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The Analysis of MARYLAND CAPITAL ADVISORS INC.'s Holdings & P&L

Currently, MARYLAND CAPITAL ADVISORS INC. holds 271 types of securities in its portfolio with a total value $295.5M. In the most recent quarter, they have increased their positions in IGSB (+139.5K shares, valued at $7.4M), DFLV (+36.6K shares, valued at $1.3M), DFAU (+16.0K shares, valued at $747.2K); decreased their positions in ISTB (-6.6K shares, valued at $323.4K), AAPL (-790 shares, valued at $214.8K), VTI (-416 shares, valued at $139.5K); initiated new positions in GBLI (+11.6K shares, valued at $330.0K), IWM (+178 shares, valued at $43.8K), XLK (+200 shares, valued at $28.8K).

1M P&L

-2.2M-0.72%

3M P&L

-7.1M-2.23%

HY P&L

+8.8M+2.94%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A265.5M

91.1%

2Consumer Electronics13.2M

4.5%

3Semiconductors1.7M

0.6%

Top Industries by Stock Count

1N/A134 stocks

53.4%

2Drug Manufacturers - General7 stocks

2.8%

3Aerospace & Defense7 stocks

2.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IGSB ISHARES TR1.2M shares12.66%2025-12-312026-01-20

VCSH VANGUARD SCOTTSDALE FDS280.7K shares-0.37%2025-12-312026-01-20

VTI VANGUARD INDEX FDS56.3K shares-0.73%2025-12-312026-01-20

DFAU DIMENSIONAL ETF TRUST375.2K shares4.44%2025-12-312026-01-20

AAPL APPLE INC48.5K shares-1.60%2025-12-312026-01-20

VTV VANGUARD INDEX FDS68.9K shares-0.37%2025-12-312026-01-20

DFLV DIMENSIONAL ETF TRUST351.2K shares11.64%2025-12-312026-01-20

DFIV DIMENSIONAL ETF TRUST232.1K shares2.28%2025-12-312026-01-20

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DFAI DIMENSIONAL ETF TRUST216.5K shares1.84%2025-12-312026-01-20

ISTB ISHARES TR163.1K shares-3.91%2025-12-312026-01-20

DFNM DIMENSIONAL ETF TRUST147.1K shares8.20%2025-12-312026-01-20

EFV ISHARES TR75.7K shares-1.63%2025-12-312026-01-20

DFAT DIMENSIONAL ETF TRUST83.8K shares10.49%2025-12-312026-01-20

DFEV DIMENSIONAL ETF TRUST133.2K shares0.54%2025-12-312026-01-20

VTIP VANGUARD MALVERN FDS85.4K shares10.40%2025-12-312026-01-20

DFAR DIMENSIONAL ETF TRUST163.2K shares4.03%2025-12-312026-01-20

Sponsored

DFAS DIMENSIONAL ETF TRUST49.6K shares9.90%2025-12-312026-01-20

VNQI VANGUARD INTL EQUITY INDEX F72.8K shares-0.68%2025-12-312026-01-20

EMXC ISHARES INC44.7K shares0.51%2025-12-312026-01-20

IWF ISHARES TR6.5K shares-0.21%2025-12-312026-01-20

DISV DIMENSIONAL ETF TRUST77.1K shares1.82%2025-12-312026-01-20

DFUS DIMENSIONAL ETF TRUST37.7K shares0.00%2025-12-312026-01-20

VBR VANGUARD INDEX FDS12.9K shares-2.58%2025-12-312026-01-20

VEA VANGUARD TAX-MANAGED FDS43.6K shares-2.25%2025-12-312026-01-20

Sponsored

DFSD DIMENSIONAL ETF TRUST53.8K shares0.00%2025-12-312026-01-20

DFIS DIMENSIONAL ETF TRUST57.7K shares1.38%2025-12-312026-01-20

VB VANGUARD INDEX FDS7.3K shares-2.71%2025-12-312026-01-20

IWD ISHARES TR9.0K shares0.00%2025-12-312026-01-20

DUHP DIMENSIONAL ETF TRUST48.2K shares0.90%2025-12-312026-01-20

VNQ VANGUARD INDEX FDS19.6K shares-5.35%2025-12-312026-01-20

WMT WALMART INC14.4K shares0.00%2025-12-312026-01-20

EWX SPDR INDEX SHS FDS24.1K shares0.46%2025-12-312026-01-20

Sponsored

NVDA NVIDIA CORPORATION7.9K shares2.17%2025-12-312026-01-20

SUB ISHARES TR13.4K shares-0.97%2025-12-312026-01-20

IUSV ISHARES TR13.1K shares0.06%2025-12-312026-01-20

IYW ISHARES TR6.7K shares0.00%2025-12-312026-01-20

VYMI VANGUARD WHITEHALL FDS14.6K shares-1.43%2025-12-312026-01-20

MSFT MICROSOFT CORP2.3K shares3.95%2025-12-312026-01-20

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.1K shares-4.63%2025-12-312026-01-20

BROADCOM INC BROADCOM INC3.0K shares0.00%2025-12-312026-01-20

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS1.5K shares0.00%2025-12-312026-01-20

SPY SPDR S&P 500 ETF TR1.1K shares7.89%2025-12-312026-01-20

DIHP DIMENSIONAL ETF TRUST21.9K shares11.38%2025-12-312026-01-20

VIG VANGUARD SPECIALIZED FUNDS3.0K shares0.00%2025-12-312026-01-20

MGK VANGUARD WORLD FD1.6K shares0.00%2025-12-312026-01-20

IWP ISHARES TR4.7K shares0.00%2025-12-312026-01-20

IEMG ISHARES INC9.2K shares-3.74%2025-12-312026-01-20

IBDR ISHARES TR24.9K shares0.00%2025-12-312026-01-20

Sponsored

CVX CHEVRON CORP NEW3.9K shares0.00%2025-12-312026-01-20

ICSH ISHARES TR11.3K shares0.00%2025-12-312026-01-20

IFGL ISHARES TR24.0K shares-0.60%2025-12-312026-01-20

ADP AUTOMATIC DATA PROCESSING IN2.1K shares0.00%2025-12-312026-01-20

EDIV SPDR INDEX SHS FDS12.7K shares-4.96%2025-12-312026-01-20

VSS VANGUARD INTL EQUITY INDEX F3.3K shares-1.89%2025-12-312026-01-20

JPM JPMORGAN CHASE & CO.1.4K shares6.02%2025-12-312026-01-20

DEHP DIMENSIONAL ETF TRUST13.3K shares9.12%2025-12-312026-01-20

Sponsored

VWO VANGUARD INTL EQUITY INDEX F8.0K shares-0.04%2025-12-312026-01-20

RWX SPDR INDEX SHS FDS14.8K shares-0.98%2025-12-312026-01-20

EEM ISHARES TR7.4K shares-8.18%2025-12-312026-01-20

IEFA ISHARES TR4.0K shares0.00%2025-12-312026-01-20

ITW ILLINOIS TOOL WKS INC1.4K shares0.00%2025-12-312026-01-20

HD HOME DEPOT INC975 shares2.96%2025-12-312026-01-20

MKC MCCORMICK & CO INC4.9K shares0.00%2025-12-312026-01-20

GBLI GLOBAL INDEMNITY GROUP LLC11.6K sharesnew addition2025-12-312026-01-20

Sponsored

XOM EXXON MOBIL CORP2.7K shares0.00%2025-12-312026-01-20

DFUV DIMENSIONAL ETF TRUST6.7K shares0.00%2025-12-312026-01-20

PG PROCTER AND GAMBLE CO2.2K shares-5.61%2025-12-312026-01-20

IBDS ISHARES TR12.4K shares-1.42%2025-12-312026-01-20

ACWI ISHARES TR2.1K shares0.00%2025-12-312026-01-20

JNJ JOHNSON & JOHNSON1.4K shares0.00%2025-12-312026-01-20

DFAE DIMENSIONAL ETF TRUST9.2K shares-1.99%2025-12-312026-01-20

JETS ETF SER SOLUTIONS10.5K shares0.82%2025-12-312026-01-20

Sponsored

MERCK & CO INC MERCK & CO INC2.8K shares-1.52%2025-12-312026-01-20

MDY SPDR S&P MIDCAP 400 ETF TR476 shares0.00%2025-12-312026-01-20

IWS ISHARES TR2.0K shares0.00%2025-12-312026-01-20

IBM INTERNATIONAL BUSINESS MACHS944 shares0.00%2025-12-312026-01-20

BLACKROCK INC BLACKROCK INC238 shares0.00%2025-12-312026-01-20

IJR ISHARES TR2.0K shares-0.81%2025-12-312026-01-20

AMGN AMGEN INC696 shares0.00%2025-12-312026-01-20

NSC NORFOLK SOUTHN CORP789 shares0.00%2025-12-312026-01-20

Sponsored

ABBV ABBVIE INC987 shares2.71%2025-12-312026-01-20

SYY SYSCO CORP3.0K shares0.00%2025-12-312026-01-20

VUG VANGUARD INDEX FDS421 shares0.00%2025-12-312026-01-20

META META PLATFORMS INC289 shares30.18%2025-12-312026-01-20

GE AEROSPACE GE AEROSPACE617 shares7.87%2025-12-312026-01-20

SCHD SCHWAB STRATEGIC TR6.6K shares4.01%2025-12-312026-01-20

DFEM DIMENSIONAL ETF TRUST5.4K shares0.00%2025-12-312026-01-20

IGLB ISHARES TR3.5K shares0.00%2025-12-312026-01-20

Sponsored

USMV ISHARES TR1.8K shares0.00%2025-12-312026-01-20

EFA ISHARES TR1.7K shares0.00%2025-12-312026-01-20

CSCO CISCO SYS INC2.0K shares0.00%2025-12-312026-01-20

VT VANGUARD INTL EQUITY INDEX F1.1K shares0.00%2025-12-312026-01-20

TLT ISHARES TR1.8K shares0.00%2025-12-312026-01-20

IYJ ISHARES TR1.0K shares0.00%2025-12-312026-01-20

MCD MCDONALDS CORP479 shares0.00%2025-12-312026-01-20

GWW WW GRAINGER INC139 shares0.00%2025-12-312026-01-20

Sponsored

DIS DISNEY WALT CO1.2K shares0.00%2025-12-312026-01-20

VGT VANGUARD WORLD FD179 shares-21.15%2025-12-312026-01-20

DFIC DIMENSIONAL ETF TRUST3.8K shares-0.16%2025-12-312026-01-20

VONG VANGUARD SCOTTSDALE FDS898 shares0.00%2025-12-312026-01-20

TXN TEXAS INSTRS INC625 shares0.00%2025-12-312026-01-20

VV VANGUARD INDEX FDS341 shares0.00%2025-12-312026-01-20

USRT ISHARES TR1.8K shares-2.61%2025-12-312026-01-20

IWB ISHARES TR261 shares0.00%2025-12-312026-01-20

Sponsored

TRGP TARGA RES CORP524 shares0.00%2025-12-312026-01-20

CHH CHOICE HOTELS INTL INC1.0K shares0.00%2025-12-312026-01-20

GEV GE VERNOVA INC146 shares0.00%2025-12-312026-01-20

EEMS ISHARES INC1.4K shares-4.36%2025-12-312026-01-20

FFC FLAHERTY & CRUMRINE PFD SECS5.6K shares0.00%2025-12-312026-01-20

INTC INTEL CORP2.5K shares0.00%2025-12-312026-01-20

V VISA INC263 shares0.00%2025-12-312026-01-20

VO VANGUARD INDEX FDS316 shares0.00%2025-12-312026-01-20

Sponsored

ABT ABBOTT LABS699 shares0.00%2025-12-312026-01-20

GPC GENUINE PARTS CO700 shares0.00%2025-12-312026-01-20

BSV VANGUARD BD INDEX FDS1.1K shares0.00%2025-12-312026-01-20

AMZN AMAZON COM INC366 shares215.52%2025-12-312026-01-20

NFLX NETFLIX INC900 shares1100.00%2025-12-312026-01-20

ALPHABET INC ALPHABET INC266 shares0.00%2025-12-312026-01-20

VZ VERIZON COMMUNICATIONS INC2.0K shares1.61%2025-12-312026-01-20

JPC NUVEEN PFD & INCOME OPPORTUN10.0K shares-0.04%2025-12-312026-01-20

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CITIGROUP INC CITIGROUP INC676 shares0.60%2025-12-312026-01-20

ALPHABET INC ALPHABET INC250 shares278.79%2025-12-312026-01-20

DVY ISHARES TR548 shares82.67%2025-12-312026-01-20

MOAT VANECK ETF TRUST714 shares0.00%2025-12-312026-01-20

ISRG INTUITIVE SURGICAL INC125 shares25.00%2025-12-312026-01-20

XLP SELECT SECTOR SPDR TR900 shares0.00%2025-12-312026-01-20

KO COCA COLA CO1.0K shares0.00%2025-12-312026-01-20

TSLA TESLA INC154 shares140.63%2025-12-312026-01-20

Sponsored

MKL MARKEL GROUP INC32 shares0.00%2025-12-312026-01-20

DFAC DIMENSIONAL ETF TRUST1.6K shares-13.26%2025-12-312026-01-20

PEP PEPSICO INC429 shares6.45%2025-12-312026-01-20

MA MASTERCARD INCORPORATED107 shares25.88%2025-12-312026-01-20

SCZ ISHARES TR782 shares-15.91%2025-12-312026-01-20

SYK STRYKER CORPORATION171 shares26.67%2025-12-312026-01-20

T AT&T INC2.4K shares0.00%2025-12-312026-01-20

NOC NORTHROP GRUMMAN CORP104 shares0.00%2025-12-312026-01-20

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IVV ISHARES TR86 shares681.82%2025-12-312026-01-20

IYR ISHARES TR580 shares0.00%2025-12-312026-01-20

MS MORGAN STANLEY300 shares0.00%2025-12-312026-01-20

VOE VANGUARD INDEX FDS295 shares0.00%2025-12-312026-01-20

GIS GENERAL MLS INC1.1K shares0.00%2025-12-312026-01-20

NKE NIKE INC800 shares0.00%2025-12-312026-01-20

REGN REGENERON PHARMACEUTICALS65 shares0.00%2025-12-312026-01-20

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC584 shares0.00%2025-12-312026-01-20

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XLE SELECT SECTOR SPDR TR1.1K shares100.00%2025-12-312026-01-20

PANW PALO ALTO NETWORKS INC262 shares0.00%2025-12-312026-01-20

MCO MOODYS CORP94 shares0.00%2025-12-312026-01-20

SGOV ISHARES TR471 shares23.95%2025-12-312026-01-20

MDLZ MONDELEZ INTL INC873 shares0.00%2025-12-312026-01-20

SCHC SCHWAB STRATEGIC TR972 shares0.00%2025-12-312026-01-20

VHT VANGUARD WORLD FD154 shares0.65%2025-12-312026-01-20

IWM ISHARES TR178 sharesnew addition2025-12-312026-01-20

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ROK ROCKWELL AUTOMATION INC111 shares0.00%2025-12-312026-01-20

WEC ENERGY GROUP INC WEC ENERGY GROUP INC398 shares0.00%2025-12-312026-01-20

KMB KIMBERLY-CLARK CORP400 shares0.00%2025-12-312026-01-20

SPTM SPDR SERIES TRUST483 shares0.00%2025-12-312026-01-20

VXUS VANGUARD STAR FDS521 shares-1.88%2025-12-312026-01-20

PM PHILIP MORRIS INTL INC239 shares0.00%2025-12-312026-01-20

FBND FIDELITY MERRIMACK STR TR823 shares0.00%2025-12-312026-01-20

IJH ISHARES TR552 shares240.74%2025-12-312026-01-20

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MO ALTRIA GROUP INC625 shares1.13%2025-12-312026-01-20

VONV VANGUARD SCOTTSDALE FDS350 shares0.00%2025-12-312026-01-20

TT TRANE TECHNOLOGIES PLC80 shares0.00%2025-12-312026-01-20

SCHB SCHWAB STRATEGIC TR1.1K shares-2.67%2025-12-312026-01-20

XLK SELECT SECTOR SPDR TR200 sharesnew addition2025-12-312026-01-20

SLB SLB LIMITED750 shares0.00%2025-12-312026-01-20

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP80 shares0.00%2025-12-312026-01-20

CTVA CORTEVA INC388 shares0.00%2025-12-312026-01-20

Sponsored

BNDX VANGUARD CHARLOTTE FDS536 shares-7.90%2025-12-312026-01-20

JQC NUVEEN CR STRATEGIES INCOME5.0K shares0.00%2025-12-312026-01-20

LLY ELI LILLY & CO23 sharesnew addition2025-12-312026-01-20

VTEB VANGUARD MUN BD FDS470 shares0.00%2025-12-312026-01-20

RMBS RAMBUS INC DEL256 shares0.00%2025-12-312026-01-20

EVT EATON VANCE TAX ADVT DIV INC933 sharesnew addition2025-12-312026-01-20

WY WEYERHAEUSER CO MTN BE979 shares0.00%2025-12-312026-01-20

ED CONSOLIDATED EDISON INC229 shares0.00%2025-12-312026-01-20

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VGSH VANGUARD SCOTTSDALE FDS381 shares0.00%2025-12-312026-01-20

SCHA SCHWAB STRATEGIC TR773 shares0.13%2025-12-312026-01-20

EFG ISHARES TR191 sharesnew addition2025-12-312026-01-20

XYL XYLEM INC150 shares0.00%2025-12-312026-01-20

DHR DANAHER CORPORATION85 shares0.00%2025-12-312026-01-20

UBER UBER TECHNOLOGIES INC231 sharesnew addition2025-12-312026-01-20

IBDT ISHARES TR735 shares0.00%2025-12-312026-01-20

TFC TRUIST FINL CORP372 shares0.00%2025-12-312026-01-20

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WM WASTE MGMT INC DEL80 shares0.00%2025-12-312026-01-20

HWM HOWMET AEROSPACE INC73 shares0.00%2025-12-312026-01-20

GEHC GE HEALTHCARE TECHNOLOGIES I174 shares0.00%2025-12-312026-01-20

RTX RTX CORPORATION75 sharesnew addition2025-12-312026-01-20

NE NOBLE CORP PLC486 shares0.00%2025-12-312026-01-20

CMCSA COMCAST CORP NEW426 shares0.00%2025-12-312026-01-20

FNDX SCHWAB STRATEGIC TR459 shares0.00%2025-12-312026-01-20

FCX FREEPORT-MCMORAN INC243 shares0.00%2025-12-312026-01-20

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CVS CVS HEALTH CORP155 shares0.00%2025-12-312026-01-20

VRT VERTIV HOLDINGS CO74 sharesnew addition2025-12-312026-01-20

BA BOEING CO55 sharesnew addition2025-12-312026-01-20

APP APPLOVIN CORP17 sharesnew addition2025-12-312026-01-20

EIRL ISHARES TR154 shares-9.41%2025-12-312026-01-20

SCHX SCHWAB STRATEGIC TR417 shares0.00%2025-12-312026-01-20

LHX L3HARRIS TECHNOLOGIES INC38 shares0.00%2025-12-312026-01-20

DFAW DIMENSIONAL ETF TRUST146 shares0.00%2025-12-312026-01-20

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GWX SPDR INDEX SHS FDS253 shares0.00%2025-12-312026-01-20

CEG CONSTELLATION ENERGY CORP27 sharesnew addition2025-12-312026-01-20

HIG HARTFORD INSURANCE GROUP INC69 sharesnew addition2025-12-312026-01-20

SBUX STARBUCKS CORP100 sharesnew addition2025-12-312026-01-20

FNDE SCHWAB STRATEGIC TR231 shares0.00%2025-12-312026-01-20

GLW CORNING INC95 shares0.00%2025-12-312026-01-20

OXY OCCIDENTAL PETE CORP200 shares0.00%2025-12-312026-01-20

COP CONOCOPHILLIPS85 shares0.00%2025-12-312026-01-20

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UNH UNITEDHEALTH GROUP INC23 sharesnew addition2025-12-312026-01-20

SCHF SCHWAB STRATEGIC TR314 shares0.00%2025-12-312026-01-20

CPRT COPART INC182 sharesnew addition2025-12-312026-01-20

AZN ASTRAZENECA PLC77 shares-8.33%2025-12-312026-01-20

NYT NEW YORK TIMES CO100 shares0.00%2025-12-312026-01-20

ORLY OREILLY AUTOMOTIVE INC73 sharesnew addition2025-12-312026-01-20

STIP ISHARES TR65 shares150.00%2025-12-312026-01-20

THE CIGNA GROUP THE CIGNA GROUP24 sharesnew addition2025-12-312026-01-20

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WBD WARNER BROS DISCOVERY INC219 shares0.00%2025-12-312026-01-20

LMT LOCKHEED MARTIN CORP13 shares0.00%2025-12-312026-01-20

SRBK SR BANCORP INC399 sharesnew addition2025-12-312026-01-20

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II95 shares0.00%2025-12-312026-01-20

VDC VANGUARD WORLD FD28 shares0.00%2025-12-312026-01-20

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T124 shares0.00%2025-12-312026-01-20

PSX PHILLIPS 6642 shares0.00%2025-12-312026-01-20

NVS NOVARTIS AG39 shares0.00%2025-12-312026-01-20

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SPEM SPDR INDEX SHS FDS114 shares-2.56%2025-12-312026-01-20

SPDW SPDR INDEX SHS FDS117 shares0.00%2025-12-312026-01-20

JPST J P MORGAN EXCHANGE TRADED F94 shares0.00%2025-12-312026-01-20

VST VISTRA CORP28 sharesnew addition2025-12-312026-01-20

NMZ NUVEEN MUN HIGH INCOME OPPOR427 sharesnew addition2025-12-312026-01-20

RY ROYAL BK CDA25 shares0.00%2025-12-312026-01-20

ADX ADAMS DIVERSIFIED EQUITY FD175 shares0.00%2025-12-312026-01-20

ZBH ZIMMER BIOMET HOLDINGS INC40 shares0.00%2025-12-312026-01-20

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SCMB SCHWAB STRATEGIC TR139 shares0.00%2025-12-312026-01-20

ALC ALCON AG45 shares0.00%2025-12-312026-01-20

DUSB DIMENSIONAL ETF TRUST67 shares0.00%2025-12-312026-01-20

SPMD SPDR SERIES TRUST55 shares0.00%2025-12-312026-01-20

LAND GLADSTONE LD CORP343 shares0.00%2025-12-312026-01-20

SDY SPDR SERIES TRUST22 shares0.00%2025-12-312026-01-20

ICLR ICON PLC16 shares0.00%2025-12-312026-01-20

ADM ARCHER DANIELS MIDLAND CO50 shares0.00%2025-12-312026-01-20

Sponsored

KD KYNDRYL HLDGS INC90 shares0.00%2025-12-312026-01-20

IWO ISHARES TR6 shares-25.00%2025-12-312026-01-20

SLYV SPDR SERIES TRUST20 shares0.00%2025-12-312026-01-20

SCHG SCHWAB STRATEGIC TR55 shares0.00%2025-12-312026-01-20

OGN ORGANON & CO250 shares0.00%2025-12-312026-01-20

FNDC SCHWAB STRATEGIC TR37 shares0.00%2025-12-312026-01-20

BOF BRANCHOUT FOOD INC500 shares0.00%2025-12-312026-01-20

FNDF SCHWAB STRATEGIC TR32 shares0.00%2025-12-312026-01-20

Sponsored

MVST MICROVAST HOLDINGS INC500 sharesnew addition2025-12-312026-01-20

SCHE SCHWAB STRATEGIC TR39 shares-36.07%2025-12-312026-01-20

IWN ISHARES TR7 shares0.00%2025-12-312026-01-20

ROADZEN INC ROADZEN INC500 shares0.00%2025-12-312026-01-20

F FORD MTR CO90 shares0.00%2025-12-312026-01-20

NVAX NOVAVAX INC173 shares0.00%2025-12-312026-01-20

SIF SIFCO INDS INC200 shares0.00%2025-12-312026-01-20

PNW PINNACLE WEST CAP CORP11 shares0.00%2025-12-312026-01-20

Sponsored

AWRE AWARE INC MASS500 shares0.00%2025-12-312026-01-20

CHTR CHARTER COMMUNICATIONS INC N4 shares0.00%2025-12-312026-01-20

IMPERIAL PETE INC IMPERIAL PETE INC200 sharesnew addition2025-12-312026-01-20

LIBERTY GLOBAL LTD LIBERTY GLOBAL LTD63 shares0.00%2025-12-312026-01-20

AMPG AMPLITECH GROUP INC200 shares0.00%2025-12-312026-01-20

AA ALCOA CORP10 shares0.00%2025-12-312026-01-20

OXY.WS OCCIDENTAL PETE CORP25 shares0.00%2025-12-312026-01-20

HPE HEWLETT PACKARD ENTERPRISE C19 shares0.00%2025-12-312026-01-20

Sponsored

HP INC HP INC20 shares0.00%2025-12-312026-01-20

LIBERTY GLOBAL LTD LIBERTY GLOBAL LTD21 shares0.00%2025-12-312026-01-20

PLUG PLUG POWER INC83 shares0.00%2025-12-312026-01-20

SCHH SCHWAB STRATEGIC TR6 shares-66.67%2025-12-312026-01-20

DFSV DIMENSIONAL ETF TRUST3 shares50.00%2025-12-312026-01-20

LILAK LIBERTY LATIN AMERICA LTD10 shares0.00%2025-12-312026-01-20

LILA LIBERTY LATIN AMERICA LTD3 shares0.00%2025-12-312026-01-20

IGSB

ISHARES TR

12.66%

Shares1.2M

Event2025-12-31

Filed2026-01-20

VCSH

VANGUARD SCOTTSDALE FDS

-0.37%

Shares280.7K

Event2025-12-31

Filed2026-01-20

VTI

VANGUARD INDEX FDS

-0.73%

Shares56.3K

Event2025-12-31

Filed2026-01-20

DFAU

DIMENSIONAL ETF TRUST

4.44%

Shares375.2K

Event2025-12-31

Filed2026-01-20

AAPL

APPLE INC

-1.60%

Shares48.5K

Event2025-12-31

Filed2026-01-20

VTV

VANGUARD INDEX FDS

-0.37%

Shares68.9K

Event2025-12-31

Filed2026-01-20

DFLV

DIMENSIONAL ETF TRUST

11.64%

Shares351.2K

Event2025-12-31

Filed2026-01-20

DFIV

DIMENSIONAL ETF TRUST

2.28%

Shares232.1K

Event2025-12-31

Filed2026-01-20

DFAI

DIMENSIONAL ETF TRUST

1.84%

Shares216.5K

Event2025-12-31

Filed2026-01-20

ISTB

ISHARES TR

-3.91%

Shares163.1K

Event2025-12-31

Filed2026-01-20

DFNM

DIMENSIONAL ETF TRUST

8.20%

Shares147.1K

Event2025-12-31

Filed2026-01-20

EFV

ISHARES TR

-1.63%

Shares75.7K

Event2025-12-31

Filed2026-01-20

DFAT

DIMENSIONAL ETF TRUST

10.49%

Shares83.8K

Event2025-12-31

Filed2026-01-20

DFEV

DIMENSIONAL ETF TRUST

0.54%

Shares133.2K

Event2025-12-31

Filed2026-01-20

VTIP

VANGUARD MALVERN FDS

10.40%

Shares85.4K

Event2025-12-31

Filed2026-01-20

DFAR

DIMENSIONAL ETF TRUST

4.03%

Shares163.2K

Event2025-12-31

Filed2026-01-20

DFAS

DIMENSIONAL ETF TRUST

9.90%

Shares49.6K

Event2025-12-31

Filed2026-01-20

VNQI

VANGUARD INTL EQUITY INDEX F

-0.68%

Shares72.8K

Event2025-12-31

Filed2026-01-20

EMXC

ISHARES INC

0.51%

Shares44.7K

Event2025-12-31

Filed2026-01-20

IWF

ISHARES TR

-0.21%

Shares6.5K

Event2025-12-31

Filed2026-01-20

DISV

DIMENSIONAL ETF TRUST

1.82%

Shares77.1K

Event2025-12-31

Filed2026-01-20

DFUS

DIMENSIONAL ETF TRUST

0.00%

Shares37.7K

Event2025-12-31

Filed2026-01-20

VBR

VANGUARD INDEX FDS

-2.58%

Shares12.9K

Event2025-12-31

Filed2026-01-20

VEA

VANGUARD TAX-MANAGED FDS

-2.25%

Shares43.6K

Event2025-12-31

Filed2026-01-20

DFSD

DIMENSIONAL ETF TRUST

0.00%

Shares53.8K

Event2025-12-31

Filed2026-01-20

DFIS

DIMENSIONAL ETF TRUST

1.38%

Shares57.7K

Event2025-12-31

Filed2026-01-20

VANGUARD INDEX FDS

-2.71%

Shares7.3K

Event2025-12-31

Filed2026-01-20

IWD

ISHARES TR

0.00%

Shares9.0K

Event2025-12-31

Filed2026-01-20

DUHP

DIMENSIONAL ETF TRUST

0.90%

Shares48.2K

Event2025-12-31

Filed2026-01-20

VNQ

VANGUARD INDEX FDS

-5.35%

Shares19.6K

Event2025-12-31

Filed2026-01-20

WMT

WALMART INC

0.00%

Shares14.4K

Event2025-12-31

Filed2026-01-20

EWX

SPDR INDEX SHS FDS

0.46%

Shares24.1K

Event2025-12-31

Filed2026-01-20

NVDA

NVIDIA CORPORATION

2.17%

Shares7.9K

Event2025-12-31

Filed2026-01-20

SUB

ISHARES TR

-0.97%

Shares13.4K

Event2025-12-31

Filed2026-01-20

IUSV

ISHARES TR

0.06%

Shares13.1K

Event2025-12-31

Filed2026-01-20

IYW

ISHARES TR

0.00%

Shares6.7K

Event2025-12-31

Filed2026-01-20

VYMI

VANGUARD WHITEHALL FDS

-1.43%

Shares14.6K

Event2025-12-31

Filed2026-01-20

MSFT

MICROSOFT CORP

3.95%

Shares2.3K

Event2025-12-31

Filed2026-01-20

BERKSHIRE HATHAWAY INC DEL

-4.63%

Shares2.1K

Event2025-12-31

Filed2026-01-20

BROADCOM INC

0.00%

Shares3.0K

Event2025-12-31

Filed2026-01-20

VANGUARD INDEX FDS

0.00%

Shares1.5K

Event2025-12-31

Filed2026-01-20

SPY

SPDR S&P 500 ETF TR

7.89%

Shares1.1K

Event2025-12-31

Filed2026-01-20

DIHP

DIMENSIONAL ETF TRUST

11.38%

Shares21.9K

Event2025-12-31

Filed2026-01-20

VIG

VANGUARD SPECIALIZED FUNDS

0.00%

Shares3.0K

Event2025-12-31

Filed2026-01-20

MGK

VANGUARD WORLD FD

0.00%

Shares1.6K

Event2025-12-31

Filed2026-01-20

IWP

ISHARES TR

0.00%

Shares4.7K

Event2025-12-31

Filed2026-01-20

IEMG

ISHARES INC

-3.74%

Shares9.2K

Event2025-12-31

Filed2026-01-20

IBDR

ISHARES TR

0.00%

Shares24.9K

Event2025-12-31

Filed2026-01-20

CVX

CHEVRON CORP NEW

0.00%

Shares3.9K

Event2025-12-31

Filed2026-01-20

ICSH

ISHARES TR

0.00%

Shares11.3K

Event2025-12-31

Filed2026-01-20

IFGL

ISHARES TR

-0.60%

Shares24.0K

Event2025-12-31

Filed2026-01-20

ADP

AUTOMATIC DATA PROCESSING IN

0.00%

Shares2.1K

Event2025-12-31

Filed2026-01-20

EDIV

SPDR INDEX SHS FDS

-4.96%

Shares12.7K

Event2025-12-31

Filed2026-01-20

VSS

VANGUARD INTL EQUITY INDEX F

-1.89%

Shares3.3K

Event2025-12-31

Filed2026-01-20

JPM

JPMORGAN CHASE & CO.

6.02%

Shares1.4K

Event2025-12-31

Filed2026-01-20

DEHP

DIMENSIONAL ETF TRUST

9.12%

Shares13.3K

Event2025-12-31

Filed2026-01-20

VWO

VANGUARD INTL EQUITY INDEX F

-0.04%

Shares8.0K

Event2025-12-31

Filed2026-01-20

RWX

SPDR INDEX SHS FDS

-0.98%

Shares14.8K

Event2025-12-31

Filed2026-01-20

EEM

ISHARES TR

-8.18%

Shares7.4K

Event2025-12-31

Filed2026-01-20

IEFA

ISHARES TR

0.00%

Shares4.0K

Event2025-12-31

Filed2026-01-20

ITW

ILLINOIS TOOL WKS INC

0.00%

Shares1.4K

Event2025-12-31

Filed2026-01-20

HOME DEPOT INC

2.96%

Shares975

Event2025-12-31

Filed2026-01-20

MKC

MCCORMICK & CO INC

0.00%

Shares4.9K

Event2025-12-31

Filed2026-01-20

GBLI

GLOBAL INDEMNITY GROUP LLC

New

Shares11.6K

Event2025-12-31

Filed2026-01-20

XOM

EXXON MOBIL CORP

0.00%

Shares2.7K

Event2025-12-31

Filed2026-01-20

DFUV

DIMENSIONAL ETF TRUST

0.00%

Shares6.7K

Event2025-12-31

Filed2026-01-20

PROCTER AND GAMBLE CO

-5.61%

Shares2.2K

Event2025-12-31

Filed2026-01-20

IBDS

ISHARES TR

-1.42%

Shares12.4K

Event2025-12-31

Filed2026-01-20

ACWI

ISHARES TR

0.00%

Shares2.1K

Event2025-12-31

Filed2026-01-20

JNJ

JOHNSON & JOHNSON

0.00%

Shares1.4K

Event2025-12-31

Filed2026-01-20

DFAE

DIMENSIONAL ETF TRUST

-1.99%

Shares9.2K

Event2025-12-31

Filed2026-01-20

JETS

ETF SER SOLUTIONS

0.82%

Shares10.5K

Event2025-12-31

Filed2026-01-20

MERCK & CO INC

-1.52%

Shares2.8K

Event2025-12-31

Filed2026-01-20

MDY

SPDR S&P MIDCAP 400 ETF TR

0.00%

Shares476

Event2025-12-31

Filed2026-01-20

IWS

ISHARES TR

0.00%

Shares2.0K

Event2025-12-31

Filed2026-01-20

IBM

INTERNATIONAL BUSINESS MACHS

0.00%

Shares944

Event2025-12-31

Filed2026-01-20

BLACKROCK INC

0.00%

Shares238

Event2025-12-31

Filed2026-01-20

IJR

ISHARES TR

-0.81%

Shares2.0K

Event2025-12-31

Filed2026-01-20

AMGN

AMGEN INC

0.00%

Shares696

Event2025-12-31

Filed2026-01-20

NSC

NORFOLK SOUTHN CORP

0.00%

Shares789

Event2025-12-31

Filed2026-01-20

ABBV

ABBVIE INC

2.71%

Shares987

Event2025-12-31

Filed2026-01-20

SYY

SYSCO CORP

0.00%

Shares3.0K

Event2025-12-31

Filed2026-01-20

VUG

VANGUARD INDEX FDS

0.00%

Shares421

Event2025-12-31

Filed2026-01-20