$859 Million is the total value of Apella Capital, LLC's 213 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
New | CION INVT CORP | $100,000 | – | 11,721 | +100.0% | 0.01% | – | |
LOAN | New | MANHATTAN BRDG CAP INC | $82,000 | – | 14,531 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-10-11
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD INDEX FDS | 15 | Q4 2023 | 11.5% |
VANGUARD BD INDEX FDS | 15 | Q4 2023 | 7.1% |
VANGUARD CHARLOTTE FDS | 15 | Q4 2023 | 6.1% |
VANGUARD BD INDEX FDS | 15 | Q4 2023 | 6.1% |
VANGUARD SPECIALIZED FUNDS | 15 | Q4 2023 | 6.0% |
VANGUARD STAR FDS | 15 | Q4 2023 | 5.8% |
ISHARES TR | 15 | Q4 2023 | 3.7% |
VANGUARD INTL EQUITY INDEX F | 15 | Q4 2023 | 3.1% |
VANGUARD INDEX FDS | 15 | Q4 2023 | 4.7% |
VANGUARD TAX-MANAGED INTL FD | 15 | Q4 2023 | 2.4% |
View Apella Capital, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
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 |
13F-HR/A | 2022-01-18 |
13F-HR/A | 2022-01-18 |
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.