$257 Million is the total value of Annapolis Financial Services, LLC's 418 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2020 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-11
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 12 | Q3 2023 | 6.4% |
| VANGUARD TAX-MANAGED INTL FD | 12 | Q3 2023 | 6.2% |
| VANGUARD INDEX FDS | 12 | Q3 2023 | 5.5% |
| VANGUARD SCOTTSDALE FDS | 12 | Q3 2023 | 5.8% |
| VANGUARD SCOTTSDALE FDS | 12 | Q3 2023 | 6.0% |
| VANGUARD SCOTTSDALE FDS | 12 | Q3 2023 | 3.9% |
| VANGUARD INDEX FDS | 12 | Q3 2023 | 3.7% |
| VANGUARD INDEX FDS | 12 | Q3 2023 | 3.3% |
| VANGUARD INTL EQUITY INDEX F | 12 | Q3 2023 | 3.4% |
| VANGUARD INDEX FDS | 12 | Q3 2023 | 3.6% |
View Annapolis Financial Services, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-17 |
| 13F-HR | 2024-02-01 |
| 13F-HR | 2023-10-30 |
| 13F-HR | 2023-07-18 |
| 13F-HR | 2023-04-17 |
| 13F-HR | 2023-01-23 |
| 13F-HR | 2022-10-24 |
| 13F-HR | 2022-07-22 |
| 13F-HR | 2022-04-29 |
| 13F-HR | 2022-02-11 |
View Annapolis Financial Services, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.