Apella Capital, LLC Q1 2024 Filing
Filed April 10, 2024
Portfolio Value
$2.0T
Holdings
294
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (294 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DFACDIMENSIONAL ETF TRUST | 7,109,068 | $224K | 0.00% | |
| 2 | BSVVANGUARD BD INDEX FDS | 1,645,565 | $125K | 0.00% | |
| 3 | BNDXVANGUARD CHARLOTTE FDS | 2,059,944 | $100K | 0.00% | |
| 4 | BNDVANGUARD BD INDEX FDS | 1,157,987 | $83K | 0.00% | |
| 5 | VTIVANGUARD INDEX FDS | 305,970 | $78K | 0.00% | |
| 6 | DFATDIMENSIONAL ETF TRUST | 1,452,640 | $77K | 0.00% | |
| 7 | MGCVANGUARD WORLD FD | 320,332 | $59K | 0.00% | |
| 8 | MTUMISHARES TR | 317,746 | $59K | 0.00% | |
| 9 | DFCFDIMENSIONAL ETF TRUST | 1,184,046 | $49K | 0.00% | |
| 10 | VEAVANGUARD TAX-MANAGED FDS | 987,737 | $49K | 0.00% | |
| 11 | DFIVDIMENSIONAL ETF TRUST | 1,111,306 | $41K | 0.00% | |
| 12 | VWOVANGUARD INTL EQUITY INDEX F | 897,947 | $38K | 0.00% | |
| 13 | VTVVANGUARD INDEX FDS | 240,264 | $38K | 0.00% | |
| 14 | DFSDDIMENSIONAL ETF TRUST | 804,918 | $37K | 0.00% | |
| 15 | DFUSDIMENSIONAL ETF TRUST | 642,843 | $36K | 0.00% | |
| 16 | VSSVANGUARD INTL EQUITY INDEX F | 267,590 | $31K | 0.00% | |
| 17 | DFICDIMENSIONAL ETF TRUST | 1,135,884 | $30K | 0.00% | |
| 18 | QUALISHARES TR | 172,616 | $28K | 0.00% | |
| 19 | USMVISHARES TR | 309,367 | $25K | 0.00% | |
| 20 | SUBISHARES TR | 240,323 | $25K | 0.00% | |
| 21 | DFEMDIMENSIONAL ETF TRUST | 919,369 | $23K | 0.00% | |
| 22 | MUBISHARES TR | 222,201 | $23K | 0.00% | |
| 23 | DFAXDIMENSIONAL ETF TRUST | 883,427 | $22K | 0.00% | |
| 24 | SCHOSCHWAB STRATEGIC TR | 461,371 | $22K | 0.00% | |
| 25 | MSFTMICROSOFT CORP | 49,884 | $21K | 0.00% | |
| 26 | IMTMISHARES TR | 505,230 | $19K | 0.00% | |
| 27 | AVUSAMERICAN CENTY ETF TR | 208,575 | $18K | 0.00% | |
| 28 | GEMGOLDMAN SACHS ETF TR | 586,820 | $18K | 0.00% | |
| 29 | DFUVDIMENSIONAL ETF TRUST | 432,018 | $17K | 0.00% | |
| 30 | VBRVANGUARD INDEX FDS | 89,518 | $16K | 0.00% | |
| 31 | VTEBVANGUARD MUN BD FDS | 299,802 | $15K | 0.00% | |
| 32 | AVDVAMERICAN CENTY ETF TR | 201,258 | $13K | 0.00% | |
| 33 | ESGUISHARES TR | 120,597 | $13K | 0.00% | |
| 34 | DFNMDIMENSIONAL ETF TRUST | 272,127 | $13K | 0.00% | |
| 35 | VTIPVANGUARD MALVERN FDS | 271,585 | $13K | 0.00% | |
| 36 | AVDEAMERICAN CENTY ETF TR | 200,485 | $12K | 0.00% | |
| 37 | AAPLAPPLE INC | 67,524 | $11K | 0.00% | |
| 38 | VIGVANGUARD SPECIALIZED FUNDS | 65,170 | $11K | 0.00% | |
| 39 | EFVISHARES TR | 212,971 | $11K | 0.00% | |
| 40 | VXUSVANGUARD STAR FDS | 190,976 | $11K | 0.00% | |
| 41 | JNKSPDR SER TR | 126,818 | $11K | 0.00% | |
| 42 | VCITVANGUARD SCOTTSDALE FDS | 129,967 | $10K | 0.00% | |
| 43 | EFAVISHARES TR | 152,946 | $10K | 0.00% | |
| 44 | ESGVVANGUARD WORLD FD | 104,742 | $9K | 0.00% | |
| 45 | IQLTISHARES TR | 221,426 | $8K | 0.00% | |
| 46 | GDGENERAL DYNAMICS CORP | 28,836 | $8K | 0.00% | |
| 47 | EAGGISHARES TR | 189,781 | $8K | 0.00% | |
| 48 | VOVANGUARD INDEX FDS | 30,184 | $7K | 0.00% | |
| 49 | DFGRDIMENSIONAL ETF TRUST | 284,770 | $7K | 0.00% | |
| 50 | EEMVISHARES INC | 124,971 | $7K | 0.00% | |
| 51 | VBVANGUARD INDEX FDS | 34,505 | $7K | 0.00% | |
| 52 | VSGXVANGUARD WORLD FD | 114,009 | $6K | 0.00% | |
| 53 | WSTWEST PHARMACEUTICAL SVSC INC | 16,796 | $6K | 0.00% | |
| 54 | SHMSPDR SER TR | 144,463 | $6K | 0.00% | |
| 55 | ACWXISHARES TR | 112,519 | $6K | 0.00% | |
| 56 | ESGDISHARES TR | 85,291 | $6K | 0.00% | |
| 57 | DFAIDIMENSIONAL ETF TRUST | 199,651 | $6K | 0.00% | |
| 58 | DFIPDIMENSIONAL ETF TRUST | 139,616 | $5K | 0.00% | |
| 59 | EMBISHARES TR | 62,473 | $5K | 0.00% | |
| 60 | ARKKARK ETF TR | 113,417 | $5K | 0.00% | |
| 61 | AVEMAMERICAN CENTY ETF TR | 90,058 | $5K | 0.00% | |
| 62 | SHYISHARES TR | 64,515 | $5K | 0.00% | |
| 63 | IJRISHARES TR | 52,325 | $5K | 0.00% | |
| 64 | AQLTISHARES TR | 67,919 | $5K | 0.00% | |
| 65 | SUSBISHARES TR | 203,375 | $4K | 0.00% | |
| 66 | BRK/BBERKSHIRE HATHAWAY INC DEL | 12,023 | $4K | 0.00% | |
| 67 | VGSHVANGUARD SCOTTSDALE FDS | 78,201 | $4K | 0.00% | |
| 68 | VTVANGUARD INTL EQUITY INDEX F | 38,560 | $4K | 0.00% | |
| 69 | SPYSPDR S&P 500 ETF TR | 8,661 | $4K | 0.00% | |
| 70 | VCSHVANGUARD SCOTTSDALE FDS | 57,508 | $4K | 0.00% | |
| 71 | EWXSPDR INDEX SHS FDS | 66,575 | $3K | 0.00% | |
| 72 | DFSUDIMENSIONAL ETF TRUST | 99,012 | $3K | 0.00% | |
| 73 | BBAGJ P MORGAN EXCHANGE TRADED F | 80,710 | $3K | 0.00% | |
| 74 | ITOTISHARES TR | 34,058 | $3K | 0.00% | |
| 75 | ACNACCENTURE PLC IRELAND | 9,344 | $3K | 0.00% | |
| 76 | VEEVVEEVA SYS INC | 14,774 | $3K | 0.00% | |
| 77 | DFAEDIMENSIONAL ETF TRUST | 140,829 | $3K | 0.00% | |
| 78 | DFAUDIMENSIONAL ETF TRUST | 88,635 | $3K | 0.00% | |
| 79 | IWBISHARES TR | 12,910 | $3K | 0.00% | |
| 80 | AMZNAMAZON COM INC | 21,473 | $3K | 0.00% | |
| 81 | PHPARKER-HANNIFIN CORP | 5,883 | $3K | 0.00% | |
| 82 | AVUVAMERICAN CENTY ETF TR | 37,243 | $3K | 0.00% | |
| 83 | DFASDIMENSIONAL ETF TRUST | 50,014 | $3K | 0.00% | |
| 84 | IGSBISHARES TR | 44,149 | $2K | 0.00% | |
| 85 | JNJJOHNSON & JOHNSON | 19,380 | $2K | 0.00% | |
| 86 | ESMLISHARES TR | 56,390 | $2K | 0.00% | |
| 87 | AVIGAMERICAN CENTY ETF TR | 59,705 | $2K | 0.00% | |
| 88 | IEMGISHARES INC | 39,744 | $2K | 0.00% | |
| 89 | DFSIDIMENSIONAL ETF TRUST | 71,279 | $2K | 0.00% | |
| 90 | ESGEISHARES INC | 63,563 | $2K | 0.00% | |
| 91 | VOOVANGUARD INDEX FDS | 5,669 | $2K | 0.00% | |
| 92 | NVDANVIDIA CORPORATION | 2,628 | $2K | 0.00% | |
| 93 | OMFLINVESCO EXCH TRD SLF IDX FD | 37,031 | $2K | 0.00% | |
| 94 | IWMISHARES TR | 9,737 | $2K | 0.00% | |
| 95 | BILLBILL HOLDINGS INC | 43,751 | $2K | 0.00% | |
| 96 | DFSBDIMENSIONAL ETF TRUST | 39,585 | $2K | 0.00% | |
| 97 | CVXCHEVRON CORP NEW | 7,546 | $1K | 0.00% | |
| 98 | METAMETA PLATFORMS INC | 2,042 | $1K | 0.00% | |
| 99 | IUSBISHARES TR | 43,886 | $1K | 0.00% | |
| 100 | ZMZOOM VIDEO COMMUNICATIONS IN | 29,100 | $1K | 0.00% |
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