0001606587-18-000162.txt : 20180209 0001606587-18-000162.hdr.sgml : 20180209 20180209134954 ACCESSION NUMBER: 0001606587-18-000162 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20171231 FILED AS OF DATE: 20180209 DATE AS OF CHANGE: 20180209 EFFECTIVENESS DATE: 20180209 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: 18590549 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 12-31-2017 12-31-2017 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 02-09-2018 0 54 129772 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE American Sts Water Company COM 029899101 235 4142 SH SOLE NONE 0 0 4142 At&t Inc COM 00206R102 386 10023 SH SOLE NONE 0 0 10023 Berkshire Hathaway Inc De Cl B New CL B NEW 084670702 1228 6260 SH SOLE NONE 0 0 6260 Caterpillar Inc COM 149123101 213 1359 SH SOLE NONE 0 0 1359 Chevron Corp COM 166764100 265 2080 SH SOLE NONE 0 0 2080 Clorox Company COM 189054109 631 4335 SH SOLE NONE 0 0 4335 Colgate-palmolive Co COM 194162103 293 3900 SH SOLE NONE 0 0 3900 Fidelity Msci Financ Index Etf MSCI FINLS IDX 316092501 430 10594 SH SOLE NONE 0 0 10594 First Trust Exch Traded Fd Iii Managed Mun Etf MANAGD MUN ETF 33739N108 5430 101641 SH SOLE NONE 0 0 101641 First Tr Exch Traded Fd Vi Rising Div Ach Etf RISNG DIVD ACHIV 33738R506 10165 339384 SH SOLE NONE 0 0 339384 First Tr Low Duration Opportunities Etf FST LOW OPPT EFT 33739Q200 6497 125763 SH SOLE NONE 0 0 125763 First Trust North American Energy Infrastructure Etf NO AMER ENERGY 33738D101 2552 103160 SH SOLE NONE 0 0 103160 Ishares 0-5 Year Tips Bond Etf 0-5 YR TIPS ETF 46429B747 1048 10500 SH SOLE NONE 0 0 10500 Ishares Core Msci Emerging Markets Etf CORE MSCI EMKT 46434G103 237 4101 SH SOLE NONE 0 0 4101 Ishares Core Msci Total Intl Stock Etf CORE MSCI TOTAL 46432F834 892 14027 SH SOLE NONE 0 0 14027 Ishares Core S&p 500 Etf CORE S&P500 ETF 464287200 33278 123136 SH SOLE NONE 0 0 123136 Ishares Core S&p Mid Cap Etf CORE S&P MCP ETF 464287507 822 4306 SH SOLE NONE 0 0 4306 Ishares Core S&p Small Cap Etf CORE S&P SCP ETF 464287804 1039 13470 SH SOLE NONE 0 0 13470 Ishares Core S&p Total U S Stock Market Etf CORE S&P TTL STK 464287150 7134 116140 SH SOLE NONE 0 0 116140 Ishares Core U S Aggregate Bond Etf CORE US AGGBD ET 464287226 1870 17134 SH SOLE NONE 0 0 17134 Ishares Cur Hedged Msci Eafe Etf HDG MSCI EAFE 46434V803 908 30565 SH SOLE NONE 0 0 30565 Ishares Edge Msci Min Vol Etf MIN VOL USA ETF 46429B697 204 3866 SH SOLE NONE 0 0 3866 Ishares Edge Msci Usa Momentum Factor Etf USA MOMENTUM FCT 46432F396 9356 90283 SH SOLE NONE 0 0 90283 Ishares Edge Msci Usa Value Factor Etf EDGE MSCI USA VL 46432F388 7922 93789 SH SOLE NONE 0 0 93789 Ishares Iboxx $ High Yield Corp Bond Etf IBOXX HI YD ETF 464288513 457 5240 SH SOLE NONE 0 0 5240 Ishares Iboxx $investment Grade Corp Bond Etf IBOXX INV CP ETF 464287242 375 3104 SH SOLE NONE 0 0 3104 Ishares Msci Eafe Etf MSCI EAFE ETF 464287465 865 12242 SH SOLE NONE 0 0 12242 Ishares Msci Emerging Markets Etf MSCI EMG MKT ETF 464287234 469 9790 SH SOLE NONE 0 0 9790 Ishares Russell 2000 Etf RUSSELL 2000 ETF 464287655 2248 14660 SH SOLE NONE 0 0 14660 Ishares Russell Mid Cap Growth Etf RUS MD CP GR ETF 464287481 533 4389 SH SOLE NONE 0 0 4389 Ishares S&p 500 Growth Etf S&P 500 GRWT ETF 464287309 471 3061 SH SOLE NONE 0 0 3061 Ishares S&p 500 Value Etf S&P 500 VAL ETF 464287408 1531 13363 SH SOLE NONE 0 0 13363 Ishares Select Dividend Etf SELECT DIVID ETF 464287168 631 6405 SH SOLE NONE 0 0 6405 John Hancock Multifactor Mid Cap Etf MULTIFACTOR MI 47804J206 1752 51004 SH SOLE NONE 0 0 51004 Johnson & Johnson COM 478160104 219 1578 SH SOLE NONE 0 0 1578 Jpmorgan Chase & Company COM 46625H100 279 2600 SH SOLE NONE 0 0 2600 Mcdonalds Corp COM 580135101 283 1635 SH SOLE NONE 0 0 1635 Microsoft Corp COM 594918104 422 4921 SH SOLE NONE 0 0 4921 Powershares Qqq Etf UNIT SER 1 73935A104 4462 28191 SH SOLE NONE 0 0 28191 Rydex Guggenheim S&p 500 Equal Weighted Index Etf GUG S&P500 EQ WT 78355W106 6004 59111 SH SOLE NONE 0 0 59111 Sector Energy Select Sector Spdr Etf ENERGY 81369Y506 373 5095 SH SOLE NONE 0 0 5095 Sector Technology Select Sector Spdr TECHNOLOGY 81369Y803 223 3447 SH SOLE NONE 0 0 3447 Select Utilities Select Sector Spdr Etf SBI INT-UTILS 81369Y886 342 6555 SH SOLE NONE 0 0 6555 Spdr S&p 500 Etf TR UNIT 78462F103 1943 7242 SH SOLE NONE 0 0 7242 Spdr S&p Mid Cap 400 Etf UTSER1 S&PDCRP 78467Y107 2656 7645 SH SOLE NONE 0 0 7645 Spdr S&p Regional Banking Etf S&P REGL BKG 78464A698 3642 62038 SH SOLE NONE 0 0 62038 Spdr Series Trust S&p Dividend Etf S&P DIVID ETF 78464A763 231 2450 SH SOLE NONE 0 0 2450 United Parcel Service Inc Cl B CL B 911312106 856 6960 SH SOLE NONE 0 0 6960 Vanguard Growth Etf GROWTH ETF 922908736 468 3298 SH SOLE NONE 0 0 3298 Vanguard Intermediate Term Treasury Index Etf INTER TERM TREAS 92206C706 2027 31789 SH SOLE NONE 0 0 31789 Vanguard Total Stock Market Etf TOTAL STK MKT 922908769 1304 9457 SH SOLE NONE 0 0 9457 Verizon Communications Inc COM 92343V104 253 4734 SH SOLE NONE 0 0 4734 W P Carey Inc COM 92936U109 881 12925 SH SOLE NONE 0 0 12925 Wisdomtree Europe Small Cap Div Etf EUROPE SMCP DV 97717W869 537 7530 SH SOLE NONE 0 0 7530