Apella Capital, LLC Q3 2023 Filing
Filed October 10, 2023
Portfolio Value
$1.4T
Holdings
259
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (259 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DFACDIMENSIONAL ETF TRUST | 3,510,363 | $91K | 0.00% | |
| 2 | BSVVANGUARD BD INDEX FDS | 1,157,364 | $86K | 0.00% | |
| 3 | BNDXVANGUARD CHARLOTTE FDS | 1,796,698 | $85K | 0.00% | |
| 4 | VTIVANGUARD INDEX FDS | 335,220 | $71K | 0.00% | |
| 5 | DFATDIMENSIONAL ETF TRUST | 1,321,336 | $60K | 0.00% | |
| 6 | BNDVANGUARD BD INDEX FDS | 846,397 | $59K | 0.00% | |
| 7 | MTUMISHARES TR | 355,563 | $49K | 0.00% | |
| 8 | VTVVANGUARD INDEX FDS | 263,008 | $36K | 0.00% | |
| 9 | VEAVANGUARD TAX-MANAGED FDS | 788,349 | $34K | 0.00% | |
| 10 | VWOVANGUARD INTL EQUITY INDEX F | 814,465 | $31K | 0.00% | |
| 11 | DFUSDIMENSIONAL ETF TRUST | 676,422 | $31K | 0.00% | |
| 12 | SUBISHARES TR | 277,677 | $28K | 0.00% | |
| 13 | VSSVANGUARD INTL EQUITY INDEX F | 262,465 | $27K | 0.00% | |
| 14 | QUALISHARES TR | 194,857 | $25K | 0.00% | |
| 15 | DFIVDIMENSIONAL ETF TRUST | 776,930 | $25K | 0.00% | |
| 16 | USMVISHARES TR | 335,274 | $24K | 0.00% | |
| 17 | MUBISHARES TR | 238,915 | $24K | 0.00% | |
| 18 | MGCVANGUARD WORLD FD | 153,613 | $23K | 0.00% | |
| 19 | SCHOSCHWAB STRATEGIC TR | 479,603 | $22K | 0.00% | |
| 20 | DFCFDIMENSIONAL ETF TRUST | 546,392 | $22K | 0.00% | |
| 21 | DFAXDIMENSIONAL ETF TRUST | 930,917 | $20K | 0.00% | |
| 22 | MSFTMICROSOFT CORP | 61,478 | $19K | 0.00% | |
| 23 | VBRVANGUARD INDEX FDS | 121,573 | $19K | 0.00% | |
| 24 | GEMGOLDMAN SACHS ETF TR | 587,461 | $16K | 0.00% | |
| 25 | IMTMISHARES TR | 513,860 | $16K | 0.00% | |
| 26 | DFUVDIMENSIONAL ETF TRUST | 433,694 | $14K | 0.00% | |
| 27 | VCSHVANGUARD SCOTTSDALE FDS | 199,367 | $14K | 0.00% | |
| 28 | EFVISHARES TR | 285,228 | $13K | 0.00% | |
| 29 | ESGUISHARES TR | 132,191 | $12K | 0.00% | |
| 30 | AVDVAMERICAN CENTY ETF TR | 200,710 | $11K | 0.00% | |
| 31 | AAPLAPPLE INC | 66,869 | $11K | 0.00% | |
| 32 | VCITVANGUARD SCOTTSDALE FDS | 143,263 | $10K | 0.00% | |
| 33 | VTEBVANGUARD MUN BD FDS | 211,743 | $10K | 0.00% | |
| 34 | VTIPVANGUARD MALVERN FDS | 222,298 | $10K | 0.00% | |
| 35 | EFAVISHARES TR | 163,900 | $10K | 0.00% | |
| 36 | VIGVANGUARD SPECIALIZED FUNDS | 66,849 | $10K | 0.00% | |
| 37 | ESGVVANGUARD WORLD FD | 121,800 | $9K | 0.00% | |
| 38 | VXUSVANGUARD STAR FDS | 175,573 | $9K | 0.00% | |
| 39 | JNKSPDR SER TR | 109,421 | $9K | 0.00% | |
| 40 | DFNMDIMENSIONAL ETF TRUST | 186,499 | $8K | 0.00% | |
| 41 | EAGGISHARES TR | 185,201 | $8K | 0.00% | |
| 42 | IQLTISHARES TR | 219,205 | $7K | 0.00% | |
| 43 | EEMVISHARES INC | 141,137 | $7K | 0.00% | |
| 44 | SHYISHARES TR | 75,030 | $6K | 0.00% | |
| 45 | ESGDISHARES TR | 95,781 | $6K | 0.00% | |
| 46 | VSGXVANGUARD WORLD FD | 131,592 | $6K | 0.00% | |
| 47 | WSTWEST PHARMACEUTICAL SVSC INC | 16,945 | $6K | 0.00% | |
| 48 | VGSHVANGUARD SCOTTSDALE FDS | 109,970 | $6K | 0.00% | |
| 49 | GDGENERAL DYNAMICS CORP | 29,347 | $6K | 0.00% | |
| 50 | SHMSPDR SER TR | 130,458 | $6K | 0.00% | |
| 51 | BBAGJ P MORGAN EXCHANGE TRADED F | 119,131 | $5K | 0.00% | |
| 52 | ACWXISHARES TR | 120,862 | $5K | 0.00% | |
| 53 | VBVANGUARD INDEX FDS | 23,386 | $4K | 0.00% | |
| 54 | BIVVANGUARD BD INDEX FDS | 57,180 | $4K | 0.00% | |
| 55 | SUSBISHARES TR | 187,285 | $4K | 0.00% | |
| 56 | BRK/BBERKSHIRE HATHAWAY INC DEL | 11,810 | $4K | 0.00% | |
| 57 | IJRISHARES TR | 49,108 | $4K | 0.00% | |
| 58 | DFSDDIMENSIONAL ETF TRUST | 94,262 | $4K | 0.00% | |
| 59 | DFEMDIMENSIONAL ETF TRUST | 202,770 | $4K | 0.00% | |
| 60 | ARKKARK ETF TR | 121,494 | $4K | 0.00% | |
| 61 | DFASDIMENSIONAL ETF TRUST | 58,361 | $3K | 0.00% | |
| 62 | DFICDIMENSIONAL ETF TRUST | 131,157 | $3K | 0.00% | |
| 63 | DFAIDIMENSIONAL ETF TRUST | 153,101 | $3K | 0.00% | |
| 64 | EMBISHARES TR | 38,781 | $3K | 0.00% | |
| 65 | AVUVAMERICAN CENTY ETF TR | 39,700 | $3K | 0.00% | |
| 66 | AMZNAMAZON COM INC | 24,211 | $3K | 0.00% | |
| 67 | VOVANGUARD INDEX FDS | 16,077 | $3K | 0.00% | |
| 68 | VTVANGUARD INTL EQUITY INDEX F | 36,896 | $3K | 0.00% | |
| 69 | SPYSPDR S&P 500 ETF TR | 8,139 | $3K | 0.00% | |
| 70 | DFAEDIMENSIONAL ETF TRUST | 107,482 | $2K | 0.00% | |
| 71 | JPSTJ P MORGAN EXCHANGE TRADED F | 41,443 | $2K | 0.00% | |
| 72 | JNJJOHNSON & JOHNSON | 13,299 | $2K | 0.00% | |
| 73 | AQLTISHARES TR | 36,476 | $2K | 0.00% | |
| 74 | STIPISHARES TR | 25,609 | $2K | 0.00% | |
| 75 | PHPARKER-HANNIFIN CORP | 5,863 | $2K | 0.00% | |
| 76 | SPDWSPDR INDEX SHS FDS | 67,451 | $2K | 0.00% | |
| 77 | ESGEISHARES INC | 66,340 | $2K | 0.00% | |
| 78 | AVUSAMERICAN CENTY ETF TR | 33,249 | $2K | 0.00% | |
| 79 | ACNACCENTURE PLC IRELAND | 7,938 | $2K | 0.00% | |
| 80 | ITOTISHARES TR | 23,911 | $2K | 0.00% | |
| 81 | EWXSPDR INDEX SHS FDS | 40,533 | $2K | 0.00% | |
| 82 | SPYMSPDR SER TR | 48,722 | $2K | 0.00% | |
| 83 | SPSBSPDR SER TR | 100,930 | $2K | 0.00% | |
| 84 | DFAUDIMENSIONAL ETF TRUST | 97,607 | $2K | 0.00% | |
| 85 | IGSBISHARES TR | 50,189 | $2K | 0.00% | |
| 86 | HDHOME DEPOT INC | 4,551 | $1K | 0.00% | |
| 87 | CVXCHEVRON CORP NEW | 7,458 | $1K | 0.00% | |
| 88 | NDQINVESCO QQQ TR | 2,964 | $1K | 0.00% | |
| 89 | PEPPEPSICO INC | 6,893 | $1K | 0.00% | |
| 90 | IWVISHARES TR | 6,409 | $1K | 0.00% | |
| 91 | USFRWISDOMTREE TR | 35,058 | $1K | 0.00% | |
| 92 | LWLAMB WESTON HLDGS INC | 17,903 | $1K | 0.00% | |
| 93 | MCDMCDONALDS CORP | 5,139 | $1K | 0.00% | |
| 94 | AVDEAMERICAN CENTY ETF TR | 20,993 | $1K | 0.00% | |
| 95 | DFIPDIMENSIONAL ETF TRUST | 29,694 | $1K | 0.00% | |
| 96 | JPMJPMORGAN CHASE & CO | 8,105 | $1K | 0.00% | |
| 97 | VUSBVANGUARD BD INDEX FDS | 21,662 | $1K | 0.00% | |
| 98 | SCHFSCHWAB STRATEGIC TR | 30,074 | $1K | 0.00% | |
| 99 | BABOEING CO | 6,722 | $1K | 0.00% | |
| 100 | PGPROCTER AND GAMBLE CO | 9,801 | $1K | 0.00% |
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