test

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
USMVIshares Tr
Recent Activity
Decreased -17.14%
0.91%
$23.487M
264,526 shares@ $88.8 avg price
DFAXDimensional Etf Trust
Recent Activity
Decreased -2.87%
0.84%
$21.7M
872,892 shares@ $24.86 avg price
DFUVDimensional Etf Trust
Recent Activity
Decreased -0.69%
0.77%
$19.908M
486,509 shares@ $40.92 avg price
AAPLApple Inc
Recent Activity
Decreased -0.71%
0.76%
$19.66M
78,509 shares@ $250.43 avg price
IMTMIshares Tr
Recent Activity
Decreased -16.12%
0.66%
$17.127M
457,947 shares@ $37.41 avg price
GEMGoldman Sachs Etf Tr
Recent Activity
Decreased -15.62%
0.65%
$16.925M
530,221 shares@ $31.92 avg price
VTEBVanguard Mun Bd Fds
Recent Activity
Decreased -0.52%
0.58%
$15.042M
300,051 shares@ $50.13 avg price
ESGUIshares Tr
Recent Activity
Decreased -2.83%
0.57%
$14.81M
114,965 shares@ $128.82 avg price
VBRVanguard Index Fds
Recent Activity
Decreased -10.05%
0.55%
$14.3M
72,158 shares@ $198.18 avg price
JNKSpdr Ser Tr
Recent Activity
Decreased -4.51%
0.53%
$13.783M
144,371 shares@ $95.47 avg price