Apella Capital, LLC Q1 2025 Filing
Filed April 10, 2025
Portfolio Value
$2.9T
Holdings
387
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (387 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DFACDIMENSIONAL ETF TRUST | 11,812,257 | $375.7B | 12.90% | |
| 2 | BSVVANGUARD BD INDEX FDS | 1,698,621 | $132.6B | 4.55% | |
| 3 | DFSDDIMENSIONAL ETF TRUST | 2,694,401 | $127.8B | 4.39% | |
| 4 | BNDVANGUARD BD INDEX FDS | 1,499,836 | $109.0B | 3.74% | |
| 5 | VTIVANGUARD INDEX FDS | 396,108 | $106.3B | 3.65% | |
| 6 | DFICDIMENSIONAL ETF TRUST | 3,254,844 | $86.7B | 2.97% | |
| 7 | DFCFDIMENSIONAL ETF TRUST | 2,040,511 | $85.0B | 2.92% | |
| 8 | BNDXVANGUARD CHARLOTTE FDS | 1,719,141 | $83.8B | 2.88% | |
| 9 | DFATDIMENSIONAL ETF TRUST | 1,637,566 | $79.6B | 2.73% | |
| 10 | MGCVANGUARD WORLD FD | 323,304 | $63.6B | 2.18% | |
| 11 | VEAVANGUARD TAX-MANAGED FDS | 1,240,949 | $60.9B | 2.09% | |
| 12 | VWOVANGUARD INTL EQUITY INDEX F | 1,266,007 | $53.8B | 1.85% | |
| 13 | DFGXDIMENSIONAL ETF TRUST | 936,969 | $48.7B | 1.67% | |
| 14 | DFIVDIMENSIONAL ETF TRUST | 1,230,119 | $45.7B | 1.57% | |
| 15 | DUHPDIMENSIONAL ETF TRUST | 1,429,319 | $45.5B | 1.56% | |
| 16 | DFUSDIMENSIONAL ETF TRUST | 715,546 | $42.0B | 1.44% | |
| 17 | MTUMISHARES TR | 203,095 | $40.6B | 1.39% | |
| 18 | DFEMDIMENSIONAL ETF TRUST | 1,358,092 | $33.9B | 1.16% | |
| 19 | SUBISHARES TR | 314,352 | $33.0B | 1.13% | |
| 20 | VTVVANGUARD INDEX FDS | 196,335 | $32.2B | 1.10% | |
| 21 | VONEVANGUARD SCOTTSDALE FDS | 125,999 | $31.0B | 1.06% | |
| 22 | MSFTMICROSOFT CORP | 78,753 | $30.8B | 1.06% | |
| 23 | DFNMDIMENSIONAL ETF TRUST | 643,483 | $30.2B | 1.04% | |
| 24 | AVEMAMERICAN CENTY ETF TR | 477,685 | $27.1B | 0.93% | |
| 25 | DFAXDIMENSIONAL ETF TRUST | 1,060,948 | $26.5B | 0.91% | |
| 26 | AVDEAMERICAN CENTY ETF TR | 409,567 | $26.0B | 0.89% | |
| 27 | AVDVAMERICAN CENTY ETF TR | 380,837 | $25.4B | 0.87% | |
| 28 | VSSVANGUARD INTL EQUITY INDEX F | 218,001 | $24.2B | 0.83% | |
| 29 | VTIPVANGUARD MALVERN FDS | 469,607 | $23.4B | 0.80% | |
| 30 | AAPLAPPLE INC | 113,837 | $22.6B | 0.78% | |
| 31 | MUBISHARES TR | 213,479 | $22.1B | 0.76% | |
| 32 | DFLVDIMENSIONAL ETF TRUST | 719,582 | $20.8B | 0.71% | |
| 33 | AQLTISHARES TR | 263,008 | $19.2B | 0.66% | |
| 34 | DFUVDIMENSIONAL ETF TRUST | 485,458 | $18.9B | 0.65% | |
| 35 | QUALISHARES TR | 113,352 | $18.8B | 0.64% | |
| 36 | DIHPDIMENSIONAL ETF TRUST | 707,883 | $18.4B | 0.63% | |
| 37 | VCITVANGUARD SCOTTSDALE FDS | 222,191 | $17.9B | 0.62% | |
| 38 | USMVISHARES TR | 198,936 | $17.9B | 0.61% | |
| 39 | AVUSAMERICAN CENTY ETF TR | 189,041 | $16.8B | 0.58% | |
| 40 | VTEBVANGUARD MUN BD FDS | 337,840 | $16.4B | 0.56% | |
| 41 | IUSBISHARES TR | 319,588 | $14.6B | 0.50% | |
| 42 | VOVANGUARD INDEX FDS | 57,317 | $14.1B | 0.49% | |
| 43 | VONGVANGUARD SCOTTSDALE FDS | 145,393 | $13.4B | 0.46% | |
| 44 | IMTMISHARES TR | 344,465 | $13.3B | 0.46% | |
| 45 | IJHISHARES TR | 236,528 | $13.2B | 0.45% | |
| 46 | VOOVANGUARD INDEX FDS | 26,491 | $13.2B | 0.45% | |
| 47 | AQLTISHARES TR | 555,538 | $13.0B | 0.44% | |
| 48 | SPABSPDR SER TR | 510,167 | $12.9B | 0.44% | |
| 49 | VBVANGUARD INDEX FDS | 59,585 | $12.6B | 0.43% | |
| 50 | GEMGOLDMAN SACHS ETF TR | 401,492 | $12.6B | 0.43% | |
| 51 | ESGUISHARES TR | 100,965 | $12.0B | 0.41% | |
| 52 | VIGVANGUARD SPECIALIZED FUNDS | 62,191 | $11.6B | 0.40% | |
| 53 | ISTBISHARES TR | 240,656 | $11.6B | 0.40% | |
| 54 | IWFISHARES TR | 31,827 | $11.4B | 0.39% | |
| 55 | VBRVANGUARD INDEX FDS | 63,339 | $11.2B | 0.38% | |
| 56 | SCHOSCHWAB STRATEGIC TR | 452,016 | $11.0B | 0.38% | |
| 57 | EMBISHARES TR | 121,905 | $10.8B | 0.37% | |
| 58 | IAGGISHARES TR | 213,009 | $10.7B | 0.37% | |
| 59 | JNKSPDR SER TR | 112,138 | $10.5B | 0.36% | |
| 60 | VXUSVANGUARD STAR FDS | 174,606 | $10.4B | 0.36% | |
| 61 | NVDANVIDIA CORPORATION | 90,720 | $10.4B | 0.36% | |
| 62 | VCSHVANGUARD SCOTTSDALE FDS | 131,783 | $10.4B | 0.36% | |
| 63 | VGSHVANGUARD SCOTTSDALE FDS | 172,685 | $10.1B | 0.35% | |
| 64 | IWDISHARES TR | 56,372 | $10.1B | 0.35% | |
| 65 | VGITVANGUARD SCOTTSDALE FDS | 161,356 | $9.5B | 0.33% | |
| 66 | ESGVVANGUARD WORLD FD | 99,674 | $9.5B | 0.33% | |
| 67 | BRK/BBERKSHIRE HATHAWAY INC DEL | 17,819 | $9.3B | 0.32% | |
| 68 | EAGGISHARES TR | 192,080 | $9.0B | 0.31% | |
| 69 | VUSBVANGUARD BD INDEX FDS | 173,826 | $8.6B | 0.30% | |
| 70 | IBTGISHARES TR | 368,024 | $8.4B | 0.29% | |
| 71 | EFVISHARES TR | 148,318 | $8.3B | 0.29% | |
| 72 | GDGENERAL DYNAMICS CORP | 28,399 | $7.7B | 0.26% | |
| 73 | EFAVISHARES TR | 100,408 | $7.6B | 0.26% | |
| 74 | AVLVAMERICAN CENTY ETF TR | 119,827 | $7.4B | 0.25% | |
| 75 | IJRISHARES TR | 72,433 | $7.1B | 0.25% | |
| 76 | SPYSPDR S&P 500 ETF TR | 12,967 | $7.1B | 0.24% | |
| 77 | SPIBSPDR SER TR | 214,386 | $7.1B | 0.24% | |
| 78 | AMZNAMAZON COM INC | 36,220 | $6.9B | 0.24% | |
| 79 | DFIPDIMENSIONAL ETF TRUST | 166,051 | $6.9B | 0.24% | |
| 80 | DFSUDIMENSIONAL ETF TRUST | 198,694 | $6.9B | 0.24% | |
| 81 | ESGDISHARES TR | 83,896 | $6.6B | 0.23% | |
| 82 | DFGRDIMENSIONAL ETF TRUST | 244,636 | $6.1B | 0.21% | |
| 83 | SHMSPDR SER TR | 127,642 | $6.0B | 0.21% | |
| 84 | IQLTISHARES TR | 149,158 | $5.8B | 0.20% | |
| 85 | ACWXISHARES TR | 108,335 | $5.7B | 0.20% | |
| 86 | ITOTISHARES TR | 48,091 | $5.7B | 0.20% | |
| 87 | VSGXVANGUARD WORLD FD | 101,464 | $5.7B | 0.20% | |
| 88 | SPHYSPDR SER TR | 246,276 | $5.7B | 0.19% | |
| 89 | SUSBISHARES TR | 219,793 | $5.5B | 0.19% | |
| 90 | EWXSPDR INDEX SHS FDS | 99,626 | $5.2B | 0.18% | |
| 91 | DFAWDIMENSIONAL ETF TRUST | 87,890 | $5.2B | 0.18% | |
| 92 | DFAIDIMENSIONAL ETF TRUST | 166,241 | $5.0B | 0.17% | |
| 93 | DFSIDIMENSIONAL ETF TRUST | 145,116 | $4.9B | 0.17% | |
| 94 | EEMVISHARES INC | 81,626 | $4.6B | 0.16% | |
| 95 | SHYISHARES TR | 53,278 | $4.4B | 0.15% | |
| 96 | DOCSDOXIMITY INC | 79,039 | $4.4B | 0.15% | |
| 97 | VUGVANGUARD INDEX FDS | 11,463 | $4.2B | 0.14% | |
| 98 | JNJJOHNSON & JOHNSON | 27,649 | $4.2B | 0.14% | |
| 99 | DFAUDIMENSIONAL ETF TRUST | 108,407 | $4.0B | 0.14% | |
| 100 | DFSBDIMENSIONAL ETF TRUST | 78,640 | $4.0B | 0.14% |
Page 1 of 4Next