MARYLAND CAPITAL ADVISORS INC. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
MC MARYLAND CAPITAL ADVISORS INC. | Institutional Filer | ▲ 5.76% | $295.5M | 271 |
Current Portfolio Holdings
Showing all 271 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | IGSB | ISHARES TR | — | 1.2M | $65.7M | 22.22% |
| 2 | VCSH | VANGUARD SCOTTSDALE FDS | — | 281K | $22.4M | 7.57% |
| 3 | VTI | VANGUARD INDEX FDS | — | 56K | $18.9M | 6.39% |
| 4 | DFAU | DIMENSIONAL ETF TRUST | — | 375K | $17.6M | 5.94% |
| 5 | AAPL | Apple Inc. | Technology | 48K | $13.2M | 4.46% |
| 6 | VTV | VANGUARD INDEX FDS | — | 69K | $13.2M | 4.46% |
| 7 | DFLV | DIMENSIONAL ETF TRUST | — | 351K | $12.0M | 4.07% |
| 8 | DFIV | DIMENSIONAL ETF TRUST | — | 232K | $11.6M | 3.92% |
| 9 | DFAI | DIMENSIONAL ETF TRUST | — | 217K | $8.3M | 2.79% |
| 10 | ISTB | ISHARES TR | — | 163K | $7.9M | 2.69% |
| 11 | DFNM | DIMENSIONAL ETF TRUST | — | 147K | $7.1M | 2.40% |
| 12 | EFV | ISHARES TR | — | 76K | $5.4M | 1.83% |
| 13 | DFAT | DIMENSIONAL ETF TRUST | — | 84K | $5.0M | 1.69% |
| 14 | DFEV | DIMENSIONAL ETF TRUST | — | 133K | $4.5M | 1.52% |
| 15 | VTIP | VANGUARD MALVERN FDS | — | 85K | $4.2M | 1.43% |
Showing 1 to 15 of 271 holdings