Top 50 Maryland Capital Advisors Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IGSB | ISHARES TR | 22.29% | 1.24M | $65.7M | +12.66%(+139.47K) | $51.92(+1.40%) | 2025-12-31 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 7.6% | 280.7K | $22.4M | -0.37%(-1.05K) | $75.67(+4.93%) | 2025-12-31 | |
| VTI | VANGUARD INDEX FDS | 6.41% | 56.3K | $18.9M | -0.73%(-416) | $249.43(+38.41%) | 2025-12-31 | |
| DFAU | DIMENSIONAL ETF TRUST | 5.96% | 375.2K | $17.6M | +4.44%(+15.97K) | $35.69(+35.57%) | 2025-12-31 | |
| AAPL | APPLE INC | 4.48% | 48.5K | $13.2M | -1.60%(-790) | $182.51(+45.98%) | 2025-12-31 | |
| VTV | VANGUARD INDEX FDS | 4.47% | 68.9K | $13.2M | -0.37%(-253) | $145.72(+38.65%) | 2025-12-31 | |
| DFLV | DIMENSIONAL ETF TRUST | 4.08% | 351.2K | $12.0M | +11.64%(+36.63K) | $28.03(+31.65%) | 2025-12-31 | |
| DFIV | DIMENSIONAL ETF TRUST | 3.93% | 232.1K | $11.6M | +2.28%(+5.18K) | $34.35(+61.10%) | 2025-12-31 | |
| DFAI | DIMENSIONAL ETF TRUST | 2.8% | 216.5K | $8.3M | +1.84%(+3.91K) | $28.22(+46.47%) | 2025-12-31 | |
| ISTB | ISHARES TR | 2.7% | 163.1K | $7.9M | -3.91%(-6.63K) | $48.56(-0.08%) | 2025-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.39% | +30.88% |
| Top 20 Holdings Unweighted | +10.42% | +34.64% |
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