All Stocks Held By Apella Capital LLC

As of 03/31/2024, we find all stocks held by Apella Capital LLC to be as follows, presented in the table below with each row detailing each Apella Capital LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Apella Capital LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Apella Capital LLC as of the latest filing.

Entity	Amount	Change 12/31/2023 to 03/31/2024	Position Size ($ in 1000's)
DIMENSIONAL ETF TRUST (DFAC)	7,109,068	+803,797	$224,789
DFAC	7,109,068	+803,797	$224,789
VANGUARD BD INDEX FDS (BSV)	1,645,565	+254,520	$125,590
BSV	1,645,565	+254,520	$125,590
VANGUARD CHARLOTTE FDS (BNDX)	2,059,944	+150,833	$100,937
BNDX	2,059,944	+150,833	$100,937
VANGUARD BD INDEX FDS (BND)	1,157,987	+245,635	$83,236
BND	1,157,987	+245,635	$83,236
VANGUARD INDEX FDS (VTI)	305,970	-9,722	$78,894
VTI	305,970	-9,722	$78,894
DIMENSIONAL ETF TRUST (DFAT)	1,452,640	+37,139	$77,803
DFAT	1,452,640	+37,139	$77,803
VANGUARD WORLD FD (MGC)	320,332	+69,092	$59,447
MGC	320,332	+69,092	$59,447
ISHARES TR (MTUM)	317,746	-15,235	$59,072
MTUM	317,746	-15,235	$59,072
DIMENSIONAL ETF TRUST (DFCF)	1,184,046	+34,200	$49,375
DFCF	1,184,046	+34,200	$49,375
VANGUARD TAX MANAGED FDS (VEA)	987,737	+85,589	$49,347
VEA	987,737	+85,589	$49,347
DIMENSIONAL ETF TRUST (DFIV)	1,111,306	+59,325	$41,363
DFIV	1,111,306	+59,325	$41,363
VANGUARD INDEX FDS (VTV)	240,264	-6,232	$38,634
VTV	240,264	-6,232	$38,634
VANGUARD INTL EQUITY INDEX F (VWO)	897,947	+43,470	$38,387
VWO	897,947	+43,470	$38,387
DIMENSIONAL ETF TRUST (DFSD)	804,918	+62,121	$37,855
DFSD	804,918	+62,121	$37,855
DIMENSIONAL ETF TRUST (DFUS)	642,843	-24,036	$36,340
DFUS	642,843	-24,036	$36,340
VANGUARD INTL EQUITY INDEX F (VSS)	267,590	+6,108	$31,474
VSS	267,590	+6,108	$31,474
DIMENSIONAL ETF TRUST (DFIC)	1,135,884	+266,917	$30,464
DFIC	1,135,884	+266,917	$30,464
ISHARES TR (QUAL)	172,616	-9,127	$28,043
QUAL	172,616	-9,127	$28,043
ISHARES TR (USMV)	309,367	-8,544	$25,464
USMV	309,367	-8,544	$25,464
ISHARES TR (SUB)	240,323	-4,522	$25,102
SUB	240,323	-4,522	$25,102
DIMENSIONAL ETF TRUST (DFEM)	919,369	+114,347	$23,913
DFEM	919,369	+114,347	$23,913
ISHARES TR (MUB)	222,201	+17,805	$23,751
MUB	222,201	+17,805	$23,751
DIMENSIONAL ETF TRUST (DFAX)	883,427	-33,900	$22,660
DFAX	883,427	-33,900	$22,660
SCHWAB STRATEGIC TR	461,371	-10,902	$22,141
SCHO	461,371	-10,902	$22,141
MICROSOFT CORP	49,884	-10,592	$21,265
MSFT	49,884	-10,592	$21,265
ISHARES TR (IMTM)	505,230	-4,646	$19,638
IMTM	505,230	-4,646	$19,638
GOLDMAN SACHS ETF TR (GEM)	586,820	+9,602	$18,693
GEM	586,820	+9,602	$18,693
AMERICAN CENTY ETF TR (AVUS)	208,575	-21,641	$18,511
AVUS	208,575	-21,641	$18,511
DIMENSIONAL ETF TRUST (DFUV)	432,018	-3,741	$17,488
DFUV	432,018	-3,741	$17,488
VANGUARD INDEX FDS (VBR)	89,518	-9,719	$16,914
VBR	89,518	-9,719	$16,914
VANGUARD MUN BD FDS (VTEB)	299,802	-4,073	$15,032
VTEB	299,802	-4,073	$15,032
ISHARES TR (ESGU)	120,597	+664	$13,772
ESGU	120,597	+664	$13,772
AMERICAN CENTY ETF TR (AVDV)	201,258	+4,600	$13,378
AVDV	201,258	+4,600	$13,378
DIMENSIONAL ETF TRUST (DFNM)	272,127	+13,125	$13,040
DFNM	272,127	+13,125	$13,040
VANGUARD MALVERN FDS (VTIP)	271,585	+26,111	$13,009
VTIP	271,585	+26,111	$13,009
AMERICAN CENTY ETF TR (AVDE)	200,485	-9,786	$12,793
AVDE	200,485	-9,786	$12,793
SPDR SER TR (JNK)	126,818	+12,124	$11,974
JNK	126,818	+12,124	$11,974
VANGUARD SPECIALIZED FUNDS (VIG)	65,170	-1,863	$11,714
VIG	65,170	-1,863	$11,714
ISHARES TR (EFV)	212,971	-16,918	$11,626
EFV	212,971	-16,918	$11,626
VANGUARD STAR FDS (VXUS)	190,976	+16,050	$11,548
VXUS	190,976	+16,050	$11,548
APPLE INC	67,524	-1,016	$11,457
AAPL	67,524	-1,016	$11,457
ISHARES TR (EFAV)	152,946	-1,743	$10,691
EFAV	152,946	-1,743	$10,691
VANGUARD SCOTTSDALE FDS (VCIT)	129,967	-2,327	$10,356
VCIT	129,967	-2,327	$10,356
VANGUARD WORLD FD (ESGV)	104,742	-9,050	$9,654
ESGV	104,742	-9,050	$9,654
ISHARES TR (EAGG)	189,781	+11,946	$8,832
EAGG	189,781	+11,946	$8,832
ISHARES TR (IQLT)	221,426	+593	$8,698
IQLT	221,426	+593	$8,698
GENERAL DYNAMICS CORP	28,836	+31	$8,329
GD	28,836	+31	$8,329
VANGUARD INDEX FDS (VB)	34,505	+6,353	$7,774
VB	34,505	+6,353	$7,774
VANGUARD INDEX FDS (VO)	30,184	+6,093	$7,467
VO	30,184	+6,093	$7,467
DIMENSIONAL ETF TRUST (DFGR)	284,770	-74,752	$7,222
DFGR	284,770	-74,752	$7,222
ISHARES INC (EEMV)	124,971	-4,840	$7,126
EEMV	124,971	-4,840	$7,126
SPDR SER TR (SHM)	144,463	+4,364	$6,830
SHM	144,463	+4,364	$6,830
ISHARES TR (ESGD)	85,291	-3,460	$6,781
ESGD	85,291	-3,460	$6,781
WEST PHARMACEUTICAL SVSC INC	16,796	-34	$6,590
WST	16,796	-34	$6,590
VANGUARD WORLD FD (VSGX)	114,009	-9,264	$6,534
VSGX	114,009	-9,264	$6,534
DIMENSIONAL ETF TRUST (DFAI)	199,651	-22,953	$6,021
DFAI	199,651	-22,953	$6,021
ISHARES TR (ACWX)	112,519	-4,375	$6,016
ACWX	112,519	-4,375	$6,016
DIMENSIONAL ETF TRUST (DFIP)	139,616	-16,757	$5,776
DFIP	139,616	-16,757	$5,776
ISHARES TR (IJR)	52,325	+4,109	$5,698
IJR	52,325	+4,109	$5,698
ISHARES TR (EMB)	62,473	+12,352	$5,615
EMB	62,473	+12,352	$5,615
ARK ETF TR (ARKK)	113,417	-6,553	$5,514
ARKK	113,417	-6,553	$5,514
AMERICAN CENTY ETF TR (AVEM)	90,058	-7,214	$5,349
AVEM	90,058	-7,214	$5,349
ISHARES TR (SHY)	64,515	-530	$5,251
SHY	64,515	-530	$5,251
ISHARES TR (IEFA)	67,919	-2,682	$5,014
IEFA	67,919	-2,682	$5,014
BERKSHIRE HATHAWAY INC DEL			$4,986
BRK.B	12,023	+129	$4,986
ISHARES TR (SUSB)	203,375	+24,343	$4,958
SUSB	203,375	+24,343	$4,958
VANGUARD SCOTTSDALE FDS (VGSH)	78,201	-45,878	$4,522
VGSH	78,201	-45,878	$4,522
SPDR S&P 500 ETF TR (SPY)	8,661	+7	$4,498
SPY	8,661	+7	$4,498
VANGUARD SCOTTSDALE FDS (VCSH)	57,508	-42,907	$4,425
VCSH	57,508	-42,907	$4,425
VANGUARD INTL EQUITY INDEX F (VT)	38,560	-562	$4,242
VT	38,560	-562	$4,242
AMAZON COM INC	21,473	-2,426	$3,987
AMZN	21,473	-2,426	$3,987
ISHARES TR (ITOT)	34,058	-121	$3,896
ITOT	34,058	-121	$3,896
SPDR INDEX SHS FDS (EWX)	66,575	+9,747	$3,828
EWX	66,575	+9,747	$3,828
ISHARES TR (IWB)	12,910	UNCH	$3,692
IWB	12,910	UNCH	$3,692
J P MORGAN EXCHANGE TRADED F (BBAG)	80,710	-25,161	$3,661
BBAG	80,710	-25,161	$3,661
DIMENSIONAL ETF TRUST (DFAE)	140,829	-19,240	$3,550
DFAE	140,829	-19,240	$3,550
AMERICAN CENTY ETF TR (AVUV)	37,243	+1,568	$3,433
AVUV	37,243	+1,568	$3,433
DIMENSIONAL ETF TRUST (DFSU)	99,012	+44,644	$3,354
DFSU	99,012	+44,644	$3,354
PARKER HANNIFIN CORP	5,883	+16	$3,303
PH	5,883	+16	$3,303
DIMENSIONAL ETF TRUST (DFAU)	88,635	-9,123	$3,209
DFAU	88,635	-9,123	$3,209
VEEVA SYS INC	14,774	+1	$3,199
VEEV	14,774	+1	$3,199
ACCENTURE PLC IRELAND	9,344	+1,410	$3,125
ACN	9,344	+1,410	$3,125
DIMENSIONAL ETF TRUST (DFAS)	50,014	-6,411	$3,064
DFAS	50,014	-6,411	$3,064
JOHNSON & JOHNSON	19,380	-83	$2,951
JNJ	19,380	-83	$2,951
BILL HOLDINGS INC	43,751	UNCH	$2,908
BILL	43,751	UNCH	$2,908
VANGUARD INDEX FDS (VOO)	5,669	+956	$2,706
VOO	5,669	+956	$2,706
AMERICAN CENTY ETF TR (AVIG)	59,705	-23,880	$2,437
AVIG	59,705	-23,880	$2,437
DIMENSIONAL ETF TRUST (DFSI)	71,279	+47,595	$2,387
DFSI	71,279	+47,595	$2,387
ISHARES TR (IGSB)	44,149	-3,013	$2,252
IGSB	44,149	-3,013	$2,252
NVIDIA CORPORATION	2,628	+18	$2,243
NVDA	2,628	+18	$2,243
ISHARES TR (ESML)	56,390	+7,366	$2,231
ESML	56,390	+7,366	$2,231
ISHARES INC (ESGE)	63,563	+996	$2,091
ESGE	63,563	+996	$2,091
ISHARES INC (IEMG)	39,744	-3,397	$2,089
IEMG	39,744	-3,397	$2,089
DIMENSIONAL ETF TRUST (DFSB)	39,585	+27,327	$2,034
DFSB	39,585	+27,327	$2,034
INVESCO EXCH TRD SLF IDX FD	37,031	-15	$2,013
OMFL	37,031	-15	$2,013
ISHARES TR (IWM)	9,737	+7	$2,010
IWM	9,737	+7	$2,010
ISHARES TR (IUSB)	43,886	-6,723	$1,981
IUSB	43,886	-6,723	$1,981
SPDR SER TR (SPLG)	31,687	-2,729	$1,935
SPLG	31,687	-2,729	$1,935
ISHARES TR (IWV)	6,454	+3	$1,921
IWV	6,454	+3	$1,921
LAMB WESTON HLDGS INC	17,902	UNCH	$1,907
LW	17,902	UNCH	$1,907
COSTCO WHSL CORP NEW	2,623	+205	$1,885
COST	2,623	+205	$1,885
ZOOM VIDEO COMMUNICATIONS IN	29,100	UNCH	$1,858
ZM	29,100	UNCH	$1,858
VANGUARD INTL EQUITY INDEX F (VEU)	31,105	+1,770	$1,827
VEU	31,105	+1,770	$1,827
HOME DEPOT INC	4,685	+191	$1,693
HD	4,685	+191	$1,693
DIMENSIONAL ETF TRUST (DFAW)	28,310	+11,268	$1,667
DFAW	28,310	+11,268	$1,667
SALESFORCE INC	5,397	-40	$1,632
CRM	5,397	-40	$1,632
SPDR INDEX SHS FDS (SPDW)	45,034	-604	$1,608
SPDW	45,034	-604	$1,608
JPMORGAN CHASE & CO	8,086	+51	$1,594
JPM	8,086	+51	$1,594
VANGUARD BD INDEX FDS (BIV)	21,061	-8,203	$1,571
BIV	21,061	-8,203	$1,571
VANGUARD SCOTTSDALE FDS (BNDW)	22,000	-3,658	$1,499
BNDW	22,000	-3,658	$1,499
INVESCO QQQ TR	3,382	+60	$1,496
QQQ	3,382	+60	$1,496
ISHARES TR (CMF)	25,747	-666	$1,468
CMF	25,747	-666	$1,468
PROCTER AND GAMBLE CO	9,365	-452	$1,467
PG	9,365	-452	$1,467
UNITED AIRLS HLDGS INC	30,555	UNCH	$1,463
UAL	30,555	UNCH	$1,463
VANGUARD SCOTTSDALE FDS (VGIT)	25,045	+8,785	$1,452
VGIT	25,045	+8,785	$1,452
VANGUARD INDEX FDS (VNQ)	16,692	+591	$1,435
VNQ	16,692	+591	$1,435
SSGA ACTIVE TR	28,988	+23	$1,434
XLSR	28,988	+23	$1,434
WISDOMTREE TR	27,360	-997	$1,378
USFR	27,360	-997	$1,378
J P MORGAN EXCHANGE TRADED F (JPME)	13,900	-32	$1,359
JPME	13,900	-32	$1,359
MCDONALDS CORP	4,980	-101	$1,342
MCD	4,980	-101	$1,342
TEXAS INSTRS INC	7,665	+3	$1,330
TXN	7,665	+3	$1,330
BOEING CO	7,431	+631	$1,324
BA	7,431	+631	$1,324
EXXON MOBIL CORP	10,827	+587	$1,312
XOM	10,827	+587	$1,312
ISHARES TR (IWD)	7,354	-47	$1,304
IWD	7,354	-47	$1,304
PEPSICO INC	7,395	-33	$1,262
PEP	7,395	-33	$1,262
WISDOMTREE TR	20,925	UNCH	$1,256
EZM	20,925	UNCH	$1,256
ABBVIE INC	7,365	+104	$1,253
ABBV	7,365	+104	$1,253
DOXIMITY INC	46,843	+7,626	$1,238
DOCS	46,843	+7,626	$1,238
ISHARES TR (IAGG)	24,761	-5,984	$1,233
IAGG	24,761	-5,984	$1,233
CHEVRON CORP NEW	7,546	+136	$1,222
CVX	7,546	+136	$1,222
ELI LILLY & CO	1,610	+6	$1,219
LLY	1,610	+6	$1,219
WELLS FARGO CO NEW	20,608	+160	$1,187
WFC	20,608	+160	$1,187
SCHWAB STRATEGIC TR	30,404	-282	$1,181
SCHF	30,404	-282	$1,181
AMERICAN CENTY ETF TR (AVRE)	27,799	+700	$1,167
AVRE	27,799	+700	$1,167
ALPHABET INC	7,247	+599	$1,135
GOOGL	7,247	+599	$1,135
BLACKSTONE INC	8,287	+75	$1,094
BX	8,287	+75	$1,094
META PLATFORMS INC	2,042	+453	$1,055
META	2,042	+453	$1,055
J P MORGAN EXCHANGE TRADED F (JPIN)	18,712	-189	$1,051
JPIN	18,712	-189	$1,051
VANGUARD BD INDEX FDS (VUSB)	19,453	-2,426	$961
VUSB	19,453	-2,426	$961
AUTOMATIC DATA PROCESSING IN	3,795	-81	$949
ADP	3,795	-81	$949
PACCAR INC	7,866	+145	$937
PCAR	7,866	+145	$937
D R HORTON INC	5,797	+47	$918
DHI	5,797	+47	$918
INVESCO EXCH TRD SLF IDX FD	45,686	-976	$913
BSCS	45,686	-976	$913
J P MORGAN EXCHANGE TRADED F (JPST)	18,077	-8,334	$909
JPST	18,077	-8,334	$909
INVESCO EXCH TRD SLF IDX FD	46,647	-1,861	$897
BSCR	46,647	-1,861	$897
INVESCO EXCH TRD SLF IDX FD	43,813	-2,209	$896
BSCP	43,813	-2,209	$896
INVESCO EXCH TRD SLF IDX FD	42,629	-2,582	$895
BSCO	42,629	-2,582	$895
INVESCO EXCH TRD SLF IDX FD	46,243	-2,486	$888
BSCQ	46,243	-2,486	$888
DEERE & CO	2,157	-6	$888
DE	2,157	-6	$888
QUALCOMM INC	5,057	+326	$888
QCOM	5,057	+326	$888
SPDR SER TR (SPSM)	20,441	+19	$866
SPSM	20,441	+19	$866
ISHARES TR (AGG)	8,740	+1,494	$847
AGG	8,740	+1,494	$847
ISHARES TR (IMCB)	11,532	UNCH	$831
IMCB	11,532	UNCH	$831
DIMENSIONAL ETF TRUST (DFSE)	25,137	+16,178	$824
DFSE	25,137	+16,178	$824
VICTORY PORTFOLIOS II	16,611	-2,960	$824
VSDA	16,611	-2,960	$824
J P MORGAN EXCHANGE TRADED F (JMST)	15,642	-869	$792
JMST	15,642	-869	$792
MERCK & CO INC	6,157	+359	$780
MRK	6,157	+359	$780
AMERICAN CENTY ETF TR (AVSF)	16,859	-12,349	$777
AVSF	16,859	-12,349	$777
ISHARES INC (EMXC)	13,243	+1,257	$776
EMXC	13,243	+1,257	$776
FIRST TR EXCHANGE TRADED FD (EMLP)	26,022	+55	$769
EMLP	26,022	+55	$769
STANTEC INC	9,321	UNCH	$761
STN	9,321	UNCH	$761
ISHARES TR (IJS)	7,441	+381	$751
IJS	7,441	+381	$751
VANGUARD INDEX FDS (VUG)	2,146	-83	$736
VUG	2,146	-83	$736
VANGUARD INTL EQUITY INDEX F (VNQI)	17,048	-2,954	$716
VNQI	17,048	-2,954	$716
ADVANCED MICRO DEVICES INC	4,143	+929	$708
AMD	4,143	+929	$708
VANGUARD WHITEHALL FDS (VYM)	5,870	-652	$702
VYM	5,870	-652	$702
ELEVANCE HEALTH INC	1,341	UNCH	$690
ELV	1,341	UNCH	$690
INVESCO EXCH TRD SLF IDX FD	37,561	-347	$683
BSCT	37,561	-347	$683
ISHARES TR (IVV)	1,308	+10	$683
IVV	1,308	+10	$683
ABBOTT LABS	6,057	-68	$681
ABT	6,057	-68	$681
AVISTA CORP	19,277	UNCH	$681
AVA	19,277	UNCH	$681
TRANE TECHNOLOGIES PLC	2,181	UNCH	$657
TT	2,181	UNCH	$657
DISNEY WALT CO	5,493	-421	$648
DIS	5,493	-421	$648
SPDR S&P MIDCAP 400 ETF TR (MDY)	1,126	+2	$619
MDY	1,126	+2	$619
SPDR INDEX SHS FDS (SPEM)	16,390	-941	$607
SPEM	16,390	-941	$607
STARBUCKS CORP	6,918	+15	$603
SBUX	6,918	+15	$603
ISHARES TR (IVW)	7,049	+2,757	$594
IVW	7,049	+2,757	$594
ORACLE CORP	4,823	-59	$594
ORCL	4,823	-59	$594
ISHARES TR (IWF)	1,720	-111	$576
IWF	1,720	-111	$576
AMERICAN CENTY ETF TR (AVGE)	8,173	+353	$568
AVGE	8,173	+353	$568
TESLA INC	3,212	+4	$568
TSLA	3,212	+4	$568
SCHWAB STRATEGIC TR	8,441	UNCH	$563
FNDX	8,441	UNCH	$563
WASTE MGMT INC DEL	2,689	+1	$555
WM	2,689	+1	$555
ISHARES TR (TIP)	5,172	-1,192	$553
TIP	5,172	-1,192	$553
PIMCO ETF TR (BOND)	6,034	-345	$548
BOND	6,034	-345	$548
VERIZON COMMUNICATIONS INC	13,309	+1,294	$544
VZ	13,309	+1,294	$544
ALLSTATE CORP	3,159	UNCH	$532
ALL	3,159	UNCH	$532
ISHARES TR (EFA)	6,694	UNCH	$531
EFA	6,694	UNCH	$531
INVESCO EXCH TRD SLF IDX FD	14,148	-192	$525
OMFS	14,148	-192	$525
GENERAL ELECTRIC CO	2,949	+112	$518
GE	2,949	+112	$518
ISHARES TR (ACWI)	4,629	+50	$507
ACWI	4,629	+50	$507
DANAHER CORPORATION	1,992	+22	$498
DHR	1,992	+22	$498
ISHARES TR (OEF)	2,019	+1	$496
OEF	2,019	+1	$496
SHERWIN WILLIAMS CO	1,419	+4	$475
SHW	1,419	+4	$475
WISDOMTREE TR	4,600	UNCH	$464
AIVL	4,600	UNCH	$464
TJX COS INC NEW	4,740	+66	$460
TJX	4,740	+66	$460
THE TRADE DESK INC	5,284	-19	$459
TTD	5,284	-19	$459
COCA COLA CO	7,597	-160	$454
KO	7,597	-160	$454
DIMENSIONAL ETF TRUST (DFAR)	20,350	+20,350	$452
DFAR	20,350	+20,350	$452
ISHARES TR (IVE)	2,425	+1,198	$447
IVE	2,425	+1,198	$447
CISCO SYS INC	8,925	+103	$446
CSCO	8,925	+103	$446
INTERNATIONAL BUSINESS MACHS	2,314	-555	$438
IBM	2,314	-555	$438
ISHARES TR (SOXX)	1,950	+1,355	$438
SOXX	1,950	+1,355	$438
INTEL CORP	9,767	-3,186	$431
INTC	9,767	-3,186	$431
ISHARES TR (IWN)	2,755	+9	$431
IWN	2,755	+9	$431
CONOCOPHILLIPS	3,227	+110	$427
COP	3,227	+110	$427
VANGUARD INTL EQUITY INDEX F (VGK)	6,325	-166	$424
VGK	6,325	-166	$424
KIMBERLY CLARK CORP	3,259	+151	$417
KMB	3,259	+151	$417
VANGUARD WORLD FD (VGT)	799	+23	$415
VGT	799	+23	$415
VISA INC	1,497	-38	$414
V	1,497	-38	$414
SYNOPSYS INC	711	UNCH	$405
SNPS	711	UNCH	$405
WALMART INC	6,743	+3,763	$403
WMT	6,743	+3,763	$403
AT&T INC	23,452	+1,445	$396
T	23,452	+1,445	$396
PFIZER INC	14,753	-461	$395
PFE	14,753	-461	$395
SPDR SER TR (SPMD)	7,426	+1,008	$391
SPMD	7,426	+1,008	$391
NETFLIX INC	621	+10	$384
NFLX	621	+10	$384
ISHARES TR (IJH)	6,361	+5,463	$382
IJH	6,361	+5,463	$382
ALPHABET INC	2,411	-181	$381
GOOG	2,411	-181	$381
UNITEDHEALTH GROUP INC	816	-123	$375
UNH	816	-123	$375
DECKERS OUTDOOR CORP	429	UNCH	$372
DECK	429	UNCH	$372
ISHARES TR (IWS)	2,934	+8	$365
IWS	2,934	+8	$365
PUBLIC SVC ENTERPRISE GRP IN	5,388	-1,016	$362
PEG	5,388	-1,016	$362
INVESCO EXCH TRADED FD TR II (PGX)	30,541	-534	$362
PGX	30,541	-534	$362
AMERICAN ELEC PWR CO INC	4,202	+25	$358
AEP	4,202	+25	$358
EVERSOURCE ENERGY	5,913	+15	$355
ES	5,913	+15	$355
VANGUARD INDEX FDS (VBK)	1,380	-34	$355
VBK	1,380	-34	$355
BANK AMERICA CORP	9,334	+98	$352
BAC	9,334	+98	$352
BANC OF CALIFORNIA INC	23,341	UNCH	$350
BANC	23,341	UNCH	$350
VANGUARD SCOTTSDALE FDS (VONG)	4,000	UNCH	$345
VONG	4,000	UNCH	$345
ISHARES TR (REET)	14,431	-1,276	$340
REET	14,431	-1,276	$340
ASML HOLDING N V	342	UNCH	$339
ASML	342	UNCH	$339
VALERO ENERGY CORP	1,867	-94	$329
VLO	1,867	-94	$329
ISHARES TR (GOVT)	14,549	-580	$327
GOVT	14,549	-580	$327
BROADCOM INC	243	UNCH	$325
AVGO	243	UNCH	$325
SPDR DOW JONES INDL AVERAGE (DIA)	833	UNCH	$324
DIA	833	UNCH	$324
BRISTOL MYERS SQUIBB CO	6,225	-185	$321
BMY	6,225	-185	$321
AMGEN INC	1,183	-87	$320
AMGN	1,183	-87	$320
KKR & CO INC	3,196	+3	$320
KKR	3,196	+3	$320
VISTRA CORP	4,604	+4,604	$320
VST	4,604	+4,604	$320
ZIONS BANCORPORATION N A	7,204	UNCH	$314
ZION	7,204	UNCH	$314
ESSENTIAL UTILS INC	8,505	+76	$312
WTRG	8,505	+76	$312
FACTSET RESH SYS INC	703	UNCH	$309
FDS	703	UNCH	$309
LAM RESEARCH CORP	315	UNCH	$307
LRCX	315	UNCH	$307
ADOBE INC	600	-36	$296
ADBE	600	-36	$296
EMERSON ELEC CO	2,591	-121	$296
EMR	2,591	-121	$296
SCHWAB STRATEGIC TR	4,892	-1,814	$296
SCHB	4,892	-1,814	$296
PIMCO ETF TR (MINT)	2,919	-469	$293
MINT	2,919	-469	$293
THERMO FISHER SCIENTIFIC INC	497	+3	$293
TMO	497	+3	$293
SOUTHERN CO	4,117	-75	$291
SO	4,117	-75	$291
BROADRIDGE FINL SOLUTIONS IN	1,350	UNCH	$280
BR	1,350	UNCH	$280
SELECT SECTOR SPDR TR (XLK)	1,345	+227	$279
XLK	1,345	+227	$279
NOVO NORDISK A S	2,227	+232	$278
NVO	2,227	+232	$278
ISHARES TR (STIP)	2,791	-891	$278
STIP	2,791	-891	$278
HONEYWELL INTL INC	1,394	-16	$277
HON	1,394	-16	$277
SCHWAB STRATEGIC TR	2,991	UNCH	$277
SCHG	2,991	UNCH	$277
FS KKR CAP CORP	13,846	-4,903	$267
FSK	13,846	-4,903	$267
TRAVELERS COMPANIES INC	1,190	+18	$266
TRV	1,190	+18	$266
NIKE INC	2,865	-348	$261
NKE	2,865	-348	$261
ISHARES TR (SHV)	2,370	-1,800	$261
SHV	2,370	-1,800	$261
ISHARES TR (IYR)	2,902	+11	$259
IYR	2,902	+11	$259
PALANTIR TECHNOLOGIES INC	11,375	+214	$259
PLTR	11,375	+214	$259
BECTON DICKINSON & CO	1,025	+5	$252
BDX	1,025	+5	$252
CVS HEALTH CORP	3,425	+47	$251
CVS	3,425	+47	$251
COMCAST CORP NEW	6,201	+451	$249
CMCSA	6,201	+451	$249
AMERIPRISE FINL INC	571	+22	$245
AMP	571	+22	$245
ICF INTL INC	1,643	UNCH	$236
ICFI	1,643	UNCH	$236
VANGUARD WHITEHALL FDS (VYMI)	3,393	+3,393	$235
VYMI	3,393	+3,393	$235
NEXTERA ENERGY INC	3,578	-4	$234
NEE	3,578	-4	$234
OCCIDENTAL PETE CORP	3,391	+3,391	$232
OXY	3,391	+3,391	$232
VANGUARD INDEX FDS (VXF)	1,339	+1,339	$231
VXF	1,339	+1,339	$231
GOLDMAN SACHS ETF TR (GSSC)	3,519	+5	$227
GSSC	3,519	+5	$227
DUKE ENERGY CORP NEW	2,318	-362	$226
DUK	2,318	-362	$226
CATERPILLAR INC	605	-100	$225
CAT	605	-100	$225
SCHWAB STRATEGIC TR	4,627	-600	$225
SCHR	4,627	-600	$225
SCHWAB STRATEGIC TR	3,008	UNCH	$225
SCHV	3,008	UNCH	$225
SPDR SER TR (SPYV)	4,498	-689	$222
SPYV	4,498	-689	$222
SPDR INDEX SHS FDS (GWX)	6,828	UNCH	$221
GWX	6,828	UNCH	$221
RTX CORPORATION	2,171	-193	$221
RTX	2,171	-193	$221
TOPBUILD CORP	500	+500	$217
BLD	500	+500	$217
FIDELITY COVINGTON TRUST	4,437	-231	$213
FDHY	4,437	-231	$213
EA SERIES TRUST	10,116	UNCH	$211
BSVO	10,116	UNCH	$211
UNION PAC CORP	855	-7	$206
UNP	855	-7	$206
ARCHER DANIELS MIDLAND CO	3,193	+35	$204
ADM	3,193	+35	$204
AMERICAN EXPRESS CO	930	+930	$204
AXP	930	+930	$204
EDWARDS LIFESCIENCES CORP	2,172	+2,172	$202
EW	2,172	+2,172	$202
SCHWAB STRATEGIC TR	2,542	+2,542	$202
SCHD	2,542	+2,542	$202
VANGUARD INDEX FDS (VV)	847	+847	$202
VV	847	+847	$202
CENCORA INC	842	+842	$201
COR	842	+842	$201
NUVEEN S&P 500 BUY WRITE INC	15,035	UNCH	$196
BXMX	15,035	UNCH	$196
EMPIRE ST RLTY OP L P	17,206	UNCH	$172
ESBA	17,206	UNCH	$172
FS CREDIT OPPORTUNITIES CORP	10,815	UNCH	$64
FSCO	10,815	UNCH	$64
OMEROS CORP	14,288	UNCH	$49
OMER	14,288	UNCH	$49
HOOKIPA PHARMA INC	19,783	UNCH	$14
HOOK	19,783	UNCH	$14
STANDARD LITHIUM LTD	10,000	+0	$12
SLI	10,000	UNCH	$12
AMERICAN CENTY ETF TR			$0 (exited)
AVMU	0	-7,651	$0
INVESCO EXCH TRD SLF IDX FD			$0 (exited)
BSCU	0	-10,406	$0
FIDELITY COVINGTON TRUST			$0 (exited)
FESM	0	-180,222	$0
GREENBRIER COS INC			$0 (exited)
GBX	0	-6,242	$0
INVESCO ACTVELY MNGD ETC FD			$0 (exited)
PDBC	0	-10,134	$0
SCHWAB STRATEGIC TR			$0 (exited)
SCHA	0	-5,079	$0
SCHWAB STRATEGIC TR			$0 (exited)
SCHX	0	-3,694	$0
SPDR SER TR			$0 (exited)
SPSB	0	-10,276	$0
MANAGER DIRECTED PORTFOLIOS	0	-18,296	$0 (exited)
VGSR	0	-18,296	$0

See Summary: Apella Capital LLC Top Holdings
See Details: Top 10 Stocks Held By Apella Capital LLC

Entity	Shares/Amount Change	Position Value Change
Biggest New Positions
DFAR	+20,350	+$452
VST	+4,604	+$320
VYMI	+3,393	+$235
OXY	+3,391	+$232
VXF	+1,339	+$231
BLD	+500	+$217
AXP	+930	+$204
EW	+2,172	+$202
SCHD	+2,542	+$202
VV	+847	+$202

Entity	Shares/Amount Change	Position Value Change
Biggest Exited Positions
FESM	-180,222	-$4,886
AVMU	-7,651	-$358
SPSB	-10,276	-$305
GBX	-6,242	-$277
SCHA	-5,079	-$232
SCHX	-3,694	-$205
VGSR	-18,296	-$178
BSCU	-10,406	-$172
PDBC	-10,134	-$135

Entity	Shares/Amount Change	Position Value Change
Biggest Position Increases
DFAC	+803,797	+$44,269
DFIC	+266,917	+$8,601
BSV	+254,520	+$18,813
BND	+245,635	+$16,666
BNDX	+150,833	+$7,333
DFEM	+114,347	+$4,182
VEA	+85,589	+$6,856
MGC	+69,092	+$17,648
DFSD	+62,121	+$3,018
DFIV	+59,325	+$5,427

Entity	Shares/Amount Change	Position Value Change
Biggest Position Decreases
DFGR	-74,752	-$1,953
VGSH	-45,878	-$2,703
VCSH	-42,907	-$3,314
DFAX	-33,900	+$598
BBAG	-25,161	-$1,226
DFUS	-24,036	+$2,469
AVIG	-23,880	-$1,029
DFAI	-22,953	-$261
AVUS	-21,641	+$96

Apella Capital LLC Info

Size ($ in 1000's)
At 03/31/2024: $1,982,891
At 12/31/2023: $1,795,037

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

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