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Apella Capital

Latest statistics and disclosures from Apella Capital's latest quarterly 13F-HR filing:

Top 5 stock holdings are DFAC, BSV, BNDX, BND, DFAT, and represent 31.87% of Apella Capital's stock portfolio.
Added to shares of these 10 stocks: DFAC (+$13M), MGC (+$12M), BND (+$12M), BSV (+$8.9M), BNDX (+$8.7M), DFCF (+$6.4M), DFAT (+$5.9M), VEA (+$5.5M), DFIC, VWO.
Started 20 new stock positions in SCHA, F, CVS, XLC, Texas Cap Tex Equity Index E, ERIE, VGSR, CARR, CEG, ES. BLD, MAR, PYLD, UNP, GEV, SPYG, SPYV, NOC, PH, WELL.
Reduced shares in these 10 stocks: ARKK, AVUS, LW, AVDE, DFGR, DFAI, AVEM, USFR, DFAE, AVGE.
Sold out of its positions in DUSB, EW, FDHY, SHV, REET, LW, OXY.
Apella Capital was a net buyer of stock by $109M.
Apella Capital has $2.4B in assets under management (AUM), dropping by 8.79%.
Central Index Key (CIK): 0001801507

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Portfolio Holdings for Apella Capital

Apella Capital holds 320 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC)	12.3	$299M	+4%	8.8M	33.99	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	6.1	$148M	+6%	1.9M	78.56	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	5.0	$122M	+7%	2.4M	50.30	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	4.5	$110M	+11%	1.5M	74.97	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	3.9	$96M	+6%	1.8M	54.62	View chart
Vanguard World Mega Cap Index (MGC)	3.7	$90M	+14%	441k	204.48	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	3.6	$88M		313k	280.64	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	2.9	$70M	+9%	1.6M	43.26	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	2.7	$66M	+2%	325k	202.22	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.6	$63M	+9%	1.2M	52.35	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	2.2	$52M	+7%	1.9M	27.90	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.1	$51M	+6%	1.0M	49.21	View chart
Dimensional Etf Trust Short Duration F (DFSD)	2.1	$51M	+2%	1.1M	47.80	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	2.0	$48M	+6%	1.3M	37.86	View chart
Vanguard Index Fds Value Etf (VTV)	1.8	$44M	+2%	252k	174.03	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	1.7	$41M		657k	61.59	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	1.5	$38M	+5%	299k	125.49	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	1.3	$32M	+7%	1.1M	28.71	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.3	$32M		177k	178.44	View chart
Microsoft Corporation (MSFT)	1.3	$30M	+3%	73k	417.13	View chart
Ishares Tr Msci Usa Min Vol (USMV)	1.2	$29M		319k	90.98	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	1.1	$27M	+6%	252k	106.25	View chart
Ishares Tr National Mun Etf (MUB)	1.0	$25M		232k	108.65	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	1.0	$24M		899k	27.04	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.9	$23M	+9%	471k	48.60	View chart
Goldman Sachs Etf Tr Activebeta Eme (GEM)	0.9	$23M	+3%	628k	35.81	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.9	$22M		455k	48.85	View chart
Ishares Tr Msci Intl Moment (IMTM)	0.9	$22M	+3%	546k	39.92	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.8	$20M		490k	41.49	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.8	$19M	+2%	385k	49.09	View chart
Apple (AAPL)	0.7	$18M		79k	226.78	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.7	$18M	-9%	189k	94.48	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.7	$16M	-2%	80k	198.37	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.6	$15M	+2%	302k	51.11	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.6	$15M	+2%	216k	70.05	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.6	$15M		118k	124.98	View chart
Spdr Ser Tr Bloomberg High Y (JNK)	0.6	$15M	+9%	151k	97.21	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.5	$13M	+27%	48k	262.43	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.5	$13M	+6%	151k	83.67	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.5	$13M		63k	196.95	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.5	$12M		162k	75.99	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.5	$12M	+20%	51k	234.80	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.5	$12M	-4%	181k	64.80	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.5	$12M	-10%	173k	66.42	View chart
Ishares Tr Eafe Value Etf (EFV)	0.4	$11M	-3%	192k	57.02	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.4	$10M	+4%	244k	41.20	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.4	$10M	-3%	99k	100.49	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.4	$9.1M		187k	48.48	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.4	$8.9M	-11%	311k	28.52	View chart
General Dynamics Corporation (GD)	0.4	$8.8M		29k	303.92	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.3	$7.9M		126k	63.10	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.3	$7.7M	+17%	83k	93.25	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$7.5M	+3%	16k	456.67	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	0.3	$7.4M	+7%	154k	48.12	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$7.1M	+8%	13k	568.85	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.3	$7.1M		85k	83.34	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.3	$6.8M		111k	61.63	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.3	$6.4M		111k	57.19	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$5.9M		52k	114.92	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.2	$5.7M	+9%	114k	49.76	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	0.2	$5.7M		133k	42.39	View chart
Spdr Index Shs Fds S&p Emktsc Etf (EWX)	0.2	$5.6M	+12%	88k	63.54	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$5.3M		64k	82.91	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.2	$5.2M	-13%	166k	31.50	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$5.1M		67k	77.25	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.2	$5.1M		203k	25.11	View chart
West Pharmaceutical Services (WST)	0.2	$5.0M		17k	299.81	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.2	$4.9M	+3%	83k	58.86	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.2	$4.9M	+13%	133k	36.83	View chart
Amazon (AMZN)	0.2	$4.8M	+9%	26k	184.76	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$4.7M	+42%	9.1k	522.81	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.2	$4.6M	-9%	39k	119.12	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$4.3M	+4%	35k	124.51	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.2	$4.3M	-15%	65k	66.06	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.2	$4.2M		65k	63.97	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$4.0M		13k	311.79	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.2	$3.9M	+46%	62k	63.03	View chart
Johnson & Johnson (JNJ)	0.2	$3.9M	+3%	24k	161.17	View chart
NVIDIA Corporation (NVDA)	0.2	$3.8M	+6%	32k	118.85	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.2	$3.7M	-3%	40k	94.55	View chart
Dimensional Etf Trust International (DFSI)	0.1	$3.6M	+19%	102k	35.26	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$3.5M		67k	52.54	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.1	$3.5M		88k	39.32	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$3.5M	-11%	44k	79.26	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$3.4M		9.5k	356.28	View chart
J P Morgan Exchange Traded F Betabuilders Us (BBAG)	0.1	$3.2M	-6%	68k	47.18	View chart
Veeva Sys Cl A Com (VEEV)	0.1	$3.1M		15k	207.52	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$3.0M	-19%	109k	28.01	View chart
Dimensional Etf Trust Global Sustaina (DFSB)	0.1	$3.0M	+10%	57k	53.18	View chart
Doximity Cl A (DOCS)	0.1	$2.7M	+14%	63k	43.49	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$2.6M	+3%	68k	37.47	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$2.5M	+6%	61k	41.33	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.1	$2.4M	+33%	41k	58.10	View chart
Exxon Mobil Corporation (XOM)	0.1	$2.4M	+16%	20k	121.52	View chart
Costco Wholesale Corporation (COST)	0.1	$2.3M	+11%	2.6k	878.49	View chart
Bill Com Holdings Ord (BILL)	0.1	$2.3M		44k	51.40	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$2.2M		9.1k	245.66	View chart
Home Depot (HD)	0.1	$2.2M	+3%	5.4k	411.23	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$2.2M	-5%	37k	58.76	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$2.1M		34k	63.13	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$2.1M		9.8k	217.59	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$2.1M		6.4k	323.79	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.1	$2.1M		31k	66.90	View chart
Hldgs (UAL)	0.1	$2.0M	+5%	37k	55.74	View chart
JPMorgan Chase & Co. (JPM)	0.1	$2.0M	+7%	9.6k	207.28	View chart
Ishares Tr Core Total Usd (IUSB)	0.1	$2.0M		42k	47.01	View chart
Zoom Video Communications In Cl A (ZM)	0.1	$2.0M		29k	67.61	View chart
McDonald's Corporation (MCD)	0.1	$2.0M	+13%	6.4k	303.75	View chart
Procter & Gamble Company (PG)	0.1	$1.9M	+5%	11k	171.93	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.1	$1.9M	-54%	42k	45.87	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.1	$1.9M		36k	52.63	View chart
Leidos Holdings (LDOS)	0.1	$1.9M		11k	165.20	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.1	$1.9M		55k	33.91	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$1.8M	+9%	3.7k	481.91	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.1	$1.7M	-20%	41k	42.41	View chart
Texas Instruments Incorporated (TXN)	0.1	$1.7M	+6%	8.3k	203.44	View chart
Pepsi (PEP)	0.1	$1.7M	+2%	9.9k	169.55	View chart
Stryker Corporation (SYK)	0.1	$1.6M		4.6k	355.07	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$1.6M		44k	37.26	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$1.6M		4.4k	370.50	View chart
Abbvie (ABBV)	0.1	$1.6M	+6%	8.1k	196.82	View chart
salesforce (CRM)	0.1	$1.5M		5.5k	279.48	View chart
Wells Fargo & Company (WFC)	0.1	$1.5M	+11%	28k	55.30	View chart
Ssga Active Tr Spdr Ssga Us Sct (XLSR)	0.1	$1.5M		28k	51.40	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$1.4M	-13%	19k	78.24	View chart
Eli Lilly & Co. (LLY)	0.1	$1.4M		1.6k	891.25	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$1.4M	-3%	7.5k	189.04	View chart
J P Morgan Exchange Traded F Diversfed Rtrn (JPME)	0.1	$1.4M		14k	104.54	View chart
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW)	0.1	$1.4M		20k	70.52	View chart
Meta Platforms Cl A (META)	0.1	$1.3M	+14%	2.3k	572.72	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$1.3M	+4%	8.0k	165.86	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	0.1	$1.3M		28k	46.59	View chart
Automatic Data Processing (ADP)	0.1	$1.3M		4.6k	283.55	View chart
Chevron Corporation (CVX)	0.1	$1.3M	+6%	8.6k	150.95	View chart
Wisdomtree Tr Us Midcap Fund (EZM)	0.1	$1.3M		21k	61.54	View chart
Dimensional Etf Trust Emerging Markets (DFSE)	0.1	$1.3M	+20%	35k	36.60	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$1.3M		31k	40.81	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$1.3M		8.4k	152.22	View chart
Boeing Company (BA)	0.0	$1.2M		7.9k	152.89	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.0	$1.2M	-5%	23k	51.91	View chart
Alphabet Cap Stk Cl C (GOOG)	0.0	$1.1M	+53%	6.7k	167.32	View chart
J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN)	0.0	$1.1M		19k	59.65	View chart
Oracle Corporation (ORCL)	0.0	$1.1M		6.6k	167.70	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.0	$1.1M	-23%	18k	60.30	View chart
D.R. Horton (DHI)	0.0	$1.1M		5.8k	190.56	View chart
International Business Machines (IBM)	0.0	$1.1M	+16%	4.8k	219.73	View chart
Science App Int'l (SAIC)	0.0	$1.0M		7.2k	143.31	View chart
Merck & Co (MRK)	0.0	$1.0M	+13%	9.0k	112.08	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.0	$1.0M		23k	44.72	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$996k		9.7k	102.84	View chart
Anthem (ELV)	0.0	$978k		1.9k	505.20	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.0	$946k	+2%	19k	50.53	View chart
Tesla Motors (TSLA)	0.0	$935k	+6%	3.8k	249.02	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$922k		2.4k	379.21	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.0	$912k	+21%	17k	52.68	View chart
Deere & Company (DE)	0.0	$904k		2.2k	416.44	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.0	$883k	-44%	12k	73.55	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	0.0	$871k		12k	75.51	View chart
Qualcomm (QCOM)	0.0	$870k	+3%	5.2k	168.31	View chart
Victory Portfolios Ii Vicshs Dv Ac Etf (VSDA)	0.0	$866k		16k	52.98	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.0	$860k	-6%	42k	20.59	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.0	$851k	-3%	12k	71.29	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.0	$850k	-6%	43k	19.58	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.0	$849k	-6%	41k	20.66	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.0	$845k	-5%	43k	19.76	View chart
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)	0.0	$844k	-6%	40k	21.13	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$844k	+4%	14k	60.71	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.0	$842k	+4%	1.5k	571.45	View chart
Trane Technologies SHS (TT)	0.0	$835k		2.2k	387.85	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.0	$820k	NEW	16k	52.65	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$810k	+5%	7.3k	110.61	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.0	$806k		16k	50.79	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$803k	+6%	6.3k	128.02	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$798k	-3%	8.3k	96.45	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.0	$793k	NEW	9.7k	81.86	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.0	$788k	-11%	23k	33.93	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$784k		7.4k	105.41	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.0	$783k	+50%	31k	25.34	View chart
Paccar (PCAR)	0.0	$781k		8.0k	97.92	View chart
Netflix (NFLX)	0.0	$750k	+5%	1.1k	711.09	View chart
Stantec (STN)	0.0	$749k		9.3k	80.35	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.0	$749k		24k	30.72	View chart
Coca-Cola Company (KO)	0.0	$748k		11k	71.01	View chart
Advanced Micro Devices (AMD)	0.0	$736k	+10%	4.6k	159.78	View chart
Avista Corporation (AVA)	0.0	$733k		19k	38.03	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$723k		7.6k	94.58	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.0	$709k	NEW	27k	26.53	View chart
Abbott Laboratories (ABT)	0.0	$704k	+3%	6.2k	113.64	View chart
UnitedHealth (UNH)	0.0	$703k	+5%	1.2k	592.31	View chart
Ge Aerospace Com New (GE)	0.0	$697k	+21%	3.7k	186.46	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$678k	+22%	8.2k	82.84	View chart
Starbucks Corporation (SBUX)	0.0	$670k	-2%	6.9k	96.50	View chart
Walt Disney Company (DIS)	0.0	$660k		7.0k	94.15	View chart
At&t (T)	0.0	$651k	+20%	29k	22.19	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.0	$641k		1.1k	565.51	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.0	$628k	-8%	33k	18.84	View chart
Verizon Communications (VZ)	0.0	$622k	-2%	14k	45.05	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.0	$619k		15k	42.42	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$609k		7.4k	82.51	View chart
Wal-Mart Stores (WMT)	0.0	$607k	+4%	7.5k	80.43	View chart
Allstate Corporation (ALL)	0.0	$603k		3.2k	190.22	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.0	$597k	-56%	12k	50.24	View chart
General Mills (GIS)	0.0	$596k	-2%	8.1k	73.30	View chart
Texas Cap Tex Equity Index E Govt Money Mkt	0.0	$595k	NEW	595k	1.00	View chart
Cisco Systems (CSCO)	0.0	$589k	+2%	11k	52.62	View chart
The Trade Desk Com Cl A (TTD)	0.0	$576k		5.3k	108.71	View chart
Waste Management (WM)	0.0	$558k		2.7k	207.32	View chart
Danaher Corporation (DHR)	0.0	$549k		2.0k	273.93	View chart
Sherwin-Williams Company (SHW)	0.0	$543k		1.4k	378.16	View chart
Southern Company (SO)	0.0	$540k		5.9k	91.59	View chart
TJX Companies (TJX)	0.0	$539k		4.6k	116.44	View chart
Emerson Electric (EMR)	0.0	$525k	+14%	4.8k	110.47	View chart
Pfizer (PFE)	0.0	$521k	+3%	18k	28.61	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$515k		3.1k	163.84	View chart
Invesco Exch Trd Slf Idx Rusl 2000 Dynm (OMFS)	0.0	$503k		13k	38.98	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$502k	+44%	1.9k	265.28	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$500k		2.5k	196.33	View chart
Visa Com Cl A (V)	0.0	$495k	+17%	1.8k	276.97	View chart
Ishares Tr S&p 100 Etf (OEF)	0.0	$489k		1.8k	273.66	View chart
Kimberly-Clark Corporation (KMB)	0.0	$484k	+2%	3.4k	141.77	View chart
Broadcom (AVGO)	0.0	$475k	+887%	2.8k	170.64	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$460k		800.00	575.50	View chart
Public Service Enterprise (PEG)	0.0	$454k		5.0k	91.03	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.0	$449k		2.0k	227.16	View chart
Dominion Resources (D)	0.0	$448k		7.7k	58.36	View chart
Vistra Energy (VST)	0.0	$444k	+4%	3.5k	125.38	View chart
Kkr & Co (KKR)	0.0	$439k	+3%	3.3k	132.23	View chart
American Electric Power Company (AEP)	0.0	$435k		4.3k	101.82	View chart
Palantir Technologies Cl A (PLTR)	0.0	$433k	-2%	12k	37.49	View chart
Deckers Outdoor Corporation (DECK)	0.0	$430k	+532%	2.7k	157.66	View chart
Bank of America Corporation (BAC)	0.0	$426k	-3%	11k	39.23	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.0	$418k	-19%	4.4k	94.38	View chart
American Centy Etf Tr Avantis Shfxdinc (AVSF)	0.0	$415k		8.8k	46.98	View chart
Amgen (AMGN)	0.0	$410k	+4%	1.3k	319.70	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$405k	+6%	6.1k	65.89	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$402k	+47%	6.5k	61.88	View chart
Select Sector Spdr Tr Technology (XLK)	0.0	$395k	+18%	1.8k	221.89	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.0	$389k		4.1k	95.38	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$388k		3.0k	131.23	View chart
Nextera Energy (NEE)	0.0	$387k	+27%	4.5k	85.43	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.0	$374k	+51%	5.1k	73.41	View chart
Duke Energy Corp Com New (DUK)	0.0	$373k		3.2k	116.68	View chart
Acuity Brands (AYI)	0.0	$365k		1.2k	300.20	View chart
Ishares Tr Ibonds 29 Trm Ts (IBTJ)	0.0	$358k		16k	22.05	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.0	$357k	-5%	5.1k	70.10	View chart
Ishares Tr Ibonds 28 Trm Ts (IBTI)	0.0	$356k		16k	22.46	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.0	$355k		16k	22.58	View chart
Philip Morris International (PM)	0.0	$354k	+14%	3.0k	119.59	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.0	$353k		15k	23.00	View chart
ConocoPhillips (COP)	0.0	$352k	+2%	3.2k	110.36	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.0	$352k		833.00	421.91	View chart
Ishares Tr Ibonds 25 Trm Ts (IBTF)	0.0	$351k		15k	23.35	View chart
Ishares Tr Ibonds 24 Trm Ts (IBTE)	0.0	$350k		15k	23.90	View chart
Darden Restaurants (DRI)	0.0	$341k		2.1k	162.73	View chart
Honeywell International (HON)	0.0	$339k	+2%	1.7k	203.85	View chart
Bristol Myers Squibb (BMY)	0.0	$336k	-3%	6.2k	53.76	View chart
Essential Utils (WTRG)	0.0	$332k		8.6k	38.72	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.0	$331k	-3%	14k	23.39	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.0	$331k		6.1k	54.27	View chart
Zions Bancorporation (ZION)	0.0	$330k		7.2k	45.69	View chart
Thermo Fisher Scientific (TMO)	0.0	$330k	+8%	538.00	612.72	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$327k	NEW	6.4k	50.79	View chart
Comcast Corp Cl A (CMCSA)	0.0	$325k	+19%	7.9k	41.30	View chart
Banc Of California (BANC)	0.0	$320k		23k	13.89	View chart
FactSet Research Systems (FDS)	0.0	$320k		700.00	457.01	View chart
Adobe Systems Incorporated (ADBE)	0.0	$319k	+6%	631.00	505.81	View chart
Fs Kkr Capital Corp (FSK)	0.0	$317k	+14%	16k	19.85	View chart
Becton, Dickinson and (BDX)	0.0	$316k		1.3k	239.76	View chart
Caterpillar (CAT)	0.0	$312k	+2%	792.00	394.26	View chart
Broadridge Financial Solutions (BR)	0.0	$310k		1.5k	213.75	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.0	$309k	-11%	25k	12.42	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.0	$309k		371.00	832.19	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.0	$297k		2.9k	100.90	View chart
Invesco Exchange Traded Fd T Dj Indl Avg Dv (DJD)	0.0	$297k		5.7k	52.26	View chart
Raytheon Technologies Corp (RTX)	0.0	$294k		2.4k	124.01	View chart
Synopsys (SNPS)	0.0	$293k	-17%	589.00	496.82	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.0	$289k	-47%	2.4k	119.09	View chart
Ford Motor Company (F)	0.0	$284k	NEW	27k	10.48	View chart
Travelers Companies (TRV)	0.0	$283k		1.2k	235.01	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.0	$281k	-6%	5.6k	50.50	View chart
ICF International (ICFI)	0.0	$270k		1.6k	164.57	View chart
Ameriprise Financial (AMP)	0.0	$264k		550.00	480.34	View chart
Lam Research Corporation (LRCX)	0.0	$262k	+938%	3.3k	79.88	View chart
Northrop Grumman Corporation (NOC)	0.0	$262k	NEW	486.00	538.41	View chart
American Express Company (AXP)	0.0	$260k	+3%	960.00	271.03	View chart
Eversource Energy (ES)	0.0	$250k	NEW	3.8k	66.69	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$250k	+8%	3.5k	72.29	View chart
CVS Caremark Corporation (CVS)	0.0	$249k	NEW	4.0k	62.25	View chart
Pimco Etf Tr 1-5 Us Tip Idx (STPZ)	0.0	$248k		4.7k	52.87	View chart
Parker-Hannifin Corporation (PH)	0.0	$247k	NEW	393.00	628.24	View chart
Valero Energy Corporation (VLO)	0.0	$245k		1.8k	135.65	View chart
Nike CL B (NKE)	0.0	$243k	+2%	2.9k	83.09	View chart
Intel Corporation (INTC)	0.0	$242k	+4%	11k	22.39	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.0	$241k		3.0k	80.02	View chart
Goldman Sachs Etf Tr Activebeta Us (GSSC)	0.0	$240k		3.5k	68.10	View chart
Union Pacific Corporation (UNP)	0.0	$240k	NEW	985.00	243.35	View chart
Welltower Inc Com reit (WELL)	0.0	$239k	NEW	1.9k	127.03	View chart
Novo-nordisk A S Adr (NVO)	0.0	$236k		2.0k	116.48	View chart
Carrier Global Corporation (CARR)	0.0	$235k	NEW	2.9k	80.54	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.0	$234k	-16%	2.3k	100.28	View chart
Altria (MO)	0.0	$231k		4.6k	50.59	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$231k	-9%	3.4k	67.28	View chart
Marriott Intl Cl A (MAR)	0.0	$225k	NEW	906.00	248.82	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.0	$223k		6.6k	33.69	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.0	$223k		7.3k	30.30	View chart
Erie Indty Cl A (ERIE)	0.0	$220k	NEW	407.00	541.43	View chart
Ea Series Trust Ea Bridgeway Omn (BSVO)	0.0	$220k		10k	21.71	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$218k		834.00	260.98	View chart
Constellation Energy (CEG)	0.0	$216k	NEW	814.00	265.43	View chart
Ge Vernova (GEV)	0.0	$216k	NEW	855.00	252.29	View chart
Select Sector Spdr Tr Communication (XLC)	0.0	$210k	NEW	2.3k	90.20	View chart
Nuveen Equity Premium Income Fund (BXMX)	0.0	$205k		15k	13.64	View chart
Topbuild (BLD)	0.0	$202k	NEW	500.00	402.98	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$200k	-10%	2.4k	84.54	View chart
Empire St Rlty Op Unit Ltd Prtnsp (ESBA)	0.0	$181k		17k	10.51	View chart
Manager Directed Portfolios Vert Glb Sust Re (VGSR)	0.0	$162k	NEW	15k	10.99	View chart
Flaherty & Crumrine Pref. Incme Opp (PFO)	0.0	$143k		15k	9.46	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.0	$70k		11k	6.44	View chart
Omeros Corporation (OMER)	0.0	$57k		14k	4.02	View chart
Standard Lithium Corp equities (SLI)	0.0	$16k		10k	1.63	View chart

Past Filings by Apella Capital

SEC 13F filings are viewable for Apella Capital going back to 2020

Apella Capital 2024 Q3 filed Oct. 3, 2024
Apella Capital 2024 Q2 filed July 10, 2024
Apella Capital 2024 Q1 filed April 10, 2024
Apella Capital 2023 Q4 filed Jan. 5, 2024
Apella Capital 2023 Q3 filed Oct. 10, 2023
Apella Capital 2023 Q2 filed July 6, 2023
Apella Capital 2022 Q4 filed Jan. 10, 2023
Apella Capital 2022 Q3 filed Oct. 11, 2022
Apella Capital 2022 Q2 filed July 8, 2022
Apella Capital 2022 Q1 filed April 11, 2022
Apella Capital 2021 Q2 amended filed Jan. 18, 2022
Apella Capital 2021 Q3 amended filed Jan. 18, 2022
Apella Capital 2021 Q4 filed Jan. 13, 2022
Apella Capital 2021 Q3 filed Oct. 12, 2021
Apella Capital 2021 Q2 filed July 2, 2021
Apella Capital 2021 Q1 filed April 15, 2021

View all past filings

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