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 |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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