Apella Capital, LLC Q4 2024 Filing
Filed January 14, 2025
Portfolio Value
$2.6B
Holdings
341
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (341 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DFACDIMENSIONAL ETF TRUST | 10,595,895 | $366.5T | 14058900.56% | |
| 2 | BSVVANGUARD BD INDEX FDS | 1,815,851 | $140.3T | 5382131.82% | |
| 3 | BNDVANGUARD BD INDEX FDS | 1,518,825 | $109.2T | 4189479.34% | |
| 4 | BNDXVANGUARD CHARLOTTE FDS | 2,186,969 | $107.3T | 4114762.97% | |
| 5 | VTIVANGUARD INDEX FDS | 332,083 | $96.2T | 3691667.70% | |
| 6 | DFATDIMENSIONAL ETF TRUST | 1,677,344 | $93.4T | 3581198.78% | |
| 7 | MGCVANGUARD WORLD FD | 407,144 | $86.6T | 3321215.24% | |
| 8 | DFCFDIMENSIONAL ETF TRUST | 1,909,521 | $78.8T | 3022887.25% | |
| 9 | DFSDDIMENSIONAL ETF TRUST | 1,671,180 | $78.3T | 3005204.88% | |
| 10 | DFICDIMENSIONAL ETF TRUST | 2,802,429 | $72.4T | 2778268.99% | |
| 11 | VEAVANGUARD TAX-MANAGED FDS | 1,263,137 | $60.4T | 2316985.24% | |
| 12 | MTUMISHARES TR | 266,979 | $55.2T | 2119055.50% | |
| 13 | VWOVANGUARD INTL EQUITY INDEX F | 1,080,414 | $47.6T | 1825158.55% | |
| 14 | DFIVDIMENSIONAL ETF TRUST | 1,259,301 | $44.7T | 1713863.73% | |
| 15 | DFUSDIMENSIONAL ETF TRUST | 658,494 | $42.0T | 1610255.76% | |
| 16 | DFEMDIMENSIONAL ETF TRUST | 1,398,252 | $36.6T | 1404701.50% | |
| 17 | VTVVANGUARD INDEX FDS | 210,773 | $35.7T | 1368782.59% | |
| 18 | VSSVANGUARD INTL EQUITY INDEX F | 269,848 | $30.9T | 1184982.13% | |
| 19 | MSFTMICROSOFT CORP | 72,390 | $30.5T | 1170408.54% | |
| 20 | SUBISHARES TR | 273,018 | $28.8T | 1104648.03% | |
| 21 | DFNMDIMENSIONAL ETF TRUST | 552,649 | $26.4T | 1012670.16% | |
| 22 | QUALISHARES TR | 148,171 | $26.4T | 1012145.53% | |
| 23 | MUBISHARES TR | 242,902 | $25.9T | 992766.25% | |
| 24 | VTIPVANGUARD MALVERN FDS | 485,112 | $23.5T | 901010.33% | |
| 25 | USMVISHARES TR | 264,526 | $23.5T | 900939.44% | |
| 26 | DFAXDIMENSIONAL ETF TRUST | 872,892 | $21.7T | 832385.85% | |
| 27 | DFUVDIMENSIONAL ETF TRUST | 486,509 | $19.9T | 763641.31% | |
| 28 | AAPLAPPLE INC | 78,509 | $19.7T | 754141.91% | |
| 29 | VCITVANGUARD SCOTTSDALE FDS | 237,702 | $19.1T | 731894.94% | |
| 30 | SCHOSCHWAB STRATEGIC TR | 782,878 | $18.8T | 722525.23% | |
| 31 | AVUSAMERICAN CENTY ETF TR | 190,561 | $18.5T | 708526.24% | |
| 32 | AVDVAMERICAN CENTY ETF TR | 282,138 | $18.4T | 704323.67% | |
| 33 | DUHPDIMENSIONAL ETF TRUST | 532,179 | $18.0T | 689777.16% | |
| 34 | IMTMISHARES TR | 457,947 | $17.1T | 656977.19% | |
| 35 | DFGXDIMENSIONAL ETF TRUST | 327,261 | $17.1T | 656787.54% | |
| 36 | GEMGOLDMAN SACHS ETF TR | 530,221 | $16.9T | 649206.23% | |
| 37 | AVDEAMERICAN CENTY ETF TR | 256,547 | $15.7T | 603930.38% | |
| 38 | VTEBVANGUARD MUN BD FDS | 300,051 | $15.0T | 576973.31% | |
| 39 | ESGUISHARES TR | 114,965 | $14.8T | 568082.20% | |
| 40 | VBRVANGUARD INDEX FDS | 72,158 | $14.3T | 548537.17% | |
| 41 | JNKSPDR SER TR | 144,371 | $13.8T | 528699.93% | |
| 42 | VOVANGUARD INDEX FDS | 51,315 | $13.6T | 519902.76% | |
| 43 | VBVANGUARD INDEX FDS | 55,573 | $13.4T | 512203.22% | |
| 44 | AVEMAMERICAN CENTY ETF TR | 208,268 | $12.2T | 469665.61% | |
| 45 | VIGVANGUARD SPECIALIZED FUNDS | 61,685 | $12.1T | 463360.91% | |
| 46 | VCSHVANGUARD SCOTTSDALE FDS | 136,098 | $10.6T | 407253.85% | |
| 47 | VXUSVANGUARD STAR FDS | 179,105 | $10.6T | 404862.92% | |
| 48 | ESGVVANGUARD WORLD FD | 95,671 | $10.0T | 384925.98% | |
| 49 | EFAVISHARES TR | 135,649 | $9.6T | 367925.20% | |
| 50 | VONEVANGUARD SCOTTSDALE FDS | 34,754 | $9.3T | 355570.96% | |
| 51 | EFVISHARES TR | 172,544 | $9.1T | 347275.37% | |
| 52 | EAGGISHARES TR | 194,311 | $9.0T | 346139.99% | |
| 53 | VGITVANGUARD SCOTTSDALE FDS | 153,930 | $8.9T | 342463.78% | |
| 54 | EMBISHARES TR | 95,074 | $8.5T | 324719.99% | |
| 55 | VUSBVANGUARD BD INDEX FDS | 168,224 | $8.3T | 320189.22% | |
| 56 | DFLVDIMENSIONAL ETF TRUST | 268,367 | $8.1T | 309134.53% | |
| 57 | SPYSPDR S&P 500 ETF TR | 13,281 | $7.8T | 298578.74% | |
| 58 | GDGENERAL DYNAMICS CORP | 28,303 | $7.5T | 286061.43% | |
| 59 | VGSHVANGUARD SCOTTSDALE FDS | 127,740 | $7.4T | 285077.26% | |
| 60 | IQLTISHARES TR | 199,751 | $7.4T | 284420.64% | |
| 61 | DFGRDIMENSIONAL ETF TRUST | 288,548 | $7.4T | 282684.11% | |
| 62 | BRK/BBERKSHIRE HATHAWAY INC DEL | 16,170 | $7.3T | 281151.07% | |
| 63 | SHMSPDR SER TR | 148,030 | $7.0T | 269090.54% | |
| 64 | DIHPDIMENSIONAL ETF TRUST | 274,810 | $6.9T | 265957.63% | |
| 65 | ESGDISHARES TR | 85,063 | $6.5T | 248435.98% | |
| 66 | VSGXVANGUARD WORLD FD | 110,069 | $6.2T | 239391.98% | |
| 67 | EEMVISHARES INC | 107,516 | $6.2T | 239160.64% | |
| 68 | IJRISHARES TR | 51,666 | $6.0T | 228347.41% | |
| 69 | AMZNAMAZON COM INC | 27,066 | $5.9T | 227773.95% | |
| 70 | DFIPDIMENSIONAL ETF TRUST | 146,255 | $5.9T | 227159.75% | |
| 71 | ACWXISHARES TR | 109,940 | $5.7T | 219966.40% | |
| 72 | IUSBISHARES TR | 125,689 | $5.7T | 217920.16% | |
| 73 | DFSUDIMENSIONAL ETF TRUST | 146,728 | $5.6T | 213311.79% | |
| 74 | WSTWEST PHARMACEUTICAL SVSC INC | 16,801 | $5.5T | 211100.45% | |
| 75 | SUSBISHARES TR | 220,041 | $5.4T | 208479.75% | |
| 76 | EWXSPDR INDEX SHS FDS | 92,301 | $5.4T | 207510.35% | |
| 77 | AQLTISHARES TR | 72,555 | $5.1T | 195596.74% | |
| 78 | SHYISHARES TR | 61,908 | $5.1T | 194679.73% | |
| 79 | VOOVANGUARD INDEX FDS | 9,190 | $5.0T | 189946.05% | |
| 80 | DFAIDIMENSIONAL ETF TRUST | 160,759 | $4.7T | 180061.34% | |
| 81 | DFAWDIMENSIONAL ETF TRUST | 68,972 | $4.3T | 165247.54% | |
| 82 | NVDANVIDIA CORPORATION | 31,865 | $4.3T | 164144.27% | |
| 83 | DFASDIMENSIONAL ETF TRUST | 64,937 | $4.2T | 162106.96% | |
| 84 | IWBISHARES TR | 12,910 | $4.2T | 159536.86% | |
| 85 | ITOTISHARES TR | 32,280 | $4.2T | 159257.53% | |
| 86 | VTVANGUARD INTL EQUITY INDEX F | 35,026 | $4.1T | 157841.52% | |
| 87 | AVUVAMERICAN CENTY ETF TR | 40,028 | $3.9T | 148213.27% | |
| 88 | IGSBISHARES TR | 72,217 | $3.7T | 143216.76% | |
| 89 | DFSIDIMENSIONAL ETF TRUST | 113,362 | $3.7T | 142845.41% | |
| 90 | BILLBILL HOLDINGS INC | 43,797 | $3.7T | 142312.22% | |
| 91 | DOCSDOXIMITY INC | 69,320 | $3.7T | 141965.11% | |
| 92 | DFAUDIMENSIONAL ETF TRUST | 88,229 | $3.6T | 137032.38% | |
| 93 | JNJJOHNSON & JOHNSON | 24,335 | $3.5T | 134996.54% | |
| 94 | DFSBDIMENSIONAL ETF TRUST | 67,277 | $3.4T | 131457.80% | |
| 95 | UALUNITED AIRLS HLDGS INC | 35,082 | $3.4T | 130667.23% | |
| 96 | ACNACCENTURE PLC IRELAND | 9,568 | $3.4T | 129108.14% | |
| 97 | IAGGISHARES TR | 58,936 | $2.9T | 112854.17% | |
| 98 | DFAEDIMENSIONAL ETF TRUST | 106,675 | $2.7T | 103811.93% | |
| 99 | COSTCOSTCO WHSL CORP NEW | 2,950 | $2.7T | 103695.16% | |
| 100 | REETISHARES TR | 109,857 | $2.6T | 101008.33% |
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