| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2016 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 17 | Q2 2024 | 11.5% |
| VANGUARD BD INDEX FDS | 17 | Q2 2024 | 7.1% |
| VANGUARD BD INDEX FDS | 17 | Q2 2024 | 6.3% |
| VANGUARD CHARLOTTE FDS | 17 | Q2 2024 | 6.1% |
| ISHARES TR | 17 | Q2 2024 | 3.7% |
| VANGUARD SPECIALIZED FUNDS | 17 | Q2 2024 | 6.0% |
| VANGUARD STAR FDS | 17 | Q2 2024 | 5.8% |
| VANGUARD INTL EQUITY INDEX F | 17 | Q2 2024 | 3.1% |
| VANGUARD TAX-MANAGED INTL FD | 17 | Q2 2024 | 2.5% |
| VANGUARD INDEX FDS | 17 | Q2 2024 | 4.7% |
View Apella Capital, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-14 |
| 13F-HR | 2024-07-10 |
| 13F-HR | 2024-04-10 |
| 13F-HR | 2024-01-05 |
| 13F-HR | 2023-10-10 |
| 13F-HR | 2023-07-06 |
| 13F-HR | 2023-01-10 |
| 13F-HR | 2022-10-11 |
| 13F-HR | 2022-07-08 |
| 13F-HR | 2022-04-11 |
View Apella Capital, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.