Apella Capital, LLC Reduced Holdings in Q4 2024

Apella Capital, LLC

  • $2.54 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BNDX
Vanguard Total International B

ETFs
-239K
- 9.85%
$48.91 - $50.61 $11.7M - $12.1M
2.19M $107M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-58.1K
- 17.87%
$201.32 - $217.44 $11.7M - $12.6M
267K $55.2M
VTV
Vanguard Value ETF

ETFs
-41.3K
- 16.38%
$168.32 - $181.87 $6.95M - $7.51M
211K $35.7M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-67.3K
- 3.57%
$77.02 - $78.58 $5.18M - $5.29M
1.82M $140M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-28.7K
- 9.6%
$114.08 - $125.68 $3.27M - $3.6M
270K $30.9M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-54.8K
- 17.15%
$88.59 - $94.57 $4.85M - $5.18M
265K $23.5M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-28.3K
- 16.06%
$176.42 - $186.91 $5M - $5.3M
148K $26.4M
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
-98.2K
- 15.63%
$31.92 - $36.14 $3.13M - $3.55M
530K $16.9M
IMTM
Ishares Msci Intl Momentum Fac

ETFs
-88K
- 16.13%
$37.33 - $40.39 $3.29M - $3.56M
458K $17.1M
MGC
Vanguard Mega Cap ETF

ETFs
-34.1K
- 7.72%
$204.21 - $220.18 $6.96M - $7.5M
407K $86.6M
DFIV
Dimensional ETF Tr

ETFs
-8.28K
- 0.65%
$34.86 - $37.97 $289K - $314K
1.26M $44.7M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-26K
- 16.08%
$70.1 - $76.53 $1.82M - $1.99M
136K $9.59M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-44K
- 18.05%
$37.12 - $41.23 $1.63M - $1.81M
200K $7.41M
DFAX
Dimensional ETF Tr
-25.8K
- 2.87%
$24.76 - $27.04 $639K - $698K
873K $21.7M
EFV
Msci Eafe Value ETF

ETFs
-19.4K
- 10.1%
$51.78 - $57.15 $1M - $1.11M
173K $9.05M
VBR
Vanguard Small Cap Value ETF

ETFs
-8.06K
- 10.05%
$197.36 - $217.3 $1.59M - $1.75M
72.2K $14.3M
EEMV
Ishares Msci Emerging Markets

ETFs
-18.3K
- 14.57%
$57.85 - $63.11 $1.06M - $1.16M
108K $6.23M
GD
General Dynamics Corp

Industrials
-541
- 1.88%
$260.28 - $314.03 $141K - $170K
28.3K $7.46M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-1.39K
- 0.77%
$58.88 - $64.8 $82K - $90.3K
179K $10.6M
JNK
Spdr Bloomberg High Yield Bond

ETFs
-6.82K
- 4.51%
$94.77 - $97.36 $647K - $664K
144K $13.8M
MSFT
Microsoft Corp

Technology
-579
- 0.79%
$406.35 - $454.46 $235K - $263K
72.4K $30.5M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-110
- 0.13%
$75.65 - $83.47 $8.32K - $9.18K
85.1K $6.48M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-1.38K
- 1.24%
$52.1 - $57.26 $71.8K - $79K
110K $5.73M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-1.04K
- 0.94%
$56.61 - $61.63 $58.9K - $64.2K
110K $6.24M
DFAI
Dimensional ETF Tr

ETFs
-5.17K
- 3.12%
$29.0 - $31.6 $150K - $163K
161K $4.69M
VT
Vanguard Total World Stk Index

ETFs
-3.98K
- 10.2%
$117.09 - $123.07 $466K - $490K
35K $4.11M
VEEV
Veeva Systems Inc

Healthcare
-2.49K
- 16.87%
$201.81 - $250.45 $503K - $625K
12.3K $2.58M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-3.43K
- 0.7%
$40.38 - $44.35 $138K - $152K
487K $19.9M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-6.16K
- 3.99%
$47.26 - $48.18 $291K - $297K
148K $7.02M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-1.59K
- 0.53%
$49.79 - $51.14 $79.3K - $81.5K
300K $15M
VEU
Vanguard Ftse All World Ex Us

ETFs
-3.1K
- 9.16%
$57.29 - $63.1 $177K - $195K
30.7K $1.76M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-5.03K
- 36.21%
$55.45 - $61.08 $279K - $307K
8.87K $491K
DHI
Horton D R Inc

Consumer Cyclical
-93
- 1.61%
$137.24 - $194.56 $12.8K - $18.1K
5.68K $794K
XOM
Exxon Mobil Corp

Energy
-1.09K
- 5.6%
$105.51 - $125.37 $115K - $137K
18.4K $1.98M
VIG
Vanguard Dividend Appreciation

ETFs
-1.65K
- 2.6%
N/A
61.7K $11.2M
ELV
Elevance Health, Inc.

Healthcare
-26
- 1.34%
$365.96 - $514.62 $9.51K - $13.4K
1.91K $705K
USFR
Wisdomtree Floating Rate Treas

ETFs
-5.77K
- 48.56%
$50.23 - $50.46 $290K - $291K
6.12K $307K
DFAE
Dimensional ETF Tr

ETFs
-1.96K
- 1.8%
$25.36 - $28.15 $49.6K - $55.1K
107K $2.71M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-2.38K
- 3.71%
$81.68 - $82.93 $195K - $198K
61.9K $5.08M
MCD
Mcdonalds Corp

Consumer Cyclical
-597
- 9.27%
$288.47 - $316.54 $172K - $189K
5.84K $1.69M
CMF
Ishares California Muni Bond E

ETFs
-3.77K
- 9.22%
$56.66 - $58.1 $213K - $219K
37.1K $2.13M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-2.51K
- 7.22%
$124.26 - $134.12 $312K - $337K
32.3K $4.15M
LLY
Eli Lilly & CO

Healthcare
-6
- 0.37%
$727.2 - $932.06 $4.36K - $5.59K
1.6K $1.23M
TIP
Ishares Tr Tips Bd ETF

ETFs
-1.44K
- 19.6%
$106.33 - $110.69 $153K - $159K
5.89K $627K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-144
- 0.88%
$442.29 - $483.08 $63.7K - $69.6K
16.2K $7.33M
GE
General Electric CO

Industrials
-534
- 14.29%
$159.95 - $194.23 $85.4K - $104K
3.2K $534K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-1.08K
- 5.86%
$74.5 - $78.37 $80.6K - $84.8K
17.4K $1.3M
JPME
Jpmorgan Tr. Diversified Retur

ETFs
-1.04K
- 7.75%
$102.08 - $110.92 $106K - $116K
12.4K $1.27M
VZ
Verizon Communications Inc

Communication Services
-1.31K
- 9.47%
$39.6 - $45.21 $51.8K - $59.1K
12.5K $500K
Activity Summary
Buys All Purchases 214 New Holdings 35 Increased Positions 179 Sells All Sells 108 Reductions 108 Sold out 0 Options Calls 0 Puts 0
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