0001727993-23-000007.txt : 20230803 0001727993-23-000007.hdr.sgml : 20230803 20230803090521 ACCESSION NUMBER: 0001727993-23-000007 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230803 DATE AS OF CHANGE: 20230803 EFFECTIVENESS DATE: 20230803 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: 231138314 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 06-30-2023 06-30-2023 Eldridge Investment Advisors, Inc.

686 CHESTNUT STREET MANCHESTER NH 03104

13F HOLDINGS REPORT 028-18322 N Susan Eldridge 603-296-1320 Susan Eldridge Manchester NH 08-03-2023 0 142 305897 false INFORMATION TABLE 2 xmlsheet.xml Sector Healthcare Select Sector Spdr Etf ETF 81369Y209 200 1510 SH SOLE 0 0 1510 Unitedhealth Group Inc COM 91324P102 202 420 SH SOLE 0 0 420 Amazon.com Inc COM 023135106 203 1560 SH SOLE 0 0 1560 Costco Wholesale Corp COM 22160K105 205 380 SH SOLE 0 0 380 Ishares National Muni Bond Etf ETF 464288414 208 1950 SH SOLE 0 0 1950 Broadcom Inc COM 11135F101 209 241 SH SOLE 0 0 241 Coca-cola Company COM 191216100 220 3649 SH SOLE 0 0 3649 Ishares Ibonds Dec 2025 Term Corp Etf ETF 46434VBD1 221 9078 SH SOLE 0 0 9078 Bristol Myers Squibb Company COM 110122108 225 3512 SH SOLE 0 0 3512 Walt Disney Co COM 254687106 231 2585 SH SOLE 0 0 2585 Johnson & Johnson COM 478160104 233 1410 SH SOLE 0 0 1410 Spdr Bloomberg Invt Grade Fltg Rate Etf ETF 78468R200 235 7665 SH SOLE 0 0 7665 Pacer U S Small Cap Cash Cows 100 Etf ETF 69374H857 244 6000 SH SOLE 0 0 6000 Ishares Msci Usa Value Factor Etf ETF 46432F388 245 2610 SH SOLE 0 0 2610 Spdr Gold Trust Gold Shares ETF 78463V107 245 1376 SH SOLE 0 0 1376 Sector Energy Select Sector Spdr Etf ETF 81369Y506 246 3035 SH SOLE 0 0 3035 Meta Platforms Inc Cl A COM 30303M102 250 870 SH SOLE 0 0 870 Spdr S&p Regional Banking Etf ETF 78464A698 251 6160 SH SOLE 0 0 6160 Pepsico Inc COM 713448108 255 1378 SH SOLE 0 0 1378 General Electric Co New COM 369604301 257 2340 SH SOLE 0 0 2340 Intl Business Machines Corp COM 459200101 264 1974 SH SOLE 0 0 1974 Ishares Msci Eafe Etf ETF 464287465 276 3804 SH SOLE 0 0 3804 Jp Morgan Ultra Short Municipal Income Etf ETF 46641Q654 283 5581 SH SOLE 0 0 5581 Raytheon Technologies Corp COM 75513E101 289 2946 SH SOLE 0 0 2946 Fidelity Msci Information Tech Index Etf ETF 316092808 294 2254 SH SOLE 0 0 2254 Home Depot Inc COM 437076102 304 980 SH SOLE 0 0 980 Spdr Series Trust S&p Dividend Etf ETF 78464A763 306 2500 SH SOLE 0 0 2500 Anheuser Busch Inbev Sa/nv COM 03524A108 312 5500 SH SOLE 0 0 5500 Procter & Gamble Co COM 742718109 323 2126 SH SOLE 0 0 2126 Alphabet Inc Cl C COM 02079K107 334 2760 SH SOLE 0 0 2760 Ishares Iboxx $ High Yield Corp Bond Etf ETF 464288513 345 4590 SH SOLE 0 0 4590 Spdr Portfolio S&p 500 High Dividend Etf ETF 78468R788 346 9325 SH SOLE 0 0 9325 Ishares Core 1-5 Year Usd Bond Etf ETF 46432F859 350 7498 SH SOLE 0 0 7498 Pfizer Inc COM 717081103 360 9825 SH SOLE 0 0 9825 Ishares Russell 3000 Etf ETF 464287689 362 1424 SH SOLE 0 0 1424 Verizon Communications Inc COM 92343V104 369 9909 SH SOLE 0 0 9909 Vanguard S&p 500 Index Etf ETF 922908363 388 952 SH SOLE 0 0 952 Nextera Energy Inc COM 65339F101 392 5288 SH SOLE 0 0 5288 Thermo Fisher Scientific Inc COM 883556102 406 778 SH SOLE 0 0 778 Vanguard Total Intl Stock Index Fund Etf ETF 921909768 408 7281 SH SOLE 0 0 7281 Vanguard High Dividend Yield Etf ETF 921946406 414 3903 SH SOLE 0 0 3903 Ishares S&p 500 Growth Etf ETF 464287309 420 5964 SH SOLE 0 0 5964 Ishares U S Healthcare Etf ETF 464287762 421 1501 SH SOLE 0 0 1501 Vanguard Short Term Inflation Protected Securities Etf ETF 922020805 429 9043 SH SOLE 0 0 9043 Wisdomtree Japan Hedged Equity Fd Etf ETF 97717W851 441 5300 SH SOLE 0 0 5300 Spdr Series Trust Dow Jones Reit Etf ETF 78464A607 452 5000 SH SOLE 0 0 5000 Select Utilities Select Sector Spdr Etf ETF 81369Y886 474 7245 SH SOLE 0 0 7245 First Trust Cap Strength Etf ETF 33733E104 477 6354 SH SOLE 0 0 6354 Mckesson Corp COM 58155Q103 496 1160 SH SOLE 0 0 1160 Ishares Msci Usa Min Volatility Factor Etf ETF 46429B697 498 6706 SH SOLE 0 0 6706 Waste Management Inc Del COM 94106L109 550 3170 SH SOLE 0 0 3170 Spdr Dow Jones Industrial Average Etf ETF 78467X109 569 1655 SH SOLE 0 0 1655 Spdr Series Trust S&p 600 Small Cap Value Etf ETF 78464A300 576 7465 SH SOLE 0 0 7465 W P Carey Inc COM 92936U109 628 9300 SH SOLE 0 0 9300 Schwab U S Dividend Equity Etf ETF 808524797 662 9111 SH SOLE 0 0 9111 Jpmorgan Chase & Co COM 46625H100 663 4559 SH SOLE 0 0 4559 Ishares Core S&p U S Growth Etf ETF 464287671 706 7227 SH SOLE 0 0 7227 Chevron Corp COM 166764100 747 4750 SH SOLE 0 0 4750 Sector Technology Select Sector Spdr Etf ETF 81369Y803 765 4400 SH SOLE 0 0 4400 Tesla Inc COM 88160R101 790 3018 SH SOLE 0 0 3018 Merck & Company Inc New COM 58933Y105 876 7589 SH SOLE 0 0 7589 Vanguard Growth Etf ETF 922908736 880 3110 SH SOLE 0 0 3110 Abbott Laboratories COM 002824100 903 8282 SH SOLE 0 0 8282 Ishares Russell Mid Cap Growth Etf ETF 464287481 949 9823 SH SOLE 0 0 9823 Ishares Core S&p Mid Cap Etf ETF 464287507 1112 4254 SH SOLE 0 0 4254 Mcdonalds Corp COM 580135101 1113 3729 SH SOLE 0 0 3729 Ishares Russell 1000 Growth Etf ETF 464287614 1166 4236 SH SOLE 0 0 4236 Caterpillar Inc COM 149123101 1168 4749 SH SOLE 0 0 4749 Abbvie Inc COM 00287Y109 1224 9082 SH SOLE 0 0 9082 Ishares S&p 500 Value Etf ETF 464287408 1315 8159 SH SOLE 0 0 8159 United Parcel Service Inc Cl B COM 911312106 1328 7411 SH SOLE 0 0 7411 Berkshire Hathaway Inc Cl B New COM 084670702 1751 5136 SH SOLE 0 0 5136 Spdr S&p Mid Cap 400 Etf ETF 78467Y107 2186 4564 SH SOLE 0 0 4564 Spdr S&p 500 Etf ETF 78462F103 2205 4973 SH SOLE 0 0 4973 Microsoft Corp COM 594918104 2232 6554 SH SOLE 0 0 6554 Vanguard Total Stock Market Etf ETF 922908769 2315 10509 SH SOLE 0 0 10509 Ishares Msci Emerging Markets Etf ETF 464287234 427 10795 SH SOLE 0 0 10795 Ishares Core S&p U S Value Etf ETF 464287663 863 11029 SH SOLE 0 0 11029 Ishares Select Dividend Etf ETF 464287168 1275 11250 SH SOLE 0 0 11250 Spdr Mortgage Backed Bond Etf ETF 78464A383 250 11425 SH SOLE 0 0 11425 Ishares Russell 1000 Value Etf ETF 464287598 1979 12542 SH SOLE 0 0 12542 Sector Financial Select Sector Spdr Etf ETF 81369Y605 425 12597 SH SOLE 0 0 12597 Ishares Russell 2000 Etf ETF 464287655 2361 12607 SH SOLE 0 0 12607 Ishares Floating Rate Bond Etf ETF 46429B655 657 12925 SH SOLE 0 0 12925 Ishares Currency Hedged Msci Eafe Etf ETF 46434V803 403 12999 SH SOLE 0 0 12999 Ishares Core S&p Small Cap Etf ETF 464287804 1309 13138 SH SOLE 0 0 13138 Exxon Mobil Corp COM 30231G102 1549 14443 SH SOLE 0 0 14443 Ishares Core 10 Year Usd Bond Etf ETF 464289479 763 14500 SH SOLE 0 0 14500 Spdr Portfolio Long Term Treasury Etf ETF 78464A664 437 14600 SH SOLE 0 0 14600 Vanguard Mun Bd Tax Exempt Bond Index Etf ETF 922907746 764 15209 SH SOLE 0 0 15209 Ishares Ibonds Dec 2024 Term Corp Etf ETF 46434VBG4 401 16299 SH SOLE 0 0 16299 Dimensional U S Core Etf ETF 25434V104 523 16889 SH SOLE 0 0 16889 Ishares Ibonds Dec 2024 Term Treasury Etf ETF 46436E874 410 17247 SH SOLE 0 0 17247 Ishares Ibonds Dec 2024 Term Muni Bd Etf ETF 46435U697 454 17634 SH SOLE 0 0 17634 First Trust LTD Duration Investment Grade Corp Etf ETF 33738D804 331 17800 SH SOLE 0 0 17800 Spdr Portfolio S&p 400 Mid Cap Etf ETF 78464A847 873 19023 SH SOLE 0 0 19023 Ishares Global Tech Etf ETF 464287291 1206 19399 SH SOLE 0 0 19399 First Trust Iv Enhanced Short Maturity Etf New ETF 33739Q408 1159 19501 SH SOLE 0 0 19501 Spdr Ssga Ultra Short Term Bond Etf ETF 78467V707 797 19800 SH SOLE 0 0 19800 Ishares Core Msci Eafe Etf ETF 46432F842 1346 19941 SH SOLE 0 0 19941 Dimensional U S Equity Etf ETF 25434V401 1036 21515 SH SOLE 0 0 21515 Cannabix Technologies Inc COM 13765L101 5 22000 SH SOLE 0 0 22000 Invesco Qqq Etf ETF 46090E103 8745 23673 SH SOLE 0 0 23673 Dimensional Intl Core Etf ETF 25434V203 652 23860 SH SOLE 0 0 23860 Spdr Blackstone Senior Ln Etf ETF 78467V608 1038 24783 SH SOLE 0 0 24783 Apple Inc COM 037833100 4814 24816 SH SOLE 0 0 24816 Spdr Series Trust S&p Biotech Etf ETF 78464A870 2243 26965 SH SOLE 0 0 26965 Ishares Msci Usa Momentum Factor Etf ETF 46432F396 4163 28861 SH SOLE 0 0 28861 First Trust Low Duration Opportunities Etf ETF 33739Q200 1422 29840 SH SOLE 0 0 29840 John Hancock Multifactor Mid Cap Etf ETF 47804J206 1499 30162 SH SOLE 0 0 30162 Dimensional U S Marketwide Value Etf ETF 25434V724 1168 33869 SH SOLE 0 0 33869 Spdr Portfolio S&p 600 Small Cap Etf ETF 78468R853 1366 35182 SH SOLE 0 0 35182 Invesco S&p 500 Equal Weight Etf ETF 46137V357 5834 38984 SH SOLE 0 0 38984 Dimensional National Municipal Bond Etf ETF 25434V849 1941 40755 SH SOLE 0 0 40755 Ishares Core Msci Total Intl Stock Etf ETF 46432F834 2972 47462 SH SOLE 0 0 47462 Fidelity Msci Healthcare Index Etf ETF 316092600 3091 48963 SH SOLE 0 0 48963 Ishares Ibonds Dec 2023 Term Muni Bond Etf ETF 46435G318 1300 51016 SH SOLE 0 0 51016 Ishares U S Home Construction Etf ETF 464288752 5110 59802 SH SOLE 0 0 59802 Invesco Nasdaq 100 Etf ETF 46138G649 9161 60276 SH SOLE 0 0 60276 Janus Detroit Henderson Aaa Clo Etf ETF 47103U845 3105 62287 SH SOLE 0 0 62287 First Trust Short Duration Managed Municipal Etf ETF 33739P830 1238 62721 SH SOLE 0 0 62721 Spdr Bloomberg 1-3 Month T-bill Etf New ETF 78468R663 6013 65483 SH SOLE 0 0 65483 First Trust Exchange Traded Fd Iii Managed Mun Etf ETF 33739N108 3626 71553 SH SOLE 0 0 71553 Ishares 0-3 Month Treasury Bond Etf ETF 46436E718 7990 79396 SH SOLE 0 0 79396 Ishares Core S&p 500 Etf ETF 464287200 35905 80556 SH SOLE 0 0 80556 Geltech Solutions Inc COM 368537106 0 85556 SH SOLE 0 0 85556 Ishares Ibonds Dec 2023 Term Corp Etf ETF 46434VAX8 2353 93030 SH SOLE 0 0 93030 Wisdomtree Floating Rate Treasury Fund New Etf ETF 97717Y527 4865 96680 SH SOLE 0 0 96680 First Trust Ultra Short Duration Municipal Etf ETF 33740J104 2475 123892 SH SOLE 0 0 123892 Jpmorgan Betabuilders Japan Etf New ETF 46641Q217 6455 125246 SH SOLE 0 0 125246 Dimensional U S Core Equity 2 Etf ETF 25434V708 3406 125437 SH SOLE 0 0 125437 Goldman Sachs Access Treasury 0-1yr Etf Pricing Basket ETF 381430529 14065 140551 SH SOLE 0 0 140551 Spdr Portfolio S&p 500 Etf ETF 78464A854 7377 141568 SH SOLE 0 0 141568 First Trust Exchange Traded Fund Vi Rising Div Achievers Etf ETF 33738R506 7451 158195 SH SOLE 0 0 158195 Ishares Ibonds Dec 2023 Term Treasury Etf ETF 46436E882 4252 171399 SH SOLE 0 0 171399 First Trust Lunt U S Factor Rotation Etf ETF 33733E872 6435 244947 SH SOLE 0 0 244947 Spdr Ssga Multi Asset Real Return Etf ETF 78467V103 6665 250277 SH SOLE 0 0 250277 Ishares Core S&p Total U S Stock Market Etf ETF 464287150 25590 261554 SH SOLE 0 0 261554 First Trust Tcw Opportunistic Fixed Income Etf ETF 33740F805 11624 263175 SH SOLE 0 0 263175 Dimensional World Ex U S Core Equity 2 Etf ETF 25434V880 6840 293447 SH SOLE 0 0 293447 Spdr Portfolio Aggregate Bond Etf ETF 78464A649 8077 318372 SH SOLE 0 0 318372 First Trust Exchange Traded Fund Iii Pfd Secs & Income Etf ETF 33739E108 6371 398921 SH SOLE 0 0 398921