Apella Capital, LLC
CIK:0001801507
Investment Adviser
$0 AUM
473 holdings
Glastonbury, CT, United States
Apella Capital is a fee-only registered investment advisory firm providing financial planning and portfolio management services to individuals and small businesses.
Investment Strategy
Evidence-based investing with customized investment strategies
Top Buys
D
DFACDIMENSIONAL ETF TRUST+$52.2M
D
DFSDDIMENSIONAL ETF TRUST+$31.3M
V
VYMVANGUARD WHITEHALL FDS+$29.9M
V
VOOGVANGUARD ADMIRAL FDS INC+$28.3M
V
VEAVANGUARD TAX-MANAGED FDS+$26.0M
Top Sells
B
BNDXVANGUARD CHARLOTTE FDS-$10.1M
J
JPSTJ P MORGAN EXCHANGE TRADED F-$7.4M
B
BSVVANGUARD BD INDEX FDS-$7.0M
M
MGCVANGUARD WORLD FD-$3.9M
M
MTUMISHARES TR-$3.3M
Top Holdings
D
DFACDIMENSIONAL ETF TRUST+11.5%$515.0M
D
DFSDDIMENSIONAL ETF TRUST+4.3%$194.1M
V
VTIVANGUARD INDEX FDS+3.4%$151.5M
D
DFICDIMENSIONAL ETF TRUST+2.9%$129.9M
B
BNDVANGUARD BD INDEX FDS+2.7%$120.5M
Equity Positions (465)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAC | DIMENSIONAL ETF TRUST | 11.46% | $515.0M | 13,520,639 | $31.28 | $38.57 | +$52.2M |
D DFSD | DIMENSIONAL ETF TRUST | 4.32% | $194.1M | 4,002,899 | $47.46 | $48.19 | +$31.3M |
V VTI | VANGUARD INDEX FDS | 3.37% | $151.5M | 465,069 | $245.66 | $328.17 | +$20.1M |
D DFIC | DIMENSIONAL ETF TRUST | 2.89% | $129.9M | 3,947,017 | $27.18 | $32.79 | +$17.3M |
B BND | VANGUARD BD INDEX FDS | 2.68% | $120.5M | 1,607,276 | $72.73 | $74.37 | +$8.7M |
Industry Allocation
SERVICES-PREPACKAGED SOFTWARE
+1.2%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+1.2%
ELECTRONIC COMPUTERS
+1.1%
SEMICONDUCTORS & RELATED DEVICES
+0.5%
FIRE, MARINE & CASUALTY INSURANCE
+0.5%