CCO, COO, Wealth Manager

0001761742-23-000001.txt : 20230113 0001761742-23-000001.hdr.sgml : 20230113 20230113143915 ACCESSION NUMBER: 0001761742-23-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230113 DATE AS OF CHANGE: 20230113 EFFECTIVENESS DATE: 20230113 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Baldrige Asset Management LLC CENTRAL INDEX KEY: 0001761742 IRS NUMBER: 454065292 STATE OF INCORPORATION: PA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19538 FILM NUMBER: 23528412 BUSINESS ADDRESS: STREET 1: 7540 WINDSOR DRIVE STREET 2: SUITE 205 CITY: ALLENTOWN STATE: PA ZIP: 18195 BUSINESS PHONE: 6103364395 MAIL ADDRESS: STREET 1: 7540 WINDSOR DRIVE STREET 2: SUITE 205 CITY: ALLENTOWN STATE: PA ZIP: 18195 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001761742 XXXXXXXX 12-31-2022 12-31-2022 Baldrige Asset Management LLC

7540 WINDSOR DRIVE SUITE 205 ALLENTOWN PA 18195

13F HOLDINGS REPORT 028-19538 000108396 801-57985 N Michael A. Insogna CCO, COO, Wealth Manager 610-336-4395 Michael A. 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20804 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 60 1252 SH SOLE Baldridge Asset Management 0 0 1252 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 1182 25888 SH SOLE Baldridge Asset Management 0 0 25888 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 1687 37641 SH SOLE Baldridge Asset Management 0 0 37641 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 818 12386 SH SOLE Baldridge Asset Management 0 0 12386 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 2957 65495 SH SOLE Baldridge Asset Management 0 0 65495 SCHWAB STRATEGIC TR US REIT ETF 808524847 400 20719 SH SOLE Baldridge Asset Management 0 0 20719 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 1430 35294 SH SOLE Baldridge Asset Management 0 0 35294 SCHWAB STRATEGIC TR US TIPS ETF 808524870 1897 36625 SH SOLE Baldridge Asset Management 0 0 36625 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 109 2946 SH SOLE Baldridge Asset Management 0 0 2946 SHERWIN WILLIAMS CO COM 824348106 135 567 SH SOLE Baldridge Asset Management 0 0 567 SIRIUS XM HOLDINGS INC COM 82968B103 0 75 SH SOLE Baldridge Asset Management 0 0 75 SNAP INC CL A 83304A106 0 50 SH SOLE Baldridge Asset Management 0 0 50 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 48 145 SH SOLE Baldridge Asset Management 0 0 145 SPDR GOLD TR GOLD SHS 78463V107 214 1263 SH SOLE Baldridge Asset Management 0 0 1263 SPDR INDEX SHS FDS S&P INTL ETF 78463X772 7 217 SH SOLE Baldridge Asset Management 0 0 217 SPDR INDEX SHS FDS S&P INTL SMLCP 78463X871 12 425 SH SOLE Baldridge Asset Management 0 0 425 SPDR S&P 500 ETF TR TR UNIT 78462F103 216 565 SH SOLE Baldridge Asset Management 0 0 565 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 291 658 SH SOLE Baldridge Asset Management 0 0 658 SPDR SER TR BBG CONV SEC ETF 78464A359 141 2187 SH SOLE Baldridge Asset Management 0 0 2187 SPDR SER TR BLOOMBERG HIGH Y 78468R622 121 1342 SH SOLE Baldridge Asset Management 0 0 1342 SPDR SER TR FTSE INT GVT ETF 78464A490 37 888 SH SOLE Baldridge Asset Management 0 0 888 SPDR SER TR NUVEEN BLMBRG SH 78468R739 515 10961 SH SOLE Baldridge Asset Management 0 0 10961 SPDR SER TR PORTFLI TIPS ETF 78464A656 87 3387 SH SOLE Baldridge Asset Management 0 0 3387 SPDR SER TR PORTFOLI S&P1500 78464A805 234 4953 SH SOLE Baldridge Asset Management 0 0 4953 SPDR SER TR S&P BIOTECH 78464A870 1 14 SH SOLE Baldridge Asset Management 0 0 14 SPDR SER TR S&P KENSHO CLEAN 78468R655 2 28 SH SOLE Baldridge Asset Management 0 0 28 SPDR SER TR SPDR S&P 500 ETF 78468R796 4 46 SH SOLE Baldridge Asset Management 0 0 46 SPROTT PHYSICAL SILVER TR TR UNIT 85207K107 4 494 SH SOLE Baldridge Asset Management 0 0 494 SQZ BIOTECHNOLOGIES CO COM 78472W104 4 5000 SH SOLE Baldridge Asset Management 0 0 5000 SUBURBAN PROPANE PARTNERS L UNIT LTD PARTN 864482104 23 1483 SH SOLE Baldridge Asset Management 0 0 1483 SURGERY PARTNERS INC COM 86881A100 4 139 SH SOLE Baldridge Asset Management 0 0 139 TARGET CORP COM 87612E106 30 200 SH SOLE Baldridge Asset Management 0 0 200 TESLA INC COM 88160R101 1 6 SH SOLE Baldridge Asset Management 0 0 6 TFS FINL CORP COM 87240R107 24 1633 SH SOLE Baldridge Asset Management 0 0 1633 THE REAL BROKERAGE INC COM NEW 75585H206 0 1 SH SOLE Baldridge Asset Management 0 0 1 THERMO FISHER SCIENTIFIC INC COM 883556102 13 24 SH SOLE Baldridge Asset Management 0 0 24 TIDAL ETF TR RPAR RISK PARI 886364603 19 1007 SH SOLE Baldridge Asset Management 0 0 1007 TRAVELERS COMPANIES INC COM 89417E109 37 200 SH SOLE Baldridge Asset Management 0 0 200 TRUIST FINL CORP COM 89832Q109 14 320 SH SOLE Baldridge Asset Management 0 0 320 UBER TECHNOLOGIES INC COM 90353T100 1 40 SH SOLE Baldridge Asset Management 0 0 40 UFP INDUSTRIES INC COM 90278Q108 764 9645 SH SOLE Baldridge Asset Management 0 0 9645 UNION PAC CORP COM 907818108 156 752 SH SOLE Baldridge Asset Management 0 0 752 UNITED PARCEL SERVICE INC CL B 911312106 5 31 SH SOLE Baldridge Asset Management 0 0 31 UNITEDHEALTH GROUP INC COM 91324P102 66 125 SH SOLE Baldridge Asset Management 0 0 125 US BANCORP DEL COM NEW 902973304 409 9380 SH SOLE Baldridge Asset Management 0 0 9380 VAIL RESORTS INC COM 91879Q109 33 140 SH SOLE Baldridge Asset Management 0 0 140 VALLEY NATL BANCORP COM 919794107 130 11482 SH SOLE Baldridge Asset Management 0 0 11482 VANECK ETF TRUST DIGI TRANSFRM 92189H821 1 283 SH SOLE Baldridge Asset Management 0 0 283 VANGUARD BD INDEX FDS INTERMED TERM 921937819 1994 26825 SH SOLE Baldridge Asset Management 0 0 26825 VANGUARD BD INDEX FDS LONG TERM BOND 921937793 6 85 SH SOLE Baldridge Asset Management 0 0 85 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 812 10788 SH SOLE Baldridge Asset Management 0 0 10788 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 2591 36066 SH SOLE Baldridge Asset Management 0 0 36066 VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303 1183 24135 SH SOLE Baldridge Asset Management 0 0 24135 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 2753 58053 SH SOLE Baldridge Asset Management 0 0 58053 VANGUARD INDEX FDS GROWTH ETF 922908736 77 364 SH SOLE Baldridge Asset Management 0 0 364 VANGUARD INDEX FDS LARGE CAP ETF 922908637 129 742 SH SOLE Baldridge Asset Management 0 0 742 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 5316 64458 SH SOLE Baldridge Asset Management 0 0 64458 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 148 421 SH SOLE Baldridge Asset Management 0 0 421 VANGUARD INDEX FDS SM CP VAL ETF 922908611 10286 64776 SH SOLE Baldridge Asset Management 0 0 64776 VANGUARD INDEX FDS SMALL CP ETF 922908751 7722 42074 SH SOLE Baldridge Asset Management 0 0 42074 VANGUARD INDEX FDS TOTAL STK MKT 922908769 7703 40289 SH SOLE Baldridge Asset Management 0 0 40289 VANGUARD INDEX FDS VALUE ETF 922908744 3213 22891 SH SOLE Baldridge Asset Management 0 0 22891 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 493 9837 SH SOLE Baldridge Asset Management 0 0 9837 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1470 37712 SH SOLE Baldridge Asset Management 0 0 37712 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 762 7409 SH SOLE Baldridge Asset Management 0 0 7409 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 20 490 SH SOLE Baldridge Asset Management 0 0 490 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 30 343 SH SOLE Baldridge Asset Management 0 0 343 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 317 6785 SH SOLE Baldridge Asset Management 0 0 6785 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 312 6297 SH SOLE Baldridge Asset Management 0 0 6297 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 600 7738 SH SOLE Baldridge Asset Management 0 0 7738 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 15585 207280 SH SOLE Baldridge Asset Management 0 0 207280 VANGUARD SCOTTSDALE FDS TOTAL WLD BD ETF 92206C565 6 84 SH SOLE Baldridge Asset Management 0 0 84 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 390 2568 SH SOLE Baldridge Asset Management 0 0 2568 VANGUARD STAR FDS VG TL INTL STK F 921909768 204 3950 SH SOLE Baldridge Asset Management 0 0 3950 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 5839 139112 SH SOLE Baldridge Asset Management 0 0 139112 VANGUARD WHITEHALL FDS EM MK GOV BD ETF 921946885 470 7710 SH SOLE Baldridge Asset Management 0 0 7710 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 85 781 SH SOLE Baldridge Asset Management 0 0 781 VANGUARD WORLD FD ESG INTL STK ETF 921910725 466 9483 SH SOLE Baldridge Asset Management 0 0 9483 VANGUARD WORLD FD ESG US CORP BD 921910691 131 2162 SH SOLE Baldridge Asset Management 0 0 2162 VANGUARD WORLD FD ESG US STK ETF 921910733 1269 19273 SH SOLE Baldridge Asset Management 0 0 19273 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 98 396 SH SOLE Baldridge Asset Management 0 0 396 VERIZON COMMUNICATIONS INC COM 92343V104 13 343 SH SOLE Baldridge Asset Management 0 0 343 VISA INC COM CL A 92826C839 4 19 SH SOLE Baldridge Asset Management 0 0 19 WALMART INC COM 931142103 70 496 SH SOLE Baldridge Asset Management 0 0 496 WARNER BROS DISCOVERY INC COM SER A 934423104 0 1 SH SOLE Baldridge Asset Management 0 0 1 WELLS FARGO CO NEW COM 949746101 5 126 SH SOLE Baldridge Asset Management 0 0 126 WEYERHAEUSER CO MTN BE COM NEW 962166104 145 4669 SH SOLE Baldridge Asset Management 0 0 4669 YUM BRANDS INC COM 988498101 29 227 SH SOLE Baldridge Asset Management 0 0 227 YUM CHINA HLDGS INC COM 98850P109 9 156 SH SOLE Baldridge Asset Management 0 0 156 ZOETIS INC CL A 98978V103 44 300 SH SOLE Baldridge Asset Management 0 0 300