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Greenspring Advisors

Greenspring Advisors is an investment advisor in Towson with $5.25B assets under management.

Company profile

Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
825320133
SEC advisor number
801-67570
FINRA CRD number
132669
AUM ?
$6.13B (as of 7 Apr 22)
Accounts
2,276 (as of 7 Apr 22)
Employees
25 (17 investment advisory or research)

Investment data

Data from SEC filings
Top 50 of 108 long holdings
End of quarter 31 Mar 22
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
Dimensional Etf Trust (US CORE EQUITY 2)
$185.89M 185.89K 6.7M -97.2
Dimensional Etf Trust (WORLD EX US CORE)
$51.85M 51.85K 2.05M -97.5
$30.16M 30.16K 255.58K -88.2
$7.15M 7.15K 40.93K -82.5
$5.29M 5.29K 107.52K -95.1
$4.9M 4.9K 121.46K -96.0
$4.44M 4.44K 8.53K -47.9
$3.99M 3.99K 6.79K -41.3
$3.95M 3.95K 65.16K -93.9
Vanguard Specialized Funds
$3.26M 3.26K 20.14K -83.8
$3.08M 3.08K 13.88K -77.8
$3.02M 3.02K 56.52K -94.7
Vanguard BD Index FDS
$2.83M 2.83K 18.95K -85.1
$2.42M 2.42K 16.03K -84.9
$2.31M 2.31K 66.95K -96.5
$2.22M 2.22K 924 +140.3
$2.16M 2.16K 73.81K -97.1
$2.04M 2.04K NEW
$1.95M 1.95K 17.45K -88.9
$1.87M 1.87K 6.7K -72.1
Vanguard Charlotte FDS
$1.81M 1.81K 56.99K -96.8
Vanguard Tax-managed Intl FD
$1.75M 1.75K 40.02K -95.6
$1.74M 1.74K 4.22K -58.7
$1.74M 1.74K 7.14K -75.6
$1.51M 1.51K 5.97K -74.7
$1.49M 1.49K 4.74K -68.5
$1.49M 1.49K 22.82K -93.5
$1.48M 1.48K 9.65K -84.7
Vanguard Intl Equity Index F
$1.32M 1.32K 30.72K -95.7
American Centy Etf TR (INTL EQT ETF)
$1.26M 1.26K 32.8K -96.1
$1.22M 1.22K 3.47K -64.8
$1.15M 1.15K 20.36K -94.3
$1.14M 1.14K 18.14K -93.7
$939K 939 5.88K -84.0
$922K 922 3.58K -74.2
American Centy Etf TR (AVANTIS EMGMKT)
$913K 913 24.02K -96.2
$884K 884 6.53K -86.5
$842K 842 37.6K -97.8
$821K 821 13.23K -93.8
$809K 809 4.42K -81.7
$758K 758 4.66K -83.7
$752K 752 9.27K -91.9
American Centy Etf TR (US EQT ETF)
$747K 747 NEW
$744K 744 4.45K -83.3
$743K 743 4.26K -82.6
$692K 692 6.41K -89.2
$672K 672 4.35K -84.5
$647K 647 1.13K -42.6
$641K 641 66.73K -99.0
$630K 630 2.21K -71.5
Holdings list only includes long positions. Only includes long positions.

Calendar

22 May 22
31 Dec 22
Financial reports
No filings
Current reports
No filings
Registration and prospectus
No filings
Proxies
No filings
Other
No filings