Annapolis Financial Services, LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Annapolis, MD
CIK
0001843110
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 486 337,776 AVDE, VO, VTV, VTI 13F-HR 10/16/2024 000184311024000006
Q2 2024 364 308,666 AVDE, VTV, VTI, VO 13F-HR 7/17/2024 000184311024000004
Q1 2024 355 303,685 AVDE, VTV, VTI, VEA 13F-HR 4/17/2024 000184311024000003
Q4 2023 465 399,219 AVDE, DFAU, DIMENSIONAL ETF TRUST, VTV 13F-HR 1/31/2024 000184311024000002
Q3 2023 480 346,281 DFAU, AVDE, VTV, VEA 13F-HR 10/30/2023 000184311023000004
Q2 2023 487 351,036 DFAU, VTV, VEA, AVDE 13F-HR 7/18/2023 000184311023000003
Q1 2023 452 329,568 DFAU, VTV, VEA, VTI 13F-HR 4/17/2023 000184311023000002
Q4 2022 434 308,548 VTV, VEA, VTI, DFAU 13F-HR 1/23/2023 000184311023000001
Q3 2022 535 272,416 VTV, VEA, VTI, VMBS 13F-HR 10/24/2022 000184311022000004
Q2 2022 483 275,494 VTV, VMBS, VEA, VTI 13F-HR 7/22/2022 000184311022000003
Q1 2022 489 307,533 VTV, VEA, VCSH, VTI 13F-HR 4/28/2022 000184311022000002
Q4 2021 491 321,756 VTV, VEA, VCSH, VTI 13F-HR 2/11/2022 000184311022000001
Q3 2021 470 301,260 VTV, VEA, VMBS, VCSH 13F-HR 11/9/2021 000184311021000004
Q2 2021 442 298,147 VTV, VEA, VMBS, VTI 13F-HR 8/3/2021 000184311021000003
Q1 2021 443 273,263 VTV, VEA, VMBS, VCSH 13F-HR 5/6/2021 000184311021000002
Q4 2020 418 257,129 VEA, VMBS, VTV, VCSH 13F-HR 2/11/2021 000184311021000001