO EXCHANGE TRADED FD T WATER RES ETF 49 915 Baldridge Asset Management
SPDR DOW JONES INDL AVERAGE UT SER 1 48 145 Baldridge Asset Management
FIRST BUSEY CORP COM NEW 48 2K Baldridge Asset Management
NEW JERSEY RES CORP COM 48 900 Baldridge Asset Management
NORFOLK SOUTHN CORP COM 47 220 Baldridge Asset Management
PFIZER INC COM 46 1K Baldridge Asset Management
INVESCO QUALITY MUN INCOME T COM 45 5K Baldridge Asset Management
PHILIP MORRIS INTL INC COM 44 451 Baldridge Asset Management
BLACKROCK INC COM 41 61 Baldridge Asset Management
CORTEVA INC COM 40 667 Baldridge Asset Management
AMERICAN EXPRESS CO COM 39 239 Baldridge Asset Management
SPDR SER TR FTSE INT GVT ETF 38 888 Baldridge Asset Management
DOLLAR TREE INC COM 37 261 Baldridge Asset Management
ISHARES TR GL TIMB FORE ETF 37 514 Baldridge Asset Management
REGIONS FINANCIAL CORP NEW COM 37 2K Baldridge Asset Management
DIMENSIONAL ETF TRUST US SMALL CAP VAL 36 1K Baldridge Asset Management
TRAVELERS COMPANIES INC COM 35 204 Baldridge Asset Management
MORGAN STANLEY COM NEW 34 391 Baldridge Asset Management
ISHARES TR RUSSELL 3000 ETF 34 145 Baldridge Asset Management
BELDEN INC COM 34 392 Baldridge Asset Management
ROYAL CARIBBEAN GROUP COM 33 508 Baldridge Asset Management
TARGET CORP COM 33 200 Baldridge Asset Management
VAIL RESORTS INC COM 33 140 Baldridge Asset Management
WISDOMTREE TR ITL HIGH DIV FD 32 863 Baldridge Asset Management
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 32 343 Baldridge Asset Management
THE CIGNA GROUP COM 30 118 Baldridge Asset Management
YUM BRANDS INC COM 30 227 Baldridge Asset Management
THE TRADE DESK INC COM CL A 30 485 Baldridge Asset Management
OCCIDENTAL PETE CORP COM 29 468 Baldridge Asset Management
NETFLIX INC COM 28 82 Baldridge Asset Management
ISHARES TR U.S. TECH ETF 28 304 Baldridge Asset Management
FERRARI N V COM 27 100 Baldridge Asset Management
DISNEY WALT CO COM 26 263 Baldridge Asset Management
ISHARES TR CORE MSCI TOTAL 25 406 Baldridge Asset Management
ISHARES TR INTL SEL DIV ETF 24 888 Baldridge Asset Management
ISHARES INC MSCI CDA ETF 24 700 Baldridge Asset Management
AGNC INVT CORP COM 24 2K Baldridge Asset Management
SHOPIFY INC CL A 23 488 Baldridge Asset Management
PIMCO ETF TR 0-5 HIGH YIELD 23 252 Baldridge Asset Management
SUBURBAN PROPANE PARTNERS L UNIT LTD PARTN 23 1K Baldridge Asset Management
CHEVRON CORP NEW COM 22 137 Baldridge Asset Management
LOWES COS INC COM 21 104 Baldridge Asset Management
TFS FINL CORP COM 21 2K Baldridge Asset Management
CHIPOTLE MEXICAN GRILL INC COM 21 12 Baldridge Asset Management
AXALTA COATING SYS LTD COM 20 663 Baldridge Asset Management
VANGUARD INTL EQUITY INDEX F GLB EX US ETF 20 490 Baldridge Asset Management
TIDAL ETF TR RPAR RISK PARI 20 1K Baldridge Asset Management
AMERICAN ELEC PWR CO INC COM 19 208 Baldridge Asset Management
SABA CAPITAL INCOME & OPRNT SHS NEW 19 2K Baldridge Asset Management
ORACLE CORP COM 18 191 Baldridge Asset Management
ISHARES TR EUROPE ETF 18 353 Baldridge Asset Management
APOLLO SR FLOATING RATE FD I COM 17 1K Baldridge Asset Management
CISCO SYS INC COM 17 330 Baldridge Asset Management
ISHARES TR MSCI INTL QUALTY 17 478 Baldridge Asset Management
CAMDEN PPTY TR SH BEN INT 16 157 Baldridge Asset Management
INVESCO EXCH TRD SLF IDX FD BULSHS 2024 HY 16 733 Baldridge Asset Management
AMERICAN WTR WKS CO INC NEW COM 16 111 Baldridge Asset Management
ISHARES TR MSCI INTL VLU FT 16 639 Baldridge Asset Management
MAXIMUS INC COM 16 200 Baldridge Asset Management
DIMENSIONAL ETF TRUST INFLATION PROTE 16 364 Baldridge Asset Management
INVESCO EXCHANGE TRADED FD T S&P500 PUR GWT 15 100 Baldridge Asset Management
INTERNATIONAL BUSINESS MACHS COM 15 112 Baldridge Asset Management
NSTS BANCORP INC COM 14 2K Baldridge Asset Management
DYNEX CAP INC COM 14 1K Baldridge Asset Management
EOG RES INC COM 14 125 Baldridge Asset Management
PAYPAL HLDGS INC COM 14 188 Baldridge Asset Management
THERMO FISHER SCIENTIFIC INC COM 14 24 Baldridge Asset Management
ISHARES TR S&P MC 400VL ETF 14 135 Baldridge Asset Management
VERIZON COMMUNICATIONS INC COM 13 347 Baldridge Asset Management
BOOKING HOLDINGS INC COM 13 5 Baldridge Asset Management
SPDR INDEX SHS FDS S&P INTL SMLCP 13 425 Baldridge Asset Management
WISDOMTREE TR EMER MKT HIGH FD 13 344 Baldridge Asset Management
ISHARES TR NATIONAL MUN ETF 12 115 Baldridge Asset Management
TESLA INC COM 12 57 Baldridge Asset Management
ISHARES TR EAFE VALUE ETF 12 241 Baldridge Asset Management
ARES COML REAL ESTATE CORP COM 11 1K Baldridge Asset Management
BLACKSTONE MTG TR INC COM CL A 11 633 Baldridge Asset Management
INTERNATIONAL FLAVORS&FRAGRA COM 11 120 Baldridge Asset Management
TRUIST FINL CORP COM 11 320 Baldridge Asset Management
CONSOLIDATED EDISON INC COM 11 113 Baldridge Asset Management
ISHARES TR S&P MC 400GR ETF 11 148 Baldridge Asset Management
AT&T INC COM 10 539 Baldridge Asset Management
COCA COLA CO COM 10 167 Baldridge Asset Management
OLD DOMINION FREIGHT LINE IN COM 10 30 Baldridge Asset Management
AUTONATION INC COM 10 76 Baldridge Asset Management
ISHARES TR DOW JONES US ETF 10 100 Baldridge Asset Management
YUM CHINA HLDGS INC COM 10 156 Baldridge Asset Management
BOEING CO COM 9 44 Baldridge Asset Management
INVESCO EXCHANGE TRADED FD T WILDERHIL CLAN 9 227 Baldridge Asset Management
ISHARES TR MSCI EMG MKT ETF 9 232 Baldridge Asset Management
ISHARES INC EMNG MKTS EQT 9 220 Baldridge Asset Management
CARETRUST REIT INC COM 9 459 Baldridge Asset Management
BECTON DICKINSON & CO COM 9 36 Baldridge Asset Management
ISHARES TR US SML CAP EQT 9 172 Baldridge Asset Management
SANOFI SPONSORED ADR 8 150 Baldridge Asset Management
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 8 138 Baldridge Asset Management
ESSENTIAL UTILS INC COM 8 182 Baldridge Asset Management
ELLSWORTH GROWTH & INCOME FD COM 8 949 Baldridge Asset Management
SPDR INDEX SHS FDS S&P INTL ETF 7 217 Baldridge Asset Management
UNITED PARCEL SERVICE INC CL B 7 38 Baldridge Asset Management
EBAY INC. COM 7 160 Baldridge Asset Management
META PLATFORMS INC CL A 7 33 Baldridge Asset Management
FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 7 46 Baldridge Asset Management
GENERAL ELECTRIC CO COM NEW 7 71 Baldridge Asset Management
VANGUARD BD INDEX FDS LONG TERM BOND 7 85 Baldridge Asset Management
MEDTRONIC PLC SHS 6 75 Baldridge Asset Management
VANGUARD WHITEHALL FDS INTL HIGH ETF 6 95 Baldridge Asset Management
BROOKFIELD RENEWABLE CORP CL A SUB VTG 6 167 Baldridge Asset Management
VANGUARD SCOTTSDALE FDS TOTAL WLD BD ETF 6 84 Baldridge Asset Management
HEALTHCARE RLTY TR CL A COM 6 286 Baldridge Asset Management
ISHARES TR USD GRN BOND ETF 5 110 Baldridge Asset Management
NATIONAL HEALTH INVS INC COM 5 99 Baldridge Asset Management
SURGERY PARTNERS INC COM 5 139 Baldridge Asset Management
ISHARES TR GL CLEAN ENE ETF 5 242 Baldridge Asset Management
WELLS FARGO CO NEW COM 5 126 Baldridge Asset Management
SPDR SER TR SPDR S&P 500 ETF 5 138 Baldridge Asset Management
ORGANON & CO COMMON STOCK 5 192 Baldridge Asset Management
VISA INC COM CL A 4 19 Baldridge Asset Management
SPROTT PHYSICAL SILVER TR TR UNIT 4 494 Baldridge Asset Management
PPG INDS INC COM 4 28 Baldridge Asset Management
BROOKFIELD CORP CL A LTD VT SH 4 110 Baldridge Asset Management
QUALCOMM INC COM 4 28 Baldridge Asset Management
STAG INDL INC COM 3 100 Baldridge Asset Management
HONEYWELL INTL INC COM 3 18 Baldridge Asset Management
ALTRIA GROUP INC COM 3 70 Baldridge Asset Management
FULTON FINL CORP PA COM 3 220 Baldridge Asset Management
MICROCHIP TECHNOLOGY INC. COM 3 34 Baldridge Asset Management
SQZ BIOTECHNOLOGIES CO COM 3 5K Baldridge Asset Management
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 3 50 Baldridge Asset Management
DOCUSIGN INC COM 3 45 Baldridge Asset Management
EMERSON ELEC CO COM 3 30 Baldridge Asset Management
UBER TECHNOLOGIES INC COM 3 80 Baldridge Asset Management
SPDR SER TR S&P KENSHO CLEAN 2 28 Baldridge Asset Management
CLEAN ENERGY FUELS CORP COM 2 553 Baldridge Asset Management
ANALOG DEVICES INC COM 2 12 Baldridge Asset Management
NCR CORP NEW COM 2 100 Baldridge Asset Management
OCCIDENTAL PETE CORP *W EXP 08/03/202 2 57 Baldridge Asset Management
ILLUMINA INC COM 2 10 Baldridge Asset Management
NVIDIA CORPORATION COM 2 8 Baldridge Asset Management
ZILLOW GROUP INC CL C CAP STK 2 50 Baldridge Asset Management
AFLAC INC COM 2 31 Baldridge Asset Management
COLGATE PALMOLIVE CO COM 2 25 Baldridge Asset Management
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 2 23 Baldridge Asset Management
ELEVANCE HEALTH INC COM 2 4 Baldridge Asset Management
DATADOG INC CL A COM 2 25 Baldridge Asset Management
CSX CORP COM 2 57 Baldridge Asset Management
TEXAS INSTRS INC COM 2 9 Baldridge Asset Management
PRUDENTIAL FINL INC COM 2 20 Baldridge Asset Management
ROKU INC COM CL A 2 25 Baldridge Asset Management
COGNIZANT TECHNOLOGY SOLUTIO CL A 2 26 Baldridge Asset Management
ZOOM VIDEO COMMUNICATIONS IN CL A 1 20 Baldridge Asset Management
OPKO HEALTH INC COM 1 1K Baldridge Asset Management
EVEREST RE GROUP LTD COM 1 4 Baldridge Asset Management
NORTHROP GRUMMAN CORP COM 1 3 Baldridge Asset Management
MGM RESORTS INTERNATIONAL COM 1 31 Baldridge Asset Management
APPLIED MATLS INC COM 1 11 Baldridge Asset Management
VANECK ETF TRUST DIGI TRANSFRM 1 283 Baldridge Asset Management
GOLDMAN SACHS GROUP INC COM 1 4 Baldridge Asset Management
AMPHENOL CORP NEW CL A 1 16 Baldridge Asset Management
LENNAR CORP CL B 1 14 Baldridge Asset Management
FISERV INC COM 1 11 Baldridge Asset Management
PRINCIPAL FINANCIAL GROUP IN COM 1 16 Baldridge Asset Management
KROGER CO COM 1 24 Baldridge Asset Management
CONSTELLATION BRANDS INC CL A 1 5 Baldridge Asset Management
TYSON FOODS INC CL A 1 19 Baldridge Asset Management
CHEWY INC CL A 1 30 Baldridge Asset Management
ULTA BEAUTY INC COM 1 2 Baldridge Asset Management
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SPDR SER TR S&P BIOTECH 1 14 Baldridge Asset Management
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WABTEC COM 1 10 Baldridge Asset Management
TWILIO INC CL A 1 15 Baldridge Asset Management
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CONOCOPHILLIPS COM 1 10 Baldridge Asset Management
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KEYSIGHT TECHNOLOGIES INC COM 1 6 Baldridge Asset Management
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DROPBOX INC CL A 1 41 Baldridge Asset Management
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UNITED RENTALS INC COM 1 2 Baldridge Asset Management
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C H ROBINSON WORLDWIDE INC COM NEW 1 6 Baldridge Asset Management
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RELIANCE STEEL & ALUMINUM CO COM 1 2 Baldridge Asset Management
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IRON MTN INC DEL COM 0 9 Baldridge Asset Management
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ATKORE INC COM 0 3 Baldridge Asset Management
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LILLY ELI & CO COM 0 1 Baldridge Asset Management
ACTIVISION BLIZZARD INC COM 0 4 Baldridge Asset Management
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METLIFE INC COM 0 5 Baldridge Asset Management
QUEST DIAGNOSTICS INC COM 0 2 Baldridge Asset Management
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COINBASE GLOBAL INC COM CL A 0 4 Baldridge Asset Management
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BATH & BODY WORKS INC COM 0 7 Baldridge Asset Management
EQT CORP COM 0 8 Baldridge Asset Management
DENALI THERAPEUTICS INC COM 0 11 Baldridge Asset Management
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BEST BUY INC COM 0 3 Baldridge Asset Management
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PELOTON INTERACTIVE INC CL A COM 0 20 Baldridge Asset Management
SIMON PPTY GROUP INC NEW COM 0 2 Baldridge Asset Management
CVS HEALTH CORP COM 0 3 Baldridge Asset Management
CNO FINL GROUP INC COM 0 10 Baldridge Asset Management
CARLYLE GROUP INC COM 0 7 Baldridge Asset Management
HILLTOP HOLDINGS INC COM 0 7 Baldridge Asset Management
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INTERNATIONAL PAPER CO COM 0 4 Baldridge Asset Management
ARK ETF TR INNOVATION ETF 0 3 Baldridge Asset Management
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QUIDELORTHO CORP COM 0 1 Baldridge Asset Management
GROWGENERATION CORP COM 0 20 Baldridge Asset Management
RESIDEO TECHNOLOGIES INC COM 0 4 Baldridge Asset Management
WARNER BROS DISCOVERY INC COM SER A 0 1 Baldridge Asset Management
DIMENSIONAL ETF TRUST CORE FIXED INCOM 0 0 Baldridge Asset Management
LUMEN TECHNOLOGIES INC COM 0 4 Baldridge Asset Management
THE REAL BROKERAGE INC COM NEW 0 1 Baldridge Asset Management