Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MARYLAND CAPITAL ADVISORS INC | 04-11-2024 | 03-31-2024 | 221 | 161,150,078 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 1 | $24,168,112 | 312,613 | 0.01 | 0.02 | -6,366 | -2.00 | 03-31-2024 |
| ISHARES TR | ISHS 1-5YR INVS | 2 | $13,340,211 | 260,145 | 0.01 | 0.01 | 107,583 | 70.52 | 03-31-2024 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 3 | $11,232,704 | 43,219 | 0.01 | 0.01 | -1,488 | -3.33 | 03-31-2024 |
| VANGUARD INDEX FDS | VALUE ETF | 4 | $10,033,943 | 61,611 | 0.01 | 0.01 | -998 | -1.59 | 03-31-2024 |
