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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, VTI, DFAT, and represent 28.02% of Apella Capital's stock portfolio.
Added to shares of these 10 stocks: DFAC (+$9.7M), DFCF (+$6.5M), MGC, BNDX, BSV, DFAT, DFIV, DFSD, DFIC, VGSH.
Started 10 new stock positions in DFSI, OXY, VOOG, IUSB, DFSB, IJH, ZION, PEG, SNPS, TTD.
Reduced shares in these 10 stocks: MUB, VBR, EFV, BRK.A, SUB, SHM, VTI, VCSH, SCHO, DFUS.
Sold out of its positions in BRK.A, ICF, GWX, SCHV, SO, TRV, SHAG.
Apella Capital was a net buyer of stock by $52M.
Apella Capital has $1.4B in assets under management (AUM), dropping by 0.73%.
Central Index Key (CIK): 0001801507

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Portfolio Holdings for Apella Capital

Apella Capital holds 259 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC)	6.5	$92M	+11%	3.5M	26.20	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	6.1	$87M	+4%	1.2M	75.17	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	6.1	$86M	+5%	1.8M	47.83	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	5.0	$71M		335k	212.41	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	4.3	$60M	+7%	1.3M	45.69	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	4.2	$59M	+3%	846k	69.78	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	3.5	$50M		356k	139.70	View chart
Vanguard Index Fds Value Etf (VTV)	2.6	$36M		263k	137.93	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.4	$35M	+6%	788k	43.72	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.3	$32M	+5%	815k	39.21	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	2.2	$32M	-2%	676k	46.55	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	2.0	$29M	-2%	278k	102.86	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	2.0	$28M	+2%	263k	106.20	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.8	$26M		195k	131.79	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	1.8	$25M	+13%	777k	32.62	View chart
Ishares Tr National Mun Etf (MUB)	1.7	$25M	-11%	239k	102.54	View chart
Ishares Tr Msci Usa Min Vol (USMV)	1.7	$24M		335k	72.38	View chart
Vanguard World Mega Cap Index (MGC)	1.6	$23M	+25%	154k	151.87	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	1.6	$23M	-3%	480k	47.89	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	1.6	$22M	+41%	546k	40.37	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	1.5	$21M		931k	22.52	View chart
Microsoft Corporation (MSFT)	1.4	$19M	+4%	62k	315.75	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.4	$19M	-10%	122k	159.49	View chart
Goldman Sachs Etf Tr Activebeta Eme (GEM)	1.2	$17M	+7%	588k	28.66	View chart
Ishares Tr Msci Intl Moment (IMTM)	1.1	$16M	+6%	514k	31.48	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	1.1	$15M	-4%	199k	75.15	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	1.0	$15M		434k	34.02	View chart
Ishares Tr Eafe Value Etf (EFV)	1.0	$14M	-8%	285k	48.93	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.9	$12M		132k	93.91	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.8	$12M	+5%	201k	57.85	View chart
Apple (AAPL)	0.8	$11M		67k	171.21	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.8	$11M		143k	75.98	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.8	$11M	+2%	164k	65.22	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.7	$11M	+2%	222k	47.28	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.7	$10M	-5%	67k	155.38	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.7	$10M	+2%	212k	48.10	View chart
Spdr Ser Tr Bloomberg High Y (JNK)	0.7	$9.9M	+8%	109k	90.40	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.7	$9.4M		176k	53.52	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.6	$9.2M		122k	75.22	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.6	$8.7M		187k	46.47	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.6	$8.4M	+5%	185k	45.30	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.5	$7.5M		141k	53.35	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.5	$7.4M	+7%	219k	33.61	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.5	$6.6M		132k	50.44	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.5	$6.6M	+2%	96k	69.13	View chart
General Dynamics Corporation (GD)	0.5	$6.5M		29k	220.97	View chart
West Pharmaceutical Services (WST)	0.4	$6.4M		17k	375.21	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.4	$6.3M	+51%	110k	57.60	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.4	$6.1M	+5%	75k	80.97	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	0.4	$6.0M	-11%	131k	46.23	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.4	$5.7M		121k	47.01	View chart
J P Morgan Exchange Traded F Betabuilders Us (BBAG)	0.4	$5.3M	-6%	119k	44.23	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.3	$4.8M		122k	39.67	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.3	$4.7M	+58%	203k	23.31	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$4.6M	+4%	49k	94.33	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.3	$4.5M	+5%	187k	23.77	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$4.4M	+16%	23k	189.07	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.3	$4.4M	+142%	94k	46.38	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$4.1M		12k	350.30	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.3	$4.1M	-4%	57k	72.31	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.3	$4.0M	-2%	153k	26.11	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$3.5M	+5%	8.1k	427.46	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.2	$3.4M	+4%	37k	93.18	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$3.3M	+19%	16k	208.24	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.2	$3.2M	+19%	39k	82.52	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.2	$3.1M		40k	77.95	View chart
Amazon (AMZN)	0.2	$3.1M		24k	127.12	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.2	$3.1M	-3%	58k	52.49	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.2	$3.1M	+387%	131k	23.35	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.2	$3.0M	-2%	101k	29.32	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.2	$2.9M		98k	29.95	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.2	$2.5M	-6%	50k	49.83	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.2	$2.5M		26k	96.92	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.2	$2.4M		49k	50.26	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.2	$2.4M		7.9k	307.10	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.2	$2.4M	+3%	33k	73.26	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.2	$2.4M		108k	22.57	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$2.3M		37k	64.35	View chart
Parker-Hannifin Corporation (PH)	0.2	$2.3M	-2%	5.9k	389.55	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$2.3M	+17%	24k	94.19	View chart
Spdr Index Shs Fds S&p Emktsc Etf (EWX)	0.2	$2.2M	+17%	41k	53.48	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$2.1M		68k	31.01	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.1	$2.1M	+19%	41k	50.18	View chart
Johnson & Johnson (JNJ)	0.1	$2.1M		13k	155.75	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$2.0M		66k	30.28	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$1.9M	+9%	4.9k	392.67	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.1	$1.9M		42k	45.84	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$1.8M		35k	50.32	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$1.7M	+2%	50k	33.65	View chart
Lamb Weston Hldgs (LW)	0.1	$1.7M	+122%	18k	92.46	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$1.6M	-5%	30k	51.87	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$1.6M		6.4k	245.04	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$1.5M	-9%	27k	57.15	View chart
J P Morgan Exchange Traded F Diversfed Rtrn (JPME)	0.1	$1.5M		18k	83.65	View chart
Procter & Gamble Company (PG)	0.1	$1.4M		9.8k	145.86	View chart
Home Depot (HD)	0.1	$1.4M		4.6k	302.17	View chart
Costco Wholesale Corporation (COST)	0.1	$1.4M	+12%	2.4k	564.90	View chart
McDonald's Corporation (MCD)	0.1	$1.4M		5.1k	263.45	View chart
Hldgs (UAL)	0.1	$1.3M		31k	42.30	View chart
Boeing Company (BA)	0.1	$1.3M	+3%	6.7k	191.68	View chart
Chevron Corporation (CVX)	0.1	$1.3M	-2%	7.5k	168.61	View chart
Texas Instruments Incorporated (TXN)	0.1	$1.3M	+2%	7.9k	159.01	View chart
Ssga Active Tr Spdr Ssga Us Sct (XLSR)	0.1	$1.2M		29k	41.27	View chart
Exxon Mobil Corporation (XOM)	0.1	$1.2M	-9%	10k	117.58	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	0.1	$1.2M	+55%	30k	39.77	View chart
JPMorgan Chase & Co. (JPM)	0.1	$1.2M		8.1k	145.02	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$1.2M		21k	55.65	View chart
Pepsi (PEP)	0.1	$1.2M		6.9k	169.43	View chart
J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN)	0.1	$1.2M		23k	50.55	View chart
Abbvie (ABBV)	0.1	$1.1M	+4%	7.4k	149.06	View chart
Automatic Data Processing (ADP)	0.1	$1.1M		4.5k	240.58	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.1	$1.1M	-3%	22k	49.19	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$1.1M		3.0k	358.31	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.1	$1.0M		19k	54.84	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$1.0M		20k	52.79	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$1.0M	-5%	14k	75.66	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$1.0M		30k	33.96	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.1	$1.0M	+3%	30k	33.57	View chart
NVIDIA Corporation (NVDA)	0.1	$1.0M	+5%	2.3k	435.04	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.1	$945k		23k	41.26	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$945k	+3%	3.6k	265.99	View chart
Victory Portfolios Ii Vicshs Dv Ac Etf (VSDA)	0.1	$912k		21k	43.41	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$890k	+2%	5.9k	151.82	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$882k		8.2k	107.14	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.1	$877k	+40%	32k	27.75	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.1	$872k	-4%	9.9k	87.90	View chart
Eli Lilly & Co. (LLY)	0.1	$867k	+99%	1.6k	537.04	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$852k	+2%	6.5k	130.86	View chart
Invesco Exch Trd Slf Idx Bulshs 2023 Cb (BSCN)	0.1	$840k		40k	21.23	View chart
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)	0.1	$832k		40k	20.67	View chart
Tesla Motors (TSLA)	0.1	$823k	-4%	3.3k	250.22	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.1	$820k		41k	20.11	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.1	$819k		17k	48.78	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.1	$806k		43k	18.79	View chart
Deere & Company (DE)	0.1	$803k		2.1k	377.43	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.1	$802k	-3%	43k	18.74	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.1	$782k		21k	36.90	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.1	$775k		29k	26.42	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$774k		15k	50.45	View chart
Ishares Tr Core Total Usd (IUSB)	0.1	$725k	NEW	17k	43.71	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$723k		4.1k	176.73	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$713k	-3%	15k	47.59	View chart
Qualcomm (QCOM)	0.0	$704k		6.3k	111.07	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	0.0	$689k		12k	59.73	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$673k	+5%	6.5k	103.31	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$660k	-44%	7.0k	94.04	View chart
Wells Fargo & Company (WFC)	0.0	$652k		16k	40.86	View chart
Invesco Exch Trd Slf Idx Rusl 2000 Dynm (OMFS)	0.0	$650k		19k	33.93	View chart
Paccar (PCAR)	0.0	$636k		7.5k	85.02	View chart
Avista Corporation (AVA)	0.0	$623k		19k	32.37	View chart
D.R. Horton (DHI)	0.0	$617k		5.7k	107.47	View chart
Abbott Laboratories (ABT)	0.0	$612k	-2%	6.3k	96.85	View chart
Merck & Co (MRK)	0.0	$611k	+4%	5.9k	102.95	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$605k		12k	49.83	View chart
Stantec (STN)	0.0	$605k		9.3k	64.87	View chart
Meta Platforms Cl A (META)	0.0	$603k	+10%	2.0k	300.21	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$601k	-4%	2.2k	272.37	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$595k	-13%	5.7k	103.72	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.0	$590k	-7%	31k	19.37	View chart
Anthem (ELV)	0.0	$583k		1.3k	435.42	View chart
Danaher Corporation (DHR)	0.0	$579k	+2%	2.3k	248.10	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.0	$575k	-9%	1.3k	429.44	View chart
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW)	0.0	$545k	-10%	8.2k	66.34	View chart
Ishares Tr Short Treas Bd (SHV)	0.0	$538k		4.9k	110.46	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$530k		5.9k	89.22	View chart
Oracle Corporation (ORCL)	0.0	$518k		4.9k	105.91	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.0	$512k	+15%	1.1k	456.46	View chart
Pfizer (PFE)	0.0	$511k	-2%	15k	33.17	View chart
Amgen (AMGN)	0.0	$503k	+47%	1.9k	268.70	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.0	$497k	-20%	23k	22.04	View chart
Walt Disney Company (DIS)	0.0	$492k		6.1k	81.06	View chart
Wal-Mart Stores (WMT)	0.0	$490k		3.1k	159.90	View chart
Cisco Systems (CSCO)	0.0	$485k	+8%	9.0k	53.76	View chart
Starbucks Corporation (SBUX)	0.0	$474k	-2%	5.2k	91.27	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$472k	-3%	6.9k	68.92	View chart
UnitedHealth (UNH)	0.0	$470k		932.00	504.19	View chart
Coca-Cola Company (KO)	0.0	$465k	-5%	8.3k	55.98	View chart
Trane Technologies SHS (TT)	0.0	$445k	+5%	2.2k	202.91	View chart
Ishares Tr S&p 100 Etf (OEF)	0.0	$443k	-13%	2.2k	200.65	View chart
Waste Management (WM)	0.0	$423k		2.8k	152.46	View chart
International Business Machines (IBM)	0.0	$422k	+30%	3.0k	140.31	View chart
TJX Companies (TJX)	0.0	$420k	+6%	4.7k	88.87	View chart
Ishares Tr Global Reit Etf (REET)	0.0	$403k	-3%	19k	21.17	View chart
Bristol Myers Squibb (BMY)	0.0	$399k	-5%	6.9k	58.04	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.0	$388k	-3%	4.2k	92.37	View chart
Fs Kkr Capital Corp (FSK)	0.0	$383k	+4%	19k	19.69	View chart
Visa Com Cl A (V)	0.0	$380k		1.7k	230.01	View chart
Verizon Communications (VZ)	0.0	$378k	-9%	12k	32.41	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.0	$377k		6.5k	57.93	View chart
Advanced Micro Devices (AMD)	0.0	$375k	+43%	3.6k	102.82	View chart
ConocoPhillips (COP)	0.0	$373k		3.1k	119.81	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$371k		2.7k	135.54	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.0	$366k		33k	10.95	View chart
Sherwin-Williams Company (SHW)	0.0	$364k		1.4k	255.05	View chart
Public Service Enterprise (PEG)	0.0	$363k	NEW	6.4k	56.91	View chart
The Trade Desk Com Cl A (TTD)	0.0	$357k	NEW	4.6k	78.15	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$355k		1.5k	234.91	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.0	$350k		7.3k	47.94	View chart
Eversource Energy (ES)	0.0	$350k		6.0k	58.15	View chart
Allstate Corporation (ALL)	0.0	$347k		3.1k	111.41	View chart
Intel Corporation (INTC)	0.0	$346k		9.7k	35.55	View chart
Alphabet Cap Stk Cl C (GOOG)	0.0	$334k	+7%	2.5k	131.85	View chart
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)	0.0	$330k		9.4k	35.07	View chart
Adobe Systems Incorporated (ADBE)	0.0	$328k	+3%	644.00	509.91	View chart
Vanguard World Fds Inf Tech Etf (VGT)	0.0	$322k		777.00	414.91	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	0.0	$322k	+54%	8.6k	37.57	View chart
General Electric Com New (GE)	0.0	$320k		2.9k	110.55	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$318k	+37%	6.4k	49.85	View chart
At&t (T)	0.0	$315k	-2%	21k	15.02	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.0	$315k	-4%	4.0k	78.15	View chart
Synopsys (SNPS)	0.0	$313k	NEW	681.00	458.97	View chart
FactSet Research Systems (FDS)	0.0	$307k		703.00	437.26	View chart
Valero Energy Corporation (VLO)	0.0	$305k	+3%	2.2k	141.74	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$302k		2.9k	104.35	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$294k		4.3k	68.42	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.0	$292k		6.7k	43.79	View chart
Nike CL B (NKE)	0.0	$290k	+2%	3.0k	95.63	View chart
Essential Utils (WTRG)	0.0	$287k		8.4k	34.33	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.0	$286k		2.9k	100.14	View chart
Dimensional Etf Trust International (DFSI)	0.0	$286k	NEW	10k	28.71	View chart
Becton, Dickinson and (BDX)	0.0	$284k	-2%	1.1k	258.53	View chart
Honeywell International (HON)	0.0	$283k	-4%	1.5k	184.69	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.0	$282k	-16%	595.00	473.75	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$281k	+16%	1.3k	214.24	View chart
Bank of America Corporation (BAC)	0.0	$280k	+2%	10k	27.38	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.0	$279k		833.00	334.95	View chart
Comcast Corp Cl A (CMCSA)	0.0	$279k	-3%	6.3k	44.34	View chart
Netflix (NFLX)	0.0	$278k	-5%	735.00	377.72	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.0	$274k		4.0k	68.44	View chart
Kimberly-Clark Corporation (KMB)	0.0	$274k	+6%	2.3k	120.87	View chart
Emerson Electric (EMR)	0.0	$267k	-5%	2.8k	96.58	View chart
Fidelity Covington Trust High Yild Etf (FDHY)	0.0	$264k		5.8k	45.70	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.0	$256k		3.5k	72.37	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.0	$253k	NEW	1.0k	246.84	View chart
Zions Bancorporation (ZION)	0.0	$251k	NEW	7.2k	34.88	View chart
Thermo Fisher Scientific (TMO)	0.0	$250k		494.00	506.17	View chart
Raytheon Technologies Corp (RTX)	0.0	$241k	-11%	3.3k	71.98	View chart
Broadridge Financial Solutions (BR)	0.0	$240k		1.3k	179.05	View chart
Archer Daniels Midland Company (ADM)	0.0	$237k		3.1k	75.42	View chart
Nextera Energy (NEE)	0.0	$229k	-5%	4.0k	57.29	View chart
CVS Caremark Corporation (CVS)	0.0	$226k	-7%	3.2k	69.81	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$221k	NEW	885.00	249.29	View chart
Deckers Outdoor Corporation (DECK)	0.0	$221k		429.00	514.09	View chart
Occidental Petroleum Corporation (OXY)	0.0	$218k	NEW	3.4k	64.88	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$218k		3.0k	72.72	View chart
Dimensional Etf Trust Global Sustaina (DFSB)	0.0	$211k	NEW	4.2k	49.85	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.0	$211k	-2%	12k	17.52	View chart
Goldman Sachs Etf Tr Activebeta Us (GSSC)	0.0	$207k		3.7k	55.85	View chart
Duke Energy Corp Com New (DUK)	0.0	$204k		2.3k	88.24	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.0	$201k		342.00	588.66	View chart
Nuveen Equity Premium Income Fund (BXMX)	0.0	$190k		15k	12.66	View chart
Ea Series Trust Ea Bridgeway Omn (BSVO)	0.0	$185k		10k	18.27	View chart
Palantir Technologies Cl A (PLTR)	0.0	$178k		11k	16.00	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.0	$166k	-4%	11k	14.95	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.0	$162k	-2%	10k	15.58	View chart
Empire St Rlty Op Unit Ltd Prtnsp (ESBA)	0.0	$138k		17k	8.00	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.0	$59k		11k	5.42	View chart
Omeros Corporation (OMER)	0.0	$42k		14k	2.92	View chart
Standard Lithium Corp equities (SLI)	0.0	$28k		10k	2.83	View chart

Past Filings by Apella Capital

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

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
Apella Capital 2020 Q4 filed Feb. 18, 2021
Apella Capital 2020 Q3 filed Oct. 22, 2020
Apella Capital 2020 Q2 filed July 20, 2020
Apella Capital 2020 Q1 filed May 14, 2020

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