HoldingsChannel.com
Apella Capital LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
VANGUARD INDEX FDS (VTI) 152,953 +152,953 $19,717
     VTI152,953+152,953$19,717
VANGUARD BD INDEX FDS (BND) 141,742 +141,742 $12,098
     BND141,742+141,742$12,098
VANGUARD SPECIALIZED FUNDS (VIG) 99,647 +99,647 $10,303
     VIG99,647+99,647$10,303
VANGUARD STAR FDS (VXUS) 236,642 +236,642 $9,930
     VXUS236,642+236,642$9,930
VANGUARD CHARLOTTE FDS (BNDX) 107,889 +107,889 $6,070
     BNDX107,889+107,889$6,070
VANGUARD MALVERN FDS (VTIP) 123,268 +123,268 $6,006
     VTIP123,268+123,268$6,006
VANGUARD BD INDEX FDS (BSV) 61,247 +61,247 $5,033
     BSV61,247+61,247$5,033
VANGUARD SCOTTSDALE FDS (VCSH) 57,226 +57,226 $4,527
     VCSH57,226+57,226$4,527
VANGUARD INTL EQUITY INDEX F (VWO) 125,193 +125,193 $4,200
     VWO125,193+125,193$4,200
GENERAL DYNAMICS CORP 31,405 +31,405 $4,155
     GD31,405+31,405$4,155
VANGUARD WORLD FD (MGC) 38,092 +38,092 $3,464
     MGC38,092+38,092$3,464
SPDR SER TR (SHM) 68,045 +68,045 $3,327
     SHM68,045+68,045$3,327
ISHARES TR (ACWX) 86,745 +86,745 $3,266
     ACWX86,745+86,745$3,266
ISHARES TR (IJR) 57,792 +57,792 $3,243
     IJR57,792+57,792$3,243
VANGUARD TAX MANAGED INTL FD (VEA) 87,189 +87,189 $2,907
     VEA87,189+87,189$2,907
APPLE INC 10,395 +10,395 $2,643
     AAPL10,395+10,395$2,643
ISHARES TR (SHV) 20,325 +20,325 $2,256
     SHV20,325+20,325$2,256
VANGUARD INDEX FDS (VBR) 25,191 +25,191 $2,237
     VBR25,191+25,191$2,237
VANGUARD MUN BD FD INC (VTEB) 39,306 +39,306 $2,079
     VTEB39,306+39,306$2,079
ISHARES TR (SUB) 19,376 +19,376 $2,060
     SUB19,376+19,376$2,060
ISHARES TR (MTUM) 19,264 +19,264 $2,051
     MTUM19,264+19,264$2,051
VANGUARD SCOTTSDALE FDS (VCIT) 23,001 +23,001 $2,003
     VCIT23,001+23,001$2,003
VANGUARD INTL EQUITY INDEX F (VSS) 25,392 +25,392 $1,987
     VSS25,392+25,392$1,987
WEST PHARMACEUTICAL SVSC INC 12,828 +12,828 $1,953
     WST12,828+12,828$1,953
ISHARES TR (EFV) 49,765 +49,765 $1,776
     EFV49,765+49,765$1,776
BERKSHIRE HATHAWAY INC DEL      $1,708
     BRK.B9,343+9,343$1,708
MICROSOFT CORP 10,564 +10,564 $1,666
     MSFT10,564+10,564$1,666
VANGUARD INDEX FDS (VTV) 15,543 +15,543 $1,384
     VTV15,543+15,543$1,384
INVESCO EXCH TRD SLF IDX FD 63,951 +63,951 $1,344
     BSCK63,951+63,951$1,344
INVESCO EXCH TRD SLF IDX FD 63,525 +63,525 $1,332
     BSCL63,525+63,525$1,332
INVESCO EXCH TRD SLF IDX FD 62,829 +62,829 $1,331
     BSCM62,829+62,829$1,331
INVESCO EXCH TRD SLF IDX FD 60,300 +60,300 $1,250
     BSCN60,300+60,300$1,250
INVESCO EXCH TRD SLF IDX FD 60,294 +60,294 $1,245
     BSCO60,294+60,294$1,245
PROCTER & GAMBLE CO 11,090 +11,090 $1,220
     PG11,090+11,090$1,220
ISHARES TR (REET) 63,714 +63,714 $1,220
     REET63,714+63,714$1,220
PARKER HANNIFIN CORP 9,390 +9,390 $1,218
     PH9,390+9,390$1,218
INVESCO EXCH TRD SLF IDX FD 58,028 +58,028 $1,194
     BSCP58,028+58,028$1,194
JOHNSON & JOHNSON 9,007 +9,007 $1,181
     JNJ9,007+9,007$1,181
INVESCO EXCH TRD SLF IDX FD 58,909 +58,909 $1,161
     BSCQ58,909+58,909$1,161
ISHARES TR (TIP) 9,802 +9,802 $1,156
     TIP9,802+9,802$1,156
ISHARES TR (USMV) 21,342 +21,342 $1,153
     USMV21,342+21,342$1,153
INVESCO EXCH TRD SLF IDX FD 54,068 +54,068 $1,117
     BSCS54,068+54,068$1,117
INVESCO EXCH TRD SLF IDX FD 56,087 +56,087 $1,111
     BSCR56,087+56,087$1,111
VANGUARD INTL EQUITY INDEX F (VEU) 26,783 +26,783 $1,099
     VEU26,783+26,783$1,099
ISHARES TR (IWV) 7,095 +7,095 $1,052
     IWV7,095+7,095$1,052
ISHARES TR (EAGG) 18,968 +18,968 $1,051
     EAGG18,968+18,968$1,051
ISHARES TR (QUAL) 12,601 +12,601 $1,021
     QUAL12,601+12,601$1,021
MCDONALDS CORP 5,841 +5,841 $966
     MCD5,841+5,841$966
ISHARES TR (MUB) 8,164 +8,164 $923
     MUB8,164+8,164$923
VANGUARD INDEX FDS (VOO) 3,750 +3,750 $888
     VOO3,750+3,750$888

See Full List: All Stocks Held By Apella Capital LLC
— Including:
     • Biggest new positions
     • Biggest exits

See Details: Top 10 Stocks Held By Apella Capital LLC

Size ($ in 1000's)
At 03/31/2020: $171,270
At 12/31/2019: $0

Apella Capital LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Apella Capital LLC 13F filings. Link to 13F filings: SEC filings

Apella Capital LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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