MARYLAND CAPITAL ADVISORS INC.

Q1 2025 13F Holdings

  • Location
    chester, MD
  • Num holdings

    235

  • Value ($000)

    $226,598

  • Date Filed
    05/06/2025
  • Form type
    13F-HR
  • CIK
    0001891201
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IGSB
IGSB

ISHARES TR

ISHS 1-5YR INVS
$46.26M
20 %

883,398

VCSH
VCSH

VANGUARD SCOTTSDALE FDS

SHRT TRM CORP BD
$23.11M
10 %

292,742

AAPL
AAPL

APPLE INC

COM
$15.96M
7 %

71,857

VTI
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
$15.96M
7 %

58,068

VTV
VTV

VANGUARD INDEX FDS

VALUE ETF
$10.86M
5 %

62,881

DFAU
DFAU

DIMENSIONAL ETF TRUST

US CORE EQT MKT
$9.91M
4 %

257,710

DFNM
DFNM

DIMENSIONAL ETF TRUST

NATL MUN BD ETF
$8.70M
4 %

182,970

DFIV
DFIV

DIMENSIONAL ETF TRUST

INTERNATNAL VAL
$7.88M
4 %

200,309

DFLV
DFLV

DIMENSIONAL ETF TRUST

US LARGE CAP VAL
$6.42M
3 %

209,944

DFAI
DFAI

DIMENSIONAL ETF TRUST

INTL CORE EQT MK
$5.88M
3 %

188,390

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