0001727993-22-000008.txt : 20221110 0001727993-22-000008.hdr.sgml : 20221110 20221110140504 ACCESSION NUMBER: 0001727993-22-000008 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221110 DATE AS OF CHANGE: 20221110 EFFECTIVENESS DATE: 20221110 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Eldridge Investment Advisors, Inc. CENTRAL INDEX KEY: 0001727993 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: 221376379 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 13F-HR LIVE false true false 0001727993 XXXXXXXX 09-30-2022 09-30-2022 Eldridge Investment Advisors, Inc.

686 CHESTNUT STREET MANCHESTER NH 03104

13F HOLDINGS REPORT 028-18322 N Susan Eldridge 603-296-1320 Susan Eldridge Mancheser NH 11-10-2022 0 130 258029 false INFORMATION TABLE 2 q32022.xml Coca-cola Company COM 191216100 204 3643 SH SOLE 0 0 3643 Unitedhealth Group Inc COM 91324P102 212 420 SH SOLE 0 0 420 Pepsico Inc COM 713448108 217 1328 SH SOLE 0 0 1328 Norfolk Southern Corp COM 655844108 236 1125 SH SOLE 0 0 1125 Intl Business Machines Corp COM 459200101 238 2006 SH SOLE 0 0 2006 Raytheon Technologies Corp COM 75513E101 241 2946 SH SOLE 0 0 2946 Bristol Myers Squibb Company COM 110122108 243 3412 SH SOLE 0 0 3412 Anheuser Busch Inbev Sa/nv COM 03524A108 248 5500 SH SOLE 0 0 5500 Walt Disney Co COM 254687106 256 2719 SH SOLE 0 0 2719 Procter & Gamble Co COM 742718109 262 2076 SH SOLE 0 0 2076 Alphabet Inc Cl C COM 02079K107 269 2800 SH SOLE 0 0 2800 Johnson & Johnson COM 478160104 284 1735 SH SOLE 0 0 1735 Costco Wholesale Corp COM 22160K105 298 630 SH SOLE 0 0 630 Thermo Fisher Scientific Inc COM 883556102 369 728 SH SOLE 0 0 728 Mckesson Corp COM 58155Q103 394 1160 SH SOLE 0 0 1160 Nextera Energy Inc COM 65339F101 412 5255 SH SOLE 0 0 5255 Pfizer Inc COM 717081103 430 9824 SH SOLE 0 0 9824 Jpmorgan Chase & Co COM 46625H100 437 4183 SH SOLE 0 0 4183 Waste Management Inc Del COM 94106L109 508 3170 SH SOLE 0 0 3170 Merck & Company Inc New COM 58933Y105 630 7314 SH SOLE 0 0 7314 Chevron Corp COM 166764100 639 4446 SH SOLE 0 0 4446 Caterpillar Inc COM 149123101 773 4712 SH SOLE 0 0 4712 Tesla Inc COM 88160R101 824 3108 SH SOLE 0 0 3108 Mcdonalds Corp COM 580135101 854 3703 SH SOLE 0 0 3703 Abbott Laboratories COM 002824100 859 8878 SH SOLE 0 0 8878 United Parcel Service Inc Cl B COM 911312106 1195 7399 SH SOLE 0 0 7399 Abbvie Inc COM 00287Y109 1231 9170 SH SOLE 0 0 9170 Microsoft Corp COM 594918104 1543 6624 SH SOLE 0 0 6624 Berkshire Hathaway Inc Cl B New COM 084670702 1657 6206 SH SOLE 0 0 6206 W P Carey Inc COM 92936U109 705 10100 SH SOLE 0 0 10100 Verizon Communications Inc COM 92343V104 407 10717 SH SOLE 0 0 10717 Exxon Mobil Corp COM 30231G102 1254 14358 SH SOLE 0 0 14358 Cannabix Technologies Inc COM 13765L101 4 22000 SH SOLE 0 0 22000 Apple Inc COM 037833100 3228 23360 SH SOLE 0 0 23360 Geltech Solutions Inc COM 368537106 0 85556 SH SOLE 0 0 85556 American Electric Power Company Inc COM 025537101 6 66 SH SOLE 0 0 66 Ishares Msci Eafe Etf ETF 464287465 211 3769 SH SOLE 0 0 3769 Ishares Ibonds Dec 2022 Term Muni Bond Etf ETF 46435G755 212 8200 SH SOLE 0 0 8200 Spdr Gold Trust Gold Shares ETF 78463V107 213 1376 SH SOLE 0 0 1376 Fidelity Msci Information Tech Index Etf ETF 316092808 214 2349 SH SOLE 0 0 2349 Ishares Msci Usa Value Factor Etf ETF 46432F388 214 2610 SH SOLE 0 0 2610 Spdr Portfolio S&p 400 Mid Cap Etf ETF 78464A847 221 5738 SH SOLE 0 0 5738 Jp Morgan Ultra Short Municipal Income Etf ETF 46641Q654 249 4956 SH SOLE 0 0 4956 Spdr Series Trust S&p Oil & Gas Exploratn & Production Etf New ETF 78468R556 249 2000 SH SOLE 0 0 2000 Vanguard Total Intl Stock Index Fund Etf ETF 921909768 260 5679 SH SOLE 0 0 5679 Vanguard Extended Duration Treasury Index Etf ETF 921910709 269 3100 SH SOLE 0 0 3100 Spdr Series Trust S&p Dividend Etf ETF 78464A763 279 2500 SH SOLE 0 0 2500 Ishares 20 Yr Treasury Bond Etf ETF 464287432 307 3000 SH SOLE 0 0 3000 Ishares Russell 3000 Etf ETF 464287689 312 1509 SH SOLE 0 0 1509 Vanguard S&p 500 Index Etf ETF 922908363 327 995 SH SOLE 0 0 995 Ishares Core Msci Emerging Markets Etf ETF 46434G103 343 7982 SH SOLE 0 0 7982 Ishares S&p 500 Growth Etf ETF 464287309 345 5964 SH SOLE 0 0 5964 Ishares Iboxx $ High Yield Corp Bond Etf ETF 464288513 371 5200 SH SOLE 0 0 5200 Spdr Series Trust S&p 600 Small Cap Etf ETF 78464A813 372 4912 SH SOLE 0 0 4912 Ishares U S Healthcare Etf ETF 464287762 380 1500 SH SOLE 0 0 1500 Spdr Dow Jones Industrial Average Etf ETF 78467X109 418 1455 SH SOLE 0 0 1455 First Trust Cap Strength Etf ETF 33733E104 427 6429 SH SOLE 0 0 6429 Spdr Series Trust S&p 600 Small Cap Value Etf ETF 78464A300 447 6659 SH SOLE 0 0 6659 Ishares Msci Usa Min Volatility Factor Etf ETF 46429B697 470 7106 SH SOLE 0 0 7106 Sector Energy Select Sector Spdr Etf ETF 81369Y506 470 6525 SH SOLE 0 0 6525 Select Utilities Select Sector Spdr Etf ETF 81369Y886 475 7245 SH SOLE 0 0 7245 Spdr S&p Regional Banking Etf ETF 78464A698 486 8259 SH SOLE 0 0 8259 Ishares Core S&p U S Growth Etf ETF 464287671 570 7111 SH SOLE 0 0 7111 Sector Technology Select Sector Spdr Etf ETF 81369Y803 586 4931 SH SOLE 0 0 4931 Invesco Nasdaq 100 Etf ETF 46138G649 679 6179 SH SOLE 0 0 6179 Wisdomtree U S High Dividend Fund Etf ETF 97717W208 694 9158 SH SOLE 0 0 9158 Vanguard Growth Etf ETF 922908736 701 3277 SH SOLE 0 0 3277 Ishares Russell Mid Cap Growth Etf ETF 464287481 766 9763 SH SOLE 0 0 9763 Ishares Russell 1000 Growth Etf ETF 464287614 794 3773 SH SOLE 0 0 3773 Ishares Core S&p Mid Cap Etf ETF 464287507 907 4138 SH SOLE 0 0 4138 Ishares S&p 500 Value Etf ETF 464287408 1014 7889 SH SOLE 0 0 7889 Spdr S&p 500 Etf ETF 78462F103 1870 5235 SH SOLE 0 0 5235 Spdr S&p Mid Cap 400 Etf ETF 78467Y107 1996 4968 SH SOLE 0 0 4968 Vanguard Short Term Inflation Protected Securities Etf ETF 922020805 497 10322 SH SOLE 0 0 10322 Ishares Core S&p U S Value Etf ETF 464287663 656 10474 SH SOLE 0 0 10474 Ishares Select Dividend Etf ETF 464287168 1126 10502 SH SOLE 0 0 10502 Vanguard Total Stock Market Etf ETF 922908769 1948 10852 SH SOLE 0 0 10852 Jp Morgan Ultra Short Income Etf ETF 46641Q837 596 11872 SH SOLE 0 0 11872 Spdr Bloomberg Invt Grade Fltg Rate Etf ETF 78468R200 364 12000 SH SOLE 0 0 12000 Ishares Russell 1000 Value Etf ETF 464287598 1643 12078 SH SOLE 0 0 12078 Ishares Ibonds Dec 2022 Term Corp Etf ETF 46434VBA7 307 12271 SH SOLE 0 0 12271 Sector Financial Select Sector Spdr Etf ETF 81369Y605 385 12691 SH SOLE 0 0 12691 Ishares Russell 2000 Etf ETF 464287655 2160 13100 SH SOLE 0 0 13100 Ishares Core S&p Small Cap Etf ETF 464287804 1149 13175 SH SOLE 0 0 13175 Blackrock Ultra Short Term Bond Etf ETF 46434V878 667 13345 SH SOLE 0 0 13345 Ishares Ibonds Dec 2024 Term Corp Etf ETF 46434VBG4 378 15527 SH SOLE 0 0 15527 Ishares Msci Emerging Markets Etf ETF 464287234 548 15715 SH SOLE 0 0 15715 Ishares Ibonds Dec 2023 Term Corp Etf ETF 46434VAX8 422 16924 SH SOLE 0 0 16924 Dimensional U S Core Etf ETF 25434V104 468 18604 SH SOLE 0 0 18604 Ishares Ibonds Dec 2023 Term Muni Bond Etf ETF 46435G318 482 19084 SH SOLE 0 0 19084 Dimensional U S Equity Etf ETF 25434V401 830 21368 SH SOLE 0 0 21368 Dimensional U S Marketwide Value Etf ETF 25434V724 661 22339 SH SOLE 0 0 22339 Invesco Qqq Etf ETF 46090E103 6513 24369 SH SOLE 0 0 24369 Ishares Global Tech Etf ETF 464287291 1149 27238 SH SOLE 0 0 27238 First Trust Short Duration Managed Municipal Etf ETF 33739P830 546 28008 SH SOLE 0 0 28008 Spdr Series Trust S&p Biotech Etf ETF 78464A870 2264 28545 SH SOLE 0 0 28545 Ishares Core U S Aggregate Bond Etf ETF 464287226 2842 29501 SH SOLE 0 0 29501 Vanguard High Dividend Yield Etf ETF 921946406 2886 30419 SH SOLE 0 0 30419 John Hancock Multifactor Mid Cap Etf ETF 47804J206 1297 30442 SH SOLE 0 0 30442 Spdr Mortgage Backed Bond Etf ETF 78464A383 657 30652 SH SOLE 0 0 30652 Schwab U S Dividend Equity Etf ETF 808524797 2045 30777 SH SOLE 0 0 30777 Ishares Core 1-5 Year Usd Bond Etf ETF 46432F859 1499 32516 SH SOLE 0 0 32516 Ishares Ibonds Dec 2024 Term Treasury Etf ETF 46436E874 799 33356 SH SOLE 0 0 33356 First Trust Low Duration Opportunities Etf ETF 33739Q200 1629 34404 SH SOLE 0 0 34404 Ishares Msci Usa Momentum Factor Etf ETF 46432F396 4601 35076 SH SOLE 0 0 35076 Ishares Core Msci Total Intl Stock Etf ETF 46432F834 1845 36228 SH SOLE 0 0 36228 First Trust Tcw Unconstrained Plus Bond Etf ETF 33740F888 865 36304 SH SOLE 0 0 36304 Dimensional National Municipal Bond Etf ETF 25434V849 1730 37092 SH SOLE 0 0 37092 Invesco S&p 500 Equal Weight Etf ETF 46137V357 5705 44823 SH SOLE 0 0 44823 Fidelity Msci Healthcare Index Etf ETF 316092600 2956 51276 SH SOLE 0 0 51276 First Trust Iv Enhanced Short Maturity Etf New ETF 33739Q408 3290 55464 SH SOLE 0 0 55464 Ishares Ibonds Dec 2023 Term Treasury Etf ETF 46436E882 1487 60035 SH SOLE 0 0 60035 Spdr Portfolio S&p 500 Etf ETF 78464A854 3253 77463 SH SOLE 0 0 77463 Ishares Msci Global Min Volatility Etf ETF 464286525 131 1482 SH SOLE 0 0 1482 Dimensional U S Core Equity 2 Etf ETF 25434V708 1931 86839 SH SOLE 0 0 86839 Spdr Ssga Multi Asset Real Return Etf ETF 78467V103 2301 88747 SH SOLE 0 0 88747 Goldman Sachs Access Treasury 0-1yr Etf Pricing Basket ETF 381430529 9084 90979 SH SOLE 0 0 90979 Spdr Portfolio S&p 500 High Dividend Etf ETF 78468R788 3518 99184 SH SOLE 0 0 99184 Janus Detroit Henderson Aaa Clo Etf ETF 47103U845 4988 101593 SH SOLE 0 0 101593 Ishares Core S&p 500 Etf ETF 464287200 36563 101946 SH SOLE 0 0 101946 Wisdomtree Floating Rate Treasury Fund New Etf ETF 97717Y527 6059 120506 SH SOLE 0 0 120506 First Trust Exchange Traded Fd Iii Managed Mun Etf ETF 33739N108 6569 134841 SH SOLE 0 0 134841 Pacer Lunt Large Cap Alternator Etf ETF 69374H717 4927 137535 SH SOLE 0 0 137535 First Trust Ultra Short Duration Municipal Etf ETF 33740J104 3528 178015 SH SOLE 0 0 178015 Dimensional World Ex U S Core Equity 2 Etf ETF 25434V880 4228 223821 SH SOLE 0 0 223821 Ishares Core S&p Total U S Stock Market Etf ETF 464287150 20570 258606 SH SOLE 0 0 258606 Spdr Portfolio Aggregate Bond Etf ETF 78464A649 6648 266459 SH SOLE 0 0 266459 First Trust Tcw Opportunistic Fixed Income Etf ETF 33740F805 13338 306334 SH SOLE 0 0 306334 First Trust Exchange Traded Fund Vi Rising Div Achievers Etf ETF 33738R506 15614 401594 SH SOLE 0 0 401594 First Trust Lunt U S Factor Rotation Etf ETF 33733E872 12202 466447 SH SOLE 0 0 466447