MARYLAND CAPITAL ADVISORS INC.

Filed: 1/30/2025ACC: 0001891201-25-000001

📋 What this filing means

MARYLAND CAPITAL ADVISORS INC. filed this quarterly 13F‑HR report disclosing 258 equity positions with a total reported market value of $215.72M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

258

Positions

$215.72M

Total AUM (reported)

3.52M

Total Shares

Allocation by class

ISHS 1-5YR INVS$37.58M17.4%

COM$24.74M11.5%

SHRT TRM CORP BD$22.90M10.6%

TOTAL STK MKT$17.89M8.3%

VALUE ETF$9.98M4.6%

NATL MUN BD ETF$9.04M4.2%

US CORE EQT MKT$8.77M4.1%

Portfolio Concentration

Top 3$78.61M36.4%

4–10$62.05M28.8%

11–25$38.85M18.0%

Rest$36.22M16.8%

Top 3 weight

36.4%

Top 10 weight

65.2%

Voting Authority Distribution

Total shares with voting rights: 3.52M

Sole

Full voting authority

2.20M

% of voting shares62.4%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

1.32M

% of voting shares37.6%

Investment Discretion (by position count)

Sole258

Shared0

Other0

Dominant voting typeSole · 62.4% of voting shares

Institutional Holdings258

Rows:

ISHARES TR

SOLE

ISHS 1-5YR INVS

Shares726.96K

TypeSH

Market value$37.58M

17.42%

Sole

457.80K

Shared

0.00

None

269.16K

VANGUARD SCOTTSDALE FDS

SOLE

SHRT TRM CORP BD

Shares293.60K

TypeSH

Market value$22.90M

10.62%

Sole

156.09K

Shared

0.00

None

137.51K

APPLE INC

SOLE

COM

Shares72.36K

TypeSH

Market value$18.12M

8.40%

Sole

23.04K

Shared

0.00

None

49.32K

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares61.74K

TypeSH

Market value$17.89M

8.29%

Sole

38.62K

Shared

0.00

None

23.11K

VANGUARD INDEX FDS

SOLE

VALUE ETF

Shares58.93K

TypeSH

Market value$9.98M

4.62%

Sole

29.59K

Shared

0.00

None

29.34K

DIMENSIONAL ETF TRUST

SOLE

NATL MUN BD ETF

Shares189.18K

TypeSH

Market value$9.04M

4.19%

Sole

159.75K

Shared

0.00

None

29.43K

DIMENSIONAL ETF TRUST

SOLE

US CORE EQT MKT

Shares216.67K

TypeSH

Market value$8.77M

4.07%

Sole

118.71K

Shared

0.00

None

97.96K

DIMENSIONAL ETF TRUST

SOLE

INTERNATNAL VAL

Shares189.02K

TypeSH

Market value$6.71M

3.11%

Sole

135.21K

Shared

0.00

None

53.81K

DIMENSIONAL ETF TRUST

SOLE

INTL CORE EQT MK

Shares167.65K

TypeSH

Market value$4.90M

2.27%

Sole

108.21K

Shared

0.00

None

59.44K

DIMENSIONAL ETF TRUST

SOLE

US LARGE CAP VAL

Shares158.74K

TypeSH

Market value$4.77M

2.21%

Sole

126.42K

Shared

0.00

None

32.32K

ISHARES TR

SOLE

EAFE VALUE ETF

Shares82.86K

TypeSH

Market value$4.35M

2.02%

Sole

28.56K

Shared

0.00

None

54.30K

DIMENSIONAL ETF TRUST

SOLE

US REAL ESTATE E

Shares135.61K

TypeSH

Market value$3.16M

1.46%

Sole

79.85K

Shared

0.00

None

55.76K

DIMENSIONAL ETF TRUST

SOLE

EMERGING MKTS VA

Shares109.38K

TypeSH

Market value$2.87M

1.33%

Sole

63.98K

Shared

0.00

None

45.39K

VANGUARD MALVERN FDS

SOLE

STRM INFPROIDX

Shares58.91K

TypeSH

Market value$2.85M

1.32%

Sole

43.16K

Shared

0.00

None

15.75K

VANGUARD INTL EQUITY INDEX F

SOLE

GLB EX US ETF

Shares68.34K

TypeSH

Market value$2.70M

1.25%

Sole

33.97K

Shared

0.00

None

34.37K

ISHARES TR

SOLE

RUS 1000 GRW ETF

Shares6.54K

TypeSH

Market value$2.63M

1.22%

Sole

6.54K

Shared

0.00

None

0.00

DIMENSIONAL ETF TRUST

SOLE

SHORT DURATION F

Shares53.84K

TypeSH

Market value$2.52M

1.17%

Sole

52.51K

Shared

0.00

None

1.33K

DIMENSIONAL ETF TRUST

SOLE

US TARGETED VLU

Shares44.19K

TypeSH

Market value$2.46M

1.14%

Sole

27.44K

Shared

0.00

None

16.75K

VANGUARD INDEX FDS

SOLE

SM CP VAL ETF

Shares12.35K

TypeSH

Market value$2.45M

1.13%

Sole

6.72K

Shared

0.00

None

5.62K

DIMENSIONAL ETF TRUST

SOLE

US EQUITY MARKET

Shares37.73K

TypeSH

Market value$2.41M

1.12%

Sole

0.00

Shared

0.00

None

37.73K

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares48.50K

TypeSH

Market value$2.32M

1.08%

Sole

24.30K

Shared

0.00

None

24.19K

ISHARES INC

SOLE

MSCI EMRG CHN

Shares41.51K

TypeSH

Market value$2.30M

1.07%

Sole

18.31K

Shared

0.00

None

23.20K

VANGUARD INDEX FDS

SOLE

REAL ESTATE ETF

Shares25.63K

TypeSH

Market value$2.28M

1.06%

Sole

10.53K

Shared

0.00

None

15.10K

VANGUARD INDEX FDS

SOLE

SMALL CP ETF

Shares7.89K

TypeSH

Market value$1.90M

0.88%

Sole

4.38K

Shared

0.00

None

3.51K

ISHARES TR

SOLE

RUS 1000 VAL ETF

Shares8.96K

TypeSH

Market value$1.66M

0.77%

Sole

8.96K

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
ISHARES TRSOLE	ISHS 1-5YR INVS	726.96K	SH	$37.58M 17.42%	457.80K	269.16K
VANGUARD SCOTTSDALE FDSSOLE	SHRT TRM CORP BD	293.60K	SH	$22.90M 10.62%	156.09K	137.51K
APPLE INCSOLE	COM	72.36K	SH	$18.12M 8.40%	23.04K	49.32K
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	61.74K	SH	$17.89M 8.29%	38.62K	23.11K
VANGUARD INDEX FDSSOLE	VALUE ETF	58.93K	SH	$9.98M 4.62%	29.59K	29.34K
DIMENSIONAL ETF TRUSTSOLE	NATL MUN BD ETF	189.18K	SH	$9.04M 4.19%	159.75K	29.43K
DIMENSIONAL ETF TRUSTSOLE	US CORE EQT MKT	216.67K	SH	$8.77M 4.07%	118.71K	97.96K
DIMENSIONAL ETF TRUSTSOLE	INTERNATNAL VAL	189.02K	SH	$6.71M 3.11%	135.21K	53.81K
DIMENSIONAL ETF TRUSTSOLE	INTL CORE EQT MK	167.65K	SH	$4.90M 2.27%	108.21K	59.44K
DIMENSIONAL ETF TRUSTSOLE	US LARGE CAP VAL	158.74K	SH	$4.77M 2.21%	126.42K	32.32K
ISHARES TRSOLE	EAFE VALUE ETF	82.86K	SH	$4.35M 2.02%	28.56K	54.30K
DIMENSIONAL ETF TRUSTSOLE	US REAL ESTATE E	135.61K	SH	$3.16M 1.46%	79.85K	55.76K
DIMENSIONAL ETF TRUSTSOLE	EMERGING MKTS VA	109.38K	SH	$2.87M 1.33%	63.98K	45.39K
VANGUARD MALVERN FDSSOLE	STRM INFPROIDX	58.91K	SH	$2.85M 1.32%	43.16K	15.75K
VANGUARD INTL EQUITY INDEX FSOLE	GLB EX US ETF	68.34K	SH	$2.70M 1.25%	33.97K	34.37K
ISHARES TRSOLE	RUS 1000 GRW ETF	6.54K	SH	$2.63M 1.22%	6.54K	0.00
DIMENSIONAL ETF TRUSTSOLE	SHORT DURATION F	53.84K	SH	$2.52M 1.17%	52.51K	1.33K
DIMENSIONAL ETF TRUSTSOLE	US TARGETED VLU	44.19K	SH	$2.46M 1.14%	27.44K	16.75K
VANGUARD INDEX FDSSOLE	SM CP VAL ETF	12.35K	SH	$2.45M 1.13%	6.72K	5.62K
DIMENSIONAL ETF TRUSTSOLE	US EQUITY MARKET	37.73K	SH	$2.41M 1.12%	0.00	37.73K
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	48.50K	SH	$2.32M 1.08%	24.30K	24.19K
ISHARES INCSOLE	MSCI EMRG CHN	41.51K	SH	$2.30M 1.07%	18.31K	23.20K
VANGUARD INDEX FDSSOLE	REAL ESTATE ETF	25.63K	SH	$2.28M 1.06%	10.53K	15.10K
VANGUARD INDEX FDSSOLE	SMALL CP ETF	7.89K	SH	$1.90M 0.88%	4.38K	3.51K
ISHARES TRSOLE	RUS 1000 VAL ETF	8.96K	SH	$1.66M 0.77%	8.96K	0.00

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