0001754960-20-000051.txt : 20200731 0001754960-20-000051.hdr.sgml : 20200731 20200730194658 ACCESSION NUMBER: 0001754960-20-000051 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200731 DATE AS OF CHANGE: 20200730 EFFECTIVENESS DATE: 20200731 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: 201062378 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 13F-HR LIVE false false false 0001761742 XXXXXXXX 06-30-2020 06-30-2020 Baldrige Asset Management LLC

7540 WINDSOR DRIVE SUITE 205 ALLENTOWN PA 18195

13F HOLDINGS REPORT 028-19538 N File13F.com 877-588-2679 Aryn Sands Reno NV 07-30-2020 0 76 132981 false INFORMATION TABLE 2 InformationTableOutput.xml BROOKFIELD RENEWABLE PARTNERPARTNERSHIP UNITG16258108324 6761 SH SOLE 0 0 6761 INVESCO LTDSHSG491BT108345 32072 SH SOLE 0 0 32072 AIR PRODS & CHEMS INCCOM009158106764 3164 SH SOLE 0 0 3164 ALPHABET INCCAP STK CL C02079K107310 219 SH SOLE 0 0 219 AMGEN INCCOM031162100362 1535 SH SOLE 0 0 1535 APPLE INCCOM0378331006148 16854 SH SOLE 0 0 16854 BERKSHIRE HATHAWAY INC DELCL B NEW084670702995 5575 SH SOLE 0 0 5575 BLACKSTONE GROUP INCCOM CL A09260D107600 10595 SH SOLE 0 0 10595 CME GROUP INCCOM12572Q105759 4668 SH SOLE 0 0 4668 CAMPBELL SOUP COCOM134429109640 12902 SH SOLE 0 0 12902 ILLUMINA INCCOM452327109484 1307 SH SOLE 0 0 1307 INVESCO QQQ TRUNIT SER 146090E103319 1287 SH SOLE 0 0 1287 ISHARES GOLD TRUSTISHARES464285105300 17661 SH SOLE 0 0 17661 ISHARES TRCORE S&P TTL STK4642871504363 62838 SH SOLE 0 0 62838 ISHARES TRTIPS BD ETF4642871762886 23464 SH SOLE 0 0 23464 ISHARES TRCORE S&P500 ETF4642872005067 16360 SH SOLE 0 0 16360 ISHARES TRCORE US AGGBD ET4642872264147 35084 SH SOLE 0 0 35084 ISHARES TRIBOXX INV CP ETF464287242352 2619 SH SOLE 0 0 2619 ISHARES TRS&P 500 VAL ETF4642874081096 10131 SH SOLE 0 0 10131 ISHARES TRRUSSELL 2000 ETF464287655333 2328 SH SOLE 0 0 2328 ISHARES TRCORE S&P US VLU464287663726 13908 SH SOLE 0 0 13908 ISHARES TRU.S. REAL ES ETF464287739639 8108 SH SOLE 0 0 8108 ISHARES TRCORE S&P SCP ETF4642878041608 23547 SH SOLE 0 0 23547 ISHARES TRSP SMCP600VL ETF4642878792073 17218 SH SOLE 0 0 17218 ISHARES TREAFE SML CP ETF464288273987 18408 SH SOLE 0 0 18408 ISHARES TRSH TR CRPORT ETF464288646504 9217 SH SOLE 0 0 9217 ISHARES TRCORE MSCI EAFE46432F8423475 60802 SH SOLE 0 0 60802 ISHARES INCCORE MSCI EMKT46434G1031286 27014 SH SOLE 0 0 27014 ISHARES TRMLTFCTR INTL SML46434V2661233 45000 SH SOLE 0 0 45000 ISHARES TRESG AWRE 1 5 YR46435G2431361 52329 SH SOLE 0 0 52329 ISHARES TRESG AWR US AGRGT46435U549605 10697 SH SOLE 0 0 10697 ISHARES TRESG MSCI USA SML46435U663272 10862 SH SOLE 0 0 10862 JOHNSON & JOHNSONCOM478160104377 2678 SH SOLE 0 0 2678 MSCI INCCOM55354G1007519 22525 SH SOLE 0 0 22525 MICROSOFT CORPCOM5949181041628 8001 SH SOLE 0 0 8001 PPL CORPCOM69351T106264 10204 SH SOLE 0 0 10204 ROSS STORES INCCOM778296103264 3101 SH SOLE 0 0 3101 SPDR S&P 500 ETF TRTR UNIT78462F103201 651 SH SOLE 0 0 651 SPDR GOLD TRGOLD SHS78463V107296 1766 SH SOLE 0 0 1766 SPDR S&P MIDCAP 400 ETF TRUTSER1 S&PDCRP78467Y107227 700 SH SOLE 0 0 700 SCHWAB STRATEGIC TRUS BRD MKT ETF8085241021586 21582 SH SOLE 0 0 21582 SCHWAB STRATEGIC TRUS LRG CAP ETF8085242012767 37348 SH SOLE 0 0 37348 SCHWAB STRATEGIC TRUS LCAP VA ETF808524409551 10997 SH SOLE 0 0 10997 SCHWAB STRATEGIC TRUS SML CAP ETF8085246071224 18728 SH SOLE 0 0 18728 SCHWAB STRATEGIC TREMRG MKTEQ ETF8085247061160 47659 SH SOLE 0 0 47659 SCHWAB STRATEGIC TRSCHWB FDT INT LG808524755374 15751 SH SOLE 0 0 15751 SCHWAB STRATEGIC TRINTL EQTY ETF8085248052898 97403 SH SOLE 0 0 97403 SCHWAB STRATEGIC TRUS AGGREGATE B8085248391527 27157 SH SOLE 0 0 27157 SCHWAB STRATEGIC TRUS REIT ETF808524847460 13069 SH SOLE 0 0 13069 SCHWAB STRATEGIC TRUS TIPS ETF8085248701677 27946 SH SOLE 0 0 27946 SCHWAB STRATEGIC TRINTL SCEQT ETF8085248881243 42044 SH SOLE 0 0 42044 SHERWIN WILLIAMS COCOM824348106404 700 SH SOLE 0 0 700 US BANCORP DELCOM NEW902973304352 9555 SH SOLE 0 0 9555 UNIVERSAL FST PRODS INCCOM913543104478 9645 SH SOLE 0 0 9645 VANGUARD SPECIALIZED FUNDSDIV APP ETF921908844302 2575 SH SOLE 0 0 2575 VANGUARD STAR FDSVG TL INTL STK F921909768208 4226 SH SOLE 0 0 4226 VANGUARD WORLD FDESG INTL STK ETF921910725456 9475 SH SOLE 0 0 9475 VANGUARD WORLD FDESG US STK ETF921910733645 11430 SH SOLE 0 0 11430 VANGUARD BD INDEX FDSINTERMED TERM9219378193011 32311 SH SOLE 0 0 32311 VANGUARD BD INDEX FDSSHORT TRM BOND9219378274606 55408 SH SOLE 0 0 55408 VANGUARD BD INDEX FDSTOTAL BND MRKT921937835507 5736 SH SOLE 0 0 5736 VANGUARD TAX-MANAGED FDSFTSE DEV MKT ETF9219438584557 117474 SH SOLE 0 0 117474 VANGUARD WHITEHALL FDSEMERG MKT BD ETF921946885380 4883 SH SOLE 0 0 4883 VANGUARD MALVERN FDSSTRM INFPROIDX922020805201 4010 SH SOLE 0 0 4010 VANGUARD CHARLOTTE FDSINTL BD IDX ETF92203J4072039 35326 SH SOLE 0 0 35326 VANGUARD INTL EQUITY INDEX FFTSE SMCAP ETF922042718488 5049 SH SOLE 0 0 5049 VANGUARD INTL EQUITY INDEX FALLWRLD EX US922042775511 10727 SH SOLE 0 0 10727 VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF9220428581010 25501 SH SOLE 0 0 25501 VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD92206C40915035 181888 SH SOLE 0 0 181888 VANGUARD SCOTTSDALE FDSINT-TERM CORP92206C870819 8604 SH SOLE 0 0 8604 VANGUARD MUN BD FDSTAX EXEMPT BD9229077461556 28735 SH SOLE 0 0 28735 VANGUARD INDEX FDSREAL ESTATE ETF9229085533880 49402 SH SOLE 0 0 49402 VANGUARD INDEX FDSSM CP VAL ETF9229086116094 56995 SH SOLE 0 0 56995 VANGUARD INDEX FDSVALUE ETF9229087441887 18952 SH SOLE 0 0 18952 VANGUARD INDEX FDSSMALL CP ETF9229087515252 36042 SH SOLE 0 0 36042 VANGUARD INDEX FDSTOTAL STK MKT9229087696697 42783 SH SOLE 0 0 42783