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 |
|---|---|---|---|---|---|---|---|---|---|
| TESLA INC | COM | 201 | $51,859 | 295 | 0.00 | 0.00 | 166 | 128.68 | 03-31-2024 |
| ISHARES TR | MRGSTR MD CP ETF | 202 | $50,981 | 700 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | TIPS BD ETF | 203 | $49,624 | 462 | 0.00 | 0.00 | 400 | 645.16 | 03-31-2024 |
| SELECT SECTOR SPDR TR | ENERGY | 204 | $49,094 | 520 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
