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Timothy Richards

@Apella Capital, Llc

Latest period2024 - Q4ReportedManaged Assets$2.607BTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
DFACDimensional Etf Trust
Recent Activity
Increased 20.32%
14.06%
$366.512M
10.596M shares@ $34.6 avg price
BNDVanguard Bd Index Fds
Recent Activity
Increased 3.19%
4.19%
$109.219M
1.519M shares@ $71.91 avg price
VTIVanguard Index Fds
Recent Activity
Increased 5.98%
3.7%
$96.241M
332,083 shares@ $289.81 avg price
DFCFDimensional Etf Trust
Recent Activity
Increased 17.27%
3.03%
$78.806M
1.91M shares@ $41.27 avg price
DFSDDimensional Etf Trust
Recent Activity
Increased 57.35%
3.01%
$78.345M
1.671M shares@ $46.89 avg price
DFICDimensional Etf Trust
Recent Activity
Increased 49.29%
2.78%
$72.429M
2.802M shares@ $25.85 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Increased 4.52%
2.32%
$60.403M
1.263M shares@ $47.83 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Increased 3.95%
1.83%
$47.581M
1.08M shares@ $44.04 avg price
DFUSDimensional Etf Trust
Recent Activity
Increased 0.23%
1.62%
$41.979M
658,494 shares@ $63.75 avg price
DFEMDimensional Etf Trust
Recent Activity
Increased 26.77%
1.41%
$36.62M
1.398M shares@ $26.19 avg price