HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 AMERICAN CENTY ETF TR (AVDE) |
277,964 | -135,943 | $17,717 |
| AVDE | 277,964 | -135,943 | $17,717 |
| VANGUARD INDEX FDS (VTV) |
104,052 | -3,365 | $16,946 |
| VTV | 104,052 | -3,365 | $16,946 |
| VANGUARD INDEX FDS (VTI) |
57,798 | -1,477 | $15,022 |
| VTI | 57,798 | -1,477 | $15,022 |
| VANGUARD TAX MANAGED FDS (VEA) |
281,880 | -7,789 | $14,142 |
| VEA | 281,880 | -7,789 | $14,142 |
| VANGUARD INDEX FDS (VO) |
56,001 | -9,920 | $13,992 |
| VO | 56,001 | -9,920 | $13,992 |
| VANGUARD SCOTTSDALE FDS (VCSH) |
155,034 | -20,773 | $11,986 |
| VCSH | 155,034 | -20,773 | $11,986 |
| VANGUARD INDEX FDS (VOE) |
73,015 | +2,636 | $11,384 |
| VOE | 73,015 | +2,636 | $11,384 |
| VANGUARD WORLD FD (MGC) |
55,266 | +7,114 | $10,328 |
| MGC | 55,266 | +7,114 | $10,328 |
| SCHWAB STRATEGIC TR |
176,910 | -28,846 | $9,228 |
| SCHP | 176,910 | -28,846 | $9,228 |
| VANGUARD INDEX FDS (VBR) |
47,391 | -885 | $9,093 |
| VBR | 47,391 | -885 | $9,093 |
| DIMENSIONAL ETF TRUST (DFAS) |
131,730 | -46,508 | $8,212 |
| DFAS | 131,730 | -46,508 | $8,212 |
| INVESCO EXCHANGE TRADED FD T (RSP) |
47,236 | +477 | $8,000 |
| RSP | 47,236 | +477 | $8,000 |
| VANGUARD INDEX FDS (VB) |
32,272 | -626 | $7,377 |
| VB | 32,272 | -626 | $7,377 |
| AMERICAN CENTY ETF TR (AVEM) |
118,425 | -19,247 | $6,864 |
| AVEM | 118,425 | -19,247 | $6,864 |
| VANGUARD INDEX FDS (VOO) |
13,248 | -986 | $6,368 |
| VOO | 13,248 | -986 | $6,368 |
| DIMENSIONAL ETF TRUST (DFAU) |
169,732 | -564,993 | $6,202 |
| DFAU | 169,732 | -564,993 | $6,202 |
| VANGUARD WORLD FD (MGV) |
50,107 | +9,216 | $5,988 |
| MGV | 50,107 | +9,216 | $5,988 |
| VANGUARD INTL EQUITY INDEX F (VWO) |
137,366 | -3,376 | $5,738 |
| VWO | 137,366 | -3,376 | $5,738 |
| VANGUARD BD INDEX FDS (VUSB) |
106,579 | -4,688 | $5,281 |
| VUSB | 106,579 | -4,688 | $5,281 |
| ISHARES TR (IVV) |
9,951 | -553 | $5,231 |
| IVV | 9,951 | -553 | $5,231 |
| VANGUARD INTL EQUITY INDEX F (VSS) |
41,369 | -457 | $4,834 |
| VSS | 41,369 | -457 | $4,834 |
| DIMENSIONAL ETF TRUST (DFCF) |
107,253 | -40,400 | $4,499 |
| DFCF | 107,253 | -40,400 | $4,499 |
| SPDR INDEX SHS FDS (SPDW) |
123,333 | UNCH | $4,420 |
| SPDW | 123,333 | UNCH | $4,420 |
| SPDR SER TR (SPYV) |
83,011 | +74 | $4,159 |
| SPYV | 83,011 | +74 | $4,159 |
| ISHARES TR (IJH) |
65,725 | +51,987 | $3,992 |
| IJH | 65,725 | +51,987 | $3,992 |
| SPDR SER TR (SLYV) |
47,573 | +17 | $3,947 |
| SLYV | 47,573 | +17 | $3,947 |
| SPDR INDEX SHS FDS (GWX) |
120,470 | UNCH | $3,913 |
| GWX | 120,470 | UNCH | $3,913 |
| DIMENSIONAL ETF TRUST (DFSV) |
129,305 | -4,333 | $3,892 |
| DFSV | 129,305 | -4,333 | $3,892 |
| SPDR SER TR (MDYV) |
49,729 | +49 | $3,779 |
| MDYV | 49,729 | +49 | $3,779 |
| VANGUARD SCOTTSDALE FDS (VCIT) |
43,030 | +828 | $3,464 |
| VCIT | 43,030 | +828 | $3,464 |
| DIMENSIONAL ETF TRUST (DFGP) |
64,857 | +18,089 | $3,462 |
| DFGP | 64,857 | +18,089 | $3,462 |
| ISHARES TR (EFA) |
42,591 | -681 | $3,401 |
| EFA | 42,591 | -681 | $3,401 |
| SPDR SER TR (SPMD) |
62,720 | -919 | $3,345 |
| SPMD | 62,720 | -919 | $3,345 |
| ISHARES TR (IEFA) |
37,721 | +1,750 | $2,800 |
| IEFA | 37,721 | +1,750 | $2,800 |
| DIMENSIONAL ETF TRUST (DFAE) |
95,521 | -170,836 | $2,361 |
| DFAE | 95,521 | -170,836 | $2,361 |
| SCHWAB STRATEGIC TR |
29,652 | +59 | $2,253 |
| SCHV | 29,652 | +59 | $2,253 |
| ISHARES TR (IWS) |
16,721 | UNCH | $2,096 |
| IWS | 16,721 | UNCH | $2,096 |
| SPDR SER TR (SPSM) |
47,147 | +35 | $2,029 |
| SPSM | 47,147 | +35 | $2,029 |
| DIMENSIONAL ETF TRUST (DFAI) |
61,019 | -245,429 | $1,844 |
| DFAI | 61,019 | -245,429 | $1,844 |
| ISHARES TR (DSI) |
17,286 | UNCH | $1,743 |
| DSI | 17,286 | UNCH | $1,743 |
| SPDR SER TR (SPTM) |
26,861 | -64 | $1,723 |
| SPTM | 26,861 | -64 | $1,723 |
| ISHARES INC (IEMG) |
30,689 | +602 | $1,584 |
| IEMG | 30,689 | +602 | $1,584 |
| VANGUARD MUN BD FDS (VTEB) |
29,489 | +985 | $1,492 |
| VTEB | 29,489 | +985 | $1,492 |
 BERKSHIRE HATHAWAY INC DEL |
$1,458 | ||
| BRK.B | 1,959 | -490 | $824 |
| BRK.A | 1 | UNCH | $634 |
| VANGUARD SCOTTSDALE FDS (VMBS) |
30,561 | -15,548 | $1,394 |
| VMBS | 30,561 | -15,548 | $1,394 |
| SPDR INDEX SHS FDS (SPEM) |
38,072 | +145 | $1,378 |
| SPEM | 38,072 | +145 | $1,378 |
| ISHARES TR (IJR) |
11,965 | -270 | $1,322 |
| IJR | 11,965 | -270 | $1,322 |
| DIMENSIONAL ETF TRUST (DFAC) |
39,708 | -88,338 | $1,269 |
| DFAC | 39,708 | -88,338 | $1,269 |
| DIMENSIONAL ETF TRUST (DFSD) |
25,707 | -203,208 | $1,209 |
| DFSD | 25,707 | -203,208 | $1,209 |
| META PLATFORMS INC |
2,421 | -953 | $1,176 |
| META | 2,421 | -953 | $1,176 |
See Full List: All Stocks Held By Annapolis Financial Services LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Annapolis Financial Services LLC
|
Size ($ in 1000's)
At 03/31/2024: $303,679 At 12/31/2023: $399,224 Annapolis Financial Services LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Annapolis Financial Services LLC 13F filings. Link to 13F filings: SEC filings |
