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Home > Institutional Investor > Apella Capital, Llc > Profile

Instuitional Investor - Apella Capital, Llc

Fund Profile
Filing Period:
Fund Name: Apella Capital, Llc
Portfolio Value $2,913,516,364
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 11,812,257 $375,747,903 12.9%
2.
Vanguard Bond Index Funds
 BND 1,698,621 $132,560,351 4.55%
3.
Dimensional Etf Trust
 2,694,401 $127,795,417 4.39%
4.
Vanguard Bond Index Funds
 BND 1,499,836 $109,008,085 3.74%
5.
Vanguard Index Fds
 396,108 $106,347,094 3.65%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)