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 |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 51 | $1,268,671 | 39,708 | 0.00 | 0.00 | -125,626 | -75.98 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | 52 | $1,209,258 | 25,707 | 0.00 | 0.00 | -198,916 | -88.56 | 03-31-2024 |
| META PLATFORMS INC | CL A | 53 | $1,175,611 | 2,421 | 0.00 | 0.00 | -953 | -28.25 | 03-31-2024 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 54 | $1,115,525 | 15,359 | 0.00 | 0.00 | -14,432 | -48.44 | 03-31-2024 |
