Timothy Richards

@Apella Capital, Llc

Latest period2024 - Q4

Reported4d ago

Managed Assets$2.607B

Total holdings341

Assets growth rate7.15%

Assets growth rate (2-Q avg)7.97%

Continuous growth in asset value10 quarters

Portfolio positions

This chart displays the top 10 holdings in Apella Capital, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 341 positions.

Assets under management

The assets under management (AUM) of Apella Capital, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 10 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 2.607B in assets, with a quarterly growth rate of 7.15% and a 2-quarter average growth rate of 7.97%. The portfolio is managed by Timothy Richards, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
DFGXDimensional Etf Trust Recent Activity New Position	0.66%	$17.122M 327,261 shares@ $52.32 avg price	New Position
VONEVanguard Scottsdale Fds Recent Activity New Position	0.36%	$9.27M 34,754 shares@ $266.73 avg price	New Position
DIHPDimensional Etf Trust Recent Activity New Position	0.27%	$6.933M 274,810 shares@ $25.23 avg price	New Position
REETIshares Tr Recent Activity New Position	0.11%	$2.633M 109,857 shares@ $23.97 avg price	New Position
SPABSpdr Ser Tr Recent Activity New Position	0.09%	$2.293M 91,754 shares@ $24.99 avg price	New Position
AVLVAmerican Centy Etf Tr Recent Activity New Position	0.09%	$2.098M 31,415 shares@ $66.78 avg price	New Position
ISTBIshares Tr Recent Activity New Position	0.07%	$1.811M 37,905 shares@ $47.78 avg price	New Position
IEIIshares Tr Recent Activity New Position	0.06%	$1.361M 11,782 shares@ $115.55 avg price	New Position
SPIBSpdr Ser Tr Recent Activity New Position	0.05%	$1.224M 37,373 shares@ $32.76 avg price	New Position
VXFVanguard Index Fds Recent Activity New Position	0.05%	$1.098M 5,778 shares@ $189.98 avg price	New Position