HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 VANGUARD SCOTTSDALE FDS (VCSH) |
312,613 | -6,366 | $24,168 |
| VCSH | 312,613 | -6,366 | $24,168 |
| ISHARES TR (IGSB) |
260,145 | +107,583 | $13,340 |
| IGSB | 260,145 | +107,583 | $13,340 |
| VANGUARD INDEX FDS (VTI) |
43,219 | -1,488 | $11,233 |
| VTI | 43,219 | -1,488 | $11,233 |
| VANGUARD INDEX FDS (VTV) |
61,611 | -998 | $10,034 |
| VTV | 61,611 | -998 | $10,034 |
| DIMENSIONAL ETF TRUST (DFNM) |
178,201 | +268 | $8,570 |
| DFNM | 178,201 | +268 | $8,570 |
| DIMENSIONAL ETF TRUST (DFAU) |
190,052 | +10,795 | $6,945 |
| DFAU | 190,052 | +10,795 | $6,945 |
| ISHARES TR (ISTB) |
138,799 | -26,648 | $6,585 |
| ISTB | 138,799 | -26,648 | $6,585 |
| DIMENSIONAL ETF TRUST (DFIV) |
129,755 | +4,612 | $4,769 |
| DFIV | 129,755 | +4,612 | $4,769 |
| ISHARES TR (EFV) |
85,076 | -1,738 | $4,628 |
| EFV | 85,076 | -1,738 | $4,628 |
| APPLE INC |
26,300 | -100 | $4,510 |
| AAPL | 26,300 | -100 | $4,510 |
| DIMENSIONAL ETF TRUST (DFAI) |
129,353 | +872 | $3,909 |
| DFAI | 129,353 | +872 | $3,909 |
| VANGUARD INTL EQUITY INDEX F (VNQI) |
62,136 | +2,911 | $2,618 |
| VNQI | 62,136 | +2,911 | $2,618 |
| VANGUARD TAX MANAGED FDS (VEA) |
51,882 | -332 | $2,603 |
| VEA | 51,882 | -332 | $2,603 |
| DIMENSIONAL ETF TRUST (DFAR) |
115,463 | +6,141 | $2,583 |
| DFAR | 115,463 | +6,141 | $2,583 |
| DIMENSIONAL ETF TRUST (DFSD) |
54,785 | -2 | $2,577 |
| DFSD | 54,785 | -2 | $2,577 |
| VANGUARD INDEX FDS (VBR) |
12,941 | -394 | $2,483 |
| VBR | 12,941 | -394 | $2,483 |
| DIMENSIONAL ETF TRUST (DFEV) |
91,650 | +3,555 | $2,379 |
| DFEV | 91,650 | +3,555 | $2,379 |
| ISHARES INC (EMXC) |
40,039 | +252 | $2,305 |
| EMXC | 40,039 | +252 | $2,305 |
| VANGUARD INDEX FDS (VNQ) |
25,984 | -893 | $2,247 |
| VNQ | 25,984 | -893 | $2,247 |
| VANGUARD MALVERN FDS (VTIP) |
46,250 | +3,086 | $2,215 |
| VTIP | 46,250 | +3,086 | $2,215 |
| ISHARES TR (IWF) |
6,543 | UNCH | $2,205 |
| IWF | 6,543 | UNCH | $2,205 |
| DIMENSIONAL ETF TRUST (DFUS) |
37,731 | UNCH | $2,150 |
| DFUS | 37,731 | UNCH | $2,150 |
| DIMENSIONAL ETF TRUST (DFLV) |
64,189 | +6,370 | $1,925 |
| DFLV | 64,189 | +6,370 | $1,925 |
| VANGUARD INDEX FDS (VB) |
8,117 | -194 | $1,855 |
| VB | 8,117 | -194 | $1,855 |
| DIMENSIONAL ETF TRUST (DFAT) |
32,398 | +586 | $1,763 |
| DFAT | 32,398 | +586 | $1,763 |
| ISHARES TR (IWD) |
9,003 | -8 | $1,613 |
| IWD | 9,003 | -8 | $1,613 |
| DIMENSIONAL ETF TRUST (DISV) |
52,148 | +2,314 | $1,418 |
| DISV | 52,148 | +2,314 | $1,418 |
| ISHARES TR (SUB) |
12,818 | -248 | $1,342 |
| SUB | 12,818 | -248 | $1,342 |
| DIMENSIONAL ETF TRUST (DFAS) |
20,508 | +387 | $1,278 |
| DFAS | 20,508 | +387 | $1,278 |
| ISHARES TR (IUSV) |
13,205 | -37 | $1,194 |
| IUSV | 13,205 | -37 | $1,194 |
| SPDR INDEX SHS FDS (EWX) |
19,114 | +296 | $1,067 |
| EWX | 19,114 | +296 | $1,067 |
| VANGUARD WHITEHALL FDS (VYMI) |
14,854 | UNCH | $1,022 |
| VYMI | 14,854 | UNCH | $1,022 |
| ISHARES TR (IYW) |
6,680 | UNCH | $902 |
| IYW | 6,680 | UNCH | $902 |
| DIMENSIONAL ETF TRUST (DFIS) |
33,896 | +2,496 | $849 |
| DFIS | 33,896 | +2,496 | $849 |
| ISHARES TR (IFGL) |
37,393 | -2,720 | $796 |
| IFGL | 37,393 | -2,720 | $796 |
| ISHARES TR (ICSH) |
15,692 | UNCH | $793 |
| ICSH | 15,692 | UNCH | $793 |
| ISHARES INC (IEMG) |
15,325 | -501 | $791 |
| IEMG | 15,325 | -501 | $791 |
| SPDR INDEX SHS FDS (RWX) |
28,378 | -1,102 | $740 |
| RWX | 28,378 | -1,102 | $740 |
| DIMENSIONAL ETF TRUST (DUHP) |
19,254 | +2,140 | $609 |
| DUHP | 19,254 | +2,140 | $609 |
| CHEVRON CORP NEW |
3,856 | UNCH | $608 |
| CVX | 3,856 | UNCH | $608 |
| SPDR INDEX SHS FDS (EDIV) |
16,259 | -536 | $545 |
| EDIV | 16,259 | -536 | $545 |
| ISHARES TR (IWP) |
4,656 | UNCH | $531 |
| IWP | 4,656 | UNCH | $531 |
| VANGUARD WORLD FD (MGK) |
1,570 | UNCH | $450 |
| MGK | 1,570 | UNCH | $450 |
| MCCORMICK & CO INC |
5,760 | UNCH | $442 |
| MKC | 5,760 | UNCH | $442 |
 BERKSHIRE HATHAWAY INC DEL |
$416 | ||
| BRK.B | 990 | UNCH | $416 |
| ISHARES TR (IEFA) |
5,548 | -512 | $412 |
| IEFA | 5,548 | -512 | $412 |
| SPDR S&P 500 ETF TR (SPY) |
750 | UNCH | $392 |
| SPY | 750 | UNCH | $392 |
| ISHARES TR (IBDR) |
15,628 | +14,514 | $373 |
| IBDR | 15,628 | +14,514 | $373 |
| MERCK & CO INC |
2,820 | UNCH | $372 |
| MRK | 2,820 | UNCH | $372 |
| VANGUARD INTL EQUITY INDEX F (VWO) |
8,388 | +135 | $350 |
| VWO | 8,388 | +135 | $350 |
See Full List: All Stocks Held By Maryland Capital Advisors Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Maryland Capital Advisors Inc.
|
Size ($ in 1000's)
At 03/31/2024: $161,146 At 12/31/2023: $151,374 Maryland Capital Advisors Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Maryland Capital Advisors Inc. 13F filings. Link to 13F filings: SEC filings |
