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CIK: 0001801507
Total reported value
$7.1B
$7.1B
320 檔
11.0%
During the Q3 2024 filing period, Apella Capital, LLC (CIK: 0001801507) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $7.1B across 320 reported positions.
In Q3 2024, Apella Capital, LLC displayed an active expansion posture, initiating 2 new positions and adding to 42 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 320 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 12.30% | +0.26% | +4.64% | |
| 2 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 6.08% | -0.20% | +6.43% | |
| 3 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 5.01% | -0.06% | +7.67% | |
| 4 | BND | Vanguard Total Bond Market | ETF-Other | 4.54% | -0.10% | +11.63% | |
| 5 | DFAT | Dimensional US Target Value | ETF-Other | 3.94% | -0.06% | +6.54% | |
| 6 | MGC | Vanguard Mega Cap ETF | ETF-Other | 3.71% | -0.02% | +14.83% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.61% | +0.08% | +0.81% | |
| 8 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 2.90% | -0.02% | +10.00% | |
| 9 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 2.70% | +0.03% | +2.01% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.60% | -0.08% | +9.48% | |
| 11 | DFIC | Dimensional International Co | ETF-Other | 2.15% | -0.04% | +7.80% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.10% | -0.05% | +6.90% | |
| 13 | DFSD | Dimensional Short Duration | ETF-Other | 2.09% | -0.10% | +2.06% | |
| 14 | DFIV | Dimensional International Va | ETF-Other | 1.97% | -0.04% | +6.78% | |
| 15 | VTV | Vanguard Value ETF | ETF-Other | 1.80% | +0.05% | +2.44% | |
| 16 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.66% | +0.03% | -1.21% | |
| 17 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.54% | -0.03% | +5.49% | |
| 18 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 1.30% | -0.03% | +7.59% | |
| 19 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.29% | -0.01% | +1.94% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 1.25% | -0.09% | +3.52% | |
| 21 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.19% | -0.01% | +1.61% | |
| 22 | SUB | Ishares Short-term National | ETF-Other | 1.10% | -0.04% | +6.29% | |
| 23 | MUB | Ishares National Muni Bond E | ETF-Other | 1.03% | -0.02% | -0.52% | |
| 24 | DFAX | Dimensional World Ex US Core | ETF-Other | 1.00% | -0.05% | -1.91% | |
| 25 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.94% | +0.13% | +9.40% | |
| 26 | GEM | Goldman Sachs Activebeta Em | ETF-Commodities | 0.92% | -0.01% | +3.43% | |
| 27 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.91% | -0.01% | -1.41% | |
| 28 | IMTM | Ishares Msci Intl Momentum F | ETF-Other | 0.90% | -0.01% | +3.84% | |
| 29 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.84% | +0.02% | -0.89% | |
| 30 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.78% | -0.03% | +2.51% | |
| 31 | AAPL | Apple Inc | Stock-Tech | 0.74% | +0.18% | +1.61% | |
| 32 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.74% | -0.02% | -9.36% | |
| 33 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.65% | -0.01% | -2.97% | |
| 34 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.63% | — | +2.61% | |
| 35 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.62% | -0.01% | +2.24% | |
| 36 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.61% | — | +0.61% | |
| 37 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.60% | -0.01% | +9.69% | |
| 38 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.52% | -0.03% | +27.96% | |
| 39 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.52% | -0.06% | +6.28% | |
| 40 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.51% | -0.01% | -1.74% | |
| 41 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 0.50% | -0.01% | +1.62% | |
| 42 | VB | Vanguard Small-cap ETF | ETF-Other | 0.50% | +0.02% | +20.80% | |
| 43 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.48% | -0.03% | -4.99% | |
| 44 | AVDE | Avantis International Equity | ETF-Other | 0.47% | +0.03% | -10.41% | |
| 45 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.45% | -0.01% | -3.91% | |
| 46 | IQLT | Ishares Msci International Q | ETF-Other | 0.41% | — | +4.17% | |
| 47 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.41% | +0.01% | -3.48% | |
| 48 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 0.37% | — | -1.10% | |
| 49 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.36% | — | -11.62% | |
| 50 | GD | General Dynamics CORP | Stock-Industrials | 0.36% | +0.01% | +0.15% |
According to official SEC Form 13F filings, Apella Capital, LLC reported a total U.S. public equity portfolio value of $7.1B across 320 disclosed positions in Q3 2024.
During Q3 2024, Apella Capital, LLC's top holdings by market value included DFAC (12.3%)、BSV (6.1%)、BNDX (5.0%). The largest single position, DFAC, represented 12.3% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including DFAC, BSV, BNDX) accounted for 11.0% of total reported equity market value during Q3 2024.
Top New Position Initiated
SPYV
市值: $819.8K
Top Position Liquidated / Trimmed
LW
前期市值: $1.4M
In Q3 2024, Apella Capital, LLC made 50 total portfolio adjustments, initiating 2 new buys, adding to 42 positions, trimming 5 holdings, and fully liquidating 1 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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