Baldrige Asset Management LLC 13F 持仓 · 最近申报 2023年Q1
Baldrige Asset Management 在 2023年Q1（报告期截至 2023-03-31）的 SEC 13F 申报中报告了 466 只证券，申报市值合计 2.44 亿美元。前几大持仓：DFAC（7.72%）、VCSH（7.28%）、MSCI（5.03%）。本季前 25 大持仓中：增持 20 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $18.8M | 7.72% | 738,468 | 增持 |
| 2 | VCSH | VANGUARD SCOTTSDALE FDS | $17.7M | 7.28% | 232,821 | 增持 |
| 3 | MSCI | MSCI INC | $12.3M | 5.03% | 21,927 | 减持 |
| 4 | VBR | VANGUARD INDEX FDS | $10.3M | 4.23% | 64,897 | 增持 |
| 5 | AAPL | APPLE INC | $9.3M | 3.81% | 56,346 | 减持 |
| 6 | AGG | ISHARES TR | $8.5M | 3.48% | 85,175 | 增持 |
| 7 | VTI | VANGUARD INDEX FDS | $8.3M | 3.40% | 40,663 | 增持 |
| 8 | VB | VANGUARD INDEX FDS | $8.0M | 3.30% | 42,429 | 增持 |
| 9 | IVV | ISHARES TR | $8.0M | 3.27% | 19,397 | 增持 |
| 10 | VEA | VANGUARD TAX-MANAGED FDS | $6.5M | 2.65% | 142,993 | 增持 |
| 11 | DFAX | DIMENSIONAL ETF TRUST | $5.8M | 2.37% | 250,076 | 增持 |
| 12 | VNQ | VANGUARD INDEX FDS | $5.4M | 2.23% | 65,432 | 增持 |
| 13 | ITOT | ISHARES TR | $5.2M | 2.15% | 57,841 | 增持 |
| 14 | SCHJ | SCHWAB STRATEGIC TR | $4.9M | 1.99% | 102,217 | 增持 |
| 15 | APD | AIR PRODS & CHEMS INC | $4.7M | 1.92% | 16,260 | 减持 |
| 16 | IEFA | ISHARES TR | $4.6M | 1.89% | 68,752 | 增持 |
| 17 | SCHF | SCHWAB STRATEGIC TR | $3.8M | 1.55% | 108,245 | 增持 |
| 18 | SCHX | SCHWAB STRATEGIC TR | $3.2M | 1.32% | 66,787 | 增持 |
| 19 | TIP | ISHARES TR | $3.2M | 1.32% | 29,276 | 增持 |
| 20 | VTV | VANGUARD INDEX FDS | $3.2M | 1.30% | 22,877 | 减持 |
| 21 | BNDX | VANGUARD CHARLOTTE FDS | $3.1M | 1.25% | 62,406 | 增持 |
| 22 | DFAI | DIMENSIONAL ETF TRUST | $3.0M | 1.24% | 112,608 | 增持 |
| 23 | BND | VANGUARD BD INDEX FDS | $2.9M | 1.18% | 38,819 | 增持 |
| 24 | IJS | ISHARES TR | $2.8M | 1.15% | 29,881 | 减持 |
| 25 | DFAE | DIMENSIONAL ETF TRUST | $2.4M | 1.00% | 105,998 | 增持 |
来源：SEC 13F 申报文件 · 截至 2023-03-31
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR