Apella Capital, LLC Q1 2025 Filing

Filed April 10, 2025

Portfolio Value

$2.9B

Holdings

387

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (387 positions)

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

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