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CIK: 0001891201
Total reported value
$312.0M
$312.0M
221 檔
21.6%
The Q1 2024 SEC filing reveals that Maryland Capital Advisors Inc. held a total portfolio value of $312.0M, covering 221 public equity positions.
During Q1 2024, Maryland Capital Advisors Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 221 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 15.00% | -1.13% | -2.00% | |
| 2 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 8.28% | +0.84% | +70.52% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 6.97% | +0.04% | -3.33% | |
| 4 | VTV | Vanguard Value ETF | ETF-Other | 6.23% | -0.07% | -1.59% | |
| 5 | DFNM | Dimensional National Muni Bd | ETF-Other | 5.32% | -0.09% | +0.15% | |
| 6 | DFAU | Dimensional US Core Equity M | ETF-Other | 4.31% | +0.33% | +6.02% | |
| 7 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 4.09% | -0.23% | -16.11% | |
| 8 | DFIV | Dimensional International Va | ETF-Other | 2.96% | — | +3.69% | |
| 9 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 2.87% | -0.02% | -2.00% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.80% | -0.36% | -0.38% | |
| 11 | DFAI | Dimensional International Co | ETF-Other | 2.43% | +0.04% | +0.68% | |
| 12 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 1.62% | -0.14% | +4.92% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.62% | +0.05% | -0.64% | |
| 14 | DFAR | Dimensional US Real Est ETF | ETF-Other | 1.60% | +0.07% | +5.62% | |
| 15 | DFSD | Dimensional Short Duration | ETF-Other | 1.60% | -0.15% | -0.00% | |
| 16 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.54% | +0.01% | -2.95% | |
| 17 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 1.48% | +0.19% | +4.04% | |
| 18 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.43% | +0.30% | +0.63% | |
| 19 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.39% | -0.04% | -3.32% | |
| 20 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.37% | -0.01% | +7.15% | |
| 21 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.37% | -0.01% | — | |
| 22 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.33% | +0.04% | — | |
| 23 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 1.19% | +0.54% | +11.02% | |
| 24 | VB | Vanguard Small-cap ETF | ETF-Other | 1.15% | +0.01% | -2.33% | |
| 25 | DFAT | Dimensional US Target Value | ETF-Other | 1.09% | +0.20% | +1.84% | |
| 26 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.00% | +0.06% | -0.09% | |
| 27 | DISV | Dimensional International Sm | ETF-Other | 0.88% | -0.05% | +4.64% | |
| 28 | SUB | Ishares Short-term National | ETF-Other | 0.83% | -0.23% | -1.90% | |
| 29 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.79% | +0.15% | +1.92% | |
| 30 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.74% | +0.01% | -0.28% | |
| 31 | EWX | State Street Spdr S&p Emergi | ETF-Other | 0.66% | +0.02% | +1.57% | |
| 32 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.63% | +0.01% | — | |
| 33 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.56% | +0.09% | — | |
| 34 | DFIS | Dimensional International Sm | ETF-Other | 0.53% | — | +7.95% | |
| 35 | IFGL | Ishares International Develo | ETF-Other | 0.49% | -0.04% | -6.78% | |
| 36 | ICSH | Ishares Ultra Short Duration | ETF-Other | 0.49% | -0.01% | — | |
| 37 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.49% | -0.05% | -3.17% | |
| 38 | RWX | State Street Spdr Dow Jones | ETF-Other | 0.46% | -0.02% | -3.74% | |
| 39 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.38% | +0.03% | +12.50% | |
| 40 | CVX | Chevron CORP | Stock-Energy | 0.38% | — | — | |
| 41 | EDIV | State Street Spdr S&p Emergi | ETF-Other | 0.34% | -0.01% | -3.19% | |
| 42 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.33% | — | — | |
| 43 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.28% | — | — | |
| 44 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 0.27% | -0.03% | — | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.26% | -0.02% | — | |
| 46 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.26% | -0.01% | -8.45% | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.24% | -0.04% | — | |
| 48 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.23% | -0.03% | +1302.87% | |
| 49 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.23% | +0.01% | — | |
| 50 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.22% | +0.01% | +1.64% |
According to official SEC Form 13F filings, Maryland Capital Advisors Inc. reported a total U.S. public equity portfolio value of $312.0M across 221 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VCSH, IGSB, VTI) accounted for 21.6% of total reported equity market value during Q1 2024.
During Q1 2024, Maryland Capital Advisors Inc.'s top holdings by market value included VCSH (15.0%)、IGSB (8.3%)、VTI (7.0%). The largest single position, VCSH, represented 15.0% of total portfolio value.
In Q1 2024, Maryland Capital Advisors Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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