0001727993-24-000002.txt : 20240206 0001727993-24-000002.hdr.sgml : 20240206 20240206120803 ACCESSION NUMBER: 0001727993-24-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240206 DATE AS OF CHANGE: 20240206 EFFECTIVENESS DATE: 20240206 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Eldridge Investment Advisors, Inc. CENTRAL INDEX KEY: 0001727993 ORGANIZATION NAME: 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: 24599086 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 X0202 13F-HR LIVE false false false 0001727993 XXXXXXXX 12-31-2023 12-31-2023 Eldridge Investment Advisors, Inc.

686 CHESTNUT STREET MANCHESTER NH 03104

13F HOLDINGS REPORT 028-18322 N Susan Eldridge 6032961320 Susan Eldridge Manchester NH 02-06-2024 0 142 381730 false INFORMATION TABLE 2 q42023.xml Ishares Msci Usa Value Factor Etf ETF 46432F388 203 2010 SH SOLE 0 0 2010 Blackrock Flexible Income Etf ETF 092528603 204 3900 SH SOLE 0 0 3900 Johnson & Johnson COM 478160104 212 1351 SH SOLE 0 0 1351 Walt Disney Co COM 254687106 213 2355 SH SOLE 0 0 2355 Pepsico Inc COM 713448108 214 1258 SH SOLE 0 0 1258 Coca-cola Company COM 191216100 215 3655 SH SOLE 0 0 3655 Sector Healthcare Select Sector Spdr Etf ETF 81369Y209 216 1585 SH SOLE 0 0 1585 Rtx Corp COM 75513E101 238 2829 SH SOLE 0 0 2829 Spdr S&p Regional Banking Etf ETF 78464A698 240 4575 SH SOLE 0 0 4575 Jp Morgan Ultra Short Municipal Income Etf ETF 46641Q654 244 4800 SH SOLE 0 0 4800 Costco Wholesale Corp COM 22160K105 251 380 SH SOLE 0 0 380 Sector Energy Select Sector Spdr Etf ETF 81369Y506 254 3035 SH SOLE 0 0 3035 Spdr Gold Trust Gold Shares ETF 78463V107 263 1376 SH SOLE 0 0 1376 Pfizer Inc COM 717081103 275 9539 SH SOLE 0 0 9539 General Electric Co New COM 369604301 281 2204 SH SOLE 0 0 2204 Ishares Msci Eafe Etf ETF 464287465 284 3769 SH SOLE 0 0 3769 Procter & Gamble Co COM 742718109 295 2016 SH SOLE 0 0 2016 Meta Platforms Inc Cl A COM 30303M102 308 870 SH SOLE 0 0 870 Broadcom Inc COM 11135F101 311 279 SH SOLE 0 0 279 Spdr Series Trust S&p Dividend Etf ETF 78464A763 312 2500 SH SOLE 0 0 2500 Nextera Energy Inc COM 65339F101 323 5315 SH SOLE 0 0 5315 Intl Business Machines Corp COM 459200101 323 1974 SH SOLE 0 0 1974 Fidelity Msci Information Tech Index Etf ETF 316092808 324 2254 SH SOLE 0 0 2254 Ishares Iboxx $ High Yield Corp Bond Etf ETF 464288513 332 4291 SH SOLE 0 0 4291 Alphabet Inc Cl C COM 02079K107 337 2388 SH SOLE 0 0 2388 Home Depot Inc COM 437076102 340 980 SH SOLE 0 0 980 Verizon Communications Inc COM 92343V104 345 9155 SH SOLE 0 0 9155 Ishares Msci Emerging Markets Etf ETF 464287234 354 8813 SH SOLE 0 0 8813 Anheuser Busch Inbev Sa/nv COM 03524A108 355 5500 SH SOLE 0 0 5500 Thermo Fisher Scientific Inc COM 883556102 371 698 SH SOLE 0 0 698 Ishares U S Healthcare Etf ETF 464287762 373 1302 SH SOLE 0 0 1302 Ishares Russell 3000 Etf ETF 464287689 379 1384 SH SOLE 0 0 1384 Vanguard Total Intl Stock Index Fund Etf ETF 921909768 400 6901 SH SOLE 0 0 6901 Vanguard S&p 500 Index Etf ETF 922908363 403 923 SH SOLE 0 0 923 Ishares S&p 500 Growth Etf ETF 464287309 448 5964 SH SOLE 0 0 5964 First Trust Cap Strength Etf ETF 33733E104 499 6234 SH SOLE 0 0 6234 Select Utilities Select Sector Spdr Etf ETF 81369Y886 509 8045 SH SOLE 0 0 8045 Ishares Msci Usa Min Volatility Factor Etf ETF 46429B697 523 6706 SH SOLE 0 0 6706 Mckesson Corp COM 58155Q103 538 1161 SH SOLE 0 0 1161 Waste Management Inc Del COM 94106L109 568 3170 SH SOLE 0 0 3170 W P Carey Inc COM 92936U109 575 8875 SH SOLE 0 0 8875 Spdr Dow Jones Industrial Average Etf ETF 78467X109 624 1655 SH SOLE 0 0 1655 Chevron Corp COM 166764100 699 4689 SH SOLE 0 0 4689 Ishares Core S&p U S Growth Etf ETF 464287671 727 6985 SH SOLE 0 0 6985 Jpmorgan Chase & Co COM 46625H100 740 4353 SH SOLE 0 0 4353 Sector Technology Select Sector Spdr Etf ETF 81369Y803 806 4188 SH SOLE 0 0 4188 Tesla Inc COM 88160R101 824 3318 SH SOLE 0 0 3318 Vanguard High Dividend Yield Etf ETF 921946406 825 7395 SH SOLE 0 0 7395 Merck & Company Inc New COM 58933Y105 828 7599 SH SOLE 0 0 7599 Abbott Laboratories COM 002824100 900 8178 SH SOLE 0 0 8178 Ishares Msci Usa Momentum Factor Etf ETF 46432F396 965 6150 SH SOLE 0 0 6150 Vanguard Growth Etf ETF 922908736 1005 3233 SH SOLE 0 0 3233 Ishares Russell Mid Cap Growth Etf ETF 464287481 1040 9953 SH SOLE 0 0 9953 Mcdonalds Corp COM 580135101 1092 3684 SH SOLE 0 0 3684 United Parcel Service Inc Cl B COM 911312106 1167 7419 SH SOLE 0 0 7419 Abbvie Inc COM 00287Y109 1393 8991 SH SOLE 0 0 8991 Caterpillar Inc COM 149123101 1399 4730 SH SOLE 0 0 4730 Ishares S&p 500 Value Etf ETF 464287408 1424 8189 SH SOLE 0 0 8189 Berkshire Hathaway Inc Cl B New COM 084670702 1563 4381 SH SOLE 0 0 4381 Spdr S&p Mid Cap 400 Etf ETF 78467Y107 1985 3911 SH SOLE 0 0 3911 Spdr S&p 500 Etf ETF 78462F103 2099 4416 SH SOLE 0 0 4416 Vanguard Total Stock Market Etf ETF 922908769 2335 9845 SH SOLE 0 0 9845 Microsoft Corp COM 594918104 2406 6398 SH SOLE 0 0 6398 Sector Financial Select Sector Spdr Etf ETF 81369Y605 389 10351 SH SOLE 0 0 10351 Vanguard Short Term Tax Exempt Bond Etf ETF 921935870 1056 10412 SH SOLE 0 0 10412 Ishares Russell 1000 Value Etf ETF 464287598 1734 10494 SH SOLE 0 0 10494 Ishares Russell 2000 Etf ETF 464287655 2200 10961 SH SOLE 0 0 10961 Ishares Select Dividend Etf ETF 464287168 1359 11592 SH SOLE 0 0 11592 Vanguard Dividend Appreciation Etf ETF 921908844 1988 11665 SH SOLE 0 0 11665 Rbb Us Treasury 6 Month Bill Etf ETF 74933W460 652 13057 SH SOLE 0 0 13057 Ishares Russell 1000 Growth Etf ETF 464287614 4194 13834 SH SOLE 0 0 13834 Exxon Mobil Corp COM 30231G102 1424 14239 SH SOLE 0 0 14239 Spdr Portfolio Short Term Corp Bond Etf ETF 78464A474 429 14398 SH SOLE 0 0 14398 Dimensional U S Core Etf ETF 25434V104 492 14800 SH SOLE 0 0 14800 Spdr Portfolio S&p 500 High Dividend Etf ETF 78468R788 600 15322 SH SOLE 0 0 15322 Wisdomtree Japan Small Cap Dividend Etf ETF 97717W836 1153 15400 SH SOLE 0 0 15400 Vanguard Mun Bd Tax Exempt Bond Index Etf ETF 922907746 789 15460 SH SOLE 0 0 15460 Invesco Nasdaq 100 Etf ETF 46138G649 2659 15778 SH SOLE 0 0 15778 Ishares Global Tech Etf ETF 464287291 1225 17972 SH SOLE 0 0 17972 Wisdomtree India Earnings Etf ETF 97717W422 769 18750 SH SOLE 0 0 18750 Vanguard Short Term Inflation Protected Securities Etf ETF 922020805 983 20694 SH SOLE 0 0 20694 Dimensional U S Equity Etf ETF 25434V401 1115 21515 SH SOLE 0 0 21515 Spdr Series Trust S&p 600 Small Cap Value Etf ETF 78464A300 1867 22413 SH SOLE 0 0 22413 Vanguard Total Intl Bond Index Etf ETF 92203J407 1160 23495 SH SOLE 0 0 23495 Dimensional Intl Core Etf ETF 25434V203 686 23968 SH SOLE 0 0 23968 Apple Inc COM 037833100 4708 24454 SH SOLE 0 0 24454 Spdr Bloomberg 1-3 Month T-bill Etf New ETF 78468R663 2286 25013 SH SOLE 0 0 25013 Spdr Series Trust S&p Biotech Etf ETF 78464A870 2245 25147 SH SOLE 0 0 25147 Ishares Floating Rate Bond Etf ETF 46429B655 1323 26138 SH SOLE 0 0 26138 Dimensional National Municipal Bond Etf ETF 25434V849 1301 26815 SH SOLE 0 0 26815 Janus Henderson Mortgage Backed Etf ETF 47103U852 1240 27000 SH SOLE 0 0 27000 Fidelity Msci Healthcare Index Etf ETF 316092600 1803 27868 SH SOLE 0 0 27868 Dimensional U S Marketwide Value Etf ETF 25434V724 1079 28982 SH SOLE 0 0 28982 Alphatec Holdings Inc New COM 02081G201 441 29185 SH SOLE 0 0 29185 Spdr Portfolio S&p 400 Mid Cap Etf ETF 78464A847 1443 29624 SH SOLE 0 0 29624 John Hancock Multifactor Mid Cap Etf ETF 47804J206 1583 30057 SH SOLE 0 0 30057 Ishares Core S&p Mid Cap Etf ETF 464287507 8339 30088 SH SOLE 0 0 30088 Ishares Global Healthcare Etf ETF 464287325 2734 31522 SH SOLE 0 0 31522 Invesco Qqq Etf ETF 46090E103 13332 32555 SH SOLE 0 0 32555 Ishares Ibonds Dec 2025 Term Corp Etf ETF 46434VBD1 855 34540 SH SOLE 0 0 34540 Ishares Core Msci Total Intl Stock Etf ETF 46432F834 2318 35699 SH SOLE 0 0 35699 Spdr Doubleline Total Return Tactical Etf ETF 78467V848 1460 36285 SH SOLE 0 0 36285 Ishares Ibonds Dec 2024 Term Muni Bd Etf ETF 46435U697 958 36935 SH SOLE 0 0 36935 Schwab U S Dividend Equity Etf ETF 808524797 2845 37371 SH SOLE 0 0 37371 First Trust Exchange Traded Fd Iii Managed Mun Etf ETF 33739N108 2157 41749 SH SOLE 0 0 41749 Ishares Core U S Aggregate Bond Etf ETF 464287226 4181 42126 SH SOLE 0 0 42126 Ishares Core S&p Small Cap Etf ETF 464287804 4980 46008 SH SOLE 0 0 46008 Spdr Ssga Ultra Short Term Bond Etf ETF 78467V707 1870 46303 SH SOLE 0 0 46303 Spdr Tips Etf ETF 78464A656 1196 46768 SH SOLE 0 0 46768 Ssga Active Tr Spdr Doubleline Shrt Dur Total Return Tacticl Etf ETF 78470P200 2196 46892 SH SOLE 0 0 46892 Ishares 0-3 Month Treasury Bond Etf ETF 46436E718 4740 47273 SH SOLE 0 0 47273 Invesco S&p 500 Equal Weight Etf ETF 46137V357 7514 47616 SH SOLE 0 0 47616 Ishares Core 1-5 Year Usd Bond Etf ETF 46432F859 2714 57071 SH SOLE 0 0 57071 Ishares Ibonds Dec 2025 Term Treasury Etf ETF 46436E866 1330 57115 SH SOLE 0 0 57115 Ishares U S Home Construction Etf ETF 464288752 5851 57513 SH SOLE 0 0 57513 Ishares Core Msci Emerging Markets Etf ETF 46434G103 3129 61865 SH SOLE 0 0 61865 Spdr Portfolio S&p 600 Small Cap Etf ETF 78468R853 2652 62865 SH SOLE 0 0 62865 Wisdomtree Floating Rate Treasury Fund New Etf ETF 97717Y527 3352 66730 SH SOLE 0 0 66730 Blackrock Municipal 2030 Target Term Trust ETF 09257P105 1475 70916 SH SOLE 0 0 70916 First Trust Ultra Short Duration Municipal Etf ETF 33740J104 1444 72003 SH SOLE 0 0 72003 Ishares Ibonds Dec 2024 Term Corp Etf ETF 46434VBG4 1948 78210 SH SOLE 0 0 78210 Ishares Core S&p 500 Etf ETF 464287200 37559 78637 SH SOLE 0 0 78637 Janus Detroit Henderson Aaa Clo Etf ETF 47103U845 4269 84877 SH SOLE 0 0 84877 Geltech Solutions Inc COM 368537106 0 85556 SH SOLE 0 0 85556 Ishares Core S&p U S Value Etf ETF 464287663 8061 95594 SH SOLE 0 0 95594 Ishares Core Msci Eafe Etf ETF 46432F842 7010 99646 SH SOLE 0 0 99646 First Trust Short Duration Managed Municipal Etf ETF 33739P830 2022 101336 SH SOLE 0 0 101336 First Trust Tcw Opportunistic Fixed Income Etf ETF 33740F805 4642 104080 SH SOLE 0 0 104080 Dimensional U S Core Equity 2 Etf ETF 25434V708 3153 107880 SH SOLE 0 0 107880 Goldman Sachs Access Treasury 0-1yr Etf Pricing Basket ETF 381430529 11947 119786 SH SOLE 0 0 119786 Spdr Intermediate Term Treasury Etf ETF 78464A672 3441 120475 SH SOLE 0 0 120475 Spdr Corp Bond Etf ETF 78464A144 4525 153853 SH SOLE 0 0 153853 Jpmorgan Betabuilders Japan Etf New ETF 46641Q217 9651 183763 SH SOLE 0 0 183763 Ishares Ibonds Dec 2024 Term Treasury Etf ETF 46436E874 4424 185434 SH SOLE 0 0 185434 First Trust Exchange Traded Fund Vi Rising Div Achievers Etf ETF 33738R506 11011 213095 SH SOLE 0 0 213095 Spdr Portfolio S&p 500 Etf ETF 78464A854 14364 256955 SH SOLE 0 0 256955 Spdr Ssga Multi Asset Real Return Etf ETF 78467V103 7859 288734 SH SOLE 0 0 288734 Ishares Core S&p Total U S Stock Market Etf ETF 464287150 30732 292044 SH SOLE 0 0 292044 Jp Morgan Nasdaq Equity Prem Income Etf ETF 46654Q203 15039 301200 SH SOLE 0 0 301200 Dimensional World Ex U S Core Equity 2 Etf ETF 25434V880 7372 301899 SH SOLE 0 0 301899 Spdr Portfolio Aggregate Bond Etf ETF 78464A649 11674 455296 SH SOLE 0 0 455296 First Trust Exchange Traded Fund Iii Pfd Secs & Income Etf ETF 33739E108 8532 506055 SH SOLE 0 0 506055