$312Million | No. of Holdings #1041
| Ticker | $ Bought |
|---|---|
| ishares tr | 71,967,700 |
| vanguard scottsdale fds | 20,104,000 |
| vanguard index fds | 20,066,600 |
| dimensional etf trust | 19,571,300 |
| dimensional etf trust | 14,372,500 |
| vanguard index fds | 13,702,000 |
| apple inc | 12,807,700 |
| dimensional etf trust | 12,235,900 |
| Sector | % |
|---|---|
| Others | 91.3 |
| Technology | 5.6 |
| Category | % |
|---|---|
| UNALLOCATED | 91.3 |
| MEGA-CAP | 7.3 |
| LARGE-CAP | 1.2 |
| Index | % |
|---|---|
| Others | 91.5 |
| S&P 500 | 8.4 |
| Top 5 Winners (%) | % | |
|---|---|---|
| Top 5 Winners ($) | $ | |
|---|---|---|
| Top 5 Losers (%) | % | |
|---|---|---|
| Top 5 Losers ($) | $ | |
|---|---|---|
This heatmap illustrates the top 50 positions within the fund's portfolio.
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
Alcoa Corp MARYLAND CAPITAL ADVISORS INC.'s holding in Alcoa Corp over time | 0% | 13.00 | $679 0% | Newnew position | |
| 4.1% | 44,262 | $12.81M 4.1% | Newnew position | ||
AAXJ Ishares TrIshares TrAAXJ | 23.06% | 1,373,170 | $71.97M 23.06% | Newnew position | |
AAXJ Ishares TrIshares TrAAXJ | 1.8% | 73,593 | $5.63M 1.8% | Newnew position | |
AAXJ Ishares TrIshares TrAAXJ | 0.26% | 7,707 | $820.6K 0.26% | Newnew position | |
AAXJ Ishares TrIshares TrAAXJ | 0.15% | 21,556 | $480.7K 0.15% | Newnew position | |
AAXJ Ishares TrIshares TrAAXJ | 0.11% | 2,130 | $334.3K 0.11% | Newnew position | |
AAXJ Ishares TrIshares TrAAXJ | 0.04% | 1,736 | $115.4K 0.04% | Newnew position | |
AAXJ Ishares TrIshares TrAAXJ | 0.02% | 770 | $63.3K 0.02% | Newnew position | |
AAXJ Ishares TrIshares TrAAXJ | 0.01% | 280 | $34.8K 0.01% | Newnew position | |
Abbvie Inc Abbvie IncABBV MARYLAND CAPITAL ADVISORS INC.'s holding in Abbvie Inc over time | 0.08% | 963 | $242.3K 0.08% | Newnew position | |
Cencora Inc Cencora IncABC MARYLAND CAPITAL ADVISORS INC.'s holding in Cencora Inc over time | 0% | 1.00 | $283 0% | Newnew position | |
Abbott Laboratories MARYLAND CAPITAL ADVISORS INC.'s holding in Abbott Laboratories over time | 0.01% | 524 | $47.5K 0.01% | Newnew position | |
Arcosa Inc Arcosa IncACA MARYLAND CAPITAL ADVISORS INC.'s holding in Arcosa Inc over time | 0% | 2.00 | $291 0% | Newnew position | |
Arch Cap Group Ltd MARYLAND CAPITAL ADVISORS INC.'s holding in Arch Cap Group Ltd over time | 0% | 2.00 | $195 0% | Newnew position | |
ACWF Ishares TrIshares TrACWF | 0.18% | 11,250 | $569.0K 0.18% | Newnew position | |
ACWV Ishares IncIshares IncACWV | 0.03% | 1,370 | $104.0K 0.03% | Newnew position | |
| 0% | 1.00 | $206 0% | Newnew position | ||
Analog Devices Inc MARYLAND CAPITAL ADVISORS INC.'s holding in Analog Devices Inc over time | 0% | 1.00 | $398 0% | Newnew position | |
Archer Daniels Midland Co MARYLAND CAPITAL ADVISORS INC.'s holding in Archer Daniels Midland Co over time | 0% | 52.00 | $4.0K 0% | Newnew position | |