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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, VTI, and represent 31.28% of Apella Capital's stock portfolio.
Added to shares of these 10 stocks: DFAC (+$43M), DFIC (+$16M), MGC (+$13M), DFCF (+$12M), BND (+$12M), DFSD (+$11M), DFAT (+$9.9M), BSV (+$9.5M), MSFT (+$9.5M), BNDX (+$9.4M).
Started 27 new stock positions in MO, GIS, SCHM, SYK, PM, PFO, DFSV, MDLZ, D, GLD.
Reduced shares in these 10 stocks: PH, VBR, ARKK, AGG, AVEM, VNQI, EFV, VNQ, VCSH, AVDE.
Sold out of its positions in COR, ADM, CVS, ES, HOOK, AGG, STIP, PH, SPYV, BLD. UNP, VNQI, VXF, AIVL.
Apella Capital was a net buyer of stock by $223M.
Apella Capital has $2.2B in assets under management (AUM), dropping by 12.83%.
Central Index Key (CIK): 0001801507

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Portfolio Holdings for Apella Capital

Apella Capital holds 307 positions in its portfolio as reported in the June 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)	12.2	$274M	+18%	8.4M	32.53	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	6.1	$136M	+7%	1.8M	76.81	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	4.9	$110M	+9%	2.3M	48.74	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	4.3	$95M	+13%	1.3M	72.37	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	3.8	$85M		311k	272.42	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	3.8	$84M	+13%	1.6M	51.01	View chart
Vanguard World Mega Cap Index (MGC)	3.5	$78M	+19%	384k	202.37	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	2.8	$64M		319k	199.96	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	2.8	$62M	+25%	1.5M	41.87	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.5	$55M	+11%	1.1M	50.09	View chart
Dimensional Etf Trust Short Duration F (DFSD)	2.2	$49M	+29%	1.0M	47.18	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	2.1	$46M	+53%	1.7M	26.60	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.9	$44M	+8%	972k	44.85	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	1.9	$43M	+6%	1.2M	36.40	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	1.8	$40M	+3%	665k	60.02	View chart
Vanguard Index Fds Value Etf (VTV)	1.8	$40M	+2%	246k	160.58	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	1.5	$34M	+5%	283k	119.15	View chart
Microsoft Corporation (MSFT)	1.4	$32M	+41%	71k	459.54	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.3	$30M		173k	173.29	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	1.3	$28M	+11%	1.0M	27.33	View chart
Ishares Tr Msci Usa Min Vol (USMV)	1.2	$26M		314k	84.01	View chart
Ishares Tr National Mun Etf (MUB)	1.1	$25M	+4%	233k	106.97	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	1.1	$25M		237k	104.70	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	1.1	$24M	+3%	916k	25.80	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	1.0	$22M		462k	48.10	View chart
Ishares Tr Msci Intl Moment (IMTM)	0.9	$21M	+4%	526k	39.52	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.9	$21M	+58%	430k	47.91	View chart
Goldman Sachs Etf Tr Activebeta Eme (GEM)	0.9	$20M	+3%	608k	33.52	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.9	$19M	+14%	494k	39.00	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.9	$19M		209k	91.12	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.8	$18M	+38%	375k	48.22	View chart
Apple (AAPL)	0.8	$18M	+15%	78k	228.68	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.7	$15M	-7%	83k	180.23	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.7	$15M		294k	50.27	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.6	$14M	-2%	118k	121.92	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.6	$14M	+5%	212k	65.70	View chart
Spdr Ser Tr Bloomberg High Y (JNK)	0.6	$13M	+8%	138k	94.43	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.5	$12M	-3%	193k	63.07	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.5	$12M		65k	183.67	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.5	$12M		190k	61.34	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.5	$11M	+8%	142k	80.39	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.5	$11M	+3%	159k	69.97	View chart
Ishares Tr Eafe Value Etf (EFV)	0.5	$11M	-6%	200k	53.78	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.5	$10M	-2%	103k	98.82	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.4	$9.2M	+5%	234k	39.39	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$9.2M	+23%	43k	216.09	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$9.1M	+24%	38k	241.54	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.4	$8.9M		189k	46.82	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.4	$8.8M	+23%	352k	25.07	View chart
General Dynamics Corporation (GD)	0.4	$8.1M		29k	279.51	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.3	$7.3M		126k	58.01	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	0.3	$6.8M		144k	47.24	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.3	$6.8M		85k	79.70	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.3	$6.6M		113k	58.34	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$6.5M	+31%	16k	410.52	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$6.4M	+33%	12k	555.80	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.3	$6.3M	+12%	70k	89.15	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.3	$6.1M		112k	54.07	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.3	$5.8M	-3%	193k	30.06	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	0.2	$5.5M	-3%	134k	41.06	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$5.4M	-2%	51k	105.54	View chart
West Pharmaceutical Services (WST)	0.2	$5.4M		17k	318.63	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$5.2M	-2%	63k	81.62	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.2	$5.1M	+433%	104k	49.44	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.2	$5.0M		205k	24.54	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$5.0M		67k	73.63	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.2	$4.9M	+11%	43k	114.66	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.2	$4.8M	-14%	77k	62.55	View chart
Amazon (AMZN)	0.2	$4.7M	+9%	24k	199.34	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.2	$4.7M	+2%	80k	57.96	View chart
Spdr Index Shs Fds S&p Emktsc Etf (EWX)	0.2	$4.6M	+17%	78k	59.01	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.2	$4.3M	-17%	93k	46.05	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.2	$4.1M	+17%	116k	35.31	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$4.0M	-2%	33k	120.95	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.2	$3.9M	+32%	66k	59.28	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$3.9M		13k	303.37	View chart
NVIDIA Corporation (NVDA)	0.2	$3.9M	+1032%	30k	131.38	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$3.8M	-14%	49k	77.43	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.2	$3.6M	+10%	41k	88.25	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.2	$3.6M	-4%	135k	26.55	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.2	$3.4M	+51%	67k	51.33	View chart
Johnson & Johnson (JNJ)	0.2	$3.4M	+19%	23k	147.05	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.2	$3.4M		89k	38.12	View chart
J P Morgan Exchange Traded F Betabuilders Us (BBAG)	0.1	$3.3M	-9%	73k	45.58	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$3.2M	+11%	6.3k	510.85	View chart
Dimensional Etf Trust International (DFSI)	0.1	$2.9M	+19%	85k	33.43	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$2.8M		9.4k	298.05	View chart
Veeva Sys Cl A Com (VEEV)	0.1	$2.7M		15k	182.23	View chart
Dimensional Etf Trust Global Sustaina (DFSB)	0.1	$2.6M	+29%	51k	51.37	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.1	$2.5M	+49%	42k	60.18	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$2.3M	+3%	66k	34.52	View chart
Bill Com Holdings Ord (BILL)	0.1	$2.2M		44k	50.79	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$2.2M	+2%	58k	38.03	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$2.1M		39k	54.99	View chart
Costco Wholesale Corporation (COST)	0.1	$2.1M	-9%	2.4k	886.81	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.1	$2.1M	-14%	51k	40.95	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$2.0M		6.4k	314.41	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.1	$2.0M	-2%	31k	65.37	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$2.0M	NEW	9.1k	218.56	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$2.0M	+7%	33k	59.69	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$2.0M		9.8k	201.41	View chart
Ishares Tr Core Total Usd (IUSB)	0.1	$1.9M	-3%	42k	45.40	View chart
JPMorgan Chase & Co. (JPM)	0.1	$1.9M	+10%	9.0k	207.62	View chart
Exxon Mobil Corporation (XOM)	0.1	$1.8M	+53%	17k	110.94	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.1	$1.8M	-2%	36k	51.45	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.1	$1.8M	NEW	55k	32.32	View chart
Home Depot (HD)	0.1	$1.8M	+11%	5.2k	337.10	View chart
Procter & Gamble Company (PG)	0.1	$1.8M	+13%	11k	165.66	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.1	$1.7M	+18%	31k	57.05	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$1.7M		3.4k	497.76	View chart
Zoom Video Communications In Cl A (ZM)	0.1	$1.7M		29k	56.88	View chart
Hldgs (UAL)	0.1	$1.6M	+13%	35k	47.20	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$1.6M	+151%	4.3k	378.95	View chart
Leidos Holdings (LDOS)	0.1	$1.6M	NEW	11k	145.05	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$1.6M		21k	75.25	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$1.6M	-2%	44k	35.59	View chart
Stryker Corporation (SYK)	0.1	$1.6M	NEW	4.7k	335.59	View chart
Pepsi (PEP)	0.1	$1.6M	+30%	9.7k	161.90	View chart
Texas Instruments Incorporated (TXN)	0.1	$1.6M		7.8k	200.17	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.1	$1.5M	+162%	22k	69.82	View chart
Ssga Active Tr Spdr Ssga Us Sct (XLSR)	0.1	$1.5M		29k	51.70	View chart
Doximity Cl A (DOCS)	0.1	$1.5M	+16%	55k	27.37	View chart
Wells Fargo & Company (WFC)	0.1	$1.5M	+20%	25k	59.88	View chart
Eli Lilly & Co. (LLY)	0.1	$1.5M		1.6k	932.54	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$1.4M	+5%	7.6k	188.97	View chart
Boeing Company (BA)	0.1	$1.4M	+5%	7.8k	183.25	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$1.4M	-4%	24k	58.39	View chart
McDonald's Corporation (MCD)	0.1	$1.4M	+13%	5.7k	245.82	View chart
Lamb Weston Hldgs (LW)	0.1	$1.4M		18k	76.86	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$1.4M		27k	50.39	View chart
salesforce (CRM)	0.1	$1.4M		5.4k	252.43	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$1.4M	+6%	7.8k	173.97	View chart
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW)	0.1	$1.3M	-10%	20k	68.18	View chart
Abbvie (ABBV)	0.1	$1.3M	+2%	7.6k	168.06	View chart
J P Morgan Exchange Traded F Diversfed Rtrn (JPME)	0.1	$1.3M	-3%	14k	94.31	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$1.2M	+3%	32k	38.95	View chart
Chevron Corporation (CVX)	0.1	$1.2M	+6%	8.0k	152.99	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.1	$1.2M		24k	50.05	View chart
Wisdomtree Tr Us Midcap Fund (EZM)	0.1	$1.2M		21k	56.86	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	0.1	$1.1M		28k	41.35	View chart
Automatic Data Processing (ADP)	0.0	$1.1M	+21%	4.6k	234.71	View chart
Meta Platforms Cl A (META)	0.0	$1.1M		2.0k	530.02	View chart
J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN)	0.0	$1.0M		19k	56.02	View chart
Qualcomm (QCOM)	0.0	$1.0M		5.0k	207.12	View chart
Anthem (ELV)	0.0	$1.0M	+43%	1.9k	529.20	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$1.0M	+223%	9.7k	104.62	View chart
Merck & Co (MRK)	0.0	$1.0M	+29%	8.0k	126.04	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$1.0M		8.3k	121.28	View chart
Dimensional Etf Trust Emerging Markets (DFSE)	0.0	$994k	+15%	29k	34.29	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$945k	+13%	2.4k	388.40	View chart
Tesla Motors (TSLA)	0.0	$926k	+9%	3.5k	262.33	View chart
Oracle Corporation (ORCL)	0.0	$925k	+36%	6.6k	140.67	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.0	$923k	+10%	23k	41.02	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.0	$918k		18k	50.35	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.0	$901k		44k	20.51	View chart
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)	0.0	$900k		43k	21.09	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.0	$896k	-2%	45k	20.08	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.0	$893k		46k	19.27	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.0	$879k	-2%	46k	19.32	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.0	$832k	+46%	12k	67.34	View chart
Alphabet Cap Stk Cl C (GOOG)	0.0	$827k	+80%	4.3k	190.45	View chart
Science App Int'l (SAIC)	0.0	$820k	NEW	7.2k	113.40	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$815k		13k	61.11	View chart
Paccar (PCAR)	0.0	$810k		8.0k	101.35	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	0.0	$805k		12k	69.77	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.0	$800k		16k	50.68	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.0	$797k		26k	30.52	View chart
Victory Portfolios Ii Vicshs Dv Ac Etf (VSDA)	0.0	$796k		17k	48.02	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.0	$786k	+7%	1.4k	558.93	View chart
D.R. Horton (DHI)	0.0	$782k		5.8k	136.00	View chart
Stantec (STN)	0.0	$782k		9.3k	83.93	View chart
Deere & Company (DE)	0.0	$768k	+2%	2.2k	348.82	View chart
Advanced Micro Devices (AMD)	0.0	$741k		4.2k	177.10	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$738k	+33%	6.9k	106.83	View chart
International Business Machines (IBM)	0.0	$729k	+78%	4.1k	176.50	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$726k	+7%	7.6k	96.07	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$719k	-48%	8.6k	83.76	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$714k		7.4k	95.94	View chart
Trane Technologies SHS (TT)	0.0	$712k	-2%	2.1k	333.74	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.0	$699k	NEW	24k	28.71	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$698k		5.9k	118.83	View chart
Walt Disney Company (DIS)	0.0	$687k	+28%	7.1k	97.05	View chart
Netflix (NFLX)	0.0	$682k	+60%	995.00	685.74	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.0	$670k	NEW	14k	46.85	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.0	$663k	-3%	36k	18.29	View chart
Avista Corporation (AVA)	0.0	$654k		19k	33.90	View chart
Coca-Cola Company (KO)	0.0	$651k	+36%	10k	62.69	View chart
Abbott Laboratories (ABT)	0.0	$610k		6.0k	101.64	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.0	$597k		1.1k	527.40	View chart
Verizon Communications (VZ)	0.0	$586k	+6%	14k	41.30	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.0	$572k	-9%	15k	38.59	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$568k	NEW	7.4k	77.00	View chart
Waste Management (WM)	0.0	$565k		2.7k	210.02	View chart
UnitedHealth (UNH)	0.0	$551k	+37%	1.1k	492.11	View chart
The Trade Desk Com Cl A (TTD)	0.0	$547k		5.4k	101.52	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.0	$533k		4.6k	114.64	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$531k		6.7k	79.37	View chart
General Mills (GIS)	0.0	$524k	NEW	8.4k	62.69	View chart
Starbucks Corporation (SBUX)	0.0	$521k	+3%	7.2k	72.75	View chart
TJX Companies (TJX)	0.0	$514k	-3%	4.6k	112.15	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.0	$506k		2.0k	259.42	View chart
Ge Aerospace Com New (GE)	0.0	$503k	+4%	3.1k	163.12	View chart
Wal-Mart Stores (WMT)	0.0	$503k	+6%	7.2k	69.90	View chart
Cisco Systems (CSCO)	0.0	$502k	+22%	11k	45.80	View chart
Allstate Corporation (ALL)	0.0	$501k		3.2k	158.72	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.0	$501k	-9%	5.5k	91.41	View chart
Broadcom (AVGO)	0.0	$489k	+16%	282.00	1733.09	View chart
Pfizer (PFE)	0.0	$488k	+19%	18k	27.72	View chart
Ishares Tr S&p 100 Etf (OEF)	0.0	$482k	-12%	1.8k	272.50	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$479k		800.00	598.73	View chart
Danaher Corporation (DHR)	0.0	$474k		2.0k	239.80	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$472k	+13%	3.1k	150.59	View chart
Bank of America Corporation (BAC)	0.0	$467k	+20%	11k	41.42	View chart
Kimberly-Clark Corporation (KMB)	0.0	$464k		3.3k	139.44	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$459k	+4%	2.5k	181.70	View chart
Emerson Electric (EMR)	0.0	$457k	+60%	4.2k	109.58	View chart
At&t (T)	0.0	$457k	+3%	24k	18.80	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.0	$456k		21k	22.14	View chart
Southern Company (SO)	0.0	$455k	+41%	5.8k	78.13	View chart
Invesco Exch Trd Slf Idx Rusl 2000 Dynm (OMFS)	0.0	$455k	-8%	13k	35.01	View chart
Synopsys (SNPS)	0.0	$436k		717.00	607.94	View chart
Sherwin-Williams Company (SHW)	0.0	$425k		1.4k	298.91	View chart
American Centy Etf Tr Avantis Shfxdinc (AVSF)	0.0	$408k	-47%	8.8k	46.20	View chart
Deckers Outdoor Corporation (DECK)	0.0	$405k		431.00	939.05	View chart
Visa Com Cl A (V)	0.0	$403k		1.5k	265.51	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.0	$398k	+2%	4.1k	97.47	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.0	$393k	+8%	371.00	1059.97	View chart
Amgen (AMGN)	0.0	$388k	+3%	1.2k	316.01	View chart
Dominion Resources (D)	0.0	$385k	NEW	7.8k	49.48	View chart
Public Service Enterprise (PEG)	0.0	$375k	-7%	5.0k	75.58	View chart
American Electric Power Company (AEP)	0.0	$373k		4.2k	87.70	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$369k	+17%	5.8k	64.03	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.0	$363k	-14%	5.4k	67.51	View chart
Intel Corporation (INTC)	0.0	$359k	+6%	10k	34.59	View chart
Lam Research Corporation (LRCX)	0.0	$352k		316.00	1113.86	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$352k		2.9k	119.59	View chart
Select Sector Spdr Tr Technology (XLK)	0.0	$351k	+11%	1.5k	234.31	View chart
ConocoPhillips (COP)	0.0	$348k	-3%	3.1k	111.18	View chart
Ishares Tr Ibonds 24 Trm Ts (IBTE)	0.0	$347k	NEW	15k	23.91	View chart
Ishares Tr Ibonds 25 Trm Ts (IBTF)	0.0	$346k	NEW	15k	23.17	View chart
Ishares Tr Ibonds 29 Trm Ts (IBTJ)	0.0	$345k	NEW	16k	21.41	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.0	$345k	NEW	16k	22.09	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.0	$345k	NEW	15k	22.65	View chart
Ishares Tr Ibonds 28 Trm Ts (IBTI)	0.0	$345k	NEW	16k	21.87	View chart
Honeywell International (HON)	0.0	$343k	+16%	1.6k	210.66	View chart
Kkr & Co (KKR)	0.0	$339k		3.2k	105.58	View chart
Adobe Systems Incorporated (ADBE)	0.0	$336k		594.00	566.02	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.0	$331k		15k	22.64	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.0	$327k		833.00	392.94	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.0	$326k	-7%	28k	11.59	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$325k	-5%	1.3k	248.17	View chart
Palantir Technologies Cl A (PLTR)	0.0	$323k	+3%	12k	27.39	View chart
Duke Energy Corp Com New (DUK)	0.0	$318k	+35%	3.2k	100.93	View chart
Essential Utils (WTRG)	0.0	$316k		8.5k	37.20	View chart
Zions Bancorporation (ZION)	0.0	$316k		7.2k	43.91	View chart
Edwards Lifesciences (EW)	0.0	$315k	+55%	3.4k	93.48	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.0	$311k	-17%	6.1k	50.61	View chart
Vistra Energy (VST)	0.0	$309k	-26%	3.4k	91.40	View chart
Darden Restaurants (DRI)	0.0	$294k	NEW	2.1k	140.29	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.0	$293k	+29%	6.0k	48.91	View chart
Banc Of California (BANC)	0.0	$293k		23k	12.53	View chart
Ishares Tr Global Reit Etf (REET)	0.0	$291k	-13%	13k	23.32	View chart
Broadridge Financial Solutions (BR)	0.0	$290k	+7%	1.5k	199.99	View chart
FactSet Research Systems (FDS)	0.0	$290k		703.00	411.74	View chart
Becton, Dickinson and (BDX)	0.0	$289k	+27%	1.3k	221.47	View chart
Novo-nordisk A S Adr (NVO)	0.0	$284k	-9%	2.0k	140.43	View chart
Acuity Brands (AYI)	0.0	$283k	NEW	1.2k	236.34	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.0	$282k	-3%	2.8k	100.38	View chart
Fs Kkr Capital Corp (FSK)	0.0	$280k		14k	20.03	View chart
Valero Energy Corporation (VLO)	0.0	$268k		1.8k	146.27	View chart
Invesco Exchange Traded Fd T Dj Indl Avg Dv (DJD)	0.0	$268k	NEW	5.7k	47.17	View chart
Bristol Myers Squibb (BMY)	0.0	$266k	+4%	6.5k	40.86	View chart
Thermo Fisher Scientific (TMO)	0.0	$264k		496.00	531.86	View chart
Philip Morris International (PM)	0.0	$263k	NEW	2.6k	101.66	View chart
Nextera Energy (NEE)	0.0	$257k		3.6k	72.13	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.0	$256k		2.9k	87.76	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$253k	-31%	4.4k	57.73	View chart
Caterpillar (CAT)	0.0	$252k	+27%	771.00	326.22	View chart
Comcast Corp Cl A (CMCSA)	0.0	$248k	+6%	6.6k	37.51	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$248k	NEW	3.8k	65.56	View chart
Pimco Etf Tr 1-5 Us Tip Idx (STPZ)	0.0	$242k	NEW	4.7k	51.64	View chart
Travelers Companies (TRV)	0.0	$242k		1.2k	203.15	View chart
Raytheon Technologies Corp (RTX)	0.0	$240k	+9%	2.4k	101.12	View chart
Ishares Tr Short Treas Bd (SHV)	0.0	$240k	-8%	2.2k	110.15	View chart
Ameriprise Financial (AMP)	0.0	$235k	-4%	543.00	433.29	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.0	$233k		3.4k	69.50	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.0	$223k		3.0k	74.03	View chart
American Express Company (AXP)	0.0	$221k		931.00	237.63	View chart
Goldman Sachs Etf Tr Activebeta Us (GSSC)	0.0	$221k		3.5k	62.65	View chart
Occidental Petroleum Corporation (OXY)	0.0	$220k	+6%	3.6k	61.03	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$216k		847.00	255.11	View chart
ICF International (ICFI)	0.0	$213k		1.6k	129.65	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.0	$213k	-2%	6.6k	32.03	View chart
Altria (MO)	0.0	$213k	NEW	4.6k	46.70	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$208k	NEW	3.2k	65.23	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.0	$208k	NEW	7.3k	28.25	View chart
Nike CL B (NKE)	0.0	$207k		2.9k	72.45	View chart
Nuveen Equity Premium Income Fund (BXMX)	0.0	$205k		15k	13.65	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$204k	+4%	2.6k	77.11	View chart
Ea Series Trust Ea Bridgeway Omn (BSVO)	0.0	$202k		10k	19.96	View chart
Fidelity Covington Trust High Yild Etf (FDHY)	0.0	$202k	-5%	4.2k	48.03	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	0.0	$200k	NEW	4.0k	50.75	View chart
Empire St Rlty Op Unit Ltd Prtnsp (ESBA)	0.0	$165k		17k	9.56	View chart
Flaherty & Crumrine Pref. Incme Opp (PFO)	0.0	$127k	NEW	15k	8.44	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.0	$70k		11k	6.48	View chart
Omeros Corporation (OMER)	0.0	$56k		14k	3.90	View chart
Standard Lithium Corp equities (SLI)	0.0	$12k		10k	1.21	View chart

Past Filings by Apella Capital

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

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
Apella Capital 2020 Q4 filed Feb. 18, 2021

View all past filings

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