0001754960-20-000081.txt : 20201112 0001754960-20-000081.hdr.sgml : 20201112 20201112111159 ACCESSION NUMBER: 0001754960-20-000081 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200930 FILED AS OF DATE: 20201112 DATE AS OF CHANGE: 20201112 EFFECTIVENESS DATE: 20201112 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: 201304693 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 09-30-2020 09-30-2020 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 11-12-2020 0 80 148314 false INFORMATION TABLE 2 InformationTableOutput.xml BROOKFIELD RENEWABLE PARTNERPARTNERSHIP UNITG16258108661 12580 SH SOLE 0 0 12580 INVESCO LTDSHSG491BT108313 27400 SH SOLE 0 0 27400 AIR PRODS & CHEMS INCCOM0091581064033 13539 SH SOLE 0 0 13539 ALPHABET INCCAP STK CL C02079K107212 144 SH SOLE 0 0 144 AMGEN INCCOM031162100390 1535 SH SOLE 0 0 1535 APPLE INCCOM0378331007658 66122 SH SOLE 0 0 66122 BERKSHIRE HATHAWAY INC DELCL B NEW0846707021187 5575 SH SOLE 0 0 5575 BLACKSTONE GROUP INCCOM CL A09260D107799 15309 SH SOLE 0 0 15309 CME GROUP INCCOM12572Q105781 4668 SH SOLE 0 0 4668 CAMPBELL SOUP COCOM134429109624 12902 SH SOLE 0 0 12902 FIDELITY COVINGTON TRUSTMSCI RL EST ETF316092857213 9082 SH SOLE 0 0 9082 ILLUMINA INCCOM452327109363 1175 SH SOLE 0 0 1175 INVESCO QQQ TRUNIT SER 146090E103358 1287 SH SOLE 0 0 1287 ISHARES GOLD TRUSTISHARES464285105892 49609 SH SOLE 0 0 49609 ISHARES TRCORE S&P TTL STK4642871504802 63617 SH SOLE 0 0 63617 ISHARES TRTIPS BD ETF4642871763017 23850 SH SOLE 0 0 23850 ISHARES TRCORE S&P500 ETF4642872005375 15995 SH SOLE 0 0 15995 ISHARES TRCORE US AGGBD ET4642872264211 35666 SH SOLE 0 0 35666 ISHARES TRIBOXX INV CP ETF464287242368 2734 SH SOLE 0 0 2734 ISHARES TRS&P 500 VAL ETF4642874081140 10135 SH SOLE 0 0 10135 ISHARES TRRUSSELL 2000 ETF464287655346 2313 SH SOLE 0 0 2313 ISHARES TRCORE S&P US VLU464287663789 14529 SH SOLE 0 0 14529 ISHARES TRU.S. REAL ES ETF464287739660 8264 SH SOLE 0 0 8264 ISHARES TRCORE S&P SCP ETF4642878041648 23460 SH SOLE 0 0 23460 ISHARES TRSP SMCP600VL ETF4642878792165 17687 SH SOLE 0 0 17687 ISHARES TREAFE SML CP ETF4642882731099 18622 SH SOLE 0 0 18622 ISHARES TRJPMORGAN USD EMG464288281232 2094 SH SOLE 0 0 2094 ISHARES TRISHS 1-5YR INVS464288646497 9057 SH SOLE 0 0 9057 ISHARES TRPFD AND INCM SEC4642886871041 28569 SH SOLE 0 0 28569 ISHARES TRCORE MSCI EAFE46432F8423616 59989 SH SOLE 0 0 59989 ISHARES INCCORE MSCI EMKT46434G1031417 26838 SH SOLE 0 0 26838 ISHARES TRMSCI INTL SML CP46434V2661352 45000 SH SOLE 0 0 45000 ISHARES TRCONV BD ETF46435G1021076 13330 SH SOLE 0 0 13330 ISHARES TRESG AWRE 1 5 YR46435G2431583 60643 SH SOLE 0 0 60643 ISHARES TRESG AWR US AGRGT46435U549649 11485 SH SOLE 0 0 11485 ISHARES TRESG AWARE MSCI46435U663284 10713 SH SOLE 0 0 10713 JOHNSON & JOHNSONCOM478160104399 2678 SH SOLE 0 0 2678 MSCI INCCOM55354G1008036 22525 SH SOLE 0 0 22525 MICROSOFT CORPCOM5949181041673 7955 SH SOLE 0 0 7955 PPL CORPCOM69351T106278 10204 SH SOLE 0 0 10204 ROSS STORES INCCOM778296103289 3101 SH SOLE 0 0 3101 SPDR S&P 500 ETF TRTR UNIT78462F103218 651 SH SOLE 0 0 651 SPDR GOLD TRGOLD SHS78463V107498 2813 SH SOLE 0 0 2813 SPDR SER TRPORTFOLI S&P150078464A805203 4953 SH SOLE 0 0 4953 SPDR S&P MIDCAP 400 ETF TRUTSER1 S&PDCRP78467Y107237 700 SH SOLE 0 0 700 SCHWAB STRATEGIC TRUS BRD MKT ETF8085241021685 21153 SH SOLE 0 0 21153 SCHWAB STRATEGIC TRUS LRG CAP ETF8085242012883 35759 SH SOLE 0 0 35759 SCHWAB STRATEGIC TRUS LCAP VA ETF808524409566 10847 SH SOLE 0 0 10847 SCHWAB STRATEGIC TRUS SML CAP ETF8085246071263 18493 SH SOLE 0 0 18493 SCHWAB STRATEGIC TREMRG MKTEQ ETF8085247061295 48376 SH SOLE 0 0 48376 SCHWAB STRATEGIC TRSCHWB FDT INT LG808524755387 15756 SH SOLE 0 0 15756 SCHWAB STRATEGIC TRINTL EQTY ETF8085248052917 92908 SH SOLE 0 0 92908 SCHWAB STRATEGIC TRUS AGGREGATE B8085248391530 27288 SH SOLE 0 0 27288 SCHWAB STRATEGIC TRUS REIT ETF808524847487 13759 SH SOLE 0 0 13759 SCHWAB STRATEGIC TRUS TIPS ETF8085248701727 28026 SH SOLE 0 0 28026 SCHWAB STRATEGIC TRINTL SCEQT ETF8085248881368 42044 SH SOLE 0 0 42044 SHERWIN WILLIAMS COCOM824348106488 700 SH SOLE 0 0 700 US BANCORP DELCOM NEW902973304343 9555 SH SOLE 0 0 9555 VANGUARD SPECIALIZED FUNDSDIV APP ETF921908844331 2576 SH SOLE 0 0 2576 VANGUARD STAR FDSVG TL INTL STK F921909768213 4086 SH SOLE 0 0 4086 VANGUARD WORLD FDESG INTL STK ETF921910725452 8764 SH SOLE 0 0 8764 VANGUARD WORLD FDESG US STK ETF921910733788 12751 SH SOLE 0 0 12751 VANGUARD BD INDEX FDSINTERMED TERM9219378192923 31266 SH SOLE 0 0 31266 VANGUARD BD INDEX FDSSHORT TRM BOND9219378274159 50074 SH SOLE 0 0 50074 VANGUARD BD INDEX FDSTOTAL BND MRKT921937835547 6198 SH SOLE 0 0 6198 VANGUARD TAX-MANAGED INTL FDFTSE DEV MKT ETF9219438584944 120885 SH SOLE 0 0 120885 VANGUARD WHITEHALL FDSEMERG MKT BD ETF921946885385 4883 SH SOLE 0 0 4883 VANGUARD MALVERN FDSSTRM INFPROIDX922020805205 4010 SH SOLE 0 0 4010 VANGUARD CHARLOTTE FDSINTL BD IDX ETF92203J4072092 35960 SH SOLE 0 0 35960 VANGUARD INTL EQUITY INDEX FFTSE SMCAP ETF922042718527 5007 SH SOLE 0 0 5007 VANGUARD INTL EQUITY INDEX FALLWRLD EX US922042775531 10526 SH SOLE 0 0 10526 VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF9220428581144 26459 SH SOLE 0 0 26459 VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD92206C40914683 177229 SH SOLE 0 0 177229 VANGUARD SCOTTSDALE FDSINT-TERM CORP92206C870835 8715 SH SOLE 0 0 8715 VANGUARD MUN BD FDSTAX EXEMPT BD9229077462169 39840 SH SOLE 0 0 39840 VANGUARD INDEX FDSREAL ESTATE ETF9229085533973 50326 SH SOLE 0 0 50326 VANGUARD INDEX FDSSM CP VAL ETF9229086117038 63613 SH SOLE 0 0 63613 VANGUARD INDEX FDSVALUE ETF9229087441962 18773 SH SOLE 0 0 18773 VANGUARD INDEX FDSSMALL CP ETF9229087516304 40990 SH SOLE 0 0 40990 VANGUARD INDEX FDSTOTAL STK MKT9229087697488 43966 SH SOLE 0 0 43966