Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ANNAPOLIS FINANCIAL SERVICES LLC | 04-17-2024 | 03-31-2024 | 355 | 303,685,567 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN CENTY ETF TR | INTL EQT ETF | 1 | $17,717,426 | 277,964 | 0.01 | 0.00 | -32,203 | -10.38 | 03-31-2024 |
| VANGUARD INDEX FDS | VALUE ETF | 2 | $16,945,902 | 104,052 | 0.01 | 0.00 | -14,368 | -12.13 | 03-31-2024 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 3 | $15,021,595 | 57,798 | 0.00 | 0.00 | -10,446 | -15.31 | 03-31-2024 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 4 | $14,141,940 | 281,880 | 0.00 | 0.00 | -64,092 | -18.53 | 03-31-2024 |
