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CIK: 0001801507
Total reported value
$7.1B
$7.1B
341 檔
11.6%
The Q4 2024 SEC filing reveals that Apella Capital, LLC held a total portfolio value of $7.1B, covering 341 public equity positions.
In Q4 2024, Apella Capital, LLC displayed an active expansion posture, initiating 7 new positions and adding to 24 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, BSV, BND) accounted for 11.6% of total reported equity market value during Q4 2024.
Showing top 200 holdings (of 341 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 14.06% | +0.26% | +20.32% | |
| 2 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 5.38% | -0.20% | -3.57% | |
| 3 | BND | Vanguard Total Bond Market | ETF-Other | 4.19% | -0.10% | +3.19% | |
| 4 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 4.11% | -0.06% | -9.85% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.69% | +0.08% | +5.98% | |
| 6 | DFAT | Dimensional US Target Value | ETF-Other | 3.58% | -0.06% | -4.36% | |
| 7 | MGC | Vanguard Mega Cap ETF | ETF-Other | 3.32% | -0.02% | -7.72% | |
| 8 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 3.02% | -0.02% | +17.26% | |
| 9 | DFSD | Dimensional Short Duration | ETF-Other | 3.01% | -0.10% | +57.34% | |
| 10 | DFIC | Dimensional International Co | ETF-Other | 2.78% | -0.04% | +49.28% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.32% | -0.08% | +4.51% | |
| 12 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 2.12% | +0.03% | -17.87% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.83% | -0.05% | +3.95% | |
| 14 | DFIV | Dimensional International Va | ETF-Other | 1.71% | -0.04% | -0.65% | |
| 15 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.61% | +0.03% | +0.23% | |
| 16 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 1.40% | -0.03% | +26.77% | |
| 17 | VTV | Vanguard Value ETF | ETF-Other | 1.37% | +0.05% | -16.38% | |
| 18 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.18% | -0.03% | -9.60% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 1.17% | -0.09% | -0.79% | |
| 20 | SUB | Ishares Short-term National | ETF-Other | 1.10% | -0.04% | +8.19% | |
| 21 | DFNM | Dimensional National Muni Bd | ETF-Other | 1.01% | +0.13% | +17.43% | |
| 22 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.01% | -0.01% | -16.06% | |
| 23 | MUB | Ishares National Muni Bond E | ETF-Other | 0.99% | -0.02% | +4.82% | |
| 24 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.90% | -0.03% | +26.15% | |
| 25 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.90% | -0.01% | -17.15% | |
| 26 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.83% | -0.05% | -2.87% | |
| 27 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.76% | +0.02% | -0.70% | |
| 28 | AAPL | Apple Inc | Stock-Tech | 0.75% | +0.18% | -0.71% | |
| 29 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.73% | -0.06% | +57.96% | |
| 30 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.72% | -0.01% | +72.08% | |
| 31 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.71% | -0.02% | +0.61% | |
| 32 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.70% | -0.01% | +30.43% | |
| 33 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.69% | +0.14% | +868.94% | |
| 34 | IMTM | Ishares Msci Intl Momentum F | ETF-Other | 0.66% | -0.01% | -16.13% | |
| 35 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 0.66% | +0.02% | — | |
| 36 | GEM | Goldman Sachs Activebeta Em | ETF-Commodities | 0.65% | -0.01% | -15.63% | |
| 37 | AVDE | Avantis International Equity | ETF-Other | 0.60% | +0.03% | +48.60% | |
| 38 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.58% | — | -0.53% | |
| 39 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.57% | — | -2.83% | |
| 40 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.55% | -0.01% | -10.05% | |
| 41 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.53% | -0.01% | -4.51% | |
| 42 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.52% | -0.03% | +6.54% | |
| 43 | VB | Vanguard Small-cap ETF | ETF-Other | 0.51% | +0.02% | +8.30% | |
| 44 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.47% | +0.02% | +222.96% | |
| 45 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.46% | -0.01% | -2.60% | |
| 46 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.41% | -0.05% | +212.65% | |
| 47 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.40% | -0.03% | -0.77% | |
| 48 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.38% | +0.01% | -3.43% | |
| 49 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 0.37% | -0.01% | -16.08% | |
| 50 | VONE | Vanguard Russell 1000 | ETF-Other | 0.36% | +0.14% | — |
According to official SEC Form 13F filings, Apella Capital, LLC reported a total U.S. public equity portfolio value of $7.1B across 341 disclosed positions in Q4 2024.
During Q4 2024, Apella Capital, LLC's top holdings by market value included DFAC (14.1%)、BSV (5.4%)、BND (4.2%). The largest single position, DFAC, represented 14.1% of total portfolio value.
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Top New Position Initiated
DFGX
市值: $17.1M
Top Position Liquidated / Trimmed
BSV
前期市值: $147.9M
In Q4 2024, Apella Capital, LLC made 50 total portfolio adjustments, initiating 7 new buys, adding to 24 positions, trimming 19 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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