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 |
|---|---|---|---|---|---|---|---|---|---|
| BANK AMERICA CORP | COM | 101 | $220,961 | 5,827 | 0.00 | 0.00 | -4,357 | -42.78 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | 102 | $214,587 | 8,435 | 0.00 | 0.00 | -34,925 | -80.55 | 03-31-2024 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 103 | $204,889 | 1,122 | 0.00 | 0.00 | 979 | 684.62 | 03-31-2024 |
| ARCH CAP GROUP LTD | ORD | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
