Apella Capital, LLC holdings history

Add to watchlist

366 is the total number of securities Apella Capital, LLC has owned. The longest Apella Capital, LLC has owned a single stock is 15 quarters.

Apella Capital, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
VTI VANGUARD INDEX FDS1234.09%7.33%11.52%Q1 2020Q4 202315
BND VANGUARD BD INDEX FDS1233.35%4.69%7.06%Q1 2020Q4 202315
BNDX VANGUARD CHARLOTTE FDS1232.84%4.46%6.07%Q1 2020Q4 202315
BSV VANGUARD BD INDEX FDS1232.82%4.32%6.15%Q1 2020Q4 202315
VIG VANGUARD SPECIALIZED F...1230.63%2.69%6.02%Q1 2020Q4 202315
VXUS VANGUARD STAR FDS1230.56%2.66%5.80%Q1 2020Q4 202315
MTUM ISHARES TR1231.20%2.48%3.68%Q1 2020Q4 202315
VWO VANGUARD INTL EQUITY I...1231.92%2.46%3.07%Q1 2020Q4 202315
VBR VANGUARD INDEX FDS1230.97%2.29%4.70%Q1 2020Q4 202315
VEA VANGUARD TAX-MANAGED I...1231.65%2.14%2.44%Q1 2020Q4 202315
VSS VANGUARD INTL EQUITY I...1231.16%1.94%2.91%Q1 2020Q4 202315
VTV VANGUARD INDEX FDS1230.81%1.86%2.84%Q1 2020Q4 202315
VTIP VANGUARD MALVERN FDS1230.65%1.77%3.51%Q1 2020Q4 202315
SUB ISHARES TR1231.20%1.61%2.35%Q1 2020Q4 202315
VCSH VANGUARD SCOTTSDALE FDS1230.43%1.61%2.88%Q1 2020Q4 202315
MGC VANGUARD WORLD FD1230.68%1.50%2.33%Q1 2020Q4 202315
MUB ISHARES TR1230.54%1.49%2.05%Q1 2020Q4 202315
EFV ISHARES TR1230.66%1.48%2.83%Q1 2020Q4 202315
AAPL APPLE INC1230.70%1.35%2.47%Q1 2020Q4 202315
USMV ISHARES TR1230.67%1.26%1.84%Q1 2020Q4 202315
QUAL ISHARES TR1230.60%1.24%1.87%Q1 2020Q4 202315
MSFT MICROSOFT CORP1230.80%1.20%1.78%Q1 2020Q4 202315
VCIT VANGUARD SCOTTSDALE FDS1230.59%1.16%1.95%Q1 2020Q4 202315
ACWX ISHARES TR1230.33%1.12%2.23%Q1 2020Q4 202315
IJR ISHARES TR1230.28%0.96%1.89%Q1 2020Q4 202315
SHM SPDR SER TR1230.37%0.88%1.94%Q1 2020Q4 202315
WST WEST PHARMACEUTICAL SV...1230.32%0.87%1.42%Q1 2020Q4 202315
EAGG ISHARES TR1230.47%0.87%1.58%Q1 2020Q4 202315
VTEB VANGUARD MUN BD FDS1230.50%0.79%1.21%Q1 2020Q4 202315
ESGU ISHARES TR1230.16%0.76%1.14%Q1 2020Q4 202315
EFAV ISHARES TR1230.34%0.55%0.77%Q1 2020Q4 202315
EEMV ISHARES INC1230.29%0.53%0.86%Q1 2020Q4 202315
BRKB BERKSHIRE HATHAWAY INC...1230.24%0.48%1.00%Q1 2020Q4 202315
SPY SPDR S&P 500 ETF TR1230.22%0.46%1.18%Q1 2020Q4 202315
PH PARKER-HANNIFIN CORP1230.15%0.43%0.84%Q1 2020Q4 202315
SHV ISHARES TR1230.03%0.42%1.32%Q1 2020Q4 202315
SUSB ISHARES TR1230.22%0.39%0.70%Q1 2020Q4 202315
SHY ISHARES TR1230.29%0.38%0.47%Q1 2020Q4 202315
REET ISHARES TR1230.02%0.38%0.77%Q1 2020Q4 202315
AMZN AMAZON COM INC1230.19%0.36%0.69%Q1 2020Q4 202315
VB VANGUARD INDEX FDS1230.18%0.36%0.59%Q1 2020Q4 202315
VO VANGUARD INDEX FDS1230.20%0.32%0.52%Q1 2020Q4 202315
JNJ JOHNSON & JOHNSON1230.15%0.31%0.69%Q1 2020Q4 202315
PG PROCTER & GAMBLE CO1230.08%0.31%0.71%Q1 2020Q4 202315
IWV ISHARES TR1230.10%0.30%0.61%Q1 2020Q4 202315
VEU VANGUARD INTL EQUITY I...1230.09%0.29%0.64%Q1 2020Q4 202315
TIP ISHARES TR1230.04%0.26%0.68%Q1 2020Q4 202315
MCD MCDONALDS CORP1230.08%0.25%0.56%Q1 2020Q4 202315
TXN TEXAS INSTRS INC1230.07%0.25%0.43%Q1 2020Q4 202315
VOO VANGUARD INDEX FDS1230.11%0.24%0.52%Q1 2020Q4 202315
BSCO INVESCO EXCH TRD SLF I...1230.05%0.24%0.73%Q1 2020Q4 202315
BSCP INVESCO EXCH TRD SLF I...1230.05%0.23%0.70%Q1 2020Q4 202315
BSCQ INVESCO EXCH TRD SLF I...1230.05%0.23%0.68%Q1 2020Q4 202315
BSCR INVESCO EXCH TRD SLF I...1230.05%0.22%0.65%Q1 2020Q4 202315
BSCS INVESCO EXCH TRD SLF I...1230.04%0.22%0.65%Q1 2020Q4 202315
HD HOME DEPOT INC1230.08%0.20%0.33%Q1 2020Q4 202315
EWX SPDR INDEX SHS FDS1230.11%0.19%0.33%Q1 2020Q4 202315
CMF ISHARES TR1230.07%0.18%0.40%Q1 2020Q4 202315
ABBV ABBVIE INC1230.06%0.16%0.28%Q1 2020Q4 202315
EFA ISHARES TR1230.03%0.15%0.37%Q1 2020Q4 202315
JPM JPMORGAN CHASE & CO1230.08%0.15%0.26%Q1 2020Q4 202315
OEF ISHARES TR1230.02%0.15%0.33%Q1 2020Q4 202315
BSCT INVESCO EXCH TRD SLF I...1230.02%0.14%0.36%Q1 2020Q4 202315
ABT ABBOTT LABS1230.04%0.12%0.23%Q1 2020Q4 202315
MRK MERCK & CO. INC1230.04%0.12%0.36%Q1 2020Q4 202315
INTC INTEL CORP1230.02%0.12%0.44%Q1 2020Q4 202315
PEP PEPSICO INC1230.05%0.12%0.28%Q1 2020Q4 202315
PFE PFIZER INC1230.02%0.11%0.21%Q1 2020Q4 202315
BX BLACKSTONE INC1230.05%0.10%0.14%Q1 2020Q4 202315
IVV ISHARES TR1230.03%0.10%0.18%Q1 2020Q4 202315
CVX CHEVRON CORP NEW1230.05%0.10%0.16%Q1 2020Q4 202315
ADP AUTOMATIC DATA PROCESS...1230.04%0.09%0.16%Q1 2020Q4 202315
IWF ISHARES TR1230.03%0.09%0.15%Q1 2020Q4 202315
VZ VERIZON COMMUNICATIONS...1230.03%0.09%0.22%Q1 2020Q4 202315
DIS DISNEY WALT CO1230.03%0.08%0.17%Q1 2020Q4 202315
IWB ISHARES TR1230.02%0.08%0.18%Q1 2020Q4 202315
BMY BRISTOL-MYERS SQUIBB CO1230.02%0.08%0.22%Q1 2020Q4 202315
KO COCA COLA CO1230.03%0.08%0.16%Q1 2020Q4 202315
T AT&T INC1230.02%0.07%0.21%Q1 2020Q4 202315
ES EVERSOURCE ENERGY1230.02%0.07%0.16%Q1 2020Q4 202315
SHW SHERWIN WILLIAMS CO1230.02%0.07%0.13%Q1 2020Q4 202315
IBM INTERNATIONAL BUSINESS...1230.02%0.07%0.16%Q1 2020Q4 202315
GD GENERAL DYNAMICS CORP730.41%1.10%2.43%Q1 2020Q4 202314
ESGV VANGUARD WORLD FD1130.12%0.77%1.31%Q2 2020Q4 202314
ESGD ISHARES TR1130.13%0.44%0.65%Q2 2020Q4 202314
BSCN INVESCO EXCH TRD SLF I...1220.06%0.25%0.73%Q1 2020Q3 202314
IEFA ISHARES TR1130.08%0.19%0.27%Q2 2020Q4 202314
RTX RTX CORPORATION1130.01%0.18%0.51%Q2 2020Q4 202314
ITOT ISHARES TR1130.06%0.16%0.45%Q2 2020Q4 202314
IMCB ISHARES TR1130.04%0.13%0.25%Q2 2020Q4 202314
VGK VANGUARD INTL EQUITY I...830.02%0.12%0.25%Q1 2020Q4 202314
IEMG ISHARES INC1130.03%0.11%0.24%Q2 2020Q4 202314
IJS ISHARES TR1130.04%0.10%0.19%Q2 2020Q4 202314
CMCSA COMCAST CORP NEW1130.01%0.09%0.18%Q1 2020Q4 202314
IVW ISHARES TR1130.02%0.05%0.10%Q2 2020Q4 202314
VSGX VANGUARD WORLD FD1030.18%0.44%0.56%Q3 2020Q4 202313
JNK SPDR SER TR1030.08%0.39%0.70%Q3 2020Q4 202313
VT VANGUARD INTL EQUITY I...1030.08%0.22%0.64%Q3 2020Q4 202313
VGSH VANGUARD SCOTTSDALE FDS1030.05%0.17%0.45%Q3 2020Q4 202313
TT TRANE TECHNOLOGIES PLC1030.03%0.06%0.11%Q3 2020Q4 202313
CSCO CISCO SYS INC910.02%0.05%0.10%Q2 2020Q4 202313
VGT VANGUARD WORLD FDS1030.02%0.05%0.08%Q3 2020Q4 202313
VONG VANGUARD SCOTTSDALE FDS1030.02%0.04%0.09%Q3 2020Q4 202313
IGSB ISHARES TR930.08%0.20%0.42%Q1 2020Q4 202312
ESGE ISHARES INC930.11%0.18%0.29%Q4 2020Q4 202312
ESML ISHARES TR930.08%0.14%0.20%Q4 2020Q4 202312
D DOMINION ENERGY INC12120.02%0.08%0.20%Q1 2020Q4 202212
AMGN AMGEN INC630.02%0.07%0.17%Q1 2020Q4 202312
DHI D R HORTON INC930.04%0.07%0.14%Q4 2020Q4 202312
IWM ISHARES TR930.03%0.06%0.10%Q4 2020Q4 202312
QCOM QUALCOMM INC930.04%0.05%0.09%Q4 2020Q4 202312
ACN ACCENTURE PLC IRELAND830.15%0.31%0.65%Q1 2021Q4 202311
BSCM INVESCO EXCH TRD SLF I...11110.06%0.30%0.78%Q1 2020Q3 202211
BK BANK NEW YORK MELLON CORP11110.03%0.09%0.18%Q1 2020Q3 202211
IWD ISHARES TR830.02%0.05%0.07%Q1 2021Q4 202311
SCHO SCHWAB STRATEGIC TR731.27%2.93%4.71%Q2 2021Q4 202310
GEM GOLDMAN SACHS ETF TR730.13%0.66%1.19%Q2 2021Q4 202310
AVDV AMERICAN CENTY ETF TR730.20%0.50%0.82%Q2 2021Q4 202310
AVUS AMERICAN CENTY ETF TR730.17%0.37%1.03%Q2 2021Q4 202310
OMFL INVESCO EXCH TRD SLF I...730.10%0.34%0.87%Q2 2021Q4 202310
BOND PIMCO ETF TR730.03%0.32%1.12%Q2 2021Q4 202310
JPME J P MORGAN EXCHANGE-TR...730.07%0.29%0.76%Q2 2021Q4 202310
AVUV AMERICAN CENTY ETF TR730.17%0.26%0.41%Q2 2021Q4 202310
JPIN J P MORGAN EXCHANGE-TR...730.06%0.25%0.73%Q2 2021Q4 202310
XLSR SSGA ACTIVE TR730.07%0.25%0.71%Q2 2021Q4 202310
BIV VANGUARD BD INDEX FDS730.12%0.24%0.42%Q2 2021Q4 202310
SPDW SPDR INDEX SHS FDS730.08%0.24%0.56%Q2 2021Q4 202310
AVDE AMERICAN CENTY ETF TR730.08%0.23%0.70%Q2 2021Q4 202310
VGIT VANGUARD SCOTTSDALE FDS730.05%0.22%0.39%Q2 2021Q4 202310
VSDA VICTORY PORTFOLIOS II730.05%0.18%0.47%Q2 2021Q4 202310
SPEM SPDR INDEX SHS FDS730.03%0.15%0.45%Q2 2021Q4 202310
EMLP FIRST TR EXCHANGE-TRAD...730.04%0.15%0.55%Q2 2021Q4 202310
IAGG ISHARES TR730.06%0.14%0.25%Q2 2021Q4 202310
VNQ VANGUARD INDEX FDS730.06%0.13%0.29%Q2 2021Q4 202310
PGX INVESCO EXCH TRADED FD...730.02%0.12%0.42%Q2 2021Q4 202310
AVEM AMERICAN CENTY ETF TR730.06%0.11%0.30%Q2 2021Q4 202310
COST COSTCO WHSL CORP NEW730.05%0.11%0.22%Q2 2021Q4 202310
SCHF SCHWAB STRATEGIC TR730.06%0.10%0.14%Q2 2021Q4 202310
BA BOEING CO730.05%0.10%0.16%Q2 2021Q4 202310
SPSM SPDR SER TR730.04%0.10%0.26%Q2 2021Q4 202310
GSSC GOLDMAN SACHS ETF TR730.01%0.09%0.61%Q2 2021Q4 202310
DHR DANAHER CORPORATION730.03%0.09%0.20%Q2 2021Q4 202310
FDHY FIDELITY COVINGTON TRUST730.01%0.08%0.27%Q2 2021Q4 202310
AVA AVISTA CORP730.04%0.08%0.12%Q2 2021Q4 202310
LW LAMB WESTON HLDGS INC730.04%0.07%0.12%Q2 2021Q4 202310
PDBC INVESCO ACTVELY MNGD E...730.01%0.06%0.22%Q2 2021Q4 202310
XOM EXXON MOBIL CORP430.02%0.06%0.08%Q1 2021Q4 202310
TSLA TESLA INC730.02%0.06%0.11%Q2 2021Q4 202310
VYM VANGUARD WHITEHALL FDS730.04%0.06%0.08%Q2 2021Q4 202310
SPMD SPDR SER TR730.02%0.06%0.17%Q2 2021Q4 202310
GOOGL ALPHABET INC730.03%0.05%0.07%Q2 2021Q4 202310
SBUX STARBUCKS CORP730.03%0.05%0.07%Q2 2021Q4 202310
FSK FS KKR CAP CORP730.02%0.04%0.07%Q2 2021Q4 202310
ORCL ORACLE CORP730.03%0.04%0.05%Q2 2021Q4 202310
SCHR SCHWAB STRATEGIC TR730.01%0.04%0.06%Q2 2021Q4 202310
PCAR PACCAR INC730.02%0.04%0.05%Q2 2021Q4 202310
BSCU INVESCO EXCH TRD SLF I...730.01%0.04%0.08%Q2 2021Q4 202310
BAC BK OF AMERICA CORP730.02%0.03%0.05%Q2 2021Q4 202310
ESBA EMPIRE ST RLTY OP L P730.01%0.02%0.04%Q2 2021Q4 202310
OMER OMEROS CORP730.00%0.01%0.02%Q2 2021Q4 202310
DFAC DIMENSIONAL ETF TRUST335.88%7.29%10.06%Q2 2021Q4 20239
DFAT DIMENSIONAL ETF TRUST331.10%2.86%4.27%Q2 2021Q4 20239
DFUS DIMENSIONAL ETF TRUST331.62%2.25%3.39%Q2 2021Q4 20239
DFAS DIMENSIONAL ETF TRUST330.18%0.36%0.63%Q2 2021Q4 20239
OMFS INVESCO EXCH TRD SLF I...630.03%0.14%0.56%Q3 2021Q4 20239
UAL UNITED AIRLS HLDGS INC420.07%0.11%0.18%Q2 2021Q4 20239
DFAE DIMENSIONAL ETF TRUST630.03%0.10%0.21%Q3 2021Q4 20239
PFF ISHARES TR990.03%0.08%0.16%Q1 2020Q1 20229
WMT WALMART INC330.03%0.07%0.18%Q3 2020Q4 20239
VXF VANGUARD INDEX FDS810.02%0.06%0.14%Q1 2020Q3 20229
QQQ INVESCO QQQ TR330.03%0.05%0.08%Q2 2021Q4 20239
GWX SPDR INDEX SHS FDS710.01%0.05%0.12%Q2 2021Q4 20239
EMR EMERSON ELEC CO310.01%0.04%0.10%Q2 2020Q4 20239
DIMENSIONAL ETF TRUST321.23%2.20%3.43%Q3 2021Q4 20238
DIMENSIONAL ETF TRUST320.33%1.11%2.00%Q3 2021Q4 20238
JAGG J P MORGAN EXCHANGE-TR...320.02%0.30%0.60%Q2 2021Q4 20238
SCZ ISHARES TR880.04%0.07%0.10%Q2 2020Q1 20228
EMXC ISHARES INC530.04%0.05%0.08%Q4 2021Q4 20238
NFLX NETFLIX INC320.02%0.05%0.12%Q4 2020Q4 20238
WM WASTE MGMT INC DEL530.03%0.04%0.05%Q4 2021Q4 20238
UNH UNITEDHEALTH GROUP INC530.03%0.03%0.04%Q4 2021Q4 20238
ASML ASML HOLDING N V530.01%0.03%0.07%Q1 2021Q4 20238
FDS FACTSET RESH SYS INC530.02%0.03%0.05%Q4 2021Q4 20238
TJX TJX COS INC NEW530.02%0.03%0.04%Q4 2021Q4 20238
KMB KIMBERLY-CLARK CORP530.02%0.03%0.05%Q4 2021Q4 20238
V VISA INC410.02%0.03%0.03%Q2 2021Q4 20238
ADBE ADOBE SYSTEMS INCORPOR...530.02%0.03%0.03%Q2 2021Q4 20238
NEE NEXTERA ENERGY INC530.01%0.02%0.03%Q4 2021Q4 20238
ADM ARCHER DANIELS MIDLAND CO530.01%0.02%0.04%Q4 2021Q4 20238
ARKK ARK ETF TR430.33%0.55%1.26%Q1 2022Q4 20237
BSCL INVESCO EXCH TRD SLF I...770.12%0.43%0.78%Q1 2020Q3 20217
DFAI DIMENSIONAL ETF TRUST430.04%0.16%0.35%Q1 2022Q4 20237
EMB ISHARES TR310.03%0.15%0.24%Q3 2021Q4 20237
VUSB VANGUARD BD INDEX FDS310.06%0.14%0.27%Q4 2021Q4 20237
DFAU DIMENSIONAL ETF TRUST310.02%0.10%0.22%Q4 2021Q4 20237
WFC WELLS FARGO CO NEW430.05%0.09%0.17%Q1 2022Q4 20237
DE DEERE & CO430.05%0.08%0.14%Q1 2022Q4 20237
ICF ISHARES TR610.02%0.07%0.21%Q3 2021Q2 20237
GE GENERAL ELECTRIC CO610.03%0.07%0.10%Q1 2020Q1 20227
FISR SSGA ACTIVE TR770.02%0.05%0.09%Q2 2021Q4 20227
ALL ALLSTATE CORP430.02%0.04%0.08%Q1 2022Q4 20237
NKE NIKE INC430.02%0.04%0.08%Q1 2022Q4 20237
CVS CVS HEALTH CORP430.02%0.03%0.05%Q1 2022Q4 20237
COP CONOCOPHILLIPS430.02%0.03%0.03%Q1 2022Q4 20237
DIA SPDR DOW JONES INDL AV...430.02%0.03%0.04%Q1 2022Q4 20237
BDX BECTON DICKINSON & CO430.01%0.02%0.04%Q1 2022Q4 20237
TMO THERMO FISHER SCIENTIF...430.02%0.02%0.03%Q1 2022Q4 20237
SCHG SCHWAB STRATEGIC TR430.01%0.02%0.03%Q2 2021Q4 20237
PLTR PALANTIR TECHNOLOGIES INC430.01%0.01%0.02%Q1 2022Q4 20237
SLI STANDARD LITHIUM LTD310.00%0.00%0.01%Q4 2021Q4 20237
DIMENSIONAL ETF TRUST330.89%1.28%1.72%Q2 2022Q4 20236
DIMENSIONAL ETF TRUST330.23%1.09%2.69%Q2 2022Q4 20236
IMTM ISHARES TR330.44%0.88%1.14%Q2 2022Q4 20236
DIMENSIONAL ETF TRUST330.43%0.61%0.70%Q2 2022Q4 20236
IQLT ISHARES TR330.19%0.40%0.52%Q2 2022Q4 20236
WISDOMTREE TR330.08%0.16%0.23%Q2 2022Q4 20236
AEP AMERICAN ELEC PWR CO INC510.02%0.12%0.20%Q1 2020Q4 20236
GILD GILEAD SCIENCES INC660.04%0.12%0.20%Q1 2020Q2 20216
NVDA NVIDIA CORPORATION310.02%0.05%0.07%Q4 2021Q4 20236
ZION ZIONS BANCORPORATION N A420.02%0.04%0.08%Q1 2022Q4 20236
GENERAL ELECTRIC CO310.02%0.03%0.05%Q3 2021Q4 20236
MINT PIMCO ETF TR330.02%0.03%0.04%Q2 2022Q4 20236
BR BROADRIDGE FINL SOLUTI...330.02%0.02%0.04%Q1 2022Q4 20236
SOXX ISHARES TR310.02%0.02%0.03%Q1 2022Q4 20236
SCHV SCHWAB STRATEGIC TR410.01%0.02%0.03%Q2 2021Q4 20236
SCHB SCHWAB STRATEGIC TR310.02%0.02%0.03%Q4 2021Q4 20236
BXMX NUVEEN S&P 500 BUY-WRI...330.01%0.02%0.02%Q2 2022Q4 20236
BRKA BERKSHIRE HATHAWAY INC...410.06%0.07%0.08%Q2 2021Q2 20235
MUX MCEWEN MNG INC550.00%0.00%0.00%Q3 2020Q3 20215
DIMENSIONAL ETF TRUST310.12%0.44%1.10%Q4 2022Q4 20234
DIMENSIONAL ETF TRUST310.05%0.39%1.22%Q4 2022Q4 20234
TPL TEXAS PAC LD TR440.22%0.26%0.34%Q1 2020Q4 20204
FSKR FS KKR CAP CORP II440.11%0.24%0.39%Q2 2020Q1 20214
SPSB SPDR SER TR310.02%0.18%0.26%Q4 2022Q4 20234
STIP ISHARES TR310.02%0.16%0.26%Q4 2022Q4 20234
SPLG SPDR SER TR310.10%0.16%0.18%Q4 2022Q4 20234
JPST J P MORGAN EXCHANGE TR...310.07%0.13%0.16%Q4 2022Q4 20234
BNDW VANGUARD SCOTTSDALE FDS310.04%0.06%0.10%Q4 2022Q4 20234
SPYV SPDR SER TR310.01%0.06%0.08%Q4 2022Q4 20234
JMST J P MORGAN EXCHANGE TR...310.05%0.06%0.07%Q4 2022Q4 20234
VMBS VANGUARD SCOTTSDALE FDS310.02%0.05%0.09%Q2 2021Q4 20224
LLY LILLY ELI & CO310.03%0.04%0.06%Q4 2022Q4 20234
QYLD GLOBAL X FDS440.04%0.04%0.05%Q2 2021Q1 20224
ANTM ELEVANCE HEALTH INC310.04%0.04%0.05%Q1 2022Q4 20234
MDY SPDR S&P MIDCAP 400 ET...310.02%0.03%0.04%Q4 2022Q4 20234
AMD ADVANCED MICRO DEVICES...310.02%0.02%0.03%Q1 2022Q4 20234
WTRG ESSENTIAL UTILS INC310.02%0.02%0.04%Q4 2022Q4 20234
GOOG ALPHABET INC310.02%0.02%0.03%Q2 2022Q4 20234
IWN ISHARES TR310.02%0.02%0.03%Q4 2022Q4 20234
IWS ISHARES TR310.02%0.02%0.03%Q4 2022Q4 20234
HON HONEYWELL INTL INC310.02%0.02%0.03%Q4 2022Q4 20234
VLO VALERO ENERGY CORP310.01%0.02%0.02%Q4 2022Q4 20234
DUK DUKE ENERGY CORP NEW310.01%0.02%0.02%Q4 2022Q4 20234
DIMENSIONAL ETF TRUST330.13%0.79%1.94%Q2 2023Q4 20233
BSCK INVESCO EXCH TRD SLF I...330.53%0.64%0.78%Q1 2020Q3 20203
DIMENSIONAL ETF TRUST330.06%0.17%0.36%Q2 2023Q4 20233
DIMENSIONAL ETF TRUST330.05%0.07%0.09%Q2 2023Q4 20233
AGG ISHARES TR330.04%0.06%0.09%Q2 2023Q4 20233
IEF ISHARES TR330.03%0.06%0.08%Q2 2021Q4 20213
SPLB SPDR SER TR330.03%0.06%0.08%Q2 2021Q4 20213
VUG VANGUARD INDEX FDS330.04%0.04%0.05%Q2 2023Q4 20233
EBND SPDR SER TR330.03%0.04%0.05%Q2 2021Q4 20213
STN STANTEC INC330.04%0.04%0.04%Q2 2023Q4 20233
TLT ISHARES TR330.03%0.04%0.05%Q2 2021Q4 20213
FB META PLATFORMS INC330.03%0.04%0.04%Q2 2023Q4 20233
AMERICAN CENTY ETF TR330.02%0.03%0.06%Q2 2023Q4 20233
GOVT ISHARES TR330.02%0.03%0.05%Q2 2023Q4 20233
ACWI ISHARES TR330.03%0.03%0.03%Q2 2023Q4 20233
IYR ISHARES TR330.01%0.02%0.03%Q2 2023Q4 20233
SLYV SPDR SER TR210.02%0.02%0.02%Q4 2022Q3 20233
VBK VANGUARD INDEX FDS330.02%0.02%0.02%Q2 2023Q4 20233
DECK DECKERS OUTDOOR CORP330.02%0.02%0.02%Q2 2023Q4 20233
TRV TRAVELERS COMPANIES INC110.01%0.02%0.02%Q4 2022Q4 20233
AVXL ANAVEX LIFE SCIENCES CORP330.01%0.01%0.02%Q1 2022Q3 20223
EA SERIES TRUST330.01%0.01%0.01%Q2 2023Q4 20233
FS CREDIT OPPORTUNITIE...330.00%0.00%0.00%Q2 2023Q4 20233
PSR INVESCO ACTIVELY MANAG...220.06%0.18%0.30%Q2 2021Q3 20212
EMTL SSGA ACTIVE TR220.05%0.15%0.24%Q2 2021Q3 20212
SPEU SPDR INDEX SHS FDS220.07%0.11%0.14%Q2 2021Q3 20212
IUSB ISHARES TR220.05%0.09%0.13%Q3 2023Q4 20232
PHK PIMCO HIGH INCOME FD220.03%0.08%0.14%Q1 2020Q2 20202
SPBO SPDR SER TR220.05%0.08%0.10%Q2 2021Q3 20212
ATCX ATLAS TECHNICAL CONSUL...220.06%0.07%0.08%Q2 2022Q3 20222
JPUS J P MORGAN EXCHANGE-TR...220.06%0.06%0.06%Q2 2021Q3 20212
RYLD GLOBAL X FDS220.05%0.05%0.06%Q2 2021Q3 20212
ZTS ZOETIS INC220.04%0.05%0.05%Q4 2021Q1 20222
SPTL SPDR SER TR220.04%0.04%0.04%Q2 2021Q3 20212
DIMENSIONAL ETF TRUST220.02%0.03%0.04%Q3 2023Q4 20232
ICLN ISHARES TR220.03%0.03%0.03%Q4 2021Q1 20222
DIMENSIONAL ETF TRUST220.02%0.02%0.04%Q3 2023Q4 20232
PEG PUBLIC SVC ENTERPRISE ...220.02%0.02%0.03%Q3 2023Q4 20232
SPYD SPDR SER TR220.02%0.02%0.02%Q2 2023Q3 20232
PYPL PAYPAL HLDGS INC220.02%0.02%0.03%Q2 2021Q3 20212
TTD THE TRADE DESK INC220.02%0.02%0.02%Q3 2023Q4 20232
KKR KKR & CO INC110.01%0.02%0.03%Q4 2021Q4 20232
SNPS SYNOPSYS INC220.02%0.02%0.02%Q3 2023Q4 20232
SHAG WISDOMTREE TR110.02%0.02%0.02%Q4 2022Q2 20232
OXY OCCIDENTAL PETE CORP110.02%0.02%0.02%Q4 2022Q3 20232
SO SOUTHERN CO110.01%0.02%0.02%Q2 2023Q4 20232
IJH ISHARES TR220.01%0.01%0.02%Q3 2023Q4 20232
CAT CATERPILLAR INC110.01%0.01%0.02%Q4 2022Q4 20232
IAU ISHARES GOLD TR110.70%0.70%0.70%Q2 2021Q2 20211
DIMENSIONAL ETF TRUST110.51%0.51%0.51%Q4 2023Q4 20231
RTN RAYTHEON CO110.48%0.48%0.48%Q1 2020Q1 20201
MAR MARRIOTT INTL INC NEW110.40%0.40%0.40%Q2 2020Q2 20201
DAL DELTA AIR LINES INC DEL110.39%0.39%0.39%Q2 2020Q2 20201
FIDELITY COVINGTON TRUST110.27%0.27%0.27%Q4 2023Q4 20231
UTX UNITED TECHNOLOGIES CORP110.22%0.22%0.22%Q1 2020Q1 20201
AVIG AMERICAN CENTY ETF TR110.19%0.19%0.19%Q4 2023Q4 20231
BILL BILL HOLDINGS INC110.18%0.18%0.18%Q4 2023Q4 20231
USO UNITED STS OIL FD LP110.17%0.17%0.17%Q2 2021Q2 20211
VEEV VEEVA SYS INC110.15%0.15%0.15%Q4 2023Q4 20231
XBI SPDR SER TR110.14%0.14%0.14%Q2 2021Q2 20211
FINX GLOBAL X FDS110.13%0.13%0.13%Q2 2021Q2 20211
CHIQ GLOBAL X FDS110.12%0.12%0.12%Q2 2021Q2 20211
SOCL GLOBAL X FDS110.12%0.12%0.12%Q2 2021Q2 20211
JAGG J P MORGAN EXCHANGE-TR...110.12%0.12%0.12%Q2 2021Q2 20211
XLV SELECT SECTOR SPDR TR110.11%0.11%0.11%Q2 2021Q2 20211
ZM ZOOM VIDEO COMMUNICATI...110.11%0.11%0.11%Q4 2023Q4 20231
MILN GLOBAL X FDS110.11%0.11%0.11%Q2 2021Q2 20211
USFR WISDOMTREE TR110.10%0.10%0.10%Q1 2022Q1 20221
BOTZ GLOBAL X FDS110.09%0.09%0.09%Q2 2021Q2 20211
CLOU GLOBAL X FDS110.09%0.09%0.09%Q2 2021Q2 20211
HERO GLOBAL X FDS110.09%0.09%0.09%Q2 2021Q2 20211
CIBR FIRST TR EXCHANGE TRAD...110.09%0.09%0.09%Q2 2021Q2 20211
CRM SALESFORCE INC110.08%0.08%0.08%Q4 2023Q4 20231
AVSF AMERICAN CENTY ETF TR110.08%0.08%0.08%Q4 2023Q4 20231
PVH PVH CORPORATION110.07%0.07%0.07%Q2 2021Q2 20211
EZM WISDOMTREE TR110.06%0.06%0.06%Q4 2023Q4 20231
DOCS DOXIMITY INC110.06%0.06%0.06%Q4 2023Q4 20231
SNSR GLOBAL X FDS110.06%0.06%0.06%Q2 2021Q2 20211
DIMENSIONAL ETF TRUST110.05%0.05%0.05%Q4 2023Q4 20231
GLD SPDR GOLD TR110.05%0.05%0.05%Q2 2021Q2 20211
VNQI VANGUARD INTL EQUITY I...110.05%0.05%0.05%Q4 2023Q4 20231
COLB COLUMBIA BKG SYS INC110.04%0.04%0.04%Q2 2022Q2 20221
BIL SPDR SER TR110.04%0.04%0.04%Q3 2021Q3 20211
SKOR FLEXSHARES TR110.04%0.04%0.04%Q3 2021Q3 20211
CLNC COLONY CR REAL ESTATE INC110.04%0.04%0.04%Q1 2021Q1 20211
SPIP SPDR SER TR110.03%0.03%0.03%Q3 2021Q3 20211
FNDX SCHWAB STRATEGIC TR110.03%0.03%0.03%Q4 2023Q4 20231
AMERICAN CENTY ETF TR110.03%0.03%0.03%Q4 2023Q4 20231
FLTR VANECK ETF TRUST110.03%0.03%0.03%Q4 2022Q4 20221
XLNX XILINX INC110.03%0.03%0.03%Q4 2021Q4 20211
SCHZ SCHWAB STRATEGIC TR110.03%0.03%0.03%Q2 2022Q2 20221
IXUS ISHARES TR110.02%0.02%0.02%Q2 2021Q2 20211
DTN WISDOMTREE TR110.02%0.02%0.02%Q4 2023Q4 20231
HYG ISHARES TR110.02%0.02%0.02%Q2 2021Q2 20211
AVMU AMERICAN CENTY ETF TR110.02%0.02%0.02%Q4 2023Q4 20231
VOOG VANGUARD ADMIRAL FDS INC110.02%0.02%0.02%Q3 2023Q3 20231
BANC BANC OF CALIFORNIA INC110.02%0.02%0.02%Q4 2023Q4 20231
DIMENSIONAL ETF TRUST110.02%0.02%0.02%Q4 2023Q4 20231
GBX GREENBRIER COS INC110.02%0.02%0.02%Q4 2023Q4 20231
AVGO BROADCOM INC110.01%0.01%0.01%Q4 2023Q4 20231
SCHA SCHWAB STRATEGIC TR110.01%0.01%0.01%Q4 2023Q4 20231
LRCX LAM RESEARCH CORP110.01%0.01%0.01%Q4 2023Q4 20231
ICFI ICF INTL INC110.01%0.01%0.01%Q4 2023Q4 20231
NVO NOVO-NORDISK A S110.01%0.01%0.01%Q4 2023Q4 20231
CION INVT CORP110.01%0.01%0.01%Q3 2022Q3 20221
AMP AMERIPRISE FINL INC110.01%0.01%0.01%Q4 2023Q4 20231
IVE ISHARES TR110.01%0.01%0.01%Q4 2023Q4 20231
UNP UNION PAC CORP110.01%0.01%0.01%Q4 2023Q4 20231
SCHX SCHWAB STRATEGIC TR110.01%0.01%0.01%Q4 2023Q4 20231
XLK SELECT SECTOR SPDR TR110.01%0.01%0.01%Q4 2023Q4 20231
MANAGER DIRECTED PORTF...110.01%0.01%0.01%Q4 2023Q4 20231
LOAN MANHATTAN BRDG CAP INC110.01%0.01%0.01%Q3 2022Q3 20221
HOOK HOOKIPA PHARMA INC110.00%0.00%0.00%Q4 2023Q4 20231
 Download

The securities at the top of the list , including VANGUARD INDEX FDS, VANGUARD BD INDEX FDS, and VANGUARD CHARLOTTE FDS, are the highest-conviction holdings of Apella Capital, LLC.

The conviction is calculated by counting the number of quarters a security has been reported by Apella Capital, LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Apella Capital, LLC owns currently or has owned in the past.