StockDriftsStockDriftsTop 50 Annapolis Financial Services, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVDE | AMERICAN CENTY ETF TR | 7.11% | 358.4K | $24.0M | +15.95%(+49.29K) | — | 2024-09-30 | |
| VO | VANGUARD INDEX FDS | 4.97% | 63.6K | $16.8M | +5.80%(+3.49K) | — | 2024-09-30 | |
| VTV | VANGUARD INDEX FDS | 4.88% | 94.4K | $16.5M | -5.54%(-5.53K) | — | 2024-09-30 | |
| VTI | VANGUARD INDEX FDS | 4.39% | 52.4K | $14.8M | -5.58%(-3.10K) | — | 2024-09-30 | |
| MGC | VANGUARD WORLD FD | 4.19% | 68.4K | $14.1M | +13.46%(+8.12K) | — | 2024-09-30 | |
| VOE | VANGUARD INDEX FDS | 4.06% | 81.8K | $13.7M | +5.09%(+3.96K) | — | 2024-09-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 3.87% | 247.3K | $13.1M | -8.75%(-23.73K) | — | 2024-09-30 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 3.52% | 149.9K | $11.9M | +0.36%(+540) | — | 2024-09-30 | |
| SCHP | SCHWAB STRATEGIC TR | 3.18% | 200.3K | $10.7M | +5.86%(+11.09K) | — | 2024-09-30 | |
| DFAS | DIMENSIONAL ETF TRUST | 3.1% | 161.4K | $10.5M | +11.10%(+16.13K) | — | 2024-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Annapolis Financial Services, Llc reports $337.78M in US-listed equity holdings across 487 positions in its most recent 13F filing. Its largest disclosed positions are AVDE (7.1%), VO (5.0%) and VTV (4.9%). Figures reflect the Q3 2024 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Annapolis Financial Services, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1843110). View Annapolis Financial Services, Llc’s 13F filings on SEC