MARYLAND CAPITAL ADVISORS INC.

Q4 2024 13F Holdings

  • Location
    chester, MD
  • Num holdings

    258

  • Value ($000)

    $215,722

  • Date Filed
    01/30/2025
  • Form type
    13F-HR
  • CIK
    0001891201
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IGSB
IGSB

ISHARES TR

ISHS 1-5YR INVS
$37.58M
17 %

726,958

VCSH
VCSH

VANGUARD SCOTTSDALE FDS

SHRT TRM CORP BD
$22.90M
11 %

293,603

AAPL
AAPL

APPLE INC

COM
$18.12M
8 %

72,357

VTI
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
$17.89M
8 %

61,736

VTV
VTV

VANGUARD INDEX FDS

VALUE ETF
$9.98M
5 %

58,928

DFNM
DFNM

DIMENSIONAL ETF TRUST

NATL MUN BD ETF
$9.04M
4 %

189,177

DFAU
DFAU

DIMENSIONAL ETF TRUST

US CORE EQT MKT
$8.77M
4 %

216,666

DFIV
DFIV

DIMENSIONAL ETF TRUST

INTERNATNAL VAL
$6.71M
3 %

189,016

DFAI
DFAI

DIMENSIONAL ETF TRUST

INTL CORE EQT MK
$4.90M
2 %

167,646

DFLV
DFLV

DIMENSIONAL ETF TRUST

US LARGE CAP VAL
$4.77M
2 %

158,741

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 258