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Appfolio shares owned by Delap Wealth Advisory

Quarter-by-quarter ownership of Appfolio (APPF) shares owned by Delap Wealth Advisory from 13F filings

Historical chart of Delap Wealth Advisory investment in Appfolio

Tip: Access up to 7 years of quarterly data

All positions including Appfolio held by Delap Wealth Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Appfolio by Delap Wealth Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.3M 31k 173.24

More positions owned by Delap Wealth Advisory

Ishares Tr Core S&p Ttl Stk (ITOT)
Microsoft Corporation (MSFT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Msci Intl (IDEV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Appfolio Com Cl A (APPF)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Core Msci Emkt (IEMG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Delap Wealth Advisory

Top funds holding Appfolio

Vanguard Group
Fred Alger Management
Gilder, Gagnon, Howe & Co
Df Dent & Co
Jennifer Ranahan
Nellore Capital Management
New York State Common Retirement Fund
Lord, Abbett & Co
T. Rowe Price Associates
Norges Bank Investment Management
Bank of New York Mellon
Zeno Equity Partners
Millennium Management
Charles Schwab Investment Management
Citadel Advisors

View all funds holding Appfolio