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CIK: 0001801507
Total reported value
$7.1B
$7.1B
294 檔
8.7%
The Q1 2024 SEC filing reveals that Apella Capital, LLC held a total portfolio value of $7.1B, covering 294 public equity positions.
During Q1 2024, Apella Capital, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, BSV, BNDX) accounted for 8.7% of total reported equity market value during Q1 2024.
Showing top 200 holdings (of 294 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 11.34% | +0.26% | +12.75% | |
| 2 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 6.34% | -0.20% | +18.30% | |
| 3 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 5.09% | -0.06% | +7.90% | |
| 4 | BND | Vanguard Total Bond Market | ETF-Other | 4.20% | -0.10% | +26.92% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.98% | +0.08% | -3.08% | |
| 6 | DFAT | Dimensional US Target Value | ETF-Other | 3.93% | -0.06% | +2.62% | |
| 7 | MGC | Vanguard Mega Cap ETF | ETF-Other | 3.00% | -0.02% | +27.50% | |
| 8 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 2.98% | +0.03% | -4.58% | |
| 9 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 2.49% | -0.02% | +2.97% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.49% | -0.08% | +9.49% | |
| 11 | DFIV | Dimensional International Va | ETF-Other | 2.09% | -0.04% | +5.64% | |
| 12 | VTV | Vanguard Value ETF | ETF-Other | 1.95% | +0.05% | -2.53% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.94% | -0.05% | +5.09% | |
| 14 | DFSD | Dimensional Short Duration | ETF-Other | 1.91% | -0.10% | +8.36% | |
| 15 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.83% | +0.03% | -3.60% | |
| 16 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.59% | -0.03% | +2.34% | |
| 17 | DFIC | Dimensional International Co | ETF-Other | 1.54% | -0.04% | +30.72% | |
| 18 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.41% | -0.01% | -5.02% | |
| 19 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.28% | -0.01% | -2.69% | |
| 20 | SUB | Ishares Short-term National | ETF-Other | 1.27% | -0.04% | -1.85% | |
| 21 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 1.21% | -0.03% | +14.20% | |
| 22 | MUB | Ishares National Muni Bond E | ETF-Other | 1.20% | -0.02% | +8.71% | |
| 23 | DFAX | Dimensional World Ex US Core | ETF-Other | 1.14% | -0.05% | -3.70% | |
| 24 | SCHO | Schwab Short-term US Treas | ETF-Other | 1.12% | -0.01% | -2.31% | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 1.07% | -0.09% | -17.51% | |
| 26 | IMTM | Ishares Msci Intl Momentum F | ETF-Other | 0.99% | -0.01% | -0.91% | |
| 27 | GEM | Goldman Sachs Activebeta Em | ETF-Commodities | 0.94% | -0.01% | +1.66% | |
| 28 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.93% | -0.02% | -9.40% | |
| 29 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.88% | +0.02% | -0.86% | |
| 30 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.85% | -0.01% | -9.79% | |
| 31 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.76% | — | -1.34% | |
| 32 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.69% | — | +0.55% | |
| 33 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.67% | -0.01% | +2.34% | |
| 34 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.66% | +0.13% | +5.07% | |
| 35 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.66% | -0.03% | +10.64% | |
| 36 | AVDE | Avantis International Equity | ETF-Other | 0.65% | +0.03% | -4.65% | |
| 37 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.60% | -0.01% | +10.57% | |
| 38 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.59% | -0.01% | -2.78% | |
| 39 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.59% | -0.01% | -7.36% | |
| 40 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.58% | -0.03% | +9.18% | |
| 41 | AAPL | Apple Inc | Stock-Tech | 0.58% | +0.18% | -1.48% | |
| 42 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 0.54% | -0.01% | -1.13% | |
| 43 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.52% | -0.06% | -1.76% | |
| 44 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.49% | +0.01% | -7.95% | |
| 45 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 0.45% | — | +6.72% | |
| 46 | IQLT | Ishares Msci International Q | ETF-Other | 0.44% | — | +0.27% | |
| 47 | GD | General Dynamics CORP | Stock-Industrials | 0.42% | +0.01% | +0.11% | |
| 48 | VB | Vanguard Small-cap ETF | ETF-Other | 0.39% | +0.02% | +22.57% | |
| 49 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.38% | -0.03% | +25.29% | |
| 50 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.36% | — | -20.79% |
According to official SEC Form 13F filings, Apella Capital, LLC reported a total U.S. public equity portfolio value of $7.1B across 294 disclosed positions in Q1 2024.
During Q1 2024, Apella Capital, LLC's top holdings by market value included DFAC (11.3%)、BSV (6.3%)、BNDX (5.1%). The largest single position, DFAC, represented 11.3% of total portfolio value.
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In Q1 2024, Apella Capital, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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