0001606587-18-000730.txt : 20181011 0001606587-18-000730.hdr.sgml : 20181011 20181011160419 ACCESSION NUMBER: 0001606587-18-000730 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180930 FILED AS OF DATE: 20181011 DATE AS OF CHANGE: 20181011 EFFECTIVENESS DATE: 20181011 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Eldridge Investment Advisors, Inc. CENTRAL INDEX KEY: 0001727993 IRS NUMBER: 020456179 STATE OF INCORPORATION: NH FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18322 FILM NUMBER: 181118447 BUSINESS ADDRESS: STREET 1: 686 CHESTNUT STREET CITY: MANCHESTER STATE: NH ZIP: 03104 BUSINESS PHONE: 603-625-8559 MAIL ADDRESS: STREET 1: 686 CHESTNUT STREET CITY: MANCHESTER STATE: NH ZIP: 03104 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001727993 XXXXXXXX 09-30-2018 09-30-2018 false Eldridge Investment Advisors, Inc.

686 Chestnut Street Manchester NH 03104

13F HOLDINGS REPORT 028-18322 N Susan Eldridge 603-625-8559 Susan Eldridge Manchester NH 10-11-2018 0 68 156231 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE Alphabet Inc Cl C CAP STK CL C 02079K107 207 174 SH SOLE NONE 0 0 174 Amazon.com Inc COM 023135106 252 126 SH SOLE NONE 0 0 126 Anheuser Busch Inbev Sa/nv SPONSORED ADR 03524A108 481 5500 SH SOLE NONE 0 0 5500 Apple Inc COM 037833100 905 4013 SH SOLE NONE 0 0 4013 Berkshire Hathaway Inc Cl B New CL B NEW 084670702 1340 6260 SH SOLE NONE 0 0 6260 Caterpillar Inc COM 149123101 251 1651 SH SOLE NONE 0 0 1651 Chevron Corp COM 166764100 330 2703 SH SOLE NONE 0 0 2703 Clorox Company COM 189054109 426 2835 SH SOLE NONE 0 0 2835 Colgate-palmolive Company COM 194162103 202 3025 SH SOLE NONE 0 0 3025 Facebook Inc Cl A CL A 30303M102 266 1620 SH SOLE NONE 0 0 1620 Fidelity Msci Financials Index Etf MSCI FINLS IDX 316092501 311 7721 SH SOLE NONE 0 0 7721 First Trust Cap Strength Etf CAP STRENGTH ETF 33733E104 6751 122243 SH SOLE NONE 0 0 122243 First Trust Exchange Traded Fund Vi Rising Div Achievers Etf RISNG DIVD ACHIV 33738R506 13504 427891 SH SOLE NONE 0 0 110754 First Trust Exchange Traded Fd Iii Managed Mun Etf MANAGD MUN ETF 33739N108 6839 130952 SH SOLE NONE 0 0 130952 First Trust Low Duration Opportunities Etf FST LOW OPPT EFT 33739Q200 5955 116839 SH SOLE NONE 0 0 116839 First Trust Tcw Opportunistic Fixed Income Etf TCW OPPORTUNIS 33740F805 2024 41325 SH SOLE NONE 0 0 41325 Invesco Qqq Etf UNIT SER 1 46090E103 5430 29230 SH SOLE NONE 0 0 29230 Invesco S&p 500 Equal Weight Etf S&P500 EQL WGT 46137V357 6125 57349 SH SOLE NONE 0 0 57349 Ishares Core S&p Total U S Stock Market Etf CORE S&P TTL STK 464287150 10376 155734 SH SOLE NONE 0 0 110754 Ishares Select Dividend Etf SELECT DIVID ETF 464287168 591 5934 SH SOLE NONE 0 0 5934 Ishares Core S&p 500 Etf CORE S&P500 ETF 464287200 32714 111756 SH SOLE NONE 0 0 110754 Ishares Core U S Aggregate Bond Etf CORE US AGGBD ET 464287226 3091 29363 SH SOLE NONE 0 0 29363 Ishares Msci Emerging Markets Etf MSCI EMG MKT ETF 464287234 652 15206 SH SOLE NONE 0 0 15206 Ishares Iboxx $investment Grade Corp Bond Etf IBOXX INV CP ETF 464287242 355 3104 SH SOLE NONE 0 0 3104 Ishares S&p 500 Growth Etf S&P 500 GRWT ETF 464287309 537 3032 SH SOLE NONE 0 0 3032 Ishares S&p 500 Value Etf S&P 500 VAL ETF 464287408 1311 11317 SH SOLE NONE 0 0 11317 Ishares 1-3 Yr Treasury Bond Etf 1 3 YR TREAS BD 464287457 2617 31550 SH SOLE NONE 0 0 31550 Ishares Msci Eafe Etf MSCI EAFE ETF 464287465 621 9134 SH SOLE NONE 0 0 9134 Ishares Russell Mid Cap Growth Etf RUS MD CP GR ETF 464287481 622 4589 SH SOLE NONE 0 0 4589 Ishares Core S&p Mid Cap Etf CORE S&P MCP ETF 464287507 746 3709 SH SOLE NONE 0 0 3709 Ishares Russell 2000 Etf RUSSELL 2000 ETF 464287655 2577 15292 SH SOLE NONE 0 0 15292 Ishares Russell 3000 Etf RUSSELL 3000 ETF 464287689 272 1580 SH SOLE NONE 0 0 1580 Ishares Core S&p Small Cap Etf CORE S&P SCP ETF 464287804 996 11418 SH SOLE NONE 0 0 11418 Ishares National Muni Bond Etf NATIONAL MUN ETF 464288414 242 2250 SH SOLE NONE 0 0 2250 Ishares Iboxx $ High Yield Corp Bond Etf IBOXX HI YD ETF 464288513 475 5524 SH SOLE NONE 0 0 5524 Ishares 3-7yr Treasury Bond Etf 3 7 YR TREAS BD 464288661 2166 18225 SH SOLE NONE 0 0 18225 Ishares Edge Msci Min Volatility Etf MIN VOL USA ETF 46429B697 220 3866 SH SOLE NONE 0 0 3866 Ishares 0-5 Year Tips Bond Etf 0-5 YR TIPS ETF 46429B747 296 3000 SH SOLE NONE 0 0 3000 Ishares Edge Msci Usa Value Factor Etf EDGE MSCI USA VL 46432F388 9729 110754 SH SOLE NONE 0 0 110754 Ishares Edge Msci Usa Momentum Factor Etf USA MOMENTUM FCT 46432F396 11846 99551 SH SOLE NONE 0 0 110754 Ishares Core Msci Total Intl Stock Etf CORE MSCI TOTAL 46432F834 963 15975 SH SOLE NONE 0 0 15975 Ishares Core Msci Emerging Markets Etf CORE MSCI EMKT 46434G103 239 4618 SH SOLE NONE 0 0 4618 Ishares 0-5 Yr Invt Grade Corp Bond Etf 0-5YR INVT GR CP 46434V100 842 17000 SH SOLE NONE 0 0 17000 Jpmorgan Chase & Co COM 46625H100 355 3148 SH SOLE NONE 0 0 3148 Jp Morgan Ultra Short Income Etf ULTRA SHRT INC 46641Q837 745 14863 SH SOLE NONE 0 0 14863 John Hancock Multifactor Mid Cap Etf MULTIFACTOR MI 47804J206 1475 40413 SH SOLE NONE 0 0 40413 Johnson & Johnson COM 478160104 288 2090 SH SOLE NONE 0 0 2090 Mcdonalds Corp COM 580135101 332 1985 SH SOLE NONE 0 0 1985 Merck & Company Inc New COM 58933Y105 232 3277 SH SOLE NONE 0 0 3277 Microsoft Corp COM 594918104 764 6681 SH SOLE NONE 0 0 6681 Pfizer Inc COM 717081103 320 7274 SH SOLE NONE 0 0 7274 Spdr S&p 500 Etf TR UNIT 78462F103 2331 8020 SH SOLE NONE 0 0 8020 Spdr S&p Regional Banking Etf S&P REGL BKG 78464A698 2376 40001 SH SOLE NONE 0 0 40001 Spdr Series Trust S&p Dividend Etf S&P DIVID ETF 78464A763 239 2450 SH SOLE NONE 0 0 2450 Spdr Dow Jones Industrial Average Etf UT SER 1 78467X109 231 875 SH SOLE NONE 0 0 875 Spdr S&p Mid Cap 400 Etf UTSER1 S&PDCRP 78467Y107 2880 7838 SH SOLE NONE 0 0 7838 Spdr Bloomberg Barclays Invt Grade Fltg Rate Etf BLOMBERG BRC INV 78468R200 668 21770 SH SOLE NONE 0 0 21770 Sector Energy Select Sector Spdr Etf ENERGY 81369Y506 410 5421 SH SOLE NONE 0 0 5421 Sector Technology Select Sector Spdr TECHNOLOGY 81369Y803 259 3447 SH SOLE NONE 0 0 3447 Select Utilities Select Sector Spdr Etf SBI INT-UTILS 81369Y886 443 8425 SH SOLE NONE 0 0 8425 United Parcel Service Inc Cl B CL B 911312106 864 7404 SH SOLE NONE 0 0 7404 Vanguard High Dividend Yield Etf HIGH DIV YLD 921946406 344 3956 SH SOLE NONE 0 0 3956 Vanguard Growth Etf GROWTH ETF 922908736 540 3354 SH SOLE NONE 0 0 3354 Vanguard Total Stock Market Etf TOTAL STK MKT 922908769 1552 10372 SH SOLE NONE 0 0 10372 Verizon Communications Inc COM 92343V104 263 4932 SH SOLE NONE 0 0 4932 W P Carey Inc COM 92936U109 863 13425 SH SOLE NONE 0 0 13425 Waste Management Inc Del COM 94106L109 302 3350 SH SOLE NONE 0 0 3350 Wisdomtree Europe Small Cap Dividend Etf EUROPE SMCP DV 97717W869 460 7280 SH SOLE NONE 0 0 7280